This section provides a description of top level menu options availabe in openCDMS Create.
This menu contains the major operations for opening, closing saving and creating a new studies and documents.
The allows a study to be opened either from a file location (local or network) or from the openCDMS database. Selecting this option opens a new window from which the destination of the file or saved study can be chosen. Options exists within this window to choose from either the Database or from the File System. Files can be selected for opening either by double-clicking on them in the window or clicking once and then selecting the 'Open' button. Similarly in the database view, studies can be opened by double-clicking on them or by clicking once and then selecting the 'Open' button.
This launches the Library view. For more details on how to use the Library, please see the next chapter.
This removes the current study from the active view. If the study has been edited since it was last saved, close will produce a dialog prompting to save changes.
This saves the currently open study to either a file location or to the database (depending on the location from which the file was last saved or opened from). The parenthetical comment indicates the destination to which the study will be saved. Details of the success or failure of this operation will be viewable in the status bar.
This allows the currently open study to be saved to either a file location or to the database. Selecting this menu item produces a new window where the desired saved destination can be chosen.
This publishes the study to the database. Publishing a study to the database is the final step in the study design process and it should only be done after the study has been validated (using the Preview option). After publishing a study, it will no longer be possible to save the study to the database. Effectively, publishing locks the study in the database and indicates that it is now ready for data collection process to commence. If you wish to store a copy of the study to the database but you do not want this to be final version to be released then you should use the 'Save' menu item described above.
Preview launches the currently open study in openCDMS Collect. This allows you try out your study design and verify that you have configured everything correctly before saving it to the database. It is recommended that studies are regularly previewed in Collect to ensure that they conform to the study requirements.
This displays the basic properties for the currently open study. Properties such as study name, study code and study description are viewable and configurable from here.
This menu contains the major operations for managing attributes associated with study design. It contains the options to create and edit units, validation rules, transformers, study stages, consent, centres, statuses, reports and randomisation.
This creates a new document in the currently open study. This menu item is only enabled when a study is already open.
This permits the creation and management of units to be used with the study. Units are managed on a per-study basis and can be assigned to individual entries using the individual entry configuration dialogs.
This permits the creation and management of transformers to be used with the study. Transformers are managed on a per-study basis and can be assigned to individual entries using the individual entry configuration dialogs.
This permits the creation and management of validation rules to be used with the study. Validation rules are managed on a per-study basis and can be assigned to individual entries using the individual entry configuration dialogs.
The study should be validated before it is saved to the database. A validation operation will display which components have been successfully completed and which ones remaining before a study is in a fit state to save to the database.
This allows management of the documents and the stages to which they have been assigned. A dialog is produced that displays the stages and documents. Assignments can be edited by clicking in the table checkboxes.
This option allows the reordering of the doucments in the open study. Documents can be moved up or down by selecting the item in the list and clicking on the arrow buttons.
This allows management of the centres for the study. Centres and sites can be added, edited and removed using this menu option.
This allows management of the statuses for the study. Statuses can be added, edited and removed using this menu option.
This allows management of the study stages. Within this option is also possible to reorder the study stages by selecting the stage in the list and using the arrow buttons to move it up and down. The manual configuration of study stages available in this menu item is typically for advanced users to manipulate the default study stage settings. It is not recommended that novice users change these settings.
Study Stage Validation: The icon here indicates if the document groups passes validation (a green check indicates success; a red X indicates failure). For validation to succeed, both study stages and study stasuses must be sensibly configued. Two checks are performed. Firstly, validation ensures that all update statuses for document groups are a valid transition from at least one of the allowed record statuses for the study stage. Secondly, all prerequisite groups must occur before the study stage for which they have been configured. Hovering the mouse over the cross icon will present a tooltip detailing the validation failures.
This produces a dialog where custom fields may be added to the participant register. See the section on the participant register for more information.