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
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