Create a form with two sections

Study designers can now design forms with multiple and repeatable sections, so site users can collect data in a logical and relevant way for the subject.

What are the benefits?

Until now, you were able to enter multiple records of data using the repeating form functionality. This repeating form type does not allow for a leading question.

Now, you can take data collection to the next level, with a much more granular and targeted approach when it comes to creating forms. With the new two-section form, you can create a single form that contains leading questions in the flat section of the form and a repeating section that allows for entry of multiple records of data. The combination makes a form instance. For example, you may first create a set of leading questions assessing a subject's tumor. In a table below, you can then include a different set of questions, multiple times, to collect more precise data on the subject's tumor characteristics.

Details for study designers

When it comes to your workflow, here is what's new for you:
  • On the Forms tab, upon clicking Create Form, you are now presented with two new options: 1 Section (previously known as Standard Form), 2 Sections (the new form with two sections), and Lab Form.
  • A two-section form is marked as a repeating form that allows additional rows or form instances to be created, by default.
  • Upon clicking Add Question, you now see two options for including the questions you are about to create: Questions Before the Table and Questions in the Table.
  • Leading questions (Questions Before the Table) can be of any type, except for label items. Leading questions can also be hidden or made to appear as read-only.
  • Questions included in the repeating section of the form (also known as Questions in the Table) can be of any type, except for question groups.
  • You can reorder questions in this type of form by dragging and dropping each question within the same section.

Figure 13-2 How a study designer creates a form with two sections

A form with two sections contains two different headings in study design

Details for site users

When it comes to your workflow, not much has changed. However, you must be aware of how this new type form works for you.

First of all, you must know that anytime you encounter a form with two sections in a visit, you can repeat that entire form as many times as your study protocol allows you. For example, if you must collect data on multiple lesions, you can click (+) next to the form to add the required number form instances.

You can remove any of these forms.

Figure 13-3 How a site user sees a form with two sections

A form with two sections contains some question fields and a table

Already working in a live study?

As soon as the upgrade is complete, you can include a form with two sections in your study. If you want to include a form with two sections in a live study version, see Add a new form to a live study version.