1. User Guide for Sponsors
  2. Create an archive
  3. Custom Blank Forms

Custom Blank Forms

Like the Custom PDF, you have access to all available settings, but the output only includes blank forms with active controls and no subject data.

Tip:

You can generate a Test Run first to ensure the PDF output contains the correct data.

Here's what a Custom Blank Forms request includes

  • Request Settings
  • Blanks forms with active controls for each study version.

Follow the steps below to create a Custom Blank Forms request

Start by accessing Oracle InForm CRF Submit.
  1. On the My Requests - Processing page, click Create Requests, then select Create New PDF Request.
  2. On the Study Information page, update the PDF Request Name (if applicable), enter an optional PDF Request Description, select Custom Blank Forms, and click Next.

    Note:

    The request name defaults to the study name plus the current date and time.
  3. Complete the Form Options, then click Next.

    Table 2-9 Custom Blank Forms Form Options

    Option Details
    Header Text
    • Enter text up to 90 characters to appear at the top of each page on the PDF.
    • The study name is the default value.
    Page Size
    • Letter: (default) 8-1/2" by 11"
    • A4: European letter size: 210 x 297 mm
    Blank Form Format
    • Unique Forms: One of each form in your study.
    • Casebook: (default) All forms, even those that are repeated.

    Note:

    For more information, see How can I handle blank forms?.
    Headings Language
    • Specify the language to use for labeling bookmarks, headers, and footers.
    • English is the default language.
    Footer Text
    • Enter text up to 30 characters to appear in the footer of each PDF page.
    • ***Confidential*** along with page numbers is the default.
  4. Complete the Request Settings, then click Next.

    Table 2-10 Custom Blank Forms Request Settings

    Setting Details
    Select the rights group to control content
    • The rights group selected determines what content gets included in the PDF output.
    • The default is the logged-in user's rights group.
    Include Bookmark Prefixes
    • Select Yes to include prefixes (for example CRF, Form, Visit, Study) in PDF bookmarks.
    • Select No (default) if bookmark prefixes are not needed.
    Include versions as of date and time
    • Select Now (default) to include all study versions up to the date and time displayed.
    • Select Select date/time to enter a specific date.
    Study Version
    • Select All (default) to create blank forms for all study versions.
    • Select Select from list to select one or more specific study versions.
    Prevent Form Changes
    • Select Yes to require a password to make changes to the PDF.

      Note:

      When set to Yes a field appears allowing you to define a password.
    • Select System-created : Hidden to permanently prevent form changes to the PDF.

      WARNING:

      This password cannot be retrieved.
    • Select No (default) to allow PDF output to be modified.
    Prevent Form Comments Changes
    • Select Yes to prevent comments and annotations from being added to the output PDF.
    • Select No (default) to allow PDF comments or annotations.
    Prevent Content Extracts and Copying
    • Select Yes to prevent contents being copied from the output PDF.
    • Select No (default) to allow content to be copied.
    Password

    Note:

    Appears only when Prevent Form Changes is set to Yes.
    		Specify a password to be used when Prevent Form Comments Changes and Prevent Content Extracts and Copying are set to Yes.

    WARNING:

    The password entered is not saved in the application and must be retained by the user.
    Re-enter Password Re-enter the password exactly as entered in the Password field.
  5. Review the request settings displayed on the Review and Submit page for accuracy.
    • Click Save to save the request to the Saved tab under My Requests. You can access this request later to make edits and generate it.
    • Click Print to print a copy of the request settings. The zip file also includes a copy of the request settings.
    • Click Submit to generate the request.
  6. The PDF Request Submitted window opens and presents the following options.
    • Click Yes, Create Another to return to the Create New PDF Request page.
    • Click No, Go to Processing Page to be taken to the My Requests - Processing page.
  7. On the My Requests - Processing page, click Refresh until the % Complete column displays 100.

    Note:

    Completed requests are moved to the My Requests - Completed page.
  8. You can now Download the PDF.

Parent topic: Create an archive