Preview a form

Check for inconsistencies and improve the data collection process by previewing a form and sharing it with other team members (for additional review) before using it in a Production study.

You can preview a form in a draft, testing, approved, or achived study. When you preview a form, you can enter data for review purposes only, and that data isn't saved in the application. Previewing a form can help you test the following use cases:

Dynamic sections and questions
Range checks, such as years in a date of birth
Data entry in a table

While previewing a form, you can invite other team members to participate in the preview process. Those invited receive an email containing a link to the form preview in the Oracle Clinical One Platform. The email link is active until the study version is moved to a new state. For example, if the form preview was sent from a study in Draft, the link is active until the study version is moved to Testing.

Users must have at least one of the following permissions and be a part of the same study as you, to preview a form and invite others to participate in the preview process:

Note:

Contact your study manager or user administrator to check your permissions if you can't access a form preview.

Design Forms
Design Randomization
Design SDV Properties on Forms
Design Supplies and Dispensation
Design Visits and Events
Move a Study Design to Testing or Production
Run the Study Design Report
Run the Study Rules Report
Upload and Generate Inventory Lists
Upload and Generate Randomization Lists
View Study Design (this permission is required to use the link provided in the email invite.)

To preview a form, print the form preview, or invite others to participate in the preview process:

Select the Edit Study icon on the study, then locate and double-click the study version that you want to access (whether it's in Draft, Testing, Approved, or Archived).
The Data Collection page opens.
On the Forms tab, do one of the following to access a form:
- Single-click a form, then select Edit from the Manage Forms drop-down.
- Double-click a form.
- Select Create Form to create a new form.
Select Preview in the top-right corner of the form.
The form preview opens in a new window. Close this window after your review is complete.

Note:
You can only preview a form after you've saved your updates. If you attempt to preview a form without saving, you are be prompted with a Confirmation dialog. Select Save & Preview to continue.
Select Print if you would like to print the form preview.

Tip:
To get a better layout on your print PDF copy, select Tabloid paper size and Landscape orientation.
Select Share to share the preview form link with other users.
The Share Form dialog window opens.
Select the email addresses of the users that you want to share the link with, then select Send Invite.
The Email Address list only includes email addresses of users who are part of the same study and are assigned the appropriate permissions to preview a form.

Parent topic: Forms