--- title: "Managing Your Site’s Subject List" slug: "how-do-i-effectively-navigate-the-subject-list" updated: 2025-05-28T10:51:18Z published: 2025-05-28T10:51:18Z canonical: "help.clario.com/how-do-i-effectively-navigate-the-subject-list" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.clario.com/llms.txt > Use this file to discover all available pages before exploring further. # Managing Your Site’s Subject List **Optimize your subject management with our intuitive dashboard.** **Quickly create, edit, search, and export data, ensuring a smooth and efficient workflow every time.** ![image description](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Subject%20List%20-%20Hero%20Image.png?sv=2026-02-06&spr=https&st=2026-10-31T10%3A07%3A47Z&se=2026-10-31T11%3A07%3A47Z&sr=c&sp=r&sig=O06BNs0UO3xbb6XFauTFT8MKsreDpIOzqPuyxy9%2FN1o%3D) ## Creating a Subject ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Subject%20List%20-%20Creating%20Subjects.png?sv=2026-02-06&spr=https&st=2026-10-31T10%3A07%3A47Z&se=2026-10-31T11%3A07%3A47Z&sr=c&sp=r&sig=O06BNs0UO3xbb6XFauTFT8MKsreDpIOzqPuyxy9%2FN1o%3D) 1. Press **Create Subject**. 2. Fill out the form by: - Selecting options from the drop-down menus. - Typing directly into text fields (e.g., **DD-MMM-YYYY**). - Choosing dates using the calendar icon. 3. Press **Save** to create the subject. 4. To cancel, press **Cancel** or click the **x** in the top right corner to close the form without saving. 5. You'll be notified that the new user was requested successfully. The notification will disappear automatically or you can press **x** to dismiss it. > [!NOTE] > The subject creation form will differ between studies. ## Editing a Subject’s Demographic Details > [!NOTE] > The available fields you can edit may differ between studies. 1. Identify the subject to edit and click the three dots (**...**), then select **Edit**. 2. Make your changes in the editable fields. 3. Click **Save** when done. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Subject%20List%20-%20Editing%20Subjects%201%20of%202.png?sv=2026-02-06&spr=https&st=2026-10-31T10%3A07%3A47Z&se=2026-10-31T11%3A07%3A47Z&sr=c&sp=r&sig=O06BNs0UO3xbb6XFauTFT8MKsreDpIOzqPuyxy9%2FN1o%3D) 1. Choose a reason for the change from the drop-down menu. If you select **Other**, type the reason. 2. Click **Save** again. A notification will confirm your changes were saved. It will disappear automatically or you can close it by pressing **x**. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Subject%20List%20-%20Editing%20Subjects%202%20of%202.png?sv=2026-02-06&spr=https&st=2026-10-31T10%3A07%3A47Z&se=2026-10-31T11%3A07%3A47Z&sr=c&sp=r&sig=O06BNs0UO3xbb6XFauTFT8MKsreDpIOzqPuyxy9%2FN1o%3D) ## Searching for Your Subjects ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Subject%20List%20-%20Subject%20Search.png?sv=2026-02-06&spr=https&st=2026-10-31T10%3A07%3A47Z&se=2026-10-31T11%3A07%3A47Z&sr=c&sp=r&sig=O06BNs0UO3xbb6XFauTFT8MKsreDpIOzqPuyxy9%2FN1o%3D) Filter the table to quickly access subject-specific dashboards. - **Configure Filter**: Select the down arrow next to **Subject ID** and type keywords into the **Text Filter** box. - **Text and Drop-down Filters**: Some filters require text input (e.g., **Subject ID**), while others (e.g., **Country**) require selecting a category from a drop-down menu. - **Apply Filters**: Press **Apply**. - **Multiple Filters**: Apply multiple filters by repeating the process. Clear filters individually by pressing **x** or together by pressing **Clear all**. ## Adjusting the Displayed Rows - **Change Row Display**: Click the down arrow next to the number of rows (e.g., "10") to see display options. - **Select Rows:** Choose the desired number of rows. > [!NOTE] > The table shows 10 rows by default. ## Sorting Columns - **Column Headers**: Click on the column header or the up/down arrows to adjust the sort. - **Single Column Sort**: Sorting can only be applied to one column at a time. Sorting a second column clears the first column sort. > [!NOTE] > Site numbers display in ascending order by default. ## Viewing Other Pages Your data table may extend onto other pages. Here’s what you need to know to navigate between pages: - **Forward and Back Arrows**: Use these to navigate through multiple pages of rows. - **Inactive Buttons**: Arrows are greyed out and unclickable if rows don't exceed your configuration (e.g., "10"). - **Single Arrow**: Moves one page at a time. - **Double Arrow**: Jumps to the beginning or end page. ## Exporting the Subject List - Press **Export Subject Data**. - The **Clario Portal** will notify you when the file is downloaded. This message will disappear automatically or you can close it by pressing **x**. > [!NOTE] > Your web browser may show the file name and location, allowing you to open it immediately.

Frequently Asked Questions

How do I navigate to the page where I can manage my subject list?

From Clario’s Global Dashboard:

  1. Press Select Study or Organization.

  2. Choose your study from the drop-down list, or press Show more… to search for it.

  3. Press Subjects.

What should I do if I get a message saying "The Subject Number you entered does not meet the expected format"?

Check your study resources for the correct format, then re-enter the Subject Number correctly.

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