Contents

Basics How do I log on? How do I change my password? How do I get help? Build a study Step 1: Open your study Step 2: Set the default appearance of your forms (study-level styles) Step 3: Add library objects to your study (optional) Step 4: Create special InForm visits, forms, and items Step 4a: Create a screening visit Step 4b: Create a screening form in the screening visit Step 4c: Create an enrollment visit Step 4d: Create an enrollment form in the enrollment visit Step 4e: Create a subject identification form Step 4f: Create a final visit Step 4g: Create a study completion form in the final visit Step 4h: Create a randomization form (Optional) Step 4i: Create a visit report form (optional) Step 4j: Create a regulatory document form (optional) Step 5: Create all other visits, forms, and items Step 5a: Create a visit Step 5b: Create forms in your visits Optional tasks Set the default appearance for a single form and its study objects (form-level styles) Preview a form Rename a form layout Step 5c: Organize forms by creating sections Create a non-repeating section Create a repeating section Create a fixed repeating section Configure a fixed repeating section Choose the default view for a fixed repeating section Create a section to collect related data (a dynamic grid) Optional tasks Create keys in a repeating form or section Hide a section header Reorder the sections on a form Remove an item from a dynamic grid section Step 5d: Create items to collect data on forms Optional tasks Add a caption to a control Align the position of a control's caption Change the orientation of a group control Create a drop-down list on your item Create radio buttons on your item Create checkboxes on your item Add a predefined set of drop-down list options, radio buttons or checkboxes (a codelist subset) to your item Make an item conditional on another object Mark an item as hidden or read-only in InForm Set the appearance of a single study object (control styles) Reorder the items in a section Revert control style changes to use form- or study-level styles View the parents of a linked study object Step 6: Create groups of visits (optional) Step 7: Design your study workflow Step 7a: Specify the order of visits in the study Step 7b: Define a visit schedule Step 7c: Specify the order of forms in each visit Step 7d: Add your rules and global conditions to the workflow Optional tasks Disable a workflow Create a reference copy of a study object in a workflow diagram Step 8: Create a coding map (optional) Step 9: Select a primary layout for the study Set the primary layout Optional tasks Create a site-specific layout Add or remove layout names Step 10: Lock and protect your study objects (optional) Step 10a: Lock a study object Step 10b: Protect a study object Optional tasks Remove another user's lock on a study object Transfer another user's lock from a different session Step 11: Deploy your study Step 11a: Validate and deploy your study After your study has been deployed Make a study version change to a deployed study Make an in-place revision change to a deployed study Optional tasks View the differences between two versions of a form View in-place revision changes for a study View a history of all in-place revisions for a LIVE deployment instance Remove the association between a deployment instance and an in-place revision Copy an IPR configuration from one deployment instance to another Lock an in-place revision object FAQs General What is the difference between a RefName and a title? Which HTML formatting tags are supported? Default appearance of forms Can I change the way my forms and their study objects look? Library objects and reuse What happens when I add a library object to my study? Object reuse What happens when I copy and paste a study object? What happens when I copy a study object grouped by data mappings? What happens when I break the link of a copied study object? Forms What types of forms I can create? Where do I edit the properties of a form, section, item, or codelist? Sections Are sections required on forms? How do sections impact my RDE? What types of sections can I create? How can I use a fixed repeating section on a form? How can I use a dynamic grid section on a form? Can I use a Hidden item in a dynamic grid section? Can I use an item more than once in a section? Items How do I create multiple choices for users to select from? What are key items? What are the requirements for key items? Are there words I can't use in an item's Question or Short Question? Groups of visits What is a study element? Study workflow What happens during deployment if I disable a workflow? What kinds of rules can be added to my study? Sample workflows Coding maps What are the components of a coding map? Layouts What is the primary layout and how do I set it? What happens when I delete a layout? Lock and protect When happens when I revoke a lock held by another user? What happens when I revoke a lock on an object with children? What happens when I protect an object? What happens when I unprotect an object in a study? After your study has been deployed What in-place revision changes are supported? Supported in-place revision changes with no regulatory or data impact Supported in-place revision changes that may affect the meaning of data on a form Supported in-place revision changes that may affect regulatory compliance Can I change a form from common to not common? Can I change a form from repeating to non-repeating? What is an in-place revision? How do I mark a shared study object as an in-place revision? What if... A "Predefined value not found" message appears in a form layout A study object with a restriction is updated in the library I added a dynamic grid section from a library, but it doesn't contain any items I added a dynamic grid section from a library, but some items are missing I added a set of radio buttons to my form, but when I deployed, it showed up as a drop-down list I can't add an item to a section I can't create a form or section in my study I can't create an item on a form in my study I can't copy a form or section I can't delete an object I can't edit items, codelists, codelist items, or codelist subsets in my study I can't find the item I want to add to a dynamic grid section I can't mark a section as a dynamic grid section I can't revoke the lock on a study object I copied a form as a link, but now I can't break the link I request an in-place revision for a study version that doesn't exist in the target deployment instance There are no studies in my Recent Projects List Auto-deployment doesn't complete and I need to open a Support ticket Change log