Prepare the files

The module supports every form in EDC except the Registration form because it has a different configuration structure.

Here are some recommendations for CRF file quality to ensure optimal eCRF Wizard performance and accuracy:

Use PDF, TXT files or Text Input if possible, as it maintains original formatting best.
Word docs are acceptable, but may alter layouts/fonts, and are a bit slower than PDF.
Avoid handwritten forms or highly unstructured designs
Complex grid-style CRFs may not fully convert.
Complex branching logic may not fully carry over.
Avoid files locked with permissions such as:
- No text selection allowed.
- No copying of text permitted.

The eCRF Wizard works best when the form has the following attributes:

PDF Format or Text Input: the eCRF Wizard performs optimally with forms in PDF format
Compact Length: around 1 to 3 pages are well-suited for the eCRF Wizard
Simple Elements: forms containing straightforward elements like single-select, multi-select, text input, and numerical fields
Basic Data Validation: uncomplicated data validation requirements such as number ranges
Consistency in Data Values and Keys: when defining data values or keys within the form, maintaining a consistent format is crucial. Using a uniform and standardized format for data values and keys throughout the form enhances the eCRF Wizard's efficiency and accuracy.
Avoiding Ineligibility/ Termination Criteria in the Form: to prevent any potential confusion, it's recommended not to include ineligibility annotation within the form itself. For example, avoid using specific notes like "1" meaning ineligibility, as the model might misinterpret these as display rules.
Optional and Required Questions: it's essential to clearly define whether a question is optional or required within the form. This helps the model avoid incorrect assumptions and ensures accurate data interpretation during the conversion process.