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  • Complete and return the data collection schedule (see Data Collection Schedule.doc
  • Communicate the Data Definition (see below here)
  • Send Studytrax staff all available forms (or names of forms if not available)

    • Note
      Wait to create / further develop forms (e.g., using MS Word) until after the planning meeting!

Communicating the Data Definition

Ensuring the data definition is accurately communicated to setup staff is a key issue. 

Use A Spreadsheet

Document your data definition using the spreadsheet here

Mark It UP

Forms list out the data definition, not just the layout.

Example Marked Up Form

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Keep It Simple

Forms should use the cleanest, simplest layout possible.  Standard practice is to use one-row-per-variable (examples here).

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Leverage Visual Validation

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Agenda

Forms (i.e., CRFs, questionnaires) 

  • For StudyTRAX staff, learn about...
    • What's planned for data collection and have any forms been created 
      • Customer sends forms for feedback and comparison with forms library
    • Layout, look and feel issues
      • What is / is not modifiable
    • Which forms will be completed by subjects
  • For clients, learn about...
    • Standard form design (How to communicate the data definition (see here)
    • Custom layouts (here
    • Whathat's needed in the data definition (here)
  • Form factor (i.e., what size screens are anticipated, mobile → tablets → desktops) 

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