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Revising an item on a form

To revise an item, use the UPDATE_SECTION_ITEM MedML tag. This tag has the following syntax:

<UPDATE_SECTION_ITEM
SECTION_REFNAME="name"
SECTION_REVISION="number"
ITEM_REFNAME="name"
ITEM_REVISION="number"/>

  1. Stop the InForm application trial and make sure that no one can access the trial or modify the trial data.
  2. Make the necessary changes to the XML for the item you want to modify.
  3. Install the new version of the item using the MedML Installer.
  4. Create an XML file containing an UPDATE_SECTION_ITEM tag for the section you want to change. You can use SQL to retrieve the section and item revision numbers or you can look in the database directly.
    • For SECTION_REFNAME, specify the RefName of the section in which you are updating the item.
    • To find the SECTION_REVISION number, open the PF_SECTION table and look up the most recent (highest) SECTIONREVISIONNUMBER for the corresponding SECTIONREFNAME.
    • For ITEM_REFNAME, specify the RefName of the item you have revised.
    • To find the ITEM_REVISION number, open the PF_ITEM table and look up the most recent (highest) ITEMREVISIONNUMBER for the corresponding ITEMREFNAME.

    Note: If the item you are modifying is contained in an itemset, the RefName and revision number you enter here must be for the itemset. Itemset RefNames and revision numbers are also stored in the PF_ITEM table.

    These instructions assume that you want to revise the current version of the form. If your trial has multiple study versions, and you want to apply the revision to all versions of the form, create a separate UPDATE_SECTION_ITEM tag for each revision.

  5. Run the MedML Installer and apply the XML file containing the UPDATE_SECTION_ITEM tag. The installer validates that the form RefName and revision is correct, and that the form contains the section you updated.
  6. Restart the trial.
  7. Test the update form version after applying this change. The MedML Installer does not validate the item metadata against any existing patient data.
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