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How to Copy the Survey Layout to Another Survey

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Corresponding Clinician Articles

The action is available:

  • within ONE protocol (root or custom modification version)  
  • if there’s the SAME survey/s in the protocol

What is copied:

  • all the survey layout including the question/bundle statuses (Undefined/In Use/Not in Use/Archived)
  • all conditional visibility rules set in the survey for each question/bundle

How to copy the layout of the survey

  1. Go the the Protocols and select the required one from the list
  1. Switch to the required custom modification/version
  1. Select the required survey on the left

  1. Click COPY LAYOUT at the top right of the Survey Content field

  1. Select from the list the survey you want to copy the layout to and confirm the action by clicking YES