Specify details for a rollover question

Create a rollover question when site users must select an answer from a drop-down and enroll subjects in a rollover study. A rollover type of question is typically included in a study completion form in the original study.

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

You must first create a form. For step-by-step instructions on how to create various types of forms, see Forms.

If you plan on using code lists to define the answer options for this question, you must also create a code list. For step-by-step instructions, see Create a code list.

For a rollover question, you must also create a validation rule of either Select Exactly or Answer Must Be.

To create a rollover question:

1. On the form, click Add Question, and select either Drop-down or Checkboxes.

   Tip:

   If you need to change the question type, select an option from the drop-down on the question.
2. Depending on how you want to define your answer options:
   • To add a code list with answer options using the SDTM terminology, click Code list. For step-by-step instructions, see Add a code list to a question.
   • To manually add answer options, click Add Answer for each answer option.
   • To have a question with one answer option, click the delete icon () next to each answer option to remove them, whether they are manually defined or part of a code list.
3. On the right, expand the Details pane and enter a reference code for the question.
   A reference code is a one-word abbreviation for the question.
4. In the Question Hint field, provide site users with guidelines that reflect the validation rule for the question.
   For more information, see Create Question Hint text.
5. If the question is required to complete the form or if it's used to create a stratum group, make sure the Required toggle () is turned on.
6. If you want to hide a question, so site users no longer see it, turn on the Hidden toggle ().

   Note:

   A hidden question or item can also be required in a form, so the Required toggle remains switched on. However, we recommend you switch off the Required toggle when hiding a question from a site user, so the visit status is not dependent on the completion of the question. For example, a coding question that can be populated by a coding application, if hidden, is not populated until the coding scheduled job is run.
7. To configure data classifications for a hidden question, see Classify a hidden question.
8. To configure source data verification settings at a question level, see Configure source data verification settings.
9. Expand the Advanced pane and click Add Property.
10. Select Rollover Question and fill-in the two fields:
    • Study Name: From the drop-down, select the name of the rollover study where you want subjects to be enrolled in by a site user.
    • Answer for Rollover: From the drop-down, select the mandatory answer for enrollment in a rollover study.

      For example, if Yes is the mandatory answer for enrollment, when a site user selects that option, the subject is automatically enrolled in the rollover study.

11. Make sure the SAS properties are correctly defined for both the SAS Variable and SAS Label fields.
12. To create a validation rule, see Set up a validation rule for a question.
13. 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.