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Custom Blank Forms Work Order page

The following fields appear on both the Custom Blank Forms Work Order page and the Custom Blank Forms Work Order confirmation page. Data entry occurs on the Custom Blank Forms Work Order page. You cannot edit the following fields on the Custom Blank Forms Work Order confirmation page, but you can view the options you selected.

Field

Description

Header Text

Custom text that appears in the table header. Default is the InForm study name. Required.

Page Size

Specify the page sizes for the PDF file. Required.

  • Letter—8.5 x 11 inches. Default.
  • A4—210 mm x 297 mm.

Blank Form Format

Specify the organization for the PDF files:

  • Unique Forms—One copy of each unique form in the study version arranged alphabetically.
  • Casebook—Copies of all the forms in the study version arranged as they appear in the casebook. Default.

Include Supplementary Page Header

Indicates whether to include a page header and footer. The header displays information taken from the InForm study, including:

  • Visit name
  • Form version
  • Subject initials
  • Subject number

    The footer includes the CRF Submit URL that was used when the page was generated.

Include Bookmark Prefixes

Include prefixes in the bookmarks.

File Format

Specifies the formats in which to save the data.

  • PDF
    • Verify PDF After Generation—Run a post-processing script that verifies that the CRF Submit application generated a valid PDF file for every subject in the InForm study and that the bookmarks work correctly. Default.
    • Reduce File Size—Run the Reduce File Size option in Adobe Acrobat. If selected, specify a minimum file size for the process to run. Default is 100 MB.

      Note: If you select the Reduce File Size option, the PDF files are only viewable with Adobe Reader version 6.0 and higher.

  • HTML

Study Versions

If you do not want to generate blank forms for all study versions, specify study versions for which to generate blank forms.

Require Password to Change Document

Prevent changes to the PDF file.

Require Password to Change Form Comments

Prevent data from being added to the PDF file.

Note: If you select both the Require Password to Change Document and the Require Password to Change Form Comments options, active controls will not be enabled and their options will not be visible in generated blank form PDFs.

Require Password to Extract or Copy Contents

Prevent copying or exporting data from the PDF file.

Note: This option prevents an index from being created. If you plan to generate an index for this PDF, do not select this option. Regulatory guidelines state that you should not include any security settings or password protection for PDF files.

Password

Specifies a password. If you use any of the Adobe security options, you must specify a password. This allows access to the security options within the PDF so that changes can be made at a later date.

Note: The security options have no effect on the ability to open and view a PDF file. Regulatory guidelines state that you should not include any security settings or password protection for submission PDF files.

Re-enter Password

Re-enter the password for password protected fields in order to confirm that the original password entered is correct.

Display passwords in plain text

Display the text entered in the Password and Re-enter Password fields.

Hidden Item Option

If you do not want to include items that are hidden to certain rights groups in the InForm study, select which hidden items to exclude. Use the search box to search for a rights group.

  • Hide None—Default.
  • Hide All—Exclude all items that are hidden to any rights group.
  • Hide Selected—A list of all the rights groups in the InForm study appears.

    Select a rights group to exclude items hidden to it.

    Note: To select more than one rights group, click multiple groups.

Button

Description

All

Selects all rights groups for hidden item selection.

Reverse

Selects the unselected rights groups and deselects the selected rights groups for hidden item selection.

Right arrow icon

Move the selected rights groups to the Selected Rights Groups list.

Left arrow icon

Remove the selected rights groups from the Selected Rights Groups list.

Back

Navigate back to the previous page.

Next

Navigate to the next page. You must enter all of the required fields before you can move on.

Cancel

Cancel the work order and return to the Monitor page.

Return to Monitor

Navigate to the Monitor page.

Configuration icon

Navigate to the Configuration Options page.

Help icon

Open the context-sensitive Help.

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