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Rules page

The Rules page provides summary information about rules, enables you to navigate to detailed information about a specific rule, and to run selected rules.

Fields

Rules page

Field

Description

Reference Name

Name by which the rule is defined in the database. READ-ONLY.

Click the link to open the Rules detail page.

Description

Descriptive rule name.

Click the link to open the Rules detail page.

Type

  • Calculation —Calculation used to determine the value of a data item based on the value of another data item.
  • Form rule —Edit check on a form data item.
  • Conversion —Rule that converts data from the units in which it is entered to normalized units that other rules can reference.
  • Randomization —Rule that randomizes subjects in order to assign drug kits to them.
  • Workflow —Workflow rule defined in the Central Designer application during study design.
  • Global Condition —Global condition defined in the Central Designer application during study design.

    Click the link to open the Rules detail page.

Status

Status of the rule.

  • Active —Only rules with an Active status are run during form submission.
  • Inactive —Rules with an Inactive state are not run during form submission. Inactive rules can be run in batch mode. You can mark rules as inactive from the InForm user interface so that they will not be run during form submission. However, if a new package is deployed from the Central Designer application, the changed active/inactive states will be overwritten by the new deployment. To permanently inactivate a rule, you must use the Central Designer application.
  • Disabled —Disabled rules are rules that are created by a study designer in the Central Designer application, and marked as disabled before being deployed to the InForm application. Disabled rules cannot be run in the InForm application, however their descriptions appear on the Rules page in the Admin user interface with all other rules.

    Click the link to open the Rules detail page.

Buttons

Rules page

Button

Description

Select Rules to Run

Opens the Select Rules to Run page so that you can select rules to run against the data for all subjects in the study.

Batch Run Status

Opens the Batch Run Rules Status page so that you can view the status of the batch rule runs.

Note: This button appears only after one or more batch rule selections are created.

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