Step 4d: Create an enrollment form in the enrollment visit

In the Project Explorer, right-click the enrollment visit, select New, and select Form.
Enter a title, RefName, and description, and click OK.
In the Project Explorer, select the form, and make sure the Design tab is selected.
Click the Properties tab.
At the top of the Properties tab, in the InForm section, click in the Special Forms field, and select Enrollment.
In the Project Explorer, right-click the form, select New Section.
Enter a title, RefName, and description, and click OK.
Create the following item in the section:
- Subject number (optional)
  1. Make sure the Design tab is selected.
  2. In the grid, enter the following, and press the Tab key to navigate through the columns:
    - Type—Text Item or Integer Item
    - Title—Internal name for the item. You can choose to see study object titles or RefNames in the Project Explorer by using the Options drop-down list at the top of the Project Explorer. The Title can have 1-63 characters.
    - RefName—Internal reference name for the study object.
    - Question—Item question that appears on the form. The question can have 0-1000 characters. Certain words may be reserved for this field. For more information, see Are there words I can't use in an item's Question or Short Question?. If you enter a customized label or translation for the item, it overrides the Question text.
    - Short Question—In InForm, the short question appears as a column heading in a repeating form, an itemset, and in reports. The short question can have 0-255 characters. Certain words may be reserved for this field. For more information, see Are there words I can't use in an item's Question or Short Question?.
  3. In the Item Properties column, click the Edit link, and enter the following:
    - Length—Maximum number of characters (including the decimal point) that a user can enter for the item.
    Tip: If you want the subject number to be automatically populated, you can do the following:
    - In the Display Override column for the item, select Hidden.
    - Create a rule to populate the item.
  4. Click OK.
  5. In the Project Explorer, select the item.
  6. Click the Properties tab, click in the Special Fields drop-down list, and select Patient No. (Enrollment).
Tip: The enrollment form must have at least one item on it. You don't need to add the subject number item, but you must add an item.
Create a layout for your form:
1. In the Project Explorer, select the form.
2. Select the Layout tab, and click the Create Layout button in the middle of the page.
By default, the layout for the form uses the study-level styles that you or your study administrator configured. If you want to change the form's appearance, or the appearance of one or more of its study objects, see Set the default appearance for a single form and its study objects (form-level styles) and Set the appearance of a single study object (control styles).
Next, create a subject identification form.