The Question maintenance document is used to manage questions and permitted responses that are used in Questionnaire pages of other e-docs such as the Protocol document. Each question is uniquely identified in the system for possible use in multiple questionnaires in multiple e-docs. It provides you with the ability to maintain the question content that is displayed to the user, with automatic version history tracking. Further, it allows you to make a question active or inactive, and it allows you to assign the question to a category. Additional information about the question, such as Explanation, Policy, and Regulation text is also maintained from this document. Finally, the type of response can be specified along with detailed values for each; and based on your selections, appropriate tools are provided for the respondent.
Existing Value Modification: Some Y/N questions impact S2S submissions. Assess the impact on S2S submission before adding new questions/editing existing questions. |
The Question Manager section of the Question maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.
Figure 818 Question Maintenance Document - Question Manager Section Layout
Table 494 Question Maintenance Document - Question Manager Section Field Descriptions
Field |
Description |
Question | |
Question |
Required. Enter the question text itself as you want it to appear to the respondent. Click within the text box (or press the tab key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information. Click the add note icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document. After saved, click the green arrow symbol to view full text in a separate browser window. |
Version |
Display-only. Automatically updated on save. When creating new, 1 is the default value after initiation. For subsequent versions, enter a description of your change in the Description field in the Document Overview section. The version number will increment every time a question is modified and changes are saved. |
Question Id |
Display-only. Automatically generated by the system after the first save action. A numeric code that uniquely represents the question, this does not change when modifications are made, even though new versions are created. |
Status |
Required. Select either Active or Inactive from the list. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection. Inactive preserves the version of the document so that it can activated in the future, while Active makes it available for use in a Questionnaire immediately upon save. |
Category |
Required. Typically, categories are established so that questions can be assigned to (or made available for use in) a questionnaire that is a part of a document for a particular functional module (for example, IRB or Proposal). Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box. |
Explanation |
A text box field that allows for further explanation of the question to clarify its purpose and expected response. Click within the text box (or press the tab key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information. Click the add note icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document. After saved, click the green arrow symbol to view full text in a separate browser window. |
Policy |
A text box field that allows you to enter one or more applicable policies that make the question necessary. Click within the text box (or press the tab key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information. Click the add note icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document. After saved, click the green arrow symbol to view full text in a separate browser window. |
Regulation |
A text box field that allows you to reference one or more applicable regulations that pertain to the question. Click within the text box (or press the tab key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information. Click the add note icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document. After saved, click the green arrow symbol to view full text in a separate browser window. |
Response | |
Type |
This specifies the kind of response that is expected to the question. Select one of the following options: Yes/No, Yes/No/NA, Number, Date, Text, or Lookup. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection. Based on your selection, the Values column displays additional options that are different for each type. |
Values |
The selection in the preceding Type field causes different content to be displayed in this column. For each response type, follow the on-screen instructions to select and/or enter additional values that refine the response and provide corresponding tools for the respondent. |
The Question maintenance document includes the following features that are common to most KC maintenance documents:
Table 495 Common Maintenance Document Components and Topic Links
Common Maintenance E-Doc Component |
Cross-reference To Usage Description |
Document Header |
For more information, see “Header Area” on page 99 in E-Doc Fundamentals. |
Document Overview Section |
For more information, see “Document Overview” on page 103 in Common E-Doc Tabbed Sections. |
Notes and Attachments Section |
For more information, see “Notes and Attachments” on page 104 in Common E-Doc Tabbed Sections. |
Route Log Section |
For more information, see “Route Log” on page 107 in Common E-Doc Tabbed Sections. |
Action Buttons |
For more information, see “Action Buttons” on page 81 in Selection, Entry and Action Tools. |
For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” on page 129 in the Overview section. | ||
Related Information: For information on the other maintenance documents that work in conjunction with this one, refer to the Questionnaire, Question Category, and Question Type topics. |
|