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Add subject phase property

In EDC, you can add new properties to a subject phase according to your business needs. Adding properties to the phase means assigning certain procedures to be performed by all subjects during the specific phase of their participation in the study.

For example, your screening phase includes a property of HIV testing, and you want to add testing for the subject's cholesterol levels. You can do that by adding a new property.

To add a property to a subject phase
  1. In the EDC application header, select the STUDY INFO tab.

  2. On the page that opens, in the left pane, select Subject > Subject Phase.

    Accessing subject phase management
    Figure 1. Accessing subject phase management

  3. On the Subject Phase Chart page that opens, on the subject phase flow chart, double-click the tile of your interest.

    Viewing subject phase flow chart
    Figure 2. Viewing subject phase flow chart

    Tip

    For quick access to Property, right-click the needed phase in the chart.

    Accessing Related Visit and Property functionality
    Figure 3. Accessing Related Visit and Property functionality

  4. In the dialog that opens, select the Property Define subtab.

  5. Above the table that appears, on the workspace toolbar, select New Property add_new_icon.png.

    Adding new property
    Figure 4. Adding new property

  6. In the new property row that appears in the table, configure the fields as suggested in the following table.

    Configuring new property details
    Figure 5. Configuring new property details

    Tip

    In the following table, mandatory elements are marked with an asterisk (*).

    Element

    Details

    Name

    Enter the descriptive name of the property. For example, Cholesterol level.

    Data Type

    Expand the dropdown list and select the preferable data type: Text, Date, Number, DateTime, or Time.

    Date Format

    Expand the dropdown list and select the preferable date format.

    The Date Format field is only enabled if you have selected Date or Date Time data type.

    Required

    • Turn this toggle on to set this property as mandatory.

    • Turn this toggle off to set this property as optional.

    Unique

    Expand the dropdown list and select one of the following options:

    • In Study: if selected, the value of this property must be unique within the study.

    • In Site: if selected, the value of this property must be unique within a site.

    • NA: if selected, there is no restriction on the uniqueness of the value.

    Blinded

    • Turn this toggle on to set this property as blinded so that only users with certain permissions could view its value.

    • Turn this toggle off to set this property value as unblinded and visible for all users.

    If Blinded, Accessible Role(s)

    Expand the dropdown list and select the checkbox(es) next to the user role(s) for which you want the blinded property to be visible.

    Save

    Select diskette_icon.png from the Actions column to save the property you have configured.

    Delete

    Select trash_can_icon.png from the Actions column to dismiss the configuration and remove the row from the table at once.

    OK

    Select ok_button_red_white.png at the bottom of the dialog to close the dialog and dismiss all the unsaved configurations.

Upon saving, the subject phase property is added.