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Pedigrees Module – Web

Pedigrees

Creating a Pedigree

To create a Pedigree from the Progeny Web Interface, select the Pedigrees module, then click the New Pedigree button in the upper right corner of the screen.

This will open the Add New Family window.

  1. Select a folder to save the pedigree into.
  2. Type the name of the pedigree.
  3. Select the gender for the proband.
  4. If you would like to create the pedigree right away click Draw Now.
  5. If you would like to quickly add relatives to the proband select Next.
  6. After clicking Next, you can enter the number of each relative listed for the proband.
    View Video: Build a Pedigree

Main Interface

  1. The Folder section: Lists the folders used for organizing and storing pedigrees.
  2. Show sub-folder arrow in the Folder section: Click to show/hide sub-folders.
  3. Folder Menu option: Shows Open Pedigree/Individual spreadsheet menu option for the folder.
  4. Pedigrees section: Displays the pedigrees in the selected folder.
  5. Pedigrees Actions menu: Menu options for working with pedigrees.
  6. The Individuals section shows all the individuals in the selected pedigree.
  7. The Actions menu for individuals, allows you to work with individuals more directly, see the second section below for more details.
  8. The Invites tab shows all the invites to individuals in the selected pedigree and has the same invite options as the Invites Module.

Pedigree Actions Menu

  1. Open Pedigree – Opens the selected pedigree.
  2. Copy Pedigree – Copies the selected pedigree to another location.
    View Video: Copy a Pedigree
  3. Move Pedigree – Moves the selected pedigree to another location.
  4. Rename Pedigree – Renames the selected pedigree, and will prompt you to rename the individuals inside.
  5. Delete Pedigree – Deletes the selected pedigree.
  6. Open Pedigree Datasheet – Opens a datasheet for more information about the pedigree.
  7. Create Shortcut – Creates a shortcut to the selected pedigree that can be in another folder to allow easier access to selected pedigrees.
  8. Export Pedigree – Creates an XML export of pedigree.
  9. Edit Pedigree Security – Allows you to specify pedigree access to all users or specific profile formats.
  10. Generate External Link – Allows you to generate a link to allow others to view it without requiring a login, the pedigree cannot be modified from the link, but it WILL contain PHI.

Individuals Action Menu

  1. Rename Individual – Renames the selected individual.
  2. Open Individual Datasheet – Opens the selected individual’s datasheet.
  3. Open Pedigree – Opens the pedigree the selected individual is in.
  4. Open Test Results – Opens individual’s test results.
  5. New Invite – Sends them a new invite to a Family History Questionnaire.
  6. Launch New Questionnaire – Allows you to select a questionnaire to launch for selected individual.
  7. Generate Letter – Generates a letter for the patient.

Pedigree Canvas

Toolbar

  • Save – saves the current pedigree and any changes that were made.
  • Show Datasheet/Hide Datasheet – displays or hides the datasheet in split view for an individual when that individual is selected.
  • Show Spreadsheet/Hide Spreadsheet – displays or hides a selected/default spreadsheet for the current pedigree.
  • Show Invites/Hide Invites – displays or hides the invite pane for the individuals on the pedigree.
  • Open Datasheet – opens the datasheet in full view for the selected individual.
  • Build Spreadsheet – builds/loads a spreadsheet for the current pedigree.
  • SmartDraw – applies the SmartDraw feature to redraw the pedigree depending on the customized SmartDraw settings.
  • Show/Hide Risk – opens the Risk Assessment tool.
  • Order Test – opens the Ambry Order pop-up window to order genetic tests for the selected individual.
  • Generate Letter – opens the Letter Generator module to create a letter for the selected individual based on the letter template selected.
  • Actions – different actions to perform.
  • Settings – different options for customizing the pedigree display, pedigree dimensions, SmartDraw options, and formats.
    • Pedigree Display – customizes the display on the pedigree canvas.
      • Show Grid – displays a grid on the pedigree canvas.
      • Snap To Grid – snaps the individuals on the pedigree to the edges of the grid lines.
      • Show Page Breaks – displays the print boundaries as dashed blue lines.
      • Show Header – displays the header on the pedigree canvas.
      • Show Footer – displays the footer of the pedigree canvas.
      • Show Symbols Legend – displays the symbols legend for the specified symbol format.
      • Show Subtext Legend – displays the subtext legend for the specified subtext format.
      • One Click Add – activates the one-click add features for adding relatives to the selected individual (shows yellow triangles around an individual when selected).
      • Auto Draw – automatically runs SmartDraw on the pedigree when new individuals are added to the pedigree.
      • Use Hooks – enables the hooks feature to improve the visual appearance of intersecting relationship lines.
      • Show Blue ID # – displays the numerical order, from left to right, for each individual in their generation.
      • Show Date – displays the date in the upper left corner of the pedigree canvas.
      • Display Individual by – changes the pedigree display by either gender or assigned sex at birth (assigned sex at birth is default).
      • Proband Arrow Position – changes the position of the proband arrow on the pedigree canvas.
      • Icon Subtext Font – changes the font and font size for the pedigree subtext.

