Add a new form to a live study version

You can add new forms to visits in a live study and readily implement changes into multiple study versions.

Task 1   Create a new Draft version of a study

1. On the Home page, click the Edit icon () on the study you want to edit.
2. In Draft, click Create Study Version.

   Tip:

   If you already have a Draft version of the study, Create Study Version doesn't appear below Draft. To create a new version of the study, you must first drag the Draft version of the study to either Testing or Archived.

   The new Draft version is a copy of the latest version of the study. The latest version of the study has the highest fourth number (for instance, 4 in 1.0.0.4). When you create a new Draft version of a study, this number increases by 1. For example, 1.0.0.1 becomes 1.0.0.2.

Task 2   Create a new form in the Draft version of the study and add it to a visit

1. Create the type of form that is required. For step-by-step instructions, see Forms.
2. For each question in the form, on the right, from the Apply Changes to Version drop-down select the study version to which you want to add the new form.

   The update will be applied to the latest study version you selected and to all study versions that were subsequently created.

3. After you add all questions in a form and apply them to the corresponding study version, click Save.
4. Add a form to a visit.

   Note:

   You can add a new form to a visit that has already been completed by subjects. In order to complete the new form, the site user must return to the visit and fill in the form. To notify the site user about the new form, we recommend that you create a rule that triggers a query when incomplete data is detected in a form. For step-by-step instructions, see Create a rule for an automated query.

   Forms appear in order within the subject visit list only when a subject does not have any started visits. If any visits were started or completed in a previous study version before the new forms were created, the forms appear out of order.

Task 3   Make the new study version live

Tasks include:

1. Make a study version available in Testing mode.
2. If you added the new form to a visit for which data has already been collected, Create a rule for an automated query that detects missing data and triggers a query for the site user. By creating the rule you ensure the site user returns to the completed visit to fill in the new form. For the custom JavaScript expression to detect missing data in a form see Create a rule for a calculated value.

   Note:

   Only a user with the Rule designer role can create a rule.
3. Verify a study.
4. Make a study version available in Production and Training modes. Once the new version is moved to the Approved container, the form updates also become available in the study version you selected from the Apply Changes to Version drop-down and to all sites to which that study version is assigned.