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.

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 newly added 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.
  • When adding a form to a visit that's already started for a subject, keep in mind that you won't be able to include a label question, including lab forms, since they can't be advanced study versioned. Also, be careful when applying an Advanced Study Version (ASV) to a form containing label questions - make sure you only apply it to a version where the form first appeared, as applying it to a prior version won't work as expected.
Task 1   Create a new Draft version of a study
  1. On the Home page, select the Edit Study icon (Edit Study) on the study you want to edit.
  2. In Draft, select 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 is applied to the study version you selected and to all study versions that were subsequently created.

    Tip:

    The Apply Change to Version setting works at the question level. For this reason, to add a new form in a live study version with ASV, you need to select that live study version for all questions in the new form.
  3. After you add all questions in a form and apply them to the corresponding study version, select Save.
  4. Add a form to a visit.

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
  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 study 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.

Parent topic: Update forms and visit schedule during the study conduct period