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Update README.md

Andrej Studen 4 years ago
parent
commit
fc72c0345c
1 changed files with 19 additions and 4 deletions
  1. 19 4
      README.md

+ 19 - 4
README.md

@@ -69,7 +69,8 @@ A form setup is a list of datasets in the form and contains the following fields
 ![setup list][setupList]
 ![setup list][setupList]
 
 
 For a new setup list entry, set Query Name to the dataset name with Title that 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.
+Other fields are set to NONE by default. The last field is the Form this dataset
+will be a part of.
 
 
 ![setup list example with NONE][setupListExample1]
 ![setup list example with NONE][setupListExample1]
 
 
@@ -89,16 +90,17 @@ worked, the Demographics form should appear in the CRF tab.
 Once you click on create new, a new form is added to the list and the form
 Once you click on create new, a new form is added to the list and the form
 completion portal opens. If you reload the CRF tab, or go back, you should
 completion portal opens. If you reload the CRF tab, or go back, you should
 see a new yellowish square which corresponds to the form just created. You can edit 
 see a new yellowish square which corresponds to the form just created. You can edit 
-the form until you are ready to Submit it for further review
+the form until you are ready to Submit it for further review, or Exit if your form
+needs further data.
 
 
-## Submitting the form
+## Uploading the form to the database
 
 
 ### Prepare datasets
 ### Prepare datasets
 When the form gets submitted, a dataset should be created that will get filled with
 When the form gets submitted, a dataset should be created that will get filled with
 data from the (temporary) dataset list. To do that, go to Manage Datasets in 
 data from the (temporary) dataset list. To do that, go to Manage Datasets in 
 Study management, and create a dataset. When asked for fields, click on Import fields and copy
 Study management, and create a dataset. When asked for fields, click on Import fields and copy
 the output of Export fields, performed in the Design view of the List. For each list
 the output of Export fields, performed in the Design view of the List. For each list
-that gets filled, a mirror dataset is required. Then Submiting the list works.
+that gets filled, a mirror dataset is required. Then Uploading lists works.
 
 
 ### Setup the review portal
 ### Setup the review portal
 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
 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
@@ -109,6 +111,19 @@ Reviewer has two options - to return form to editor or to submit it. If returned
 form will appear on editor portal and editor can change values. If submitted, the 
 form will appear on editor portal and editor can change values. If submitted, the 
 data gets copied to datasets. 
 data gets copied to datasets. 
 
 
+## Viewing approved forms and reusing them for minor changes
+
+### Setup approved portal
+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
+worked, the approved Demographics form should appear in the CRF Manager Portal.
+
+### Reusing approved forms
+Resued forms can be reinserted for editor use by clicking on the Restore for further review button. The form
+is shifted back to the editor, which can change/update values. While not completely to
+standard, this way allows to correct minor errors that were missed in review. Documenting
+causes in review fields is suggested for clarity.
+
+
 
 
 
 
 [studyParameters]: img/studyParametersSnapshot.png
 [studyParameters]: img/studyParametersSnapshot.png