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Delete unique form

In the Study Designer application, you can design unique forms for study visits. A unique form is a CRF template that serves as a starting point for creating new forms for different visits of the clinical trial. Unique forms are stored in a separate folder under the CRF DESIGN tab and serve as a reusable blueprint for creating other CRFs in the study, cycle, or folder visits.

After adding unique forms to your study, it may occur that some forms need to be deleted due to new protocol requirements or mistakes in the configuration. Bear in mind that before deleting a unique form, you need to remove all of its linked visit forms, otherwise, the system will prohibit such an action.

To delete a unique form
  1. In the Study Designer application header, select the CRF DESIGN tab.

  2. In the toolbar, select the latest draft CRF version marked with the respective unlock symbol unlocked_icon_purple.png, otherwise, you cannot perform any actions.

    Selecting latest draft CRF version
    Figure 1. Selecting latest draft CRF version

  3. In the left pane that appears, expand the Unique Form folder and right-click the needed form.

  4. In the context menu that opens, select Delete and then select Delete Unique Form icon_delete.png.

    Deleting unique form
    Figure 2. Deleting unique form

  5. In the confirmation dialog that appears, select button_delete.png.

    Confirming unique form deletion
    Figure 3. Confirming unique form deletion

  6. In another notification dialog that appears, select button_ok.png to confirm your decision since the form deletion operation may result in subject data loss in the EDC system.

    Confirming unique form deletion
    Figure 4. Confirming unique form deletion

    Important

    Another notification may appear informing you that the unique form deletion action is impossible since some linked visit forms need to be removed beforehand. Remember, you can only delete unique forms that have no visit forms linked to them within the study.

Once confirmed, a unique form is deleted.