Step 4b: Create a screening form in the screening visit

In the Project Explorer, right-click the screening 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 Screening.
In the Project Explorer, right-click the form, and select New Section.
Enter a title, RefName, and description, and click OK.
Make sure the Design tab is selected, and create the following items in the section:
- Subject initials
  1. In the grid, enter the following, and press the Tab key to navigate through the columns:
    - Type—Text 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?.
  2. In the Item Required column, select the checkbox.
  3. In the Item Properties column, click the Edit link, and enter the following:
    - Length—Maximum number of characters that a user can enter for the item.
    Tip: Sites in some countries might not collect subject initials due to data privacy concerns. In this case, you can do the following:
    - In the Display Override column for the item, select Hidden.
    - Create a rule to populate the item with something other than the subject's initials. For example, you might want to populate the item with dashes (---). For more information, see the User Guide.
  4. In the Project Explorer, select the item.
  5. Click the Properties tab, click in the Special Fields drop-down list, and select Initials (Screening).
- Date of birth (optional)
  1. 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?
  2. 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.
      Tip: Sites in some countries might not collect subjects' date of birth information due to data privacy concerns. In this case, you can make only the Year date time component required, and set all other components to optional.
    - Year Range—Enter the first and last years that you want to appear in the Year field.
  3. In the Project Explorer, select the item.
  4. Click the Properties tab, click in the Special Fields drop-down list, and select DOB (Screening).
- Screening date (optional)
  1. 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?
  2. 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.
  3. Click OK.
  4. In the Project Explorer, select the item.
  5. Click the Properties tab, click in the Special Fields drop-down list, and select Screening date (Screening).
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 an enrollment visit.