6.1 Definitions and Acronyms

ActionType = Actions include DiscrepancyNoteAction, EmailAction, ShowAction, HideAction, InsertAction, and EventAction.  See descriptions of each, below:

DiscrepancyNoteAction logs a discrepancy note on the target item if the rule expression evaluates to true or false. 

EmailAction sends an email to a specified email address if the rule expression evaluates to true or false. 

ShowAction shows a particular field(s) that is defined in the DestinationProperty

HideAction hides a particular field(s) that is defined in the DestinationProperty

InsertAction inserts a value into a particular field that is defined in the DestinationProperty

EventAction schedules a future event (or events) based on the date of another event

DestinationPropertyOID = The item where the Show, Hide, or Insert action will be applied.

EventDestination = Currently defaulted to STARTDATE, the only property that can be updated as the result of an EventAction rule.

OID = Please see OIDs and Clinical Data Keys

RuleDef = The rule definition, which includes the rule OID, name, description, and expression. This defines the rule, which is then assigned (referenced) in the RuleRef.

RuleRef = The rule definition/expression being used by the assignment is referred to in the RuleRef. This is an OID for the particular RuleDef. Each RuleRef may have multiple ActionTypes.

RunOn = For all actions except EventAction, the parameter that defines when the ActionType will execute.  The current phases include InitialDataEntry, DoubleDataEntry, AdministrativeEditing, and Batch.

RunOnStatus = For EventAction, the parameter that defines when the EventAction will execute. The current status values include not_scheduled, scheduled, data_entry_started, completed, skipped, and stopped.

Target = The target is the item where an action will be fired.  This is a single item in a CRF.  When this item is encountered in the CRF and the user selects the Save button, the system will execute the actions associated with a rule.

ValueExpression = A calculation or other expression that defines what will be populated in the DestinationProperty (for an InsertAction) or EventDestination (for an EventAction).


Approved for publication by Benjamin Baumann (bbaumann), Principal. Signed on 2014-06-12 4:54PM

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