Step 4e: Create a subject identification form

Why create a subject identification form?

To allow Oracle InForm users to edit the subject initials or subject number items.

In Oracle InForm, if you only include the subject initials and subject number items on the screening and enrollment forms, a user cannot edit the items after a subject is screened or enrolled. However, if you create a subject identification form and add those items to it, users can edit the items on the subject identification form.

To create a subject identification form:

1. At the bottom of the Project Explorer, click the Visit Schedule () button.
2. In the Project Explorer, right-click the visit you want to add the form to, select New, and select Form.
3. Enter a title, RefName, and description, and click OK.
4. In the Project Explorer, select the form, and make sure the Design tab is selected.
5. Click the Properties tab, which appears on the right of the page by default.

   Note:

   If you don't see the Properties tab, at the top left of the page, select View, and make sure Properties is selected.
6. At the top of the Properties tab, in the InForm section, click in the Special Forms field, and select Patient Identification.
7. In the Project Explorer, right-click the form, select New Section.
8. Enter a title, RefName, and description, and click OK.
9. If you created a Subject Number item on the enrollment form, add it as a link to the section:
   1. In the Project Explorer, select the item.
   2. Right-click the item, select Copy, and select Link.
   3. In the Project Explorer, select the Subject Identification form, right-click the form, and select Paste.
10. Create the following item in the section:

    Subject intials (optional)

    1. In the grid, enter the following, and press the Tab key to navigate through the columns:
       • Type—Text Item
       • Title—Internal name for the item. You can choose to see study object titles or RefNames in the Project Explorer by using the Options drop-down list at the top of the Project Explorer. The Title can have 1-63 characters.
       • RefName—Internal reference name for the study object.
       • Question—Item question that appears on the form. The question can have 0-1000 characters. Certain words may be reserved for this field. For more information, see Are there words I can't use in an item's Question or Short Question?. If you enter a customized label or translation for the item, it overrides the Question text.
       • Short Question—In InForm, the short question appears as a column heading in a repeating form, an itemset, and in reports. The short question can have 0-255 characters. Certain words may be reserved for this field. For more information, see Are there words I can't use in an item's Question or Short Question?.
    2. In the Item Required column, select the checkbox.
    3. In the Item Properties column, click the Edit link, and enter the following:
       • Length—Maximum number of characters that a user can enter for the item.

       Tip:

       Sites in some countries might not collect subject initials due to data privacy concerns. In this case, you can do the following:
       • In the Display Override column for the item, select Hidden.
       • Create a rule to populate the item with something other than the subject's initials. For example, you might want to populate the item with dashes (---). For more information, see the User Guide.
    4. In the Project Explorer, select the item.
    5. Click the Properties tab, click in the Special Fields drop-down list, and select Initials (Screening).

    Tip:

    You can also map the items on the screening and enrollment forms directly to the subject identification form, and create a rule to populate the items.
11. Create a layout for your form:
    1. In the Project Explorer, select the form.
    2. Select the Layout tab, and click the Create Layout button in the middle of the page.
    By default, the layout for the form uses the study-level styles that you or your study administrator configured. If you want to change the form's appearance, or the appearance of one or more of its study objects, see Set the default appearance for a single form and its study objects (form-level styles) and Set the appearance of a single study object (control styles).

    Tip:

    We recommend that you contact your study's librarian to add this form to a library for reuse across studies. For more information, see the User Guide.
12. Next, Step 4f: Create a final visit