Creating Forms, Item Groups & Items

Once you’ve planned your study schedule, you can create Forms to collect data. On each form, there are a number of Items. An Item represents a question or field on a form. Items are grouped into Item Groups. Each Form, Item Group, and Item that you create is a design definition. A design definition object record is a record that Vault copies into an “execution” object record during casebook creation. For example, Vault creates a copy of your Form Definition record as an Form record for each casebook.

EDC Studio does not display “Definition” for each object name in the Studio user interface. Even though the objects are not labeled with “Definition”, you are creating definition object records whenever you are working in Studio.

You can access the listing page for each type of study object from Studio’s Navigation panel. Create records in each of the objects listed in the Study Objects section. See the instructions below.

Prerequisites

Users with the CDMS Study Designer study role can perform the actions described below by default. If your organization uses custom Study Roles, your role must grant the following permissions:

Type Permission Label Controls
Standard Tab Studio Tab

Ability to access the Studio tab

Functional Permission Design Study

Ability to create study design definitions and a study schedule from Studio

If your Study contains restricted data, you must have the Restricted Data Access permission to view it.

Learn more about Study Roles.


How to Create a Form

To create a Form Definition:

  1. Open Studio > Forms. Studio > Forms, Form Definition Listing

  2. Click + New Form. New Form button

  3. Enter a Label. New Form dialog

  4. Optional: Update the Name. Vault automatically generates the Name from your entered Label by converting it to lowercase and replacing whitespace with underscores.
  5. Select the Repeating checkbox to make your Form a repeating one. Then you can set a Repeat Maximum. Learn more about those properties here.
  6. Enter a Short Label. This label displays in areas where the Label is too long to display, such as the form carousel or in Design view.
  7. Optional: Enter an External ID. If you don’t enter an External ID, Vault automatically generates one.
  8. Optional: Click Advanced to show additional properties. From here, you can enter Description and Help Content. Learn more about those properties here.
  9. Optional: Click Save and New to save this Form and immediately create another one.
  10. Click Save.
  11. In the Properties panel, click Edit.
  12. Edit properties for your new Form as needed.
  13. Click Save.

How to Create an Item Group

To create a Item Group Definition:

  1. Open Studio > Item Groups. Studio > Item Groups, Item Group Definition Listing

  2. Click + New Item Group. New Item Group button

  3. Enter a Label. New Item Group dialog

  4. Optional: Update the Name. Vault automatically generates the Name from your entered Label by converting it to lowercase and replacing whitespace with underscores.
  5. Optional: Click Save and New to save this Item Group and immediately create another one.
  6. Click Save.
  7. In the Properties panel, click Edit.
  8. Edit properties for your new Item Group as needed.
  9. Click Save.

How to Create an Item

To create an Item using the Unit or Codelist data types, you must first create the Unit or Codelist.

To create a Item Definition:

  1. Open the Studio > Items. Studio > Items, Item Definition Listing

  2. Click + New Item. New Item button

  3. Enter a Label. New Item dialog

  4. Optional: Update the Name. Vault automatically generates the Name from your entered Label by converting it to lowercase and replacing whitespace with underscores.
  5. Optional: Click Save and New to save this Item and immediately create another one.
  6. Click Save.
  7. In the Properties panel, click Edit.
  8. Edit properties for your new Item as needed.
  9. Click Save.

Reserved Words

We recommend that you don’t use any of the values below for an item definition’s Name or External ID (formerly known as OID). These values are used by standard Vault EDC objects and fields, and naming Items with these names can cause errors on SAS conversion.

  • Study ID
  • Country
  • Site
  • Subject ID
  • Event
  • Event Date
  • Event Sequence
  • Form
  • Form Sequence
  • Item Group
  • Item Group Sequence

Vault EDC captures these data points in those standard object fields already. For example, when a data entry user enters a date for an Event, Vault records that entry in the Event Date field on the Event object.

How to Create a Codelist

To create a Codelist Definition:

  1. Open Studio > Codelists. Studio > Codelists, Codelist Definition Listing

  2. Click + New Codelist. New Codelist button

  3. Enter a Name.
  4. Optional: Enter a Description.
  5. Fill the required fields to create Codelist Definition Items.
  6. Optional: Select the Hide checkbox for any codelist items you don’t want to display to data entry users.
  7. Click Save.
  8. In the Properties panel, click Edit.
  9. Edit properties for your new Codelist as needed.
  10. Click Save.

How to Create a Unit

To create a Unit Definition:

  1. Open Studio > Units. Studio > Units, Unit Definition Listing

  2. Click + New Unit. New Unit button

  3. Enter a Name.
  4. Optional: Select a Unit Type.
  5. Enter a Label.
  6. Optional: Enter a Description.
  7. Fill the required fields to create Unit Definition Items.
  8. Click + Add Unit Definition Item to add another Unit Item to your Unit. Add Unit Definition Item button

  9. Select a unit as default using the Default radio button. Default radio button

  10. Optional: Select the Hide checkbox for any unit items you don’t want to display to data entry users.
  11. Click Save.
  12. In the Properties panel, click Edit.
  13. Edit properties for your new Unit as needed.
  14. Click Save.

Deleting Design Definitions

You can delete object records from Studio if the record is not in a relationship with the Casebook Definition (not added into any higher-level component from Studio > Schedule).

How to Delete a Form

When deleting a Form, you can delete the form only or delete the Form and any Item Groups, Items, Codelists, Units, and Rules, as well as the layout relationships.

To delete a Form:

  1. Navigate to Studio > Forms.
  2. Click in the form’s row to open the Properties panel. Don’t click on the Name, as this opens the Form in the schedule editor.
  3. In the Properties panel, click Delete.
  4. Optional: By default, Vault deletes all related objects (Item Groups, Items, Codelists, and Units. To only delete the Form, clear the Include all related objects checkbox. You can click See Related Objects to see a list of related object records.
  5. Click Delete.

How to Delete Item Groups, Items, Units & Codelists

To delete an Item Group, Item, Unit, or Codelist:

  1. Navigate to the apppropriate Study Object tab in Studio.
  2. Click in the row of the record you want to delete to open the Properties panel.
  3. In the Properties panel, click Delete. Vault deletes the Item Group or Item.

Note that if you delete a Codelist Definition or Unit Definition object record, Vault also deletes all Codelist Item Definition or Unit Item Definition records related to that record.

Study Update Restrictions

After you publish the initial version of your Casebook Definition, Vault prevents you from making certain changes in any later versions you may create. If you were to make these changes, it could cause errors during the casebook amendment process.

See Study Update Restrictions for a list of disallowed changes and available workarounds.