Checklist: Set up InForm studies for use with the Central Coding application

Steps to set up InForm studies for use with the Central Coding application

Step	Task	Description
1	In the InForm application, specify a valid InForm user whose credentials can be used by the Central Coding application to access the InForm application. Required only if you are using user name/password authentication for communication with the InForm Adapter web services.	Enter the InForm authentication user name and password in the Central Coding application: On the System Configuration page (Get/Put Job Options section) to use for all studies. On the [Study Name] Study Information page for any study, to define the user separately for that study. In addition, when you create a new InForm adapter, you must also select the option to Call InForm Adapter Web Services with User Name/Password Authentication on the [Adapter Name] page.
2	In the Central Designer application, create a rule in the InForm application to clear the coding targets (optional).	If the following key items are changed in the InForm application after a verbatim is coded, they will not be updated in the Central Coding application. To get the key items to be updated, you must create a rule in the InForm application to clear the coding targets. SubjectInitials SubjectNumber Visit Site Name Site Study Note: The key items are updated in the Central Coding application if the verbatim is not coded in the InForm application.
3	In the Central Designer application, create the coding maps.	Specify mapping definitions for controls that hold verbatim text and controls that hold the coded values assigned by the InForm application. For more information, see the Central Designer InForm Design Guide. Note: Oracle recommends that you do not modify coding maps after coding begins for the study. Doing so can slow the coding process.

Step

Task

Description

In the InForm application, specify a valid InForm user whose credentials can be used by the Central Coding application to access the InForm application.

Required only if you are using user name/password authentication for communication with the InForm Adapter web services.

Enter the InForm authentication user name and password in the Central Coding application:

On the System Configuration page (Get/Put Job Options section) to use for all studies.
On the [Study Name] Study Information page for any study, to define the user separately for that study.
In addition, when you create a new InForm adapter, you must also select the option to Call InForm Adapter Web Services with User Name/Password Authentication on the [Adapter Name] page.

In the Central Designer application, create a rule in the InForm application to clear the coding targets (optional).

If the following key items are changed in the InForm application after a verbatim is coded, they will not be updated in the Central Coding application. To get the key items to be updated, you must create a rule in the InForm application to clear the coding targets.

SubjectInitials
SubjectNumber
Visit
Site Name
Site
Study

Note: The key items are updated in the Central Coding application if the verbatim is not coded in the InForm application.

In the Central Designer application, create the coding maps.

Specify mapping definitions for controls that hold verbatim text and controls that hold the coded values assigned by the InForm application.

For more information, see the Central Designer InForm Design Guide.

Note: Oracle recommends that you do not modify coding maps after coding begins for the study. Doing so can slow the coding process.