Creating a visit report form

You can create only one visit report form in a study. You can create multiple forms in a library. The form must contain a Date of Visit (DOV) item that is marked as a Date of Visit special item and is the first item on the form. The item does not have to be in its own section. When you create a regulatory document or visit report form in the NonClinical container, the Special Forms custom property in the Properties Browser is automatically set to the appropriate value (either Reg Docs or Visit Report).

A visit report form cannot be repeating but can contain a repeating section.

1. In the Project Explorer, select the Forms and Transactions Explorer bar.
2. Select the Non-Clinical folder.
3. In the workspace, click New > Visit Report Form.

   The Object Name dialog box appears.

4. In the Title field, type the title of the study object.

   As you type, the RefName field is filled in, using the Title text but omitting spaces and disallowed characters.

5. Optionally, in the RefName field, type a different RefName from the default.
6. Optionally, in the Description field, type a description of the study object.
7. Click OK.