Creating, modifying, and deleting a review state

Note: If you create a review state in the Central Designer application to replace a deleted review state, the new review state must have the same RefName and state number as the review state that was deleted.

1. In the Project Explorer, select the Study Information Explorer bar.

   or

   In the Project Explorer, select the Library Information Explorer bar.

2. In the InForm folder, right-click Review States, and select New Review State.

   or

   1. In the InForm folder, select Review States.
   2. In the Review States editor, click New.

   The Object Name dialog box appears.

3. Enter a title, RefName, and description, and click OK.

   The Review State editor appears.

4. Fill in the fields of the editor, and save the study project.

   For more information, see Review State editor—Option descriptions.

   Note: The Label and Mnemonic fields for the review state and each review stage are required for each InForm product locale (English and Japanese). If a required value is missing in a product locale tab, the value from the other locale (if it is defined) appears in the field in red, and an icon appears in the tab to indicate that translation is required. Study validation also checks for missing translated values. Because both English and Japanese locales are always required for review states, the study definition does not need to have the Japanese locale selected, and you do not need the Japanese language skill to translate the review state fields.

Before a review state is deployed to the InForm application, you can change any of its values and the values of its review stages.

Note: If you change the RefName property of a stage, you must update any rules that refer to the stage.

After deploying a review state to the InForm application, you cannot change the state number or any RefNames. You can only change labels, mnemonics, titles, descriptions, and activation state. If you change the RefName of a review state or the name of a review stage and redeploy the study, deployment fails.

1. In the Project Explorer, select the Study Information Explorer bar.

   or

   In the Project Explorer, select the Library Information Explorer bar.

2. In the Review States folder, select a review state.

   The Review State editor appears.

3. Update the fields as needed.

You can delete a review state before or after the study is deployed to the InForm application. If you delete a review state in the Central Designer application for a deployed study and then redeploy, the review state is not removed from the InForm study. If you create a review state in the Central Designer application to replace a deleted review state, the new review state must have the same RefName and state number as the review state that was deleted.

1. In the Project Explorer, select the Study Information Explorer bar.

   or

   In the Project Explorer, select the Library Information Explorer bar.

2. Right-click a review state, and select Delete.

   A confirmation dialog box appears.

3. Click Yes.