Previous Topic

Next Topic

Book Contents

Book Index

CRF Submit workflow

CRF Submit sponsor workflow

Step

Action

Procedure

1

Access the CRF Submit application.

  1. Log into the InForm application.
  2. Click the Archive Generator link.

    The My Requests - Processing page appears.

2

Create a request.

From the Create Requests drop-down list, click Create New PDF Request.

The Create New PDF Request screen appears.

As you create your request, the application displays your progress by highlighting the step in the process you are completing in the progress bar at the top of the page.

Step 1: Enter the study information.

Enter study information:

  • PDF Request Name—Name for the PDF request. You can accept the application-generated name or enter a name. Spaces are allowed in the name.
  • PDF Request Description—Description of the request (optional).
  • PDF Request Type—Select the request type:
    • Submission PDF
    • Archival PDF
    • Blank Forms Only
    • Custom PDF
    • Custom Blank Forms

For more information, see Types of PDFs.

Step 2: Specify the form options.

Select the options to apply to this request.

  • Header Text
  • Page Size
  • Rights group to control content (only visible with certain rights)
  • Blank Form Format
  • Headings Language

 

Step 3: Specify the PDF request settings.

PDF request settings that appear depend on the type of request. Note that passwords you specify here are not recoverable.

 

Step 4: Review the request options and submit the PDF request.

  1. Review the options you selected. You can return to a previous page to make changes by clicking <Back.
  2. Click Submit.

    The application acknowledges the submission and asks if you would like to create another PDF request or continue to the My Requests - Processing page.

    • Yes returns you to the first Create New PDF Request page for you to specify study information for another PDF request.
    • No displays the My Requests - Processing page.

      If you select No, the application extracts the requested data from the study database, transforms the data to XML, and generates the PDFs.

      You can monitor the progress on the My Requests - Processing page. Click Refresh to update the page.

      When the request disappears from the My Requests - Processing page, it is complete.

      If email is enabled and the sponsor user has an email address listed in the user profile, the application sends a message to this email address. If there is no email address in the sponsor profile, the application sends a message to the default email address.

  3. To view the completed request, click the Completed link.

3

Download the PDFs.

  1. From the My Requests - Complete page, select the checkbox of the PDF request.
  2. Click Download.
  3. Open or save the ZIP file.

Copyright © 2016 Oracle and/or its affiliates. All rights reserved.