Managing Groups

You can create and manage groups to define the set of criteria that determines which surveys a patient, caregiver, or site staff receive.

Accessing Groups

To view and manage groups in a collection, access the collection and select the Groups tab.

Adding a New Type

Types are used to group multiple groups together. For example, if you add Age Range and Cohort as types, sites will need to select an age range and a cohort for each participant when adding them to ePRO.

  1. Select Manage Types. The Manage Types dialog box opens.
  2. Select Add Type.
  3. Enter a name in the Type Name field.
  4. Enter the prompt that you want to be displayed to the site user when they are selecting groups in ePRO in the Selection Prompt field.
  5. Select Save.
  6. Repeat Step 3 for all types you want to add, and then close the dialog box.
  7. When you add a type as part of an upversion, site staff may have to modify each existing participant to align with the new type structure.

Editing a Type

When you edit a type during an up-version, new text is displayed for sites once they approve the new collection document.

  1. In the Groups tab, select Manage Types. The Manage Types dialog box opens.
  2. Select the Edit icon Edit Type next to the type you want to edit.
  3. Edit any information you want to change, and select Save.

Deleting a Type

You can’t delete types that are in use by a group or have been used in an approved collection.

  1. Remove the type from any groups that currently use it.
  2. In the Groups tab, select Manage Types. The Manage Types dialog box opens.
  3. Select the Delete button Delete Type next to the Type you want to delete. A confirmation message is displayed.
  4. Select Confirm.

Adding a New Group

Groups are the options that a site staff member selects under a type. Events and surveys can be assigned by group. For example, if you add Cohort as a type, you add your actual cohorts, such as Cohort A and Cohort B, as groups.

  1. In the Groups tab, select Add Group. A new row is added to the Groups table.
  2. Select an option from the Choose a Type menu, or select Add Type and add a new type.
  3. Enter the name in the Group Name field.
  4. Select Save.

Editing a Group

  1. In the Groups tab, select the Edit icon Edit Group next to the group you want to edit on the table.
  2. Edit any information you want to change, and select Save.

Deleting a Group

Once you delete a group, you cannot use it in future schedules and events. You can’t delete groups that have been used in an approved collection.

  1. In the Groups tab, select the Delete button Delete Type next to the group you want to delete on the table. A confirmation message is displayed.
  2. Select Remove.

Inactivating a Group

A group that has been in an approved collection can be inactivated. An inactivated group can continue to be used in schedules, events, and on existing participants, however it can’t be selected for future participants.

  1. In the Groups tab, select the Inactivate button Inactivate Group next to the group you want to inactivate on the table. A confirmation message is displayed.
  2. Select Inactivate.

Reactivate a Group

A group that has been inactivated can be reactivated. Once reactivated, a group can be used for future participants.

  1. In the Groups tab, select the Activate button Activate Group next to the group you want to activate on the table. A confirmation message is displayed.
  2. Select Activate.

See Where a Group Is Used

To see a summary of each schedule this group is assigned to in the Groups tab, select the Info button Group Info next to the group you want to review on the table. The details of where the group is used is displayed.