Enter data in a repeating form

Repeating forms allow you to collect multiple instances of the same type of data.

Caution:

The completion of a hidden, required question is taken into account to determine a visit's status, but it won't be taken into account to determine a form's status. To learn more about how a visit's status and a form's status is recorded, see How does a hidden and required question impact a form and visit's status?.

Want to see how to perform this task? Watch the video below.

For more information on how to handle reference information during the process of collecting data, as well as tips and tricks on how to answer certain question types, see Best practices for collecting data.

  1. On the Home page, determine where to work. For more information, see Access study modes and pages.
  2. Along the top, make sure Subjects is selected.
  3. Filter your view based on several criteria. For more information, see Filter subjects in a study.
  4. Depending on what type of visit you need to start, choose the steps you should follow:
    • If you need to start a scheduled visit, in the table, locate the subject, and click the visit in the Next Visits column.
    • If you need to start an unscheduled visit, in the table, locate the subject, and from the Manage Subjects drop-down select Unscheduled Visit, and choose the right unscheduled visit.
    Upon selecting a subject, you can view whether certain visits in a subject's schedule are part of a branch or what cycle they are on.
  5. For the Visit Start Date field, select today or an earlier date. Depending on how the study is set up, you might be allowed to edit the date after saving the form.

    Tip:

    To complete exact times, in the Date & Time wizard, first select Now, and then start filling in the fields with the appropriate time.
  6. Enter data in a form:
    • If you are entering the first instance of data in the repeating form: click any cell in the first row to enter data directly into the table.
    • If you already entered data in the repeating form and want to add a new instance: click Add Add a record icon in the form and then click each cell in the row to add data.
  7. To edit or modify data in a repeating form, click the table cell that you want to edit.
  8. To delete data in a repeating form, click the Delete icon Delete icon on the left of the table row.

    Note:

    If the form you want to delete contains an open query, you must first close the query.

    Tip:

    When clearing all the data in a row, the Delete icon Delete icon disappears, as there is no more data to remove. If you want to delete the row, consider keeping the question and not clearing the data.
  9. Once you added data in the repeating form, do one of the following:
    • Click Save and then Screen, Randomize, or Dispense.
    • Click Save & Close to save your changes and randomize or dispense later

    Tip:

    You can also save the repeating form by clicking outside the table.
On the Forms sidebar, you can see a cumulative status of all repeating form instances. Depending on a form's status, you may see one of the following status icons on the Forms sidebar:
  • When complete, a form displays a Complete icon Complete form icon.
  • When a required question is not answered, a form displays an Incomplete icon Incomplete form icon.
  • When a required question contains a validation error, a form displays a Validation error icon Form contains error icon.

Want to learn more about the possible statuses of a form? See Form status icon descriptions in the Icon Reference guide.

Related Topics

Parent topic: Enter data and dispense kits