Build Steps:
Add a StudyAdd FormsDeploy a StudyAdd Events- Add Groups (optional step)
- Add Rules (optional step)
- Add Sites
- Add Users
To add a group:
- Click Groups in the left menu
- Click the + icon in the Groups page.
- Complete the following. Required fields are marked with an asterisk.
Field | Description |
---|---|
Name * | The name of the subject group class. |
Type * | Select the group type from the dropdown list:
|
If you selected Arm, Family/Pedigree, Demographic or Other, complete the following: | |
Subject Assignment * | Specify whether the subject assignment is Required or Optional. |
Study GroupsName/Description | Enter the names and descriptions of the desired study groups. |
If you selected Dynamic Group, complete the following: | |
Default | Check the box if this dynamic group should be the default. The default dynamic group can be used to automatically assign to the subject when it is created. |
Study Events * | Check the events to assign to the dynamic group.Notes:
|
- Click Continue.
- Review the Subject Group Class to be defined.
- If you’re satisfied, click Submit.
Notes:
- Events associated with Dynamic Groups are shown on the left side of the Subject Matrix, starting with the group marked as the Default.
- You can reorder the events within a Dynamic Group by clicking the up/down triangles.