Creating a work order

1. On the Monitor Page, click Create Work Order.

   The Create Work Order page appears.

2. If the administrator has not set up a default CRF Submit Adapter URL, select or add a CRF Submit Adapter server.
3. In the Study Name field, select or add an InForm study.
4. In the Work Order Name field, type a name for the work order or accept the name automatically generated.
5. Select a Submission Language from the drop-down.
6. In the PDF Output Directory field, type a directory where the PDF or XML files will be saved.

   Note: The Default Target Directory specified on the Configuration Options page automatically populates this field.

7. If applicable, specify a custom template to apply to the work order.
8. Select the Use Custom Template checkbox.

   Note: You can save work order options as a template on the confirmation page.

9. Click Next.

   The Work Order Types page appears.

10. Select a work order type and click Next.
11. Specify the options for the work order type selected and click Next.

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

    The confirmation page appears.

12. Click Submit Work Order.

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