Contents

 
Central Designer 2.0 User Guide
About this guide
Overview of this guide
Prerequisites
Users
Related information
Documentation
If you need assistance
Introduction to the study design environment
Product tour
About the Central Designer application
Applications
Deployment target applications
Users, rights, and roles
First steps
Logging on and off
Changing your password
Home Page
Opening the Home Page
Opening a project from the Home Page
Getting Help
Using online Help
Troubleshooting issues with Help
Setting your machine for different locales
Viewing Japanese characters
Setting up a keyboard to use different locales
Additional locale settings
Project Explorer
Adjusting the view of the Explorer bars in the Project Explorer
Finding a study object in the Project Explorer
Sorting study objects
Filtering container objects
Viewing study object titles or RefNames in the Project Explorer
Editors
Browsers
About browsers
Opening and closing a browser
Rearranging a browser in the application window
Showing and hiding a browser
Editing study object properties in the Properties Browser
Navigating to a specific Explorer bar, editor, or browser
Customizing the workspace
Arranging fields, tabs, and browsers
Resetting window layout and message boxes
Showing and hiding the status bar
Changing the number of projects that appear in the Recent Projects list
Choosing what appears on startup
Filtering your view of system-specific study objects
Viewing more than one tab in the workspace
Filtering data in a grid
Grouping data in a grid
Showing and hiding a field
Sorting data in a grid
Planning
Planning teams and collaboration
Example of collaboration
Example—Using a standard task
Example—Using a translation task
Planning libraries
Guidelines for library development
Staging libraries
Production libraries
Illustrations of library workflow
Illustration: Example of a production library
Illustration: Building libraries using study objects from production studies
Illustration: Building libraries from scratch
Illustration: Building a study using libraries
Illustration: Modifying study objects in production libraries
Illustration: Multiple instances of study objects in production libraries
Planning how to manage study objects
Planning rules and edit checks
Planning the study workflow
Planning mappings and data extracts
Working in the study design environment
Collaborating
Implementing collaboration
Creating and modifying tasks
Tasks
Task types
Task statuses
Task workflow
Creating a task
Changing the assignees for a standard task
Deleting a collaboration note or task
Editing a collaboration note or task
Printing a collaboration note or task
Tasks Browser
Creating a collaboration note
Collaboration notes
Collaboration note types
Collaboration Notes Browser
About locking study objects
Determining whether a study object is locked
Locking and unlocking a study object
Locking and unlocking a workflow rule
Locking and unlocking a global condition
Locking and unlocking a data-entry rule
Revoking and transferring a lock on a study object
Working in a collaborative environment
Interacting with assigned tasks
Viewing all tasks assigned to you
Accepting, unaccepting, completing, closing, and reopening a task
Reusing study objects
About projects, studies, and libraries
Library administration
Creating a library
Opening and closing a study or library project
Setting up library teams
Users Browser searches
Finding and adding a user to a library team and saving the search
Opening a search saved in the repository
Clearing search parameters
Closing an active search
Deleting a search from the repository
Removing a user from a study or library team
Library security
Disabling and enabling a library
Protecting and unprotecting a library
Publishing, republishing, and unpublishing
About publishing, republishing, and unpublishing
Guidelines for publishing, republishing, and unpublishing
Workflows and published study objects
Publishing, unpublishing, and republishing a study object
Publishing a template
Publishing a type
Categorizing study objects
Categorization of study objects
Categorizing a study object
Finding and using study objects in a library
Searching for study objects
Libraries Browser searches
About searching for a template or type
Finding and adding a study object to a study or library and saving the search
Clearing search parameters
Closing an active search
Opening a search saved in the repository
Deleting a search from the repository
Reusing study objects
About reusing an item on a form
Results of adding study objects to studies and libraries from the Libraries Browser
Results of modifying study objects that have been copied to studies and libraries
Results of adding templates to studies and libraries
Copying, cutting, and pasting
Copying and pasting a study object
Dragging and dropping study objects
Cutting and pasting a study object
Copying and moving data-entry rules
About copying study objects grouped by data mappings
Working with templates and types
About templates
