How To Add 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.

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

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

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

• Click on the Protocol Step where you would like to add additional questions, and either:

• 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.

• 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.

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

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

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

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