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Defining visit properties

To define the properties of a visit, select the visit icon in the Protocol Editor window and edit the properties for the visit in the Properties window:

Property

Description

RefName

RefName of the component.

REQUIRED.

For rules about the use of RefNames, see RefNames

Note that you cannot change the RefName of the following predefined visits: Screening, Enrollment, Reg Docs, or Visit Report.

UUID

String that uniquely identifies the component across all databases, trials, and machines.

Note that the InForm Architect application automatically capitalizes UUID strings that contain lower-case characters. The InForm application uses UUIDs to identify trial components that require specialized processing. When you create a new trial, it comes with each of the special visit types identified in About visits. Special visits have the following UUIDs, which must not be changed:

  • Screening—D882CE38-0F42-11D2-A419-00A0C963E0AC
  • Enrollment—D882CE3A-0F42-11D2-A419-00A0C963E0AC
  • Site visit—PF_UUID_VISITREPORT_FORMSET
  • Regulatory documentation checklist—PF_UUID_REGDOCS_FORMSET

    When creating a CRF visit, leave this property blank.

    REQUIRED. for screening, enrollment, site visit report, or regulatory documentation checklist visits.

Title

Name of the visit as it appears in the Time and Events Schedule in the InForm application.

REQUIRED.

Mnemonic

Abbreviation of the visit title. For CRF visits, this name appears at the top of a collection of forms in the visit timeline.

REQUIRED.

Start Hour

Number of hours from the commencement of the trial. This number is used to:

  • Create the proposed schedule of visits shown in the Visit Calculator when a patient is enrolled.
  • Calculate when CRFs are expected to be completed in aging and cycle time reports.

    OPTIONAL

Scheduled

True or False, indicating whether the visit is scheduled. The InForm application includes scheduled visits in the sequence in which they occur on the Case Book list and Time and Events Schedule. Initially, a placeholder for unscheduled visits appears in the Case Book list and Time and Events Schedule. As users add new unscheduled visits, the individual visits are added to the Case Book List and Time and Events Schedule. True is the default.

OPTIONAL

Optional

Internal use only. False is the default.

Repeating

True or False, indicating whether the visit occurs multiple times or only once. The InForm application users create repeating visits as necessary. This property is used to define unscheduled CRF visits or to define site report or regulatory document checklist visits.

Repeating visits are generally unscheduled, that is, when the value of the Repeating property is True, the value of the Scheduled property is False. The default value of this property is False.

OPTIONAL

Dynamic

True or False, indicating whether the visit is a dynamic visit. Dynamic visits are created automatically when patient data satisfies certain criteria that you test by attaching a rule to the relevant data item or items.

Design Note

Free-form text, with a maximum of 255 characters, containing any information you want to capture about the design of the component. This information is for documentation only.

OPTIONAL.

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