Planning the study workflow

Considerations for planning the study workflow

Questions to consider	Notes
What is the structure of your study?	Does the study include: Multiple treatment arms? Unscheduled visits? Repeating forms or visits? Dynamic visits, forms or controls? Common forms?
Do you prefer to develop a study from the top down or from the bottom up?	You can use the workflow tools to: Summarize the flow of a study as a reference for the users who then develop the detailed definitions of study objects. This is a particularly useful communication device in complex studies. Connect previously defined study objects.
When data is collected at multiple points in a study, do you want to reuse those study objects or make them repeating?	Repeating study objects (study events and forms) enable you to see all instances of the collected data in one location, or to navigate easily between instances.

Questions to consider

Notes

What is the structure of your study?

Does the study include:

Multiple treatment arms?
Unscheduled visits?
Repeating forms or visits?
Dynamic visits, forms or controls?
Common forms?

Do you prefer to develop a study from the top down or from the bottom up?

You can use the workflow tools to:

Summarize the flow of a study as a reference for the users who then develop the detailed definitions of study objects. This is a particularly useful communication device in complex studies.
Connect previously defined study objects.

When data is collected at multiple points in a study, do you want to reuse those study objects or make them repeating?

Repeating study objects (study events and forms) enable you to see all instances of the collected data in one location, or to navigate easily between instances.