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Edit parent-child settings

The Study Designer application has various tools to maintain different aspects of form settings. One such setting includes the configuration of relations between the parent unique form and its linked child visit forms. This relationship defines what questions need to be displayed on the follow-up form when it is manually created in the EDC system. Once configured for a unique form, the setting is automatically propagated to all linked visit forms.

Such a configuration is usually applied to the Adverse Events (Details) form because after an adverse event occurs, it is crucial to track the event's progression and the patient's response over time. By using a follow-up CRF, healthcare providers can document the subsequent developments, including any changes in symptoms. In order to save time on the creation of a follow-up form, a specific set of questions can be preadded to it.

Important

This feature is only available for unique forms of the Log icon_log_form.png and Simple-Log icon_simplelog_form.png types.

To edit parent-child settings for 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 select the needed unique form.

  4. On the form content page that opens, select the Parent-child Settings tab.

    Important

    If this tab is not available, then open the tabs menu icon_tabs.png and select the Parent-child Settings checkbox.

  5. In the table that appears, select checkboxes next to the questions that you want to be preadded to the follow-up form when it is created in EDC.

    Editing parent-child settings
    Figure 2. Editing parent-child settings

  6. Then from the workspace toolbar, select save_icon_red.png to save the configuration.

Once saved, the parent-child settings are updated.