Add a dynamic visit in the schedule of a live study

You can include a dynamic visit in a live study version.

Dynamic visits and their questions can be included in a live study version, too. The steps presented in this task take into account the fact that you choose to either create a new form or edit an existing form to include a question that determines the display of dynamic visit.

Before you create the question that determines the display of a dynamic visit, you must first create and insert in the schedule the visit to dynamically display. For step-by-step instructions, see Insert a visit.

The question used in a Show Visit rule must either be a question with radio buttons or a multiple-choice type of question, but with a Select Exactly or Answer Must Be validation rule defined for it.

To create a dynamically scheduled visit for a live study version:

1. Access the Draft version of a study as described in Open a study's design.
2. Make sure you are on the Data Collection page.
3. Click the Forms tab.
4. Depending on what your next step is, you can:
   • Click Add Form to create a new form from scratch.
   • Select an existing form and click Edit to work in an existing form.
5. You can then either:
   • Click Add Question to create new questions to include in your form.
   • Select an existing question to edit it, if you are working in an existing form.
6. Expand the Details pane and make sure the question has a corresponding reference code and a question hint, if needed.
7. On the Details pane, make sure any other properties are defined for the selected question.
   • To hide a question, you can click the Hidden toggle.
   • To make a question read-only, you can click the Read Only toggle.

   Note:

   To include a read-only or hidden question that could determine the display of a dynamic visit, you must make sure that the read-only field will be automatically completed either through integration or a custom rule. Work with your study team to properly set up these types of questions.
8. From the Apply Change to Study Version drop-down, select the study version to which you want to apply this either new or updated question.
9. Expand the Rules pane and click Add Rule.
10. From the drop-down, select Show Visit and fill-in the two fields:
    • When Selection is: Select the answer that triggers the display of the dynamic visit.
    • Show Visit: Select one or multiple visits that will be displayed when a site user answers this question using the selected answer.

      On the user interface, you only see visits that can be dynamically scheduled.

11. Click Save or Save and Close.

Next up, you must move the study version you just made this change on into Testing, and then Production. For step-by-step instructions, see Extend the treatment period for subjects during the study conduct period.