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Planning CRF help
If the trial documentation for your trial includes detailed help about how to collect and enter CRF data, consider the following options:
- You can implement CRF help as an online document that is displayed to InForm application users in the Document window.
This level of implementation involves creating CRF help as a set of HTML documents, creating a table of contents for the set, and creating links from the table of contents to the individual documents. Additionally, you must set up a documentation definition XML file that loads the CRF help and its structure into the database.
- You can implement form-level or item-level links from CRFs to specific locations in online CRF help.
This level of implementation involves including HELPLINK components in the definitions of forms or items. These components point to specific files in the CRF help. If you define links to CRF item definitions, you must also create book marks in the CRF help and reference the bookmarks in the HELPLINK definitions.
- You can enable users to update CRF help by creating frequently-asked question (FAQ) entries that provide additional clarification about entering or updating CRF data.
This level of implementation involves creating FAQ placeholders in the CRF help, defining the CRF help document as one that contains FAQs, and assigning users the rights to maintain FAQs.
Note: Unlike other types of trial components, CRF help and electronic protocol documents require that you manually create the XML files to load the help and protocol definitions. The InForm Architect application does not support the creation CRF help and electronic protocols at this time.
