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Creating CRF Help

CRF Help consists of a set of HTML files that users can link to from CRF screens.

Step

Description

More information

1

Create one or more HTML files containing CRF data entry help. One file per CRF is suggested.

Modifying CRF data entry help files.

2

Create an XML file that defines the CRF Help in a Documentation tag and as many DocBody tags as there are HTML CRF Help files. If users will be able to create FAQ entries, use BOOKMARKFAQDOC as the DOCTYPE, otherwise, use BOOKMARKDOC.

3

Create a Table of Contents file that contains each CRF for which you are providing CRF Help.

Creating a Table of Contents file

4

Link each item in the Table of Contents file to the appropriate CRF Help HTML file.

Linking between document files

5

Include the Documentation RefName in a StudyVersionDoc definition

Trial documentation and study versions

6

Process the CRF Help with the MedML Installer utility to load the files into the InForm database.

Utilities Guide

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