Creating a study object in a workflow diagram
The editor in which the Workflow Diagram tab appears determines the study objects and components that you can create. When you create a study object, the study object is added to the Workflow Diagram tab, the Workflow Grid tab, and the Project Explorer.
Select one of the following Explorer bars and navigate to the Workflow Diagram tab to create the specified study object:
- Study element:
- Visit Information Explorer bar
- Elements and Events Explorer bar
- Study event:
- Visit Information Explorer bar
- Elements and Events Explorer bar
- Form:
- Forms and Transactions Explorer bar
To create the study object on the Workflow Diagram tab:
- In the Workflow Diagram, click the New <Study Object Type> button.
The Object Name dialog box appears.
- 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.
- Optionally, in the RefName field, type a different RefName from the default.
- Optionally, in the Description field, type a description of the study object.
- Click OK.
To change the repeating state of a study event:
- In the Project Explorer, select the study design or study element on which the study event exists.
- Select the Workflow Diagram tab.
- Right-click a study event, and change the selection of Repeating Event as needed.
To change the repeating or common state of a form:
- In the Project Explorer, select the study event on which the form exists.
- Select the Workflow Diagram tab.
- Right-click a form in the workflow diagram, and select Repeating Form or Common Form.
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