1. User Guide and Online Help
  2. Create and manage case series
  3. Create a case series

Create a case series

There are several ways to create a case series. Once created, you must add cases, save the case series, and publish it for others to use.

  • Create a query-based case series
    You can create a query and include the cases found by the query in a new case series.
  • When to use the Query Wizard to create a case series
    Use a query-based case series to retrieve and view source data as needed in your review and analysis of data. For example, you can retrieve cases that meet specified criteria, and then run a report against that case series.
  • Create an empty case series
    One way to create a case series is to create an empty case series and then manually add (type in or paste in) a list of case IDs, or transfer cases to the empty case series.
  • Transfer cases to a case series
    On pages and in reports that display a list of cases, you can transfer cases to an empty or existing case series.
  • Manually add cases to a case series
    You can add cases manually from source data to an empty case series or to a case series that already includes cases that you created or have been published to your login group.
  • Save a case series
    After you have created the case series and added cases to it, save it with a name that identifies its content.

Parent topic: Create and manage case series