16.2 How Rules Work

CheckPad provides several ways to run Rules for Edit Checks

How Rules Work when Entering Data?

When Rules for Edit Checks are configured correctly, they will run automatically when Data Entry is in progress. The system supports multiple forms of data entry including Initial Data Entry and Administrative Data Entry (when a CRF has a Completed status).

The process of running Rules when entering data is as follows:

Enter data into a CRF then press on Save

The system validates that CRF

If the CRF contains an error detected by Validation Checks → the system displays a warning message. 

• Case 1: After reading the warning message, you keep the value of the error in the CRF  → press on Save again (Save on Error = true) → The system automatically generates a Failed Validation Check DN for the Item.
• Case 2: After reading the warning message, you come back to the first step and edit data.

The system checks Rules for the Items in the CRF

If the Item in the CRF has Rules, the system automatically runs Rules such as SendEmail, Show/HideAction, EventAction, InsertAction,...

If the Item in the CRF has a DN Rule:

• Case 1: The value of the Item does not pass Edit Checks

• • You keep the value of the error in the CRF  → press on Save again (Save on Error = true) → The system automatically generates a DN for the Item.
    or
  • Edit the value of the error → click on Save → the system goes back to check Rules for this Item
• Case 2: The value of the Item passes Edit Checks → Save data → Go to next Section.

Bulk Execution_Rules in Manage Study Module

Select Tasks > Manage Data > Rules > The system displays all Rules in the current study.

If you click on Run, the system displays an information screen. Click on Show Affected Subjects to shows the Subjects affected if you run the Rule(s).

If you want to run the Rule(s) for the Subjects, click on Submit. The system then runs actions such as: send an Email, create a Discrepancy Note,...

Bulk Execution_CRFs in Manage Study Module

Select Task > Manage CRFs > Navigate to your desired CRF > Press on View icon of CRF which has version Original 

The system shows Run All Rules for this CRF to allows user to run all Rules of this CRF

After you click on Run All Rules for this CRF, the system displays information for you to decide whether to run Rule or not. Click on Show Affected Subjects to displays the affected Subjects from Rules 

If you want to run the Rule(s) for the Subjects, click on Submit. The system then runs actions such as: send an Email, create a Discrepancy Note,...