Creating and editing study objects in the study workflow

A study design is a container for the structure of a study. Each study has only one study design, which is created automatically when you create a study. The study design study object is accessible only in a study, not in a library.

In the Project Explorer, select the Visit Schedule Explorer bar.
Select the StudyDesign folder.
Select the Properties Browser.
Note: If the Properties Browser is not visible, select View > Properties.
Edit the properties of the study design. After changing each property, press Enter, or tab to the next property.
Note: The values of editable properties appear in bold, black text, and the values of non-editable properties appear in gray text.

You create a study object (study design, study element, study event, form, section, item, codelist, and codelist item) in a study or library. You can create a study object outside the hierarchy of a study or library, but the study object is not deployed until you add it to a parent study object in a study or library. To include a study object in the hierarchy of a study or library, add it to an existing parent in the study or library.

(Available only in a study) To create a study element on a study design:
1. In the Project Explorer, select the Visit Schedule Explorer bar.
2. Right-click the study design, and select New Element.
To create a study element outside the hierarchy of a study or library:
1. In the Project Explorer, select the Elements and Events Explorer bar.
2. Right-click the Study Elements folder, and select New Element.
The Object Name dialog box appears.
Type a title, RefName, and description, and click OK.

In the Project Explorer, select a study element.
Select the Properties Browser.
Note: If the Properties Browser is not visible, select View > Properties.
Edit the properties of the study element. After changing each property, press Enter, or tab to the next property.
Note: The values of editable properties appear in bold, black text, and the values of non-editable properties appear in gray text.

Navigate to the parent study object, as indicated in the following table.

Parent study object	Steps
Study design (only in studies)	In the Project Explorer, select the Visit Schedule Explorer bar. Right-click the study design, and select New Event.
Study element	In the Project Explorer, select the Elements and Events Explorer bar. Right-click the study element, and select New Event.
No parent (for eample, in a library)	In the Project Explorer, select the Elements and Events Explorer bar. Right-click the Study Events folder, and select New Event.

The Object Name dialog box appears.

Type a title, RefName, and description, and click OK.

In the Project Explorer, select a study event.
Select the Properties Browser.
Note: If the Properties Browser is not visible, select View > Properties.
Edit the properties of the study event. After changing each property, press Enter, or tab to the next property.
Note: The values of editable properties appear in bold, black text, and the values of non-editable properties appear in gray text.

In the Project Explorer, select a study event.
Select the General tab.
Type a value in the Short Title field.

In the Project Explorer, right-click a study event, and select Repeating Event.
If the study event was nonrepeating, it changes to a repeating study event. If the study event was repeating, it changes to a nonrepeating study event.

In the Project Explorer, select a study event.
Open the Properties Browser.
Note: If the Properties Browser is not visible, open the View menu and make sure Properties is selected.
From the Special Visits drop-down list, select a value.