The PDF Request Settings page appears after you have specified the study information and form options. It provides control over settings grouped into the following categories:
Custom PDF request settings
Option |
Choices |
Notes |
eTMF Integration: Enable eTMF integration |
Yes or No |
Makes the PDF output available where someone with the eTMF right can access it. Appears only if eTMF integration has been enabled on the Settings page. For more information, see Specifying trial, email, and storage settings. |
Data Format: Include Bookmark Prefixes |
Yes or No |
Adds a prefix (for example, CRF, Form, Visit, Study) to PDF bookmarks. |
Data Format: Audit Location |
After Each Form or End of PDF |
Identifies the location of the audit trail history information in the PDF output. |
Subject and Site Selection: Export Selection Criteria |
All Subjects By Subject By Site |
The default is All Subjects. This choice includes everything in the study. You can select subjects from multiple sites and bulk load subjects from a file. If you select By Subject, the Select Subjects dialog box appears.
If you select By Site, the Select Sites dialog box appears.
|
Form Selection: Forms |
All or Select from list |
Include all study forms or selected forms in a clinical study. If you include selected forms, you cannot limit the PDF to selected visits. If you select Select from list, the Select Forms dialog box appears.
|
Visit Selection: Visits |
All or Select from list |
Include all study visits or selected study visits in a clinical PDF. If you include selected visits, you cannot include selected forms. If you select Select from list, the Select Visits dialog box appears.
|
Study Content: Transferred Subjects in Current Site Only |
Yes or No |
Select Yes to create a PDF for a transfer patient in just the current site. Select No to create a PDF for both the originating and the current site. |
Study Content: Suppress Empty Clinical Forms |
Yes or No |
Select Yes to omit forms without data. Choose No to include all forms, even if they contain no data. |
Study Content: Suppress Empty Clinical Visits |
Yes or No |
Select Yes to omit visits without data. Select No to include all visits, even if they contain no data. |
Study Content: Candidate Queries |
Yes or No |
Select Yes to include candidate queries. |
Additional Content: Generate Blank Forms |
Yes or No |
Select Yes to include blank forms (without clinical data). If Yes, The Study Version field appears. To include all studies, select All. To select the study version from a list of studies, select Select from list. |
Additional Content: Generate Linking Blank Forms |
Yes or No |
Yes allows you to link a blank form associated with a study version in a different language. This enables a reviewer who is unfamiliar with the language on the original form to view the form structure in another language. The actual clinical data, however, is always in the entered language. For example, if a form is designed in Spanish and this setting has been selected, the user can click a link to view an equivalent form in another language. Select Yes, then select the study from the drop-down list. |
Additional Content: Generate TOC |
Yes or No |
Select Yes to create a table of contents as a separate file with links to all generated patient PDFs in the request. |
Additional Content: Protocol Guide |
Yes or No |
Select Yes to include the Protocol Guide and the CRF Help in the PDF. |
Security: Require Password to Change Document Password to Change Form Comments Password to Extract or Copy Contents |
Yes or No |
Password protection is turned off by default. To include password protection on any or all of these options:
|
Security: Require Password to extract zip file |
Yes or No |
Password protection is turned off by default. To include password protection:
|
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