Forms

Forms is a library that contains all the forms from every project within the repository. A form, or case report form (CRF), is a structured questionnaire designed according to the study protocol to systematically collect and organise data.

Objectives

The main goals of the Forms feature include:

- Creating a form

- Generating a new version of an existing form

- Configuring a form

- Editing a form

Accessing Forms

 

Forms Page Elements

Upon navigating to the Forms Page, you find the following elements

1. Name: The title and will be prominently shown at the top of the form for easy identification.
2. Description: Provides details about the form. Adding this information is optional and will only be displayed in the Form library table.
3. Version: All forms are versioned, allowing for different versions of the same form to be utilised across various projects.
   Once a version of the form is signed, it becomes locked from further modifications. If changes are needed after signing the form, a new version must be signed off.
   
   A green highlight indicates a signed form version, while a yellow highlight shows a draft version. The version of the form must be signed before it can be used in an event.
4. Actions: Based on the status of the version, you will be presented with various actions to choose from.
   
   1. Preview: to view the layout that will be presented to the user.
   2. Configure form: add, delete or adjust questions, informations and variables within the form.
   3. Edit form: update the name and/or description of the form.
   4. Sign form: lock the form version and enable it for use in an event.
   5. Delete form: permanently deleting the form from the library. Only available for draft forms in version F.1.
   6. Copy form: duplicates the form and stores it in a new version sequence as a draft version F.1.
5. Filter: allows you to search for specific forms by name or to display only the most recent (draft) versions.

Add a new form

A new form can be created by clicking on the “Add Form" button on the top right.

Configure Forms Page

1. Title and version
2. Elements the drag-n-drop form builder.
3. Properties configure each element.
4. Preview form to view the layout that will be presented to the user.
5. Back returns you to the form library table.
6. Configure saves the form and returns you to the form library table.

Properties

To add elements to your form, simply drag and drop the desired element from the options on the right-hand side onto the form builder canvas.

Further details about each element can be found in the following sections below.

Heading

The Heading element is a useful tool for adding a subtitle within the form. This feature allows you to further organise and provide context to the information being collected. When creating a form, the main title will be displayed at the top, while the Heading element can be used to highlight specific sections or categories within the form. This can help users navigate through the form more easily and understand the purpose of each section. By utilising the Heading element effectively, you can enhance the overall user experience and make the form more user-friendly.

• Element name: This information is only displayed on this page within the Configure form section. This information will not be visible on the form.
• Variable name enter a unique name that will refer to this specific element in the result table. This information will not be visible on the form.
• Heading text: input the title or heading that will be showcased in a larger font style within the form.

Information

The Information element is a versatile tool that allows you to provide detailed instructions, additional information, or helpful links to users filling out the form. For instance, you can include step-by-step guidance on how to complete the form accurately, link to external resources for further reference (for example, you can link to relevant cases uploaded on another instance within the CMRAD system), or offer explanations for specific questions. This element is invaluable for enhancing user understanding and ensuring a smooth form-filling experience. 

• Element name: This information is only displayed on this page within the Configure form section. This information will not be visible on the form.
• Variable name enter a unique name that will refer to this specific element in the result table. This information will not be visible on the form.
• Comment: input the information that will be showcased in a smaller font style within the form.
  Right-click to add Emojis and Symbols.
  Select the text to access options for bold, italic, or adding a link.
  
  
  

Multi select

The multi select element allows users to select multiple predefined options from a list by ticking square checkboxes.

• Element name: enter the query or details related to the options you intend to specify. This will be displayed on the form.
• Variable name enter a unique name that will refer to this specific element in the result table. This information will not be displayed on the form.
• Required: tick the box if this question must be answered in order to sign the event.
• Default selected value: enter the value in the provided square if you want one of the options to be pre-filled.
• Add option: click on the button to add another option.
• Value: input the data that will represent the options in the result table. This data will not be displayed on the form.
• Label: input the options that will be shown on the form. This information will not be included in the result table.
• Bin: click on the bin icon to remove the option.
• Right-click to add Emojis and Symbols.

Single select

The single select element allows users to select one predefined options from a list by ticking one of the round checkboxes.

• Element name: enter the query or details related to the options you intend to specify. This will be displayed on the form.
• Variable name enter a unique name that will refer to this specific element in the result table. This information will not be displayed on the form.
• Required: tick the box if this question must be answered in order to sign the event.
• Default selected value: enter the value in the provided square if you want one of the options to be pre-filled.
• Add option: click on the button to add another option.
• Value: input the data that will represent the options in the result table. This data will not be displayed on the form.
• Label: input the options that will be shown on the form. This information will not be included in the result table.
• Bin: click on the bin icon to remove the option.
• Right-click to add Emojis and Symbols.

Measurement

The measurement element is a valuable tool when you require a numerical answer in your form. By using this element, you can ensure that the response falls within a specific range by setting a maximum and minimum value. Additionally, you can specify the unit of measurement to provide context and clarity to the user. This feature is particularly useful for collecting quantitative data accurately and efficiently.

• Element name: enter the query or details related to the range you intend to specify. This will be displayed on the form.
• Variable name enter a unique name that will refer to this specific element in the result table. This information will not be displayed on the form.
• Required: tick the box if this question must be answered in order to sign the event.
• Max value: represents the upper limit of the range. If a number exceeding the specified maximum value is inputted in the form, an error message indicating 'Invalid or empty field' will be displayed when trying to sign the event.
• Min value: represents the lower limit of the range. If a number below the specified minimum value is inputted in the form, an error message indicating 'Invalid or empty field' will be displayed when trying to sign the event.
• Default value: enter the value in the square if that should be pre-filled.
• Unit of measure: input the unit that will be shown in the form for clarity and context.

Date input

The Date element allows users to add a date in a pre-defined format to ensure consistency and accuracy in the collected dates and making it easier to analyse and interpret information collected over time.

• Element name: enter the query or details related to the date you are requesting. This will be displayed on the form.
• Variable name enter a unique name that will refer to this specific element in the result table. This information will not be displayed on the form.
• Required: tick the box if this question must be answered in order to sign the event.
• Format: displaying the date input format.

Text input

The text input element allows users to input free-form text within the form, with a predefined limit on the number of characters they can enter. This feature is useful for collecting detailed information, comments, or explanations from users. By setting a maximum character allowance, you can ensure that responses are concise and relevant to the form's purpose.

• Element name: enter the query or details related to the date you are requesting. This will be displayed on the form.
• Variable name enter a unique name that will refer to this specific element in the result table. This information will not be displayed on the form.
• Required: tick the box if this question must be answered in order to sign the event.
• Max length: Maximum character limit allowed.
• Placeholder: Text that will appear inside the text box for guidance, which will vanish as the user starts typing.

Slider

The slider element is a flexible feature that simplifies the process of selecting a numerical value within a predefined range.

• Element name: enter the query or details related to the range you intend to specify. This will be displayed on the form.
• Variable name enter a unique name that will refer to this specific element in the result table. This information will not be displayed on the form.
• Required: tick the box if this question must be answered in order to sign the event.
• Max value: represents the highest value of the slider.
• Min value: represents the lowest value of the slider.
• Default selected value: Enter a value within the range specified by the max and min values to automatically pre-fill the slider.

Section separator

The section separator element is a tool that visually organises the form by creating distinct sections. By adding a line in the form, it effectively separates different parts of the form, making it easier to navigate and understand. 

• Element name: This information is only displayed on this page within the Configure form section. This information will not be visible on the form.
• Variable name enter a unique name that will refer to this specific element in the result table. This information will not be visible on the form.