CRF Version Builder [ENG]

The layout of CRF Version Builder

CRF Version Builder has 5 main areas: 

1. New Elements : Area to create new elements in CRF Version
   • To create a new element, user needs to drag from this area into layout builder (2)
2. Layout Builder: This area is used to build the logical layout as well as main display of CRF. User can arrange objects to suit the design layout
3. Editor: The editor area provides an interface to edit the details of each object. The types of Editors are: 
   • CRF Version Editor
   • Section Editor
   • Group Editor
   • Item Editor
4. Removed Elements: The area to remove elements or restore removed elements.
   • To remove an element, user needs to drag it into this area
   • To restore a removed element, user needs to drag the element back into layout builder (2)
5. Action bar: The group of buttons to interact with the current CRF Version

Creating new elements

The "New Elements" area allows users to create 4 kinds of object in a CRF: Section, Group, Row, Item. To create a new element, user needs to select, then drag and drop the selected element into the needed position in layout builder.

Note: Checkpad does not allow creation of new elements in CRF Versions being used in Visit CRF.

Layout Builder

Layout builder is the main interface to design the layout of CRF Version and the entire main layout of a CRF.

Arranging elements in a Layout Builder needs to follow the following rules:

• Follows the layout of a CRF
• Should follow the requirements for different CRF versions (Should not change the group of items in different CRF Version)

Information displayed on the objects in CRF Builder

The elements in CRF Builder Layout

The header includes: object type - object name - Usage status - Main characteristics - Functions menu of object

Below the header are the childre nof the object

CRF Version:

• Header: CRF VERSION: <CRF Name> - <Version Name> (Current usage status of object)
• Children: Section
• CRF Version (Used) is a CRF Version used for data entry. In other words, there are at least 1 Vist CRF currently using this CRF Version
  • Cannot add or remove items in CRF Version of this type
• In a CRF Version there must be at least one Section > Group > Item
  • At least one item must has status "Show"

Section:

• Header: Section: <Section Label> - <Options Menu of Section>
• Children: Group

Group:

• Header: Group: <Group Name> <Repeating status of group><Options Menu of Group>
• Children: Row (only with non-repeating groups) or Items

Row: 

• Header: Row
• Children: Item. The items wtihin a row will be arranged horizontally instead of verticall like within items. Checkpad only allows a maximum of 3 items within a row
• Row will display a header and subheader once these two fields are filled in Row Editor.

Item

• Header: Item: <Item Name> - <Item Description> - <Data type><Response Type> <Remove Button>
• Once an Item (Used) is stored in a CRF in use: 
  • Cannot remove an Used Item
  • Cannot remove a Section, Group, or Row when it contains an Used Item
• Items can be reused from previous versions. In this case there are some notes: 
  • An item cannot belong to two differents between CRF Versions - you have to reuse the groups containing the items
• For items not enclosed within a header, there will be two "Headers" and "Sub Header" fields. Once these fields are filled, the item will has the following form:

Interacting with the elements in layout builder

There are many ways to interact with an element within a layout builder:

Drag-and-drop:

This is a popular interaction method with all elements in a layout builder: 

• drag and drop from new elements to create new objects
• drag the object among elements to reorder the objects within layout builder
• drag the object into removed elements to remove the object

Access the object's Editor

When you click on any objects in the layout builder, the editor interface of that sujbect will appear in the position Editor(3) corresponding to that object

Interact with the object's Options button

• Container objects (section, group, row)
  • Collapse the object or expand collapsed objects
  • Move the object up
  • Move the object down
  • remove the object
• Item: 
  • Currently you can only remove the object

Editor

When you click on any objects in the layout builder, the editor interface of that object will appear in the position Editor(3) corresponding to that object for user to edit the object's information. 

There are 5 types of editors corresponding to the objects: 

• CRF Version Editor
• Section Editor
• Group Editor
• Row Editor
• Item Editor

Remove Elements

To remove an element you can choose one of the following: 

• Drag the element into the "Removed Elements" area
• Select "Remove item" from the header menu of the element

Note: Checkpad does not allow addition of new elemtns into CRF current used in Visit CRF.

Action bar

Action bar contains the actions for user to interact with the current CRF Version

• Cancel: Cancel editting the current CRF Version. Unsaved parts will not be saved.
• Save & preview: Svae teh CRF Version and View the new version. You need to enable pop-ups for this feature. 
• Save: Save the current CRF Version.
• Public CRF Version: Make the current version public. CRF Versions not made public upon save will have "Pending" as their status and cannot be used for data entry. 

"Save" actions will validate all the data of the CRF version. User needs to correct all validation errors to save the current CRF Version.