- Main menu - > Management - > Study template;
- Click on “Save” in a (sub)chapter or paragraph;
- Fill in the desired information;
- Click on ‘Save’.
- Click on ‘Save and Close’ or on ‘Save and new’ if you want to add more items.
If you regularly make questionnaires then you know time consuming it can be. And if you do this for multiple studies then you probably noticed the same set of questions or a standardized questionnaire keeps coming back. It is frustrating to fill in those questions multiple time. That is why ResearchManager thought of a convenient function for this: building blocks.
These are standard questionnaires, that you can draft yourself, so you can then easily add them to a study. This way you never lose extra time to filling in questions about general patient information or medical history. You have a lot of time left for other aspects of your study.
If you have the role of application manager or data manager within the module, then you can use building blocks when setting up a study template. Application manager are always allowed to use building blocks from all categories, data managers can be limited depending on your settings.
Go to https://myresearchmanager.com/NameCustomer . Log in with your username and password.
Attention: Does your organization use multiple modules within ResearchManager? In that case it could be that you first enter the module portal. Click on “EDC (Data management)”. Dependent on your settings it could be that you enter one of our other modules first. If you do not see “EDC (Data management)” in the top left corner of your screen, click on the logo you do see to get to the module portal. Then, click on “EDC (Data management)” as well.
Step 1: Navigate towards Study template
Now you find yourself on the starting page. Click at the top, in the menu bar, on “Management”. Then click on “Study template” under the heading “Template settings”.
Step 2: Saving chapter, subchapter or paragraph as Building Block
On the left you see the navigation overview in which by default you only see the titles. In the main part of the screen you see them too. You will see that there is a column called “Saved”.
If you click on the icon by the main title , you can save the chapter as building block.
Attention: Are there any references outside of the chapter you want to save – such as conditions and calculations – then they will not be able to be saved in the building block. You will always receive a notification of this.
First of all, you will have to choose a category where the building block will be saved in. The categories are set up by the application manager. You can find more information about the use of the field Building Block on the page "Building block categories" on the support page.
The title is by default the same as the chapter title, but can be changed in the pop-up that appears in the field Building block name.
Finally, you are asked to choose an owner for the building block, if you are logged in as a application manager. When you save a study template as a building block while you are logged in as data manager, you will always be selected as an owner yourself.
Lastly, you click on ‘Save’ to save, on ‘Save and close’ to save and close the pop-up or on ‘Close’ to close the pop-up without carrying out any changes.
To save a subchapter as a building block, you click on a chapter title in the navigation overview so you see the subchapters on the main screen. Then, you save it in the same way as a chapter.
To save a paragraph as a building block, you click on a subchapter title in the navigation overview, so you see the paragraphs of it on the main menu. Then, you save these the same way as a (sub)chapter.