Add form to library from study
The Study Designer application has a library of reusable forms that can streamline the process of designing a CRF for different studies. This library accelerates the form creation process and ensures consistency and accuracy across various studies, saving study teams considerable effort. By leveraging the library content, researchers can minimize the time spent on repetitive form design tasks.
The forms can be added to the library during the design of CRF from various studies. Alongside this, the option to append forms is also available within the library. It is imperative to ensure the proper form configuration before adding them to the library since it is not possible to do that on the library page.
Important
Note that you can add only unique forms to the library since visit forms can undergo major changes during the CRF design, thus being less suitable for reuse purposes.
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In the Study Designer application header, select the CRF DESIGN tab.
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In the toolbar, select the latest draft CRF version marked with the respective unlock symbol
, otherwise, you cannot perform any actions.
Figure 1. Selecting latest draft CRF version
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In the same toolbar, select Form library
to open the library with forms.
Figure 2. Opening form library
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On the page that opens, select the My Library node or any existing folder depending on where you want to add forms.
Tip
The My Library folder is the primary node that serves as a starting point for creating custom folders, adding forms, or uploading forms.
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On the page that opens, right-click the needed folder and select Upload Unique Form
.
Figure 3. Selecting option to add forms
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In the Upload Unique Form dialog that appears, select checkboxes next to the forms that you want to add, and then select
.
Figure 4. Adding forms to folder
Once saved, the selected forms are added to the library. You can now reuse these forms in other studies.