ActivityInfo DocumentationUser Manual - ActivityInfo 4.0Organizing Data and Designing Forms Form TemplatesCOVID-19: Global COVID-19 Clinical Platform - RAPID VERSION (Form by WHO and Isaric)

COVID-19: Global COVID-19 Clinical Platform - RAPID VERSION (Form by WHO and Isaric)

These are sample templates for Forms for collecting clinical data for COVID-19 based on the Rapid case record form provided  by WHO and Isaric.

To anonymize the individual data, a  separate Form to collect the individual's personal information can be created. Using a customized Serial Number the individual is anonymized. The customized Serial Number is used in the Forms collecting clinical data to link to the individual via a Reference field.

Another Reference Form can be created to collect all the medical institutions and their geographical location in one place to make sure that all users reporting use the same names for the medical institutions.

Then, four Forms are created to collect clinical data following the suggested structure provided by WHO and Isaric:

  1. MODULE 1_ complete on admission/enrolment
  2. MODULE 1_ complete on admission/enrolment (continued)
  3. MODULE 2_ follow-up
  4. MODULE 3_ complete at discharge/death

As the Form for Module 1 is very long we divided it in two sections.

For Module 2 we designed a Form with a Subform. The Subform allows us to add data for the same individual on different dates.

All Forms use Relevance rules to show several answers only when necessary to the person filling in the Forms. If you use the Form Schemas you will need to manually add the Relevance rules to the Form wherever you deem necessary. Validation rules, if necessary, need to be added manually as well, after importing the fields.

These Forms are adapted from the Form found on the WHO website which are adapted from SPRINT SARI CRF by ISARIC. Licensed under a Creative Commons Attribution-ShareAlike 4.0 International License by ISARIC on behalf of Oxford University.

Individual Form

The Individual Form collects information about the individual.

  • Make sure you add a Serial Number to anonymize the individual. You can customize the Serial Number using a Text field. This will be the patient's identification.
  • If you use the Form Schema below you need to manually add the Prefix Formula to the Serial Number and make it a hidden field as well as add the Relevance rules.
  • On the URL of the Table View page of this Form you can view the Form Id of this Form. If you use the Form Schemas for the Modules you will need to use this Id before importing those schemas.
Form Schema - Individual Form
  • To import the first fields list to the Form, add a new Form and give it a name. Then, download and open the file below which include the fields list for the Form above.
  • Copy the cells along with their Headers.
  • In the Form Design page, open the fields palette of the Form and click on "Paste field list from spreadsheet". Paste the cells and click on "Add fields" to add them.
  • If needed apply additional changes manually. For example, add the Prefix Formula to the Serial Number and make it a hidden field, add Relevance rules.
  • Save the Form.
Reference Form

To make sure that all users reporting use the same names for the medical institutions, you can create a Reference Form with a Text field and add all the medical institutions as Records. If you have a list of institutions available you can import them as Records to the Form.

  • You can add a Reference field to reference the Geodatabase to bring in all the countries or a Text field to simply collect the name of the country and then a Text field to collect the name of the institution.
  • Make both fields Key fields.
  • On the URL of the Table View page of this Form you can view the Form Id of this Form. If you use the Form Schemas for the Modules you will need to use this Id, before importing those schemas.

You can change the visibility settings of the Form to Reference data to make sure users doing data entry don't get confused with it.

Form schema
  • To import the first fields list to the Form, add a new Form and give it a name. Then, download and open the file below which include the fields list for the Form above.
  • Copy the cells along with their Headers.
  • In the Form Design page, open the fields palette of the Form and click on "Paste field list from spreadsheet". Paste the cells and click on "Add fields" to add them.
  • This Form Schema uses two Text fields to collect the name of the country and the name of the medical institution. You can customize this to the geographic boundaries on which you are working. You can also reference the ActivityInfo built-in geodatabase and bring in a list of countries or administrative units instead of using a Text field.
  • Save the Form and optionally start adding Records.
MODULE 1_ complete on admission/enrolment

We divided Module 1 into two Forms as it was a very long module. This is the Form for the first part of MODULE 1.

