Hide parts of the CRF for certain users in EDC/CDMS
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Table of Contents
You can hide parts of the eCRF for certain data-entry users. This means that they will not see a specific part of the form while doing data entry.
All users with 'Manage forms' rights will still have access to the full form in the ‘Study Structure’ Editor
You will first need to define user roles as per this manual article.
To hide parts of the eCRF for a specific role, first go to the 'Structure' tab and find the section of the study that you want to hide.
You can choose to hide a study visit, a form, a repeating data or a repeating data form.
- Start by selecting the visit that contains the form you would like to hide for certain user roles. If you want to hide a repeating data do the same in the 'Repeating Data' sub-tab.
- Select the form you want to hide.
- Click the cogwheel and choose the option 'Assign User Roles'
Select the roles for which this form, repeating data, or visit should be hidden:
Once you have selected the user roles, click 'Save' to store the changes.
Navigating between forms with 'Assign User Roles' feature
If you are using roles for the 'Assign User Roles' feature to hide specific study visits, forms or repeating datas and repeating datas forms, please note that when opening a participant or a repeating data instance, it will be opened on the last study visit, form, repeating data or repeating data form which was opened by the previous study team member working on that participant.
If the next study team member is hidden from that particular form, then they will encounter an error.
For example, consider the following scenario" there is a study team member with the role 'Nurse' and the visit 'Outcome' is hidden from the 'Nurse' role with the 'Assign User Roles' feature. In case a study team member with the 'Admin' role opens the 'Outcome' visit, then closes the participant, then a study team member with the 'Nurse' role upon opening a participant, will encounter an error.