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.
To edit the properties of a study design in the Properties Browser:
- 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.
For more information, see Study design properties.
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.
To create a study element:
- (Available only in a study) To create a study element on a study design:
- In the Project Explorer, select the
Visit Schedule
Explorer bar.
- Right-click the study design, and select
New Element
.
To create a study element outside the hierarchy of a study or library:
- In the Project Explorer, select the
Elements and Events
Explorer bar.
- 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
.
To edit the properties of a study element in the Properties Browser:
- 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.
For more information, see Study element properties.
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.
To create a study event:
- 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 example, 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
.
To edit the properties of a study event in the Properties Browser:
- 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.
To specify the short title of a study event:
- In the Project Explorer, select a study event.
- Select the
General
tab.
- Type a value in the
Short Title
field.
To make a study event repeating or not repeating:
- 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.
To mark a study event as a special InForm visit:
- 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.
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