Step 4i: Create a visit report form (optional)

A visit report form is a form that a monitor fills out when inspecting a site. For example, the visit report form might contain questions about whether a site is following all Standard Operating Procedures (SOPs). You do not need to add this form to a visit. During deployment, a visit is created and this form is added to it.

At the bottom of the Project Explorer, click the Forms and Transactions () button, and expand the InForm folder and the Forms folder, if necessary.
Right-click the Non-Clinical folder, and select New Visit Report Form.
Enter a title, RefName, and description, and click OK.
Tip: This form cannot be repeating, but can contain a repeating section.
Add a section to the form.
1. In the Project Explorer, right-click the form, select New Section.
2. Enter a title, RefName, and description, and click OK.
3. Make sure the Design tab is selected.
4. Optionally, click the Properties tab and specify any of the following properties for the section:
  - Fixed—Indicate whether the section is a fixed repeating section, which is deployed to InForm as a Repeating Data itemset. If you select True, Repeating is automatically set to True.
  - Repeating—Indicate whether the section is a repeating section, which is deployed to InForm as an Add Entry itemset.
5. If you selected both Fixed and Repeating, you must also:
  - Configure the fixed repeating section.
  - Choose the default view for the section.
Add the Date of visit item.
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—Date Time 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:
  - Date Time Component Settings—Select the date and time components that you want to appear in InForm, specify whether each is required, and indicate whether an InForm user can select Unknown as an option for the component.
  - Year Range—Enter the first and last years that you want to appear in the Year field.
4. Click OK.
5. In the Project Explorer, select the item.
6. Click the Properties tab, and from the Special Fields drop-down list, select DOV (Date of Visit).
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).