Create Notification Distribution List


The next step is to create the distribution list for the email. This is the list of recipients who will receive the email and or push notification when the event occurs.


To Create an Email and/or Push Notification Distribution List:


Within the Form Builder Application, select the “Create Distribution List” link as shown in the figure below.


    

 



When the link is clicked the Existing Notification lists data table is displayed along with the Add New Contact form. Clicking the link will open the Define Notification Distribution Lists page like that shown in the figure below. 



1. Select the study roles that the distribution list should apply to. Anytime the distribution list is used in a      conditional action, the message will be sent to the users with the selected roles.


2. Select the notification type. One or both can be selected. Push notifications will only be sent to the user or patient's mobile app if they have downloaded the app and logged in.

If the notification needs to be available for ePRO mail merge at the study sites, select the ePRO checkbox. This will allow the site users to access and manually send a notification to patients individually.



3.   Click the “Save Distribution List” button at the bottom of the form as shown.  After clicking the button the Notification Distribution List will populate the Existing Notification Distribution Lists data table at the top of the Notification Distribution Lists page as shown in the figure below.



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Notification Distribution List – Editing


To Edit the Distribution List:


1. Click the Edit control in the Existing Notification Distribution Lists data table as shown in the figure below.


 


 




E-Mail Distribution List – Viewing the Recipients of the Distribution List


To View the Recipients of the Distribution List:


1. Click the Select control in the Existing E-Mail Distribution Lists Data Table as shown in the figure below.


 

Clicking the Select control from the Existing E-Mail Distribution Lists data table, the E-Mail Distribution Lists Recipients will display in the E-Mail Distribution List data table located below the Add New Contact form as shown in the following figure.

 

Remember, for this example, the Role selected to receive the email was anyone designated as an Administrator. The Site(s) they are administrators for (set up in Study Configurations - Sites and Users) will receive the email.


Creating Notification Conditional Action


With the Notification E-Mail and Distribution List completed, the next step is to create an Notification Conditional Action.


To create an Notification Conditional Action:


1. Hover the mouse over the Study menu and click the “Form Builder…” link as shown in the figure below.

 

 

2.   Clicking the link opens the Form Builder page which displays the Existing Forms data table. From the Existing Forms data table, click the Select control across from the desired form in which to create the Notification Conditional Action.  In the example below, a Conditional Action Notification will be created in the Adverse Event form as shown in the following figure.



3. Clicking the Select control opens the form in the Form Builder body/grid. For this example, the Conditional Action Notification is being created for the Death checkbox field in the Adverse Event form. To create the conditional action, click on the Death checkbox field to make the field active and then click the 0 - View/Edit control in the Validations section of the Checkbox Properties toolbox as shown in the figure below.

 

4. Clicking the 0 - View/Edit control opens the Conditional Action Builder. In the Conditional Action Builder, click the type drop down and select Notification as shown in the figure below.

 

 

5. Clicking the Email Notification type displays the Email Options box in the Conditional Actions Builder. In the E-Mail Options box, click the Notification dropdown list and select the desired E-Mail to use for the Notification as shown in the figure below. The dropdown list is populated with the E-Mail(s) created using the Create Notification E-Mail application.

 

 

6. In the E-Mail Options box, click the Distribution List dropdown list and select the desired Distribution List to use in the Notification as shown in the figure below. The dropdown list is populated with the Distribution List(s) created using the Create Distribution List application.

 

 

7.   With the Email Options selected, click the “Block” and “Insert Last” buttons as shown in the figure below.

 

8.   Click the “Condition” button to populate the expression area with the dropdowns as shown in the figure below. 

  

9. Click the first (criteria) dropdown list and select the field that identifies the desired field. For this example, “AE_EVENT_SERIOUS” identifies the field as shown in the figure below.

 

10. Click the second dropdown list and select “equal”.

11. Click the second (criteria) dropdown list and select “Yes” from the Field Choices section as shown in the figure below.

 

 

12.   Click the “Insert After” button. This will load the “and/or” condition. Use the dropdown list and select “And” as shown in the figure below.


 

13. Click the next (criteria) dropdown list and select the field that identifies the desired field. For this example, “AE_DEATH” identifies the field as shown in the figure below.

 

 

14.   Click the next dropdown list and select “checked” as shown in the figure below.

 

 

Selecting checked removes the additional (criteria) dropdown field from the expression area as it is no longer necessary for the conditional action. The completed Notification Conditional Action is shown in the figure below. This Conditional Actions states: If the field, “At any point did the event become serious?” is answered “Yes” and the outcome field “Death” is “checked”, send a Notification E-Mail to the recipients in the defined Distribution List.

 

 

After completing the Conditional Action click the “OK” button to save it and then the “SaveForm” button to save the form in the Form Builder.

Now, when an Adverse Event Form is completed that meets the criteria designated in the Conditional Action a Notification will be sent to the designated E-Mail Distribution List recipients. An example of a Notification is shown in the figure below.