Define remote locations

(Administrator) Define remote locations for the Dev, UAT, and Production InForm environments.

Define web service locations

(Administrator) Define web service locations for the Dev, UAT, and Production InForm environments.

Create an InForm clinical data model

(Study Builder) Set up the InForm connections and import metadata from InForm.

Load data from InForm

(Study Builder) Load data from the InForm Development database. Load data from the UAT and Prod database when ready.

Collect data

(Site User) Collect subject data on forms.

Finalize your study design

(Various users) To finalize your study and make it ready for deployment to InForm, create the remaining objects that you need for your study, including but not limited to:

- Visits

- Forms and items

- Rules

- Data mappings

- The study workflow

Validate your study

(Study Validator) Make sure that your study is well-formed before you send it to InForm.

Deploy your study

(Deployment User) Move the study from the design environment (Central Designer) to the production environment (InForm).