Reference rules in SMART-TRIAL allow question answers to be conditioned/validated by question answers in different forms or data events. It is now possible to have rules on dates, such that visit dates in a later data event cannot be before visit dates in an earlier data event.

Three types of actions:

  • Block Answer: Will block the form from being saved, so long as the answer breaks the rules.
  • Show Warning: Will allow the answer to be saved, but will display a warning text in orange colour. The warning text can be specified by the user, if nothing is specified it will use a default text.
  • Generate Query: Will create a query on the answer, and notify anyone with the “Query Permission”. The creator of the query will be denoted as “System generated query”

All old limits (min/max) will be automatically converted into Block Rules upon release. So you should see no difference in performance.

 

The table below specifies which question types that can be used to create references and which question types they can create a reference to. We will continuously add rules so if you have any additional rules you would like to be able to setup, please write: support@smart-trial.co

Question typePossible reference question types

Date

Date, Date/Time

Number

Number, Slider

Slider

Number, Slider

Date/time

Date/Time, Date

Specific Time

Specific Time

Duration

Duration


How to set up reference rules:

Reference rules are setup step-by-step and follows the form of:

If the answer in question X is greater/smaller than the answer in question Y, then Do Something.

The rules will not work until data is present in both of the questions,  so if you have marked one of the two questions as “not available” the rule will be ignored.

Before setting up the rule in SMART-TRIAL, it can be a good idea to write down the rule, to ensure it end up doing what you want. This is because it can quickly become confusing when the rule is actually triggered. Please remember that the rules can work both ways, in the sense that: if A is greater than B, is the exact same as: if B is less than A.

  1. Go to [Study Name] > Reference Rules.


  2. Click add Reference rule.


  3. Now you can determine the Reference Rules.


Offset

Offset can be used if the value of the one question should have a numeric value/ a number of days added to its value.

Could be that there should be at least 7 days between visit 2 and visit 1, in that case the offset would be set to 7 days. That way if the user tries to enter a date value that is less than 7 days after visit 1, they will be notified.

Related pages:


Can't find the answer you're looking for?

Don't hesitate to raise a support request via support@smart-trial.co.

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