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CDS Surveys Configuration

Configure survey forms linked to study events and CRFs, with public access URLs for participant completion.

Last updated: 04/14/2026

Overview

The CDS Surveys app engages patients and clinicians in your study, allowing participants to access and complete study tasks via web or the ClinicalDataS mobile app. Configure surveys from Home → select your study → Survey.

Configuration URL: https://[instance]/home/study/[studyId]/apps/survey

note

Survey configuration requires the study to be in Design status. Settings are read-only for Available or Frozen studies.


Surveys Table

The survey configuration page shows all surveys defined for the study:

ColumnDescription
TitleThe survey name/title
Survey instructionInstructions displayed to the participant
StageThe study stage this survey applies to
EventThe study event this survey is linked to
CRF - VersionThe Case Report Form and version linked to this survey
Public URLThe shareable URL where participants can access the survey
ActionEdit or delete the survey

Creating a Survey

To create a new survey, the study must be in Design status. Each survey is linked to:

  1. A study event — defines when the survey is triggered
  2. A CRF (form) — defines what data is captured

Once published, a Public URL is generated that can be shared with participants for self-service completion via web browser or the ClinicalDataS mobile app.

SurveysPROConfiguration