Configure screening from Home → select your study → Pre-Screening and eConsent → Screening Settings tab.

note

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

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Screening Code Format

Configure how screening codes are generated for new participants:

Setting	Options	Description
Screening label	Free text	Custom label shown in the UI for the screening code field
Screening code	Manual Entry / Auto-generated and Editable / Auto-generated and Non-editable	How the screening code is assigned
Separator	Free text	Character separating the prefix from the digits (e.g., -)
Prefix	Dropdown	Source for the prefix: e.g., SiteID
Digits	3 / 4 / 5 / 6 / 7 / 8 / 9	Number of digits in the auto-generated portion

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Reject Option

Setting	Options
Reject Reason	Required / Optional / Not used

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Data Collection

Toggle	Description
Collect Personal Data	Enable to collect participant personal information (name, DOB, contact, etc.) during screening
Collect More Dynamic Data	Enable to define custom additional fields for screening. For complex layouts (tables, repeating tables, sliders), use Form Builder instead.

When Collect Personal Data is enabled, you can configure each field individually:

Field	Options
Full Name	Required / Optional / Not used
Birthday	Required / Optional / Not used — choose date format: Day only / Month and year / Day, month and year
Phone	Required / Optional / Not used
Email	Required / Optional / Not used

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Attachments

Setting	Options
Attached Files	Required / Optional / Not used

When Attached Files is set to Required or Optional, you can define expected document types:

1. Click + Add under Document type
2. Enter a display label (e.g., Photo ID) and a code (e.g., PHOTO_ID)
3. Repeat for each document type (e.g., Medical Insurance / MED_INS)

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CRF Data Collection

Toggle	Description
Collect more data CRF (Form)	Enable to link a CRF for additional data capture during pre-screening