View Video: Pedigree Display Settings

    • Pedigree Dimensions – changes the dimensions of the pedigree.
      • Line Width – changes the width of the relationship lines.
      • Scale – changes the magnification level of the pedigree.
      • Icon Size – changes the size of the individual icons.
      • Sibling Line Height – changes the height of the sibling relationship line.
      • Y-Subtext Spacing – changes the vertical spacing for the subtext.
      • Individual Space – changes the spacing between individuals.
      • Grid Space – changes the width and height of the grid.

      View Video: Pedigree Dimensions

    • SmartDraw Options – customizes the options for the SmartDraw feature.
      • Keep Spouses Together – lines up spouses evenly next to each other.
      • Line Up Generations – lines up individuals on the same generation horizontally.
      • Conserve Left Space – moves the pedigree as far left on the pedigree canvas.
      • Force Father Left – keeps the father of a relationship to the left of the mother.
      • Redraw Pedigree – redraws the pedigree to best fit on the pedigree canvas.

View Video: Smartdraw Option Settings

Individual Menu

Displayed by right-clicking on an Individual.

  • Parents – unchecking the Biological Mother/Father box will update the individual to disconnect the relationship with the currently drawn Mother/Father to enable connection to a donor.
  • Select – selects the specified family relationship(s).
  • Delete – permanently deletes the individual from the database.
    View Video: Delete or Remove an Individual
  • Remove Individual(s) From Pedigree – removes the individual from the pedigree and prompts for which location to save the individual.
    View Video: Delete or Remove an Individual
Relationship Line Menu
  1. Select the relationship line between two individuals (spouses) and you will see two yellow boxes on opposite ends of the line connecting the two individuals.
  2. Right-click the selected line and choose the relationship type.
    • Normal
    • Separated
    • Divorced
    • Casual
    • Consanguineous
    • No Issues
    • Infertile
  1. If the relationship is a twin relationship, the right click menu will allow you to select to delete the line, or “Dizygotic”, “Monozygotic” or “Unknown” as in the screenshot below
Right-click Menu

Right-click with your mouse anywhere on the empty space of the pedigree canvas to open the right-click menu.

  • Add Individual – adds a male or female to the pedigree.
  • Select All – selects all individuals on the pedigree.
  • Reverse Select – selects everyone that is not selected and de-selects those that were selected.
  • Fit to Page – fits the pedigree on the specified page orientation as well as paper size along with additional options for adjusting the margins.
    View Video: Fit Pedigree to a Page
  • Fit to Screen – fits the pedigree to full screen view.
  • Copy Pedigree – allows copying of the pedigree to paste elsewhere.
  • Save As Image – allows saving the pedigree as an image file.
One-click Add

  • Top arrow – left click to add a father and right click to add a mother.
  • Top right arrow – left click to add a brother, right click to add a sister, and hold ctrl and click to add a twin.
  • Bottom right arrow – left or right click to add a spouse.
  • Bottom arrow – left click to add a son and right click to add a daughter.
Smart Headers and Footers

The header refers to the pedigree title which defaults to displaying the Pedigree Name. However, you can free type the desired header or it can be created as a format based on pre-defined data points (like proband name, date of birth, or MRN) or any other data field in the database.  

The footer refers to text applied to the bottom of each page of the pedigree canvas. Again, the footers can be entered as free text or configured to reflect any desired data point, (like appointment date or location, genetic testing status of the proband) or any other piece of data being collected in the database. 

Users can enter text or load a format to update the pedigree headers and footers in the Formats tab of Pedigree Settings.

End-User Administrators can create and edit smart header and smart footer formats.

Pedigree Fields

Pedigree Fields that are displayed on the pedigree, also called Pedigree Data or Drop Fields. These fields are pedigree level and usually displays data about the pedigree. Pedigree Fields are very dynamic and customizable.

Symbol Legend

This legend auto-populates as you add cancers and/or other diseases that are predefined with custom pedigree symbols. Pedigree symbols can be customized and used with various data fields to display symbols on the pedigree. To add a cancer to an individual, see Individual Datasheet for more details.

End-User Administrators can create and edit symbol formats.

Subtext

This text is found under each Individual and can be edited via the Individual Datasheet. Subtext can be customized to display data on the pedigree from fields within your Individual Datasheet.

End-User Administrators can create and edit subtext formats.

Proband

The person serving as the starting point for the genetic study of a family is the Proband and is marked with a black arrow on the pedigree.

Updated on May 10, 2023

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