Data entry and editing guidelines

You enter data using various controls:

• Text boxes—Typically, the text box width matches the number of characters you can enter. Validation logic can be associated with a text box to ensure that the entry is in the correct format. For example, an email address must be in the form: name@email.com.
• Drop-down lists—When you must choose one value from a list of predefined values, the values appear in a drop-down list. Click the down arrow to view the choices, and then select your choice. For example, you select your birth year from a list of years. If a value is truncated on a form, point to the choice with your mouse to see the entire value.
  • When items are alphabetic, the application sorts them alphabetically from a through z.
  • When items are numeric, the application sorts them in ascending order beginning with 0.
  • When items are alphanumeric, the application sorts them alphabetically. For example: S1, S10, S2.
• Radio buttons—When you must choose one value from a set of predefined values, the values appear with round buttons to their left for you to click, to select or deselect. For example, to make a site active, you click the Yes radio button. To deselect a radio button, double-click it.
• Checkboxes—The application uses checkboxes to present predefined values for a field and allow you to select one or more value. The values may be Yes or No, or applicable to the specific field or control. Checkboxes also appear to the left of records in lists when you can select multiple values and apply the same status or action to the values. For example, you can issue queries on multiple items on a form by selecting their checkboxes on the Patient Summary page.
• Dialog boxes—A dialog box consists of one or more fields in which you select or enter data. You can dismiss a dialog box by clicking the dialog box Cancel button or the Esc button in the browser. The application uses dialog boxes to display abbreviated versions of the Query List page and Patient Transfer page. The dialog box overlays the page or form that is active and allows you to perform related tasks without leaving the form or page. You can reposition the dialog boxes and display multiple dialog boxes at the same time.
• Calendar controls—Calendar controls can be associated with date text boxes to allow you to select dates from a calendar view. You can select Today's date or the day, month, or year. The Year drop-down list defaults to the currently selected year.
• Partial calendar controls—When either the day or month is unknown, but you know the year, you can select UNK MONTH or UNK DAY from a calendar view of a known year. For example, when entering medication dosing or adverse event start/stop dates, you usually know the year even if you do not know the month or day.
• Time controls—Time controls allow you to specify a time by selecting or entering the hour, minute, and AM or PM.

After you enter and submit data, the application validates the data and accepts it or displays an error message. Typically, a message in green indicates that the operation you performed was successful. Error messages are red. On EDC and ePRO pages that include a Save Only button, you can save the data you entered without submitting the form. However, the OutcomeLogix application might require you to correct field entries before performing the Save Only function.

Note: Wait until a page loads completely before entering data or clicking any buttons or links.