Builder

The Builder lets you create and edit CRF forms and visit/schedule menus directly. Its biggest advantage is that editing and deployment are easy — you can fix a form right on screen without touching code, create a new version, and roll it out to the site whenever you choose.

The Builder consists of three tabs at the top: Getting Started, Menu & Schedule, and Research forms.

Research Forms

Select a form on the left, then drag items such as text, number, date, dropdown, checkbox, and matrix from the Select Item Type palette on the right to build the form. Reorder items by dragging.

Version Management

A released form version cannot be edited. To change a form, create a new draft with New revision; the released version stays in use.

After editing the draft, check the screen with Preview and select Release. A released version is reflected on the live data-entry screen only after you select Apply to Site.

Menu & Schedule Configuration

Create visit-schedule menus per subject (Follow up, End of Treatment, Cycle, etc.) and link CRF forms to each menu. Select the item you want in the menu-group tree, then search for and add the forms to link in Select research form on the right. Only released forms can be linked.

Applying to a Site

To use the configured menus, schedule, and CRF forms at an actual research site, click the Apply to Site button. The active menus and each form's latest released version are applied to the site. No matter how many changes you make in the Builder, they are only reflected on the live data-entry screen once you click this button, giving you direct control over the deployment timing.

Good to Know

• Making major structural changes to a form that already has data entered may cause it to no longer match the existing data. Edit with care.
• Changes are not visible to actual users until you click Apply to Site.

Related Documents

• EDC Introduction
• Data Entry, Audit Trail