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@@ -52,23 +52,14 @@ All datasets should be registered by adding them to the inputLists list. The sam
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dataset should already be a part of the inputList.
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### Forms
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-CRF consists of a series of forms, contained in the Forms list.
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-Each form is a logical assembly of datasets. Each form has a setup, which is a
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-list which specifies which datasets are part of the form, and a title.
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-The only programatical feature that a form has is that all its datasets
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-should be completed before the form is submitted for review.
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-Each form can be reviewed independently.
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-
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-Some fields are set to default values for historical reasons:
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-
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-- formUrl: visit0
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-- reviewFormUrl: reviewVisit0
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-- viewURL: visit0.view
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-
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-The last field, master query is to be set to the created dataset list. Each form
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-has a master query that contains
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-a participantCode field, and that is the field that will be used as the participant
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-assignment field for all datasets in the form. The
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+CRF consists of a series of forms, contained in the Forms list. The Forms list has a name, a title and a master query.
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+
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+Form corresponds to a logical assembly of datasets. The only architectural property of a form has is that all its datasets
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+should be completed before the form is submitted for review. Each form can be reviewed independently.
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+
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+The last field, master query is to be set to one of the datasets in the form.
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+The master query must contain a participantCode field, and that is the field that
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+will be used as the participant assignment field for all datasets in the form. The
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sample Forms list already has an entry for demographicsData dataset.
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### Form setup
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@@ -78,7 +69,8 @@ A form setup is a list of datasets in the form and contains the following fields
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![setup list][setupList]
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For a new setup list entry, set Query Name to the dataset name with Title that can be any string.
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-Other fields are set to NONE by default.
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+Other fields are set to NONE by default. The last field is the Form this dataset
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+will be a part of.
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![setup list example with NONE][setupListExample1]
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@@ -98,16 +90,17 @@ worked, the Demographics form should appear in the CRF tab.
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Once you click on create new, a new form is added to the list and the form
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completion portal opens. If you reload the CRF tab, or go back, you should
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see a new yellowish square which corresponds to the form just created. You can edit
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-the form until you are ready to Submit it for further review
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+the form until you are ready to Submit it for further review, or Exit if your form
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+needs further data.
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-## Submitting the form
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+## Uploading the form to the database
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### Prepare datasets
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When the form gets submitted, a dataset should be created that will get filled with
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data from the (temporary) dataset list. To do that, go to Manage Datasets in
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Study management, and create a dataset. When asked for fields, click on Import fields and copy
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the output of Export fields, performed in the Design view of the List. For each list
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-that gets filled, a mirror dataset is required. Then Submiting the list works.
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+that gets filled, a mirror dataset is required. Then Uploading lists works.
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### Setup the review portal
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Add a tab (Wheel->Page Admin Mode, click on a + tab). Add CRF Review Portal web part. This will show all forms that were submitted. If the setup
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@@ -118,6 +111,19 @@ Reviewer has two options - to return form to editor or to submit it. If returned
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form will appear on editor portal and editor can change values. If submitted, the
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data gets copied to datasets.
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+## Viewing approved forms and reusing them for minor changes
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+
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+### Setup approved portal
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+Add a tab (Wheel->Page Admin Mode, click on a + tab). Add CRF Manager Portal web part. This will show all forms that were approved. If the setup
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+worked, the approved Demographics form should appear in the CRF Manager Portal.
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+
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+### Reusing approved forms
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+Resued forms can be reinserted for editor use by clicking on the Restore for further review button. The form
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+is shifted back to the editor, which can change/update values. While not completely to
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+standard, this way allows to correct minor errors that were missed in review. Documenting
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+causes in review fields is suggested for clarity.
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+
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+
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[studyParameters]: img/studyParametersSnapshot.png
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