Project Drafts
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A Draft is the viewable and editable form that a project takes in the Architect module in Rave.  It includes all variables, fields, forms, folders, data dictionaries, matrices, edit checks, custom functions, derivations, and restrictions.

Drafts can be created within a project, copied from another project version, or copied from a Global Library version.

To add a new draft
 

1. Select a project from the list of Active projects on the Architect main page and navigate to the Project main page.

2. Click Add New Draft link on the main Project page.

The Add New Draft page displays with options to create a draft from:

1. • Blank Project Draft

   • From existing Project Versions

   • From existing Global Library Versions

3. Click Blank Project Draft to create a new draft. This is selected by default.

4. When creating From Project Versions, you will be prompted to select an existing project and a CRF version.

5. When creating From Global Library Versions, you will be prompted to select an existing Global Library and a CRF version.

6. Enter a Draft Name in the blank text field.

7. Enter a Form Submission Confirmation Message in the Draft Message text box.  This message will display when a CRF is successfully submitted.

8. Click Create Draft.

9. The system updates and a new draft is created and the draft page displays the following information:

1. • CRF Draft Summary/Download

   • CRF Draft Settings

   • Publish

   • Link to the Draft Items and Global Library Wizards on the left navigation bar

   • Global Library Wizards (if permissions allow)

10. Click the Edit icon within the CRF Draft Settings window to associate a Primary Form and a Default Matrix to the Draft once these are available.  

11. Select a Library Icon from the drop down list of icons to establish the default icon for the project.

12. Edit the Confirmation Message that will display when a CRF is successfully submitted.

13. Enter a Signature Prompt if you will be creating any datapoint, form, folder or subject that will require signature in this draft.

Note: You cannot publish a draft that has a datapoint, form, folder, or subject marked as requiring signature without the Signature Prompt entered in the CRF Draft Settings. If you attempt to publish the draft in question, the system will display an error. However, if eSigPage, eSigFolder or eSigSubject are the only signature types in a Draft, then you may publish the Draft without filling in the Signature Prompt field on the CRF Draft Settings.

14. Click Save to update your changes.  

15. Click the following items from the Draft Item list to create and edit these items within a draft:

1. • Forms

   • Folders

   • Dictionaries

   • Unit Dictionaries

   • Matrices

   •  Edit Checks

   • Custom Functions

   • Derivations

   • Restrictions

   • Lab Settings

A summary of the count and the last updated date of the following items can be viewed in the Draft Summary/Download section. For a new draft, the count for the draft items will show zero (0).

1. • Forms

   • Fields

   • Variables

   • Folders

   •  Edit Checks

   • Derivations

   • Data Dictionaries

   • Unit Dictionaries

The Architect Loader enables a user with combined access to the Architect module and security role permission Download Draft to take all the definitions for a project and draft or version within the project or Global Library in Architect and extract them into an Excel spreadsheet for off-line documentation and maintenance. This is done from the Download link on the Draft Summary/Download section.

16. The Include in Download column has check boxes for all draft items.  All Include in Download check boxes are checked by default.  A user can selectively check box which object types to download for offline editing and maintenance. When Download is selected, only those object types that have been checked will be included in the draft download.

17. The Protect Worksheets option is selected by default.  When selected, worksheets that are downloaded will have certain key columns protected.  

Note: Selecting the Protect Worksheets check box protects certain key columns, such as, Identity columns, in downloaded workbooks. By protecting these columns a user can be prevented from inadvertently changing identities of objects or deleting rows.  If you choose to deselect this option, all columns will be unprotected in the workbook.  

18. (Optional) Select the Exclude Validations option. The Exclude Validations setting refers to the Excel validations or lookups across worksheets. Select this option when a draft or version exceeds the Microsoft limitations on the number of XML tags per Excel spreadsheet. This is about 32,000 XML tags which prevents users from opening the file. Selecting this option will also reduce the file size.

19. To publish a draft, enter a Draft version name in the text box and click Publish to CRF Version.

Note: A new draft and an edited draft can be published only to a new CRF version.

20. To associate a different name, primary form and primary matrix for an existing draft, click the Edit icon in the CRF Draft Settings.

21. Enter changes and click Save to update your new settings.

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