Create the lab form

The advantage of using a lab form is that most questions (Sample Collection Date, Fasting, Lab Units, Lab Results, Normal Text Result, Low Range, and High Range) in the form are predefined and already tagged appropriately.

Note:

Multiple study designers can create or update different forms at the same time. For example, you can edit a form, while at the same time another study designer creates a new form. However, you are not allowed to work on the same form at the same time. If you try to open a form that another study designer is working on, the system displays a message informing you that another user is editing the form at that moment and you can only view the form. For more information, see Can multiple study designers edit a study at the same time?.

Caution:

To avoid any issues with how questions are displayed in a lab form, don't trigger the display of a lab form using a Show Question rule included in the Questions Before the Table (flat) section. You can still trigger dynamic questions within the Questions in the Table section (repeating) section of the lab form or trigger the Questions in the Table (repeating) section dynamically using a Show Section rule configured with a question in the Questions Before the Table (flat) section.

Tip:

Did you know you can make the Questions in the Table section dynamic? Use the Show Section predefined rule to make that section dynamic based on specific answers to specific questions. For step-by-step instructions, see Define a Show Section rule.

Before you begin, make sure you do the following:

• Read all about subject tags and code lists. For more details, see Guidelines for subject tags and code lists in lab forms.
• Tag questions on date of birth, gender, and race.

To configure a lab form's details, follow these steps:

1. On the Forms tab, click Create Form.
2. From the drop-down, select Lab Form.
3. In the upper left field, enter a name for the form.
4. On the right, expand the Details side panel and make sure the following settings and fields are configured as expected:

   Field or setting	Description
   Reference code	Make sure the form has a reference code. A reference code is a one-word abbreviation for the form.
   Repeating Form	This toggle is turned on by default and inactive.
   Allow Additional Rows	In a lab form, the Allow Additional Rows toggle is turned off by default. Turn this toggle on to let a site user add new rows to a lab form. If a site user is allowed to add new rows to a lab form, they can't include or define lab normal ranges for those newly added rows.
   Allow for Multiple Instances	The Allow for Multiple Instances toggle is turned off by default. You can turn it on to let a site user create multiple instances of this lab form within a visit.

After you're done creating the lab form and configuring its details, you can begin assigning the code list values for the Lab Test question and verifying the other questions, such as Lab Unit, Low Range, High Range, and Normal Text Result. See Define the questions in a lab form.