About types
Differences between templates and types
Information you can define for templates and types
Marking a study object as a template
Modifying a template
Removing a template categorization from a study object
Creating a study object from a template
Marking an item as a type
Modifying a type
Removing a type categorization from an item
Creating an item from a type
Managing study objects
Creating, replacing, updating, and deleting
About creating study objects
Renaming a study object
Renaming a study object in a workflow diagram
About deleting
Deleting a study object
Deleting a study object in a workflow diagram
Deleting a study object in a workflow grid
Deleting a workflow rule from a workflow diagram
Deleting a global condition
Deleting one or more rules
About instances and links
Instances and links
Viewing the parents of a linked form
Breaking the link of a study object
How instances are deleted
How links are deleted
Adding study objects
About the Add To browser
Adding study objects to a study from the Add To browser
Previewing study objects in the Add To browser
Saving study objects
About saving study objects
Saving one or more study objects
Saving a rule
References
Attaching a reference to a study
Removing a reference from a study
Maximum attachment size
About versions and revisions
Versions
Versioning and revising a study object
Reverting to a previous version or revision of a study object
Revising study objects
Revisions
Object revisions in the InForm application
How modifying study objects affects revisions in the InForm application
How using linked study objects affects revisions in the InForm application
How deployment of a study created with an earlier release of the Central Designer application affects revisions in the InForm application
Post-production revision management
Viewing audit history for a study object
Viewing the differences between two versions or revisions of a study object
Exporting and importing text for translation
About exporting and importing text
Exporting text strings from a study or library
Importing translated text strings
Translating exported text strings
Translation file format
Translation file requirements
Checking for empty strings
Importing and exporting a study
About importing
Importing study objects
Viewing import job results
CSML metadata imports
ODM metadata imports
ODM mappings
Considerations for ODM import in InForm studies
Pre-import checking
Post-import modifications
About exporting
Exporting study objects
Reserved words for RefNames
Option and property descriptions
Collaboration
Collaboration Notes Browser—Option descriptions
Collaboration Note Editor dialog box—Option descriptions
Task areas—Field descriptions
Tasks Browser—Option descriptions
Task Editor dialog box—Option descriptions
Home page
Home Page—Section descriptions
Status toolbar—Option descriptions
Study objects
Export Translations dialog box—Option descriptions
Export Wizard options
History Viewer dialog box—Option descriptions
Import Wizard options - CSML or ODM file
Import Wizard options - InForm resources
References tab—Option descriptions
Glossary
annotated study book
application role
arm
authentication
authorization
baseline
Baselines Browser
branch
calculation rule
catalog
catalog administration
category
CDISC
checkbox
clinical project
clinical protocol
clinical study
codelist
codelist item
coding
coding dictionary
coding map
coding target
collaboration
collaboration note
collaboration note type
Collaboration Notes Browser
common form
component
compound item
constant
constraint rule
container
context item
CSML
custom data dimension
custom property
data dimension
data series
data set
data type
data-entry rule
date time item
deployment
dictionary metadata item
dictionary type
drop-down list
dynamic form
dynamic visit
edit check
element
event
explicit lock
expression
field
float item
form
full installation deployment package
function
global condition
globals
grouping
implicit lock
incremental deployment package
integer item
internationalization
intrinsic rule
item
Job Log Browser
keyword
Libraries Browser
library
Library List
library project
library role
library team
locale
localization
locked
mapping
MedML
method
normalization
object
ODM
precondition
project
Project Explorer
Properties Browser
property
protocol
publish
query
radio button
reference
RefName
repeating form
repository
revision
right
role
role administration
rule
rule action
rule scope
rule template
rule type
SDTM
shared form
site
standard data dimension
standard task type
study
study arm
study book
study branch
study design
study element
study event
study object
study object editor
study project
study role
study team
study workflow
subject
system
system configuration administration
target item
task
task classification
task type
Tasks Browser
team
template
text box
text item
translation task type
type
unpublish
user
user administration
Users Browser
validation
verbatim
verbatim type
version
visit
workflow
workflow rule
workspace
yes no item
Legal notices
Index