Study Definition module

 

Status and 'completion' of eForms and visits

The completion of an eForm or visit determines the scheduling of further eForms and visits. For example, the next cycle of a cycling eForm will not be created until the current eForm cycle is complete, and an eForm with Arezzo scheduling constraints will not be activated until the eForms on which it is dependent are complete. Similarly a new visit cycle is not created until the previous visit cycle is complete.

 

However, an internal trigger on an eForm does not affect the completion of the visit so the eForm does not have to be filled in for the visit to be 'complete'. In particular, if a cycling visit only contains eForms with internal triggers, all visit cycles will be created immediately (because each visit cycle is immediately complete). For a cycling visit, it is advised to always include at least one eForm that is not cycling and has no internal trigger.

eForm Completion

An eForm is complete if it contains no mandatory questions with a status of Missing, and all its mandatory question groups are complete.

If the status of a mandatory question is Not Applicable or Not Available, the question is ignored when considering the completion of the eForm.

If an eForm has no mandatory questions or groups, it will be considered complete as soon as it has been opened and saved (even if no responses have been entered).

Visit Completion

A visit is complete if all its non-cycling eForms are complete.

Note: To prevent a new blank visit cycle being created before it is required, place a mandatory question on one of the visit’s eForms which asks the user if they wish to create a new visit. Until this question is answered, the eForm (and hence the visit) will not be complete and a new visit cycle will not be created.

Subject status

A subject's status is only set to OK when all visits are complete. If any visit contains a non-repeating eForm which is blank, the subject status will be Missing even if all other eForms have the status OK.

 

 

Related Topics

Optional and mandatory questions

Question attributes

Status and information icons for study designers