Define the questions in a lab form

Most questions in a lab form are already predefined. For example, the Low Range, High Range, and Normal Text Result questions are read-only and their code list values are associated with a study's local lab, as well.

You do not have to configure any code list values in a lab form for those items.

Guidelines for creating a lab form:

• Only one designer can edit a form at a time. Others can open it view-only and see that it’s being edited. For more information, see Can multiple study designers edit a study at the same time?.
• Avoid using Show Question in Questions Before the Table (flat) section to trigger the lab form display. Use Show Section (from Questions Before the Table) to control the Questions in the Table (repeating) section, or apply dynamic rules within the repeating section.
• Avoid parent-child logic on lab items, as they are read-only, populated from Sites & Labs and can’t be cleared. Clearing a parent question may prompt you to clear the child lab items.

Before you begin, make sure you do the following:

• Check that your study is using the appropriate code lists. For more details, see Create a code list.
• 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.
• Create the lab form.

To define questions in a lab form, follow these steps:

1. In the Questions Before the Table section do one of the following:
   By default, the Sample Collection Date and Fasting questions are set as required. The Sample Collection Date question also has the Allow Future Date toggle turned on.
   • If you're creating a brand new lab form, determine whether you want to hide the Sample Collection Date and Fasting questions and make them optional.
   • If you're editing an existing lab form, these introductory questions might be hidden. To include them in the lab form for your live study, turn off the Hidden toggle for both questions and make sure you apply this change for your live study. See Create a new Draft version of a study to update the Approved version.

     Note:

     If you choose to hide the Sample Collection Date question, the system uses the visit date instead to calculate a subject's age, as well as to compare the date to the effective date for the integration of lab normals.
   • If you want to add new questions to the section, select Add, hover over Questions Before the Table, and select the question type that you want to include.
2. In the Questions in the Table section, configure or verify the following questions:

   Question or item	Action
   Lab Test	By default, the Lab Test question is included as a Label (Repeating table only) item. Next to the Lab Test question, select Code List. On the Code List dialog, select the Lab Test code list from the list. Select Use Selected List. Caution: The Lab Test tag in a question form should be visible to all users. Turning on the Hidden toggle will prevent the expected form function.
   Lab Result	By default, this question is configured as a required text type of question. If required, select the question and configure any additional details on the side panels.
   Lab Unit	By default, this question is configured as a read-only text question. A site user doesn't have to answer this item. The Lab Unit item only displays the appropriate lab normal values configured for the selected lab form and displays those values in the lab form as read-only.
   Low Range	By default, this question is configured as a read-only text question. A site user doesn't have to answer this item. The Low Range item only displays the appropriate lab normal values configured for the selected lab form and displays those values in the lab form as read-only.
   High Range	By default, this question is configured as a read-only text question. A site user doesn't have to answer this item. The High Range item only displays the appropriate lab normal values configured for the selected lab form and displays those values in the lab form as read-only.
   Normal Text Result	By default, this question is configured as a read-only text question. A site user doesn't have to answer this item. The Normal Text Result item only displays the appropriate lab normal values configured for the selected lab form and displays those values in the lab form as read-only.

3. Select Save or Save & Close.

Your lab form is now complete.