What types of rules can I create?

You can create the following types of rules:

• Data-entry rule—Checks whether data is valid or sets the value of an item based on a calculation. Different actions occur as a result of the evaluation of the rule expression. For example, an email can be sent or a query can be created.

  You can create a data-entry rule for a study design, a group of visits (a study element), a visit (a study event), a form, or an item.

  Types of data-entry rules include:

  • Intrinsic—An intrinsic rule is a constraint rule or calculation rule based on a predefined rule template. Rule templates can be created for constraint rules and calculation rules. If no rule templates have been defined for the selected study object, then you cannot create an intrinsic rule for the study object.
  • Constraint—Checks whether data is valid.
  • Calculation—Sets the value of an item based on a calculation.
• Workflow rule—Tests data values to determine the group of visits (study element), visit (study event), or form to which a subject progresses next.

  You can create a workflow rule for a group of visits (a study element), a visit (a study event), or a form.

• Global condition—When applied to a study object, a global condition determines whether the study object will appear for a particular subject.