Best practices for collecting data
You must pay attention to certain details during your process of filling out forms in the application.
Pre-filling information in forms
We recommend that you do not pre-fill information in forms. Instead, start data entry for a form when a visit occurs. If you start a visit for a subject and then your site starts using a new study version, the started visit may be unchanged for the subject, even if the new study version has changes to the visit.
Note any additional information when you dispense kits
- The kit number to dispense.
- Any dispensation instructions. If the study calculates a subject's dose based on a subject's answer to a question, such as weight, the Dispensation Instructions column includes the subject's dose and the frequency of the dose. If you see Blinded, someone else at your site, such as a pharmacist, must dispense the dose to the subject. The user who can view the Dispensation Instructions receives a notification with the instructions whenever a dispensation visit occurs. The dosing instructions are in the Kit Dispensation report.
How to answer certain question types
For drop-down questions and questions with checkboxes, you might be able to select more than one option, depending on the study protocol. On the right, below Question Hint, check if there are any instructions about the number of answers you are allowed to select. For a question with radio buttons, you can clear the option that you previously selected.
Move subjects between visit branches
If a subject needs to return to a previous branch, we recommend you clear all data from the subject's current branch before you move the subject to the previous branch. For example, if you determine that a subject should continue visits at Branch A after starting visits at Branch B, first clear all collected data from Branch B's visit forms. Only then move the subject back to Branch A's scheduled visits.
Related Topics
Parent topic: Forms FAQs