Classify a hidden question

You define data classifications for a question when you want to create exceptions on hidden questions based on the permissions assigned by a user administrator.

Data classifications are created in the context of study roles and allow you to give certain users access to a specific hidden question. Permissions to view or edit classified data are defined only at the study level.

For each data classification in your form, there are one or more study roles that are assigned the permissions to view or edit that type of data. For instance, when you add and hide a question for a subject's Social Security Number in a form and then classify the data as Personal Identifiable Information (PII) data, that field will be hidden to all users except for the site user and unblinded data manager. In this case, the user administrator assigned the permission to edit PII data to a site user and the permission to view data to an unblinded data manager.

Want to see how to perform this task? Watch the video below.

Before you can define data classifications for a hidden question, you must first add a form and include at least one question in the form.

To classify a hidden question:

1. On the form, select the question you want to hide.
2. On the right, expand the Details pane and make sure the Hidden toggle () is turned on.
3. Under Data Classification, click the field, and select one or more of the following data classifications:

   Note:

   If the question is part of a Show Question rule, make sure that you hide and define the same data classifications for both the leading and the dynamic questions.

   Data classification	Description
   Sponsor Data	Data accessible to a sponsor user
   PII Data	Personal Identifiable Information Data
   Public Data	Data accessible to sites or other users
   Blinded Data	Data that can reveal information bias in a study
   Adjudication Data	Data findings collected by an adjudicator from adjudication events or safety and efficacy clinical endpoints

4. To view which study roles have the permissions to view or edit the data classifications that you selected, click Study Role.
5. Depending on the data you want to collect, continue your usual process of defining the details and properties for your question. For more information, see Question types and settings.
6. To save the form, in the lower right of the form, click Save.

   Tip:

   If the Save button is disabled, make sure there are no blank questions on the form.