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Edit grid form

In CTMS, you can edit the name of a monitor template grid form. This may be required if your current visit or study protocol requires the form name to be added in a specified format or due to some reason.

To edit a grid form name

  1. In the CTMS application header, select the LIBRARY tab.

  2. On the page that opens, from the left pane, select the Monitor Template subtab.

    Accessing monitor template subtab
    Figure 1. Accessing monitor template subtab

  3. From the Monitor Template List table, select the template name in which the required grid form exists.

    Selecting monitor template
    Figure 2. Selecting monitor template

  4. On the Monitor Template Detail page that appears, from the explorer pane, locate the required grid form, and right-click it.

  5. From the dropdown menu that appears, select Edit Form pencil_icon_gray.png.

    Selecting option to edit simple or log form
    Figure 3. Selecting option to edit simple or log form

  6. In the Edit pane that appears, in the Name field, modify the name of the grid form as required.

    Editing form name
    Figure 4. Editing form name

  7. Select save_button.png to save your changes.

Upon saving, the name of the grid form is updated.

In this section:

A monitor template is created for recording the details of a monitoring visit, such as information about the subject's enrollment and retention, source data verification, protocol deviations discovered at the site, and so on. Since the monitoring visit data may vary, to accurately and efficiently capture and record the information, you can create the following types of forms in a monitor template: simple, log, and grid.

The simple and log forms are straightforward and incorporate questions and answers for the reviewer to provide details of their monitoring visit. Grid forms are two-dimensional forms comprising rows and columns that can be used to answer multiple questions for different fields of the same question.