This is an introduction to the Microsoft Excel add-in tool which is developed to improve efficiency and user experience for creating Edit Check in Medidata Rave.

1. How to Create Edit Checks in
Medidata Rave Painlessly
By Weihong Yang

2. What we are going to talk about
• What is Edit Check
• Why creating Edit Check makes pain
• How to create Edit Check painlessly
• More Possibilities

3. What is Edit Check
Meet
Condition(s)
Perform Action(s)
A Logic Statement
IF…
THEN…

4. Edit
Check
What is Edit Check
Check
Name
Bypass
During
Migration
Active
Check Steps
Check Actions
The components need to be defined for an Edit Check

5. Why creating Edit Check makes pain
Copy from
Global Library
Copy from
Another Study
Upload with
Architect Loader
Specification
These approaches are not to Create but to Copy

6. Why creating Edit Check makes pain
Click Manually & Wait for Page Refresh
Only one choice to create new Edit Check

7. Why creating Edit Check makes pain
• Add Check
• Add Check Step
• Add Check Action
× 3 × 2
× 4 × 3
× 3 × 2
For One Simple Edit Check:

8. Why creating Edit Check makes pain
× 1 = × 10 × 7+
× 300 = × 3000 × 2100+
This is why it makes Pain

9. How to create Edit Checks painlessly
Too Many Clicks
Too Many Waits
Less Clicks
Less Waits
How?

10. How to create Edit Checks painlessly
A Solution based on Microsoft Excel
Download ALS Upload Strings
Generate Quick Edit Strings

11. How to create Edit Checks painlessly
User Defined Function generates Quick Edit string
Edit Check
Check Step Check Action
1
Data Value Constant

12. How to create Edit Checks painlessly
Insert User Defined Function to
define the Logic and Action
Benefit:
Utilize the feature of
Excel Formula to
separate logic from
data so that the logic
can be copied to
multiple checks

13. How to create Edit Checks painlessly
Get Parameters from
Value or Reference
Benefit:
Specification file,
Excel basic formulas
and other worksheet
function will be
powerful tools in
building checks.

14. How to create Edit Checks painlessly
Build a more efficient interface with User Form2
Data Value
Folder, Form, Field
Repeat Numbers,
Value Type
ALS
User Form

15. How to create Edit Checks painlessly
One click to set all needed
attributes for all selected
Data Values
One click to copy all
selected Data Values
Benefit:
Obviously, it is more efficient than
adding Data Value one by one.

16. CRF Draft
How to create Edit Checks painlessly
Operate HTML to upload checks by programming3
Quick Edit Strings
Automatic Upload

17. How to create Edit Checks painlessly
Upload selected Quick Edit strings to
the target Draft of the target Project
without access to Architect Loader
Benefit:
When the upload program is running, user do not have to keep
attention on the whole process.

18. More Possibilities
• Build eCRF
• Set Matrix
• Generate Test Cases
• UAT
Starting from this tool
There are more possibilities can be developed
To improve efficiency and user experience