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How To Add Field Data Questions to a Protocol Step

Guide to Adding Field Data Questions to a Protocol Step

Field Data are the additional questions to be asked during a protocol step. They help to inform the overall trial and provide additional context and insight.

  1. Navigate to the Protocol Field Data section of Project Management 

    • From the Admin tab, select Protocol Field Data from the left pane.

  2. Select Your Trial

    • Choose the correct Trial from the drop-down box, as well as the correct Protocol.

  3. Select Your Protocol
    • Choose the correct Protocol from the dropdown menu.

    • Once you select the Protocol, all of your Protocol steps will be displayed.

  4. Expand the Protocol Step

    • Click on the Protocol Step where you would like to add additional questions

  5. Create a Section
    • If you have several questions that are related, you can group them in a section. If you do not need your questions organized in groups, they will automatically be placed in the General section.

    • Click the Create Section button to build a section for your questions to be grouped under.

    • Enter a Label for the Section and a Description.

    • Choose the Products the Section applies to. If you choose only one Product, the questions in this section will only apply to that Product on the Protocol.

    • Click the Save button.

  6. Add Characteristics to Your Sections

    • Click the Create New Characteristic button to add a question directly.

  7. Enter the question in the Label field, and choose the type of question from the drop-down.

  8. Click the Save button.

  9. You can edit and reorder the questions and the way they will appear for participants, and drag and drop them under the created sections.

  10. If you didn’t Create Sections at the start, your questions will automatically be grouped under a section called Main.

  11. Continue following these steps until all of your Protocol Field Data have been created and grouped.

  12. Return to this area to Edit or Delete Characteristics and Sections as needed.

 

For additional help, follow along with this video demonstrating how to add field data questions to a protocol step:

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