Add a form to a visit

You can add forms to visits in any order, but you'll save some time if you add forms in the order they should appear to site users.

To check the work you did on a visit, reorder forms in a visit, or add more forms to a visit, click the visit in Visits & Events.

Note:

The cycles that you select for your visit assignment (upon selecting Select Cycles) do no overwrite the cycle that you specify as your starting cycle. If you do not want to have a form included in the first cycle of a selected visit, then you must make sure you always update the Starting Cycle field, even if you are only using the Select Cycles feature to select the required cycles. If you do not do this, the first cycle automatically includes the form.

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

Every visit must have at least one form, including unscheduled visits, so make sure you create visits first. For step-by-step instructions, see Create a visit or event.

To add a form to a visit:

  1. Access the Draft version of a study as described in Open a study's design.
  2. Make sure you are on the Data Collection page.
  3. Next, you can do one of the following:
    • Drag a form to the visit you want to add it to and drop it on to the visit.
    • Open the visit and select +. Then select the forms that you want to assign to the visit.
    • Select a form, select Manage Forms, and then select Visit Assignment.
  4. On the Add Form to Visit or Event dialog, depending what you want to do, follow either one of these steps, and then select Save.
    Options Steps
    Add a form to a scheduled visit In the Visit column, select the checkbox next to each scheduled visit.
    Add a form to an event In the Visit column, select the checkbox next to each event.
    Add a form to a specific visit cycle
    1. In the Visit column, select the corresponding visit branch.
    2. Select Select Cycles.
    3. On the Select Cycles dialog, select the cycles that you want the form to be associated with.
    4. Depending on what cycles you want the form to be on, you must specify values in the following columns:
      • Starting Cycle: Enter a number that indicates the starting cycle that the form is associated with. The starting cycle represents the first cycle where the form is displayed for a site user.
      • Repeat Every (Cycle): Enter a number to indicate the frequency for displaying the associated form. For example, enter 3 to indicate that the associated form must be displayed once every three cycles in the study.
      • Ending Cycle: Enter a number to indicate the last visit cycle during which the form must be displayed. For example, enter 20 if that is the last cycle a form should be associated with.
The Form icon (Forms are associated with the visit) on a visit lists the number of forms in the visit.

Parent topic: Forms