Update README.md

README.md

@@ -25,10 +25,10 @@ clicking on setup wheel at the top of the screen and selecting Manage lists.
 
 Create demographicData dataset as part of the study. It can have no fields.
 
-Add a tab (Wheel->Page Admin Mode, click on a + tab). Add CRF Portal web part. It should appear empty. This will show all forms that we will create.
-
 ## Setting up a form
 
+### Datasets
+
 Create a dataset as a list. Go to Wheel->Manage Lists and Create List. Setup fields as you would normally do. 
 Three additional fields are required:
 
@@ -41,28 +41,33 @@ Three additional fields are required:
 Open the inputLists list and add the name of the new list as a new entry. The sample
 dataset is already there.
 
-Open the Forms list. Add new entry. Some fields can only have the default value:
+### Forms
+CRF consists of a series of forms, contained in the Forms list.
+Each form is a logical assembly of datasets. Each form has a setup, which is a 
+list which specifies which datasets are part of the form, and a title. 
+The only programatical feature that a form has is that all its datasets 
+should be completed before the form is submitted for review. 
+Each form can be reviewed independently.
+
+Some fields are set to default values for historical reasons:
 
 - formUrl: visit0
 - reviewFormUrl: reviewVisit0
 - viewURL: visit0.view
 
-Form name can be any string, including spaces. Setup query is still to be created, but it
-should name in Setup to distinguish it from others, say demographicsSetup. The last field, 
-master query is to be set to the created dataset list. Master queries must contain
-a participantCode field, and that is the field that will be used as the assignment field. The
-sample Forms already has an entry for demographicsData.
+The last field, master query is to be set to the created dataset list. Each form 
+has a master query that contains
+a participantCode field, and that is the field that will be used as the participant 
+assignment field for all datasets in the form. The
+sample Forms list already has an entry for demographicsData dataset.
 
-Finally, create the setup list. It should contain the fields as the sample demographicsSetup,
-shown in the image
+### Form setup
 
-![setup list][setupList]
+A form setup is a list of datasets in the form and contains the following fields:
 
-The setup list can have multiple entries, which are combined to constitute a logical form.
-The only programatical feature is that all datasets that are combined in the form
-should be completed before the form is submitted for review. 
+![setup list][setupList]
 
-For a new setup list entry, set Query Name to the dataset list and Title can be any string. 
+For a new setup list entry, set Query Name to the dataset name with Title that can be any string. 
 Other fields are set to NONE by default.
 
 ![setup list example with NONE][setupListExample1]