How to repeat collecting data on a form or sending out a survey more than once is critical functionality that all project builders should understand.
Key Indicators You Should be Using Longitudinal Setup or Repeating Forms/Events
- You are creating copies of the same form, i.e. Visit 1, Visit 2, etc.
- You are creating subsets of the same group of fields on a form, such as medication 1, med dose 1, medication 2, med dose 2.
- You need to send the same survey to participants more than once, such a daily diary, a pre-visit assessment, etc.
- You are conducting a knowledge assessment pre and post a teaching intervention.
Longitudinal Setup
Enable longitudinal data collection setup when you can define beforehand the number of times you'll need to repeat collecting data on a form(s).
Typical Use Cases
- Clinical prospective research study with a set number of encounters.
- A subset of the same forms completed at more than one of the encounters.
- Survey projects where a participant needs to complete the same survey at discrete timepoints, such as a weekly or monthly survey.
- Teaching intervention with a pre and post knowledge assessment or survey.
Repeating Forms/Events
Enable a form or an event to be repeating when you cannot define beforehand the number of times you'll need to repeat collecting data on a form or group of forms.
Typical Use Cases
- Ongoing and/or reportable activities, such as concomitant medications, adverse events, participant contact.
- Events, encounters, or data points that may re-occur at a different rate for each participant, such as hospitalizations, follow-up visits, pregnancies, children, etc.
- Survey projects where a participant needs to complete a daily survey.