140 – eForms

LabVantage provides a solution to satisfy the requirements of any application that must collect and process data in a way that resembles existing paper-based systems. This will include an interface with integrated features that allow easy configuration of complex client-side tasks, such as validation and dynamic display, without using JavaScript or other specialized programming. There are special forms that bind to database records and provide features such as immediate data quality evaluations, automatic sample lifecycle processing, and integration with other modules. These features can be broadly grouped into one of three different categories: Data Submission, Document Capture, and Electronic Notebook. This two-day course will lead you through the development of simple to complex forms.

Prerequisites and Target Audience

The eForms module is an extension to the core LabVantage feature sets. Although learning to design eForms does not require an understanding of the core application, it is certainly helpful for all students to have completed other courses or have a working knowledge of LabVantage prior to taking on this subject matter. This course is intended for those who will design, program, and implement various types of eForms.

1. Using a Simple eForm to Create a Document:  Getting started with eForms. Understanding the basic concepts. Creating fields. Basic page layout considerations.
2. Advanced Form Design Considerations: Dynamic field properties and forms. Using sections, pages and groups. Simple field data validation.
3. Group Attributes and Data Validation: Using checkboxes, radio buttons, understand how simple declarative and complex Groovy validations can be implemented on a form.
4. Approvals, Annotations and Follow-Ups: Now that a form has been completed, what kind of data reviews and workflows can be carried out?
5. Double Data Entry: Some data is too important to be left open to one person’s interpretation. Learn how to require more than one transcription from paper and how to reconcile the differences.
6. Fields and Formlets: Rather than redefining the same components on many different forms, fields and formlets can be used. This is necessary if Ad Hoc queries are to be used.
7. Ad Hoc Queries on Document Fields: Capturing data as a document may not make it easy to mine that information. Learn how LabVantage eForms and the Ad Hoc Query tool work together to simplify your search for intelligence within your database.
8. Simple Worksheet Setup: Electronic notebook applications allow you to avoid the collection of data on paper and the subsequent need to store that paper. A worksheet is a specialized type of eForm used to address this need.
9. Multiple-Item Worksheets: Often, more than one data point is captured on a single page or worksheet. LabVantage eForms support the streamlining of data capture by processing multiple items at once.

The Materials

You will receive an electronic copy of the presentation in PDF format. This student manual includes exercises to help solidify your understanding of eForms design.