Planning rules and edit checks

What types of rules and edit checks does the study require?

What types of rules can you create on standard study objects that can be reused?

What standard edit checks can be defined in a rule template?

What types of functions do you require, in addition to the functions included with the Central Designer application?

What types of additional functions would make the development of rules simpler or would make rules easier to reuse?

The functionality encapsulated in functions and rule templates does not need to be tested in every study object where it is used.

How do you want to assign the development of rules to the members of your team?

Consider:

• Will one user create rule specifications and another user implement the rules?
• Which rules can be created with templates or functions by users with no programming experience?
• Which rules require users with programming experience?

How do you plan to test new data-entry rules?

You can use the Rule Test Cases dialog box to test data-entry rules, global conditions, and workflow rules.

How do you plan to test new functions that you develop?