Update tabular forms included in live studies

Study designers can now perform Advanced Study Versioning (ASV) changes to tabular forms that include label items. This includes lab forms, repeating forms with label items, and the repeating section (Questions in the Table) with label items, included in a two-section form.

With the ability to update tabular forms with label items, you'll save time and reduce transcription errors by avoiding the need to recreate forms and re-enter previously collected data, ensuring a smoother and more efficient user experience.

Before you work with this feature

No new permission is introduced with this enhancement. To make ASV updates to a tabular form that contains label items, you only need to be assigned the existing View Design and Design Forms permissions.

Details for study designers

Here's what's new in your workflow:
  • The Apply Changes to Study Version drop-down now becomes available for you to use in a tabular form that contains label items (including lab forms, repeating forms with label items, and the repeating section, with label items, of a two-section form). The drop-down is only available for non-label questions.
  • You can perform question-level ASV changes to any question type included in a tabular form, except for the label items included in that form. For example, you can update the Lab Result question in a lab form (since it's specified as a text question), but you cannot update the Lab Test item since that is a label item.
  • You can continue performing regular Study Versioning (SV) changes to a tabular form if you need to include a label item in an existing form.
  • You can perform ASV changes to non-label questions in any form included in both existing and new studies.
  • When you apply ASV to a question in a repeating form with label items or a two-section form with or without label items (including lab forms), keep in mind that the ASV flag is applied to all non-label questions on the form. For example, if you apply an ASV change to the Lab Result text question, all other questions in the lab form display the study version you selected for the Lab Result text question in the Apply Changes to Study Version drop-down, except for the label item.

Impact on reports

The following reporting changes are introduced for this enhancement:
Report Type of change Description
Study Design report Modified column description

In the Properties column, non-label questions in tabular forms also display details of any ASV changes performed by a study designer. For example, you may see: Apply Change to Study Version: 1.0.0.5 P01-123-A3.

Annotated CRF report Modified column description

In the Advanced column, non-label questions in tabular forms also display details of any ASV changes performed by a study designer. For example, you may see: Apply Change to Study Version: 1.0.0.4 P01-123-A3.

Subject Form Items dataset and the Study Design dataset Modified data element descriptions Data for any new or modified questions in a tabular form (updated through ASV) is displayed in the Item folders for both the Study Design datatset and the Subject Form Items dataset.

You can find additional information in the Study Designer User Guide and Reporting Guide after the Release Assessment Environment (RAE) upgrade.

Parent topic: Data collection