Create a Drug Reconciliation form

Drug Reconciliation forms collect data related to kits to help site or sponsor and CRO users keep track of kits that have been sent for destruction.

Note:

There can only be a single Drug Reconciliation form design per study.

Drug reconciliation forms are the only ones to support the Existing Data field, which automatically populates based on existing study data.

For more details about the structure, impacts on study design, and the fields available in drug reconciliation forms, see About Drug Reconciliation forms.

  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 tab.
  3. Click Create Form and select Drug Reconciliation from the drop-down.
    Drug Reconciliation forms start with a three-section template, which can be customized to fit the requirements of your study. By default, these are:
    1. A flat section, containing fields related to the general characteristics of the study, such as Site ID or Investigator name. This section also contains at least one instructional text field, which provides guidance to site users whenever they perform drug reconciliation.
    2. A self-populating repeating section, the fields of which will be populated with the information associated with the kits being reconciled.
    3. Another flat section, containing information related to the target depot or the user who has requested the form.
  4. On the right, expand the Details side-panel and add a reference code for the form.
  5. Depending on the requirements of your study, you can use the default set of questions the drug reconciliation form comes with. Alternatively, on the bottom left, click Add and, depending on the nature of the question you'd like to add, select one of the following from the drop-down menu:
    Repeat this step for each question you want to include in every section of the form. For information on the different question types you can add, see Question types and settings.
  6. Click Save or Save & Close.