Step
|
Action
|
Procedure
|
1
|
Access the CRF Submit application.
|
- Log into the InForm application.
- Click the Archive Generator link.
The My Requests - Processing page appears.
|
2
|
Create a request.
|
On any My Requests page, from the Create Requests drop-down list, select 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. There are five steps in the process:
- Enter information about the study and select the site.
- Enter form options.
- Specify PDF request settings.
- Review the request.
- Submit the request for processing.
|
|
Step 1: Enter the study information and select the site.
|
- Enter basic 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).
-
Site—From the Select the site for the request drop-down list, select the site for the request. You must select a site.
- Click Next.
|
|
Step 2: Specify the form options.
|
- Select the form options to apply to this request.
-
Header Text—To appear at the top of each page of the PDF.
-
Page Size—Letter (US) or A4 (European) size.
-
Blank Form Format— Unique Forms (one of each blank form) or Casebook (all forms by visit).
-
Headings Language—Language to use for headers, bookmarks, and labels.
- Click Next.
|
|
Step 3: Specify the PDF request settings.
|
- Select additional options, including additional PDF generation options, as well as data format and security options.
-
Export Selection Criteria—Select one or more subjects from a list.
-
Generate Blank Forms—Include or exclude blank forms. They appear in a separate file.
-
Password options—Restrict changes to PDFs by password-protecting changes to documents, form comments, copying output, and extracting the files from the zip file.
- Click Next.
|
|
Step 4: Review the request options and submit the PDF request.
|
- Review the options you selected. You can return to a previous page to make changes by clicking <Back.
- Click Submit.
The application acknowledges the submission and asks if you would like to create another PDF request or continue to the My PDF 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.
If email is enabled and the user has an email address listed in the user profile, the application sends a "Completed" message to this email address. If there is no email address in the profile, the application sends a message to a default email address.
|
3
|
Download the PDFs.
|
- From the My Requests - Complete page, select the PDF request.
- Click Download.
- Open the ZIP file or save it to a safe, secure, private location.
|
Copyright © 2016 Oracle and/or its affiliates. All rights reserved.