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3.1 Manage Panels

Updated 8/28/2026

The Panels page manages named categories used to organise related studies. A panel can represent a clinical area, phenotype class, assay platform, gene panel, or another diagnostic configuration.

For example, studies may be organised into panels such as Cardiovascular, Haematology, Body composition, or SomaScan.

Panels make it easier to identify, group, and analyse studies with a shared purpose or data type.

View available panels

The Panels table displays the panel records available in the Data Dictionary.

[Screenshot 1: Use the full Panels page. Add a red box around the table.]

For each panel, you can view:

  • Name
  • Description
  • Status
  • Created date
  • Number of associated Studies

The Studies count shows how many study records are currently assigned to the panel.

Understand panel status

A panel may be marked as:

  • Active — Available for use in the portal.
  • Inactive — Retained as a record but not currently available for use in relevant workflows.

[Screenshot 2: Highlight one Active status and one Inactive status label.]

Before inactivating a panel, check the associated-study count and consider whether any existing workflows rely on it.

Search for a panel

Use the search field to find a panel by name or identifier.

[Screenshot 3: Red box around the search field and “Search” button.]

Enter a term such as Cardiovascular, SomaScan, or Metabolic, then select Search to update the table.

Use advanced filters

Select Advanced Filters to narrow the panel list using additional panel properties.

[Screenshot 4: Red box around the “Advanced Filters” button.]

Filters are useful when you need to identify active or inactive panels, panels created within a particular period, or panels associated with a specific number of studies.

Create a panel

Select New Panel to create a new panel record.

[Screenshot 5: Red box and arrow pointing to the “New Panel” button.]

Use a clear, concise name and a description that explains:

  • The type of studies the panel contains
  • The biological, clinical, or technical category it represents
  • Any inclusion rule or intended use

[Screenshot 6: Add a screenshot of the New Panel form. Highlight the name, description, status, and save or create button.]

Sort and configure the table

Select a sort icon in a column heading to sort the panel list. For example, sort by Name or Created date.

Select Columns to choose which fields are displayed.

[Screenshot 7: Highlight the Name and Created sort icons, plus the “Columns” button.]

Tips

  • Use panel names that are easy for all users to understand and apply consistently.
  • Avoid creating overlapping panels unless there is a clear reason for a study to belong to multiple categories.
  • Add a descriptive definition so that future users know which studies should be assigned to the panel.
  • Review the associated-study count before changing a panel’s status.