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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.
      Screenshot 2024-02-28 152300.png

  2. Select Your Trial

    • Choose the correct Trial from the drop-down box, as well as the correct Protocol.
      Screenshot 2024-02-28 152155.png

  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.
      Screenshot 2024-02-28 152513.png

  4. Expand the Protocol Step

    • Click on the Protocol Step where you would like to add additional questions.
      Screenshot 2024-02-28 152702.png

  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.
      Screenshot 2024-02-28 155944.png

    • 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.
      Screenshot 2024-02-28 160503.png

    • Click the Save button.

  6. Organize the Order of Your Sections

    1. If you have multiple sections, you can edit the order of them by holding down and dragging the collection of dots menu icon.

  7. Add Characteristics to Your Sections

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

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

    • Click the Save button.

  8. Edit Your Characteristics 
    • Click the pencil icon to edit the label or type of question.
    • Click the trash can icon to delete a characteristic.
    • Click the copy icon to duplicate the questions.
      • Questions that are duplicated need to be placed within a section.
  9. Edit the Order of Your Characteristics
    • You can order the questions in each section by holding down and dragging the collection of dots menu icon. 
      • The way they're ordered, from top to bottom in Project Management, is how they will appear for the user when they're answering the questions.

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

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