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Using the pop-up menu in the Protocol Editor

  1. In the Protocol Editor window, select the visit to which you want to add a form. If the visit already includes one or more forms, open the visit by clicking its plus icon, and select the form after which you want the new form to be added.
  2. Click the visit or form icon, or its description, with the right mouse button, and select Add Form from the pop-up menu.

    The Add Forms to Visit dialog box appears, showing a list of defined forms that have not already been associated with the visit. Special forms such as Screening and Enrollment are not included in the list.

  3. From the Add Forms to Visit dialog box, select the form you want to add.
  4. Click Add.
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