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.

Define and map data transformations

(Study Builder) Set up, install, run, and validate data transformations to target clinical data models, tables, and/or columns.

Create or reuse validation checks

(Study Builder) Create or copy complex edit checks

on lab and clinical data.

Create public custom listings

(Study Builder) Custom listings make data review easier by limiting the columns and data displayed.

Create public filters

(Study Builder) Create complex filter groups for data reviewers to use and modify.

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).