Streamline form design and improve study data with code lists

Study designers can now add code lists to their forms to streamline form design and ensure collected data is easy to retrieve and analyze.

What are the benefits?

A code list is a set of standard data that study designers can automatically add as a list of answer options to a drop-down, checkboxes or radio buttons type of question in a form. For instance, for a question assessing the subject's gender, instead of adding each option one by one, the study designer can now add a predefined code list that includes all the standard answers for this type of question, as well as their standard codes for data analysis. This allows them to streamline form design and improve the quality of collected data. Moreover, with code lists, sponsor users can easily extract and analyze data, and ultimately optimize the study results. For more details on data extracts, see Augment data collection processes with data extracts.

Details for user managers

Your workflow hasn't changed. However, there are some new permissions that you need to be aware of.

If the user that is creating and managing code lists already has a role that includes the appropriate permissions, no action is required. The user will be able to start working immediately after the system update.

The following new permissions let study designers create and manage code lists:

New permission	Tasks that users with this permission can perform	Roles that include this permission
View code list	View and add a code list to a drop-down, check box or radio button type of question.	Unblinded study designer Note: This permission is assigned to all users working with code lists.
Edit code lists	Create a code list Edit a code list	Unblinded study designer
Delete code lists	Delete a code list	Unblinded study designer

Details for study designers

When you add a drop-down, checkboxes or radio buttons type of question, a new Code list button appears next to the Rules button.

Depending on the permissions that are assigned to you, when you click the Code list button on a question you can:

• Add a code list as a list of answer options for that question
• Edit an existing code list to add or remove standard data
• Delete a code list
• Create a code list

Code lists are created at an organization-level, so you can use them across all studies.

Figure 19-29 How study designers see the new Code list dialog window

Already working in a live study?

As soon as the upgrade for this release is complete and you have the appropriate permissions you can start including code lists in your forms. The feature can be used in Draft mode.