When creating an Entity Cross Reference demographic you can select most regular demographic options.

First, create the demographic.

Set the demographic settings:

  • Description: Click Edit to create or edit a description for the custom demographic. This description will appear as a hover message on data entry screens.

  • Access-Level: Shows the scope of the demographic: Program, Site, or Enterprise. Click edit to change the scope.

    • Once set, you can only increase the scope of a custom demographic, you cannot downgrade demographics to a smaller scope. If you need to create a custom demographic with a smaller scope, disable the existing demographic and make a new one.

  • Required: Check the box to require an answer to the demographic before submitting the record.

  • Disabled: Check the box to disable the demographic and so that it no longer appears on the Add New Participant page.

  • View Only: Check this box so the demographic will be grayed out, and unable to be submitted, from the Add New Participant page. It will also be grayed out, and unable to be edited on the View/Edit Participant page.

  • View Only After Initial Save: Check this box when this value should not be edited after it is initially submitted.

  • Set for Duplicate Check: This is available only for Standard Demographics.

  • Shared Across Enterprise: Check this box to share demographic data for Participants who are referred to multiple Sites across the enterprise.

  • Accepted as Data Point: This is available only for Standard Demographics.

  • Allow Quick Search: N/A for Entity Cross References

  • Return with Quick Search: N/A for Entity Cross References

  • Set for Self Assessment Check: N/A for Entity Cross References

  • Program Groups: Attach a custom demographic to a Program Groups for reporting and to ensure that certain demographics are only available to designated Program types. Manage Program Groups is only an option for Site or enterprise level custom demographics. Program level custom demographics cannot be put into Program Groups.

  • Edit: Update the entity type used in this demographic field

Test the demographic from Add New Participant of View/Edit Participant:

Note: If you have selection of over 300 entities available in that Type, the field will turn into a searchable text field.

To limit the number of entities appearing in the field you can adjust the Entity Search Settings under Manage My Site (NEW) > Entity Settings. We suggest "Show only Enterprise Entities enrolled in the Program" or "Do not show Enterprise Entities".

To further limit the number of entities showing in the field, you can create a sub-type and filter the Entity Cross Reference to the sub-type.

To further limit the number of entities showing in the field, you can dismiss unneeded entities from the program.

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