Create a Custom Field Model

To add a custom field model, start by checking out the DRAFT model.

The DRAFT custom field model is considered the working copy and is the only version where changes can be made to custom fields.
  1. From the Maintain menu, select Custom Fields to display the Custom Field Models screen.
    The Custom Field Models screen lists all the currently defined custom field models.
    • Each custom field model is identified by a unique version number.
    • If the model has been published and can be applied to new plans, the Published Date and Published By columns are populated.
  2. Select the DRAFT custom field model, and click Checkout.

    Note:

    If the DRAFT custom field model is already checked out, click Open.
  3. Click New to add a new field to that model.
  4. Define a custom field by completing the Field Definition, Display Criteria, and Designer Notes sections.
    • ClearTrial provides on-screen help for each field as it gains focus.
    • For more information about any field, click the field label to display more help for the field and for the screen.
  5. Click Save.
  6. To return to the Custom Fields screen, click Close.