An individual is a single, distinct entity for which data is collected according to an approved protocol. Managing individuals in Progeny Desktop consists of creating, copying, moving, and deleting individuals.
All Individuals/Only Probands
Previously offered in our Patients View, the Individuals Module can now be drilled down to display Only Probands, or All Individuals.
New Individual Button
An individual who is not a member of a pedigree is referred to as a singlet. After creating a singlet, the singlet can be moved to an existing pedigree or to a new pedigree. To add individuals to your database without attaching them to a pedigree, click the + New Individual button.
The Add New Individual dialogue box opens. Enter the name of the new individual, select the gender for the individual, then select the data folder to which the individual is being added. Once you click Save, a message will then indicate that the individual was successfully created.
Smart list
A list of uniquely chosen data fields to display on the main screen for quick viewing. These fields are used to search the data quickly from the smart search feature. The search results only display the data found in the fields on the smart list.
Smart Search
Searches only the data that is displayed in the columns on your smart list. The search is limited to the exact order of the characters in the string. The asterisk (*) is a wildcard that can be used to extend the search.
Window Panes
Folders
The Individuals module has three main window panes. The left vertical pane displays the folder organization for a particular functional area in a Windows Explorer-style structure. Click on a folder in the pane to open the folder. As folders and sub-folders are opened in this pane, detailed information about the folder’s content is displayed in the upper and lower horizontal panes on the right (information is displayed in the bottom pane when an item is highlighted in the upper pane).
- Folder drop-down arrow
- Open Individual Spreadsheet for Folder – Opens up the Individual Spreadsheets module specific for the folder.
Individuals
The pane on the top-right corresponds to individuals. Any folder that is selected from the folders pane automatically populates the individuals in that folder in the top right pane.
- Individuals – Actions menu
- Open Datasheet – opens the individual datasheet for the individual
- Open Pedigree – opens the pedigree for the individual
- Open Test Results – opens the Test Results for individual
- Rename Individual – renames the individual
- New Invite – sends a new invitation to the individual
- Launch New Questionnaire – allows launching of new questionnaire for selected individual
- Generate Letter – generates a letter for the individual
- Individuals – Singlet (not in pedigree) Actions menu
- Open Datasheet – opens the individual datasheet for the individual
- Move to Pedigree – opens the pedigree for the individual
- Existing Pedigree – moves the individual to an existing pedigree
- New Pedigree – moves the individual to a new pedigree
- Copy Individual – makes a copy of the individual
- Rename Individual – renames the individual
- Change Sex – changes the sex of the individual
- Male
- Female
- Unknown
- Delete Individual – deletes the individual and ALL their data from the database
- New Invite – sends a new invitation to the individual
- Launch New Questionnaire – allows launching of new questionnaire for selected individual
- Edit Individual Security –
- Generate Letter – generates a letter for the individual
- Individuals – Singlet (not in pedigree) Actions menu
- Multiple individuals selected – Actions Menu
- Batch Letters – generates a letter for all selected individuals
- Batch Invites – sends a new invitation to all selected individuals
Invites
- Invites – Action Menu
- New Invite – sends a new invitation to the individual
- Send Reminder – sends a reminder email to the individual
- Update Status – manually changes the status of the questionnaire
- Completed Manually
- Inactive
- Reviewed
- Lock Invite – locks the invitation so that it cannot be accessed
- View Invite History – shows a history log of the invites status
- Open Pedigree – opens pedigree for individual (not available if singlet)
- Open Datasheet – opens the individual’s datasheet for the individual
- Generate Letter – generates a letter for the individual
- Collapse Pane Arrow – hides the Invites pane from view. Click again to unhide.