  • Note that the Form uses Reference fields to link to the Individual Form and the Reference Form we created above. You can repeat these Reference fields in the second part too.
  • The Form also uses Section headers to make it easier to navigate in data entry.
Form schema
  • To import the first fields list to the Form, add a new Form and give it a name. Then, download and open the file below which include the fields list for the Form above.
  • The Form links to the two Forms we designed above. To correctly link to them, in the file you just opened you need to add the Form Id of the first form and the Form Id of the second Form in  the cells of the Rows 'reference', under the Column 'Referenced Form' (field names: 'Select patient's ID', 'Select your medical center'). You can find the Form Id in the URL of the Table View page of these two Forms as described in the previous steps.
  • Copy the cells along with their Headers.
  • In the Form Design page, open the fields palette of the Form and click on "Paste field list from spreadsheet". Paste the cells and click on "Add fields" to add them.
  • If needed apply additional changes manually. For example add Relevance rules or Validation rules if needed.
  • Save the Form.
MODULE 1_ complete on admission/enrolment (continued)

We divided Module 1 into two Forms as it was a very long module. This is the Form for the second part of MODULE 1.

Form schema
  • To import the first fields list to the Form, add a new Form and give it a name. Then, download and open the file below which include the fields list for the Form above.
  • The Form links to the two Forms we designed above. To correctly link to them, in the file you just opened you need to add the Form Id of the first form and the Form Id of the second Form in  the cells of the Rows 'reference', under the Column 'Referenced Form' (field names: 'Select patient's ID', 'Select your medical center'). You can find the Form Id in the URL of the Table View page of these two Forms as described in the previous steps.
  • Copy the cells along with their Headers.
  • In the Form Design page, open the fields palette of the Form and click on "Paste field list from spreadsheet". Paste the cells and click on "Add fields" to add them.
  • If needed apply additional changes manually. For example add Relevance rules or Validation rules if needed.
  • Save the Form.
MODULE 2_ follow-up
  • As before, the Form will use a Reference field to refer to the Individual Form to allow people adding data to select the patient's id.
  • It will also use a Subform to collect follow-up data on various points in time, as needed.
  • If you use the Form Schema below, you need to add manually to the spreadsheet the Form Id of the first Form in the cell in the Row 'reference', under the Column 'Referenced Form'. You can find the Form Id in the URL of the Table View page of the Form. After importing the fields, you need to also add Relevance rules manually whenever needed.
  • The Subform needs a Date field as Key field to make sure there are no duplicates for each day.
  • You can use Section Headers to make the navigation to the Subform easier.
Form Schemas
  • To import the first fields list to the Form and the Subform, first add a new Form and give it a name. Then, download and open the file below which include the fields list for the Parent Form.
  • The Form links to the Individual Form we designed above. To correctly link to it, in the file you just opened you need to add the Form Id of the first form in  the cell of the Row 'reference', under the Column 'Referenced Form' (field names: 'Select patient's ID'). You can find the Form Id in the URL of the Table View page of this Form as described in the previous steps.
  • Copy the cells along with their Headers.
  • In the Form Design page, open the fields palette of the Form and click on "Paste field list from spreadsheet". Paste the cells and click on "Add fields" to add them.
  • Save the Form.
  • Continue with the Subform. To import the fields list to the Subform, click on the Subform to open it. 
  • Download the file and copy the cells along with their Headers.
  • As before, open the fields palette of the Subform and click on "Paste field list from spreadsheet". 
  • If needed apply additional changes manually. For example add Relevance rules or Validation rules.
  • Paste the cells and click on "Add fields" to add them.
  • Save the Subform to go back to the Parent Form and save the Parent Form as well.
MODULE 3_ complete at discharge/death
  • As before, the Form will use a Reference field to refer to the Individual Form to allow people adding data to select the patient's id.
  • If you use the Form Schema below, you need to add manually to the spreadsheet the Form Id of the first Form in the cell in the Row 'reference', under the Column 'Referenced Form'. You can find the Form Id in the URL of the Table View page of the Form. After importing the fields, you need to also add Relevance rules manually whenever needed.
  • We also use Section headers to make the Form easier to navigate.
Form Schema
  • To import the first fields list to the Form, first add a new Form and give it a name. Then, download and open the file below which include the fields list for the Form.
  • The Form links to the Individual Form we designed above. To correctly link to it, in the file you just opened you need to add the Form Id of the first form in  the cell of the Row 'reference', under the Column 'Referenced Form' (field names: 'Select patient's ID'). You can find the Form Id in the URL of the Table View page of this Form as described in the previous steps.
  • Copy the cells along with their Headers.
  • In the Form Design page, open the fields palette of the Form and click on "Paste field list from spreadsheet". Paste the cells and click on "Add fields" to add them.
  • If needed apply additional changes manually. For example add Relevance rules or Validation rules.
  • Save the Form.