Transcrpt:

• After the outline of the study is defined: phases, steps and reports are created, we can start adding the fields to the forms
• The fields are the actual questions in which the users will enter data.
• We will first add fields to a study phase, so open the Study section
• Select a phase, click the cogwheel and choose the option to ‘Open step in form editor’
• The field types in Castor are listed in the right panel.
• You can choose from various fields by clicking on the field type in the list.
• This step already contains several fields which were added earlier
• To add a field to a step, make sure you have selected the step
• Then select the field type from the right panel.
• In the dialog window, you can customize your field
• The label is the question the study users will see when performing data entry
• The variable name is the unique identifier for the field and is used to refer to the answer in this field
• The variable name will be used in the export and the calculation field
• The question can either be required or not required
• Only required questions are taken into account when calculating the progress of data collection.
• The help/info text is used to provide context or extra information about the question.
• Data entry users can look up additional information in this help/info text when entering data into the form
• If you select a field which allows the user to select from multiple response options, you can choose a default option group or define a new one.
• You can do this by clicking the New option group
• Here you define how you code your options
• Once you started collecting the data, changing option group might have an impact on your data
• We recommend to carefully review option group coding before collecting data.
• Setting the required field to ‘yes’ means that the step will not be marked as complete until a response is given for the question.
• Now you can click Save to complete the field and add it to your form
• You can add fields to your report forms in the same way.
• In the Form section, navigate to Reports
• Then select the report you wish to edit and the step where new fields should be added.