To be able to randomize records, randomization must have been first enabled and set up. See Randomization settings for further information on how to set up the randomization for your study. We also have a workshop video on how to randomize a record.
Open a record (that needs to be randomized)
Once you have set up your randomization, you can start randomizing records. In the records tab, click on the View (eye) icon next to a record you want to randomize, or double-click the record itself:
You can also double-click the record to enter it. If you have not yet created a record, learn how to do that here.
Randomize the record
Once in the record view, select the 'Randomization' tab:
Click the "Randomize" button to randomize the record. When you have configured randomization that is stratified on one of the data points (fields) in your study, you will see those fields listed in the bottom grid. You can only randomize your record when all fields used for stratification have been completed. For easy access to set field you can click the eye next to it.
After randomizing a pop-up will ask you to confirm the randomization. After randomizing the record this cannot be undone.
The randomization tab now shows the randomization group and the randomization number and other relevant information. This tab will not be available for users without randomization rights:
The randomization number is the position of this randomized record in each randomization group. So the first record to be randomized in one group will always have randomization number 001, and the second 002 etc.
The randomization group is also visible in the record overview. This will not be visible for study users without randomization rights (which allows for blinding) - the group will be shown as 'Hidden'.
Randomize a record: