Define data classifications for a hidden question

You define data classifications for a question when you want to create exceptions on hidden questions based on the study roles assigned by a user administrator.

Access to view or edit different data classifications are defined in the context of study roles and allow you to control access for certain users to a specific hidden question. For each data classification in your form, there should be one or more study roles that are defined with the privileges to view or edit that type of data. Work with your study user administrator and refer to Specify data classifications for a study role.

How do data classifications work? For instance, you can add and hide a question for a subject's Social Security Number in a form and then classify the data as Personal Identifiable Information (PII) data. The user administrator on their side assigns to the site user and unblinded data manager study roles with the privileges to view or edit PII Data. As a reult, that field gets hidden to all users except for site users and unblinded data managers.

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

Before you can define data classifications for a hidden question, you must first add a form and include at least one question in the form.

To classify a hidden queion:

  1. On the form, select the question you want to hide.
  2. On the right, expand the Details pane and make sure the Hidden toggle (A toggle is turned on and colored blue by default) is turned on.
  3. Under Data Classification, click the field, and select one or more of the following data classifications:

    Note:

    If the question is part of a Show Question rule, make sure that you hide and define the same data classifications for both the leading and the dynamic questions.
    Data classification Description

    Sponsor Data

    Data accessible to a sponsor user

    PII Data

    Personal Identifiable Information Data

    Public Data

    Data accessible to sites or other users

    Blinded Data

    Data that can reveal information bias in a study

    Adjudication Data

    Data findings collected by an adjudicator from adjudication events or safety and efficacy clinical endpoints

  4. To view which study roles have the permissions to view or edit the data classifications that you selected, click Study Role.
  5. Depending on the data you want to collect, continue your usual process of defining the details and properties for your question. For more information, see Question types and settings.
  6. To save the form, in the lower right of the form, click Save.

    Tip:

    If the Save button is disabled, make sure there are no blank questions on the form.