Assign forms to visits

1. 1

   On the Schedule, click Add Activity.

2. 2

   Choose ePRO (participant completes), CRF (site completes) or eConsent (participant signs).

3. 3

   Pick the form. For an ePRO, choose whether it runs At specific visits or as a Recurring diary (recurring diaries).

4. 4

   Click the + cells to tick each visit where the form is due. Click a tick to remove it.

   The form is ticked on the first visit automatically; untick it if it does not belong there.

1. 1

   Right-click a ticked cell and choose Configure.

2. 2

   Under Who completes this form?, choose Participant or Site Coordinator.

   Only participant tasks appear in the participant portal.

3. 3

   Choose how it is completed, whether it is Required or Optional, the estimated time and any instructions for participants or site staff.

4. 4

   Under Notifications > Configure, set the completion window and whether late answers are accepted.

5. 5

   Click Save Configuration.

   This saves everything, including the notification settings.

Survey invitation and reminder emails are timed in Settings > Notifications (survey reminders).

Click the tick, or right-click it and choose Remove from Visit. To remove a form from every visit, use the row menu and Remove from Schedule. On a live study, open tasks that were never started are cancelled; started and completed tasks are kept.