Create a SAE notification

 Note: If you have two separate forms for AE and SAE 
       then follow the recipe “Create email notifications” 
       → “Emails for specific forms”). If the SAE 
       documentation is included within the AE-form 
       then perform the following steps.

In the FormBuilder:

1. Select your AE-form, check the “Is a SAE” checkbox

2. Navigate to the item (e.g. radiobutton) which indicates if an SAE is being registered

3. New rule → Generate message if → “Rule name: New SAE” → New or condition → own item → = equal value → fixed integer → yes

4. Under Message “Define New”:

• Internal Title: “New SAE”
• Execution “only with value changed”
• Check HTML
• Title: “STUDY-NAME: SAE Notification of Patient ”
• Deselect Lab-ID
• Select Email
• Under “Form items” → Questions → select Adverse Event→ Adverse Event Description Make sure to push the “Add” button! (This will deliver the AE description in your Email notification)
• Attach forms as PDF: check “Own form”

 Note: Proceed in the same way for the AE notifications in 
       case you need it. But normally you will only need 
       the SAE notification.

Create an AE notification

1. Navigate to the item (e.g. radiobutton) which indicates if an SAE is being registered.

2. New rule → Generate message if → “Rule name: New AE” → New or condition → own item → = equal value → fixed integer → no

3. Under Message “Define New”: Proceed as for SAE (i.e. point 4. above) and replace the word SAE by AE.

In the AdminTool:

1. Select the “Resources” tab
2. Select your project and check the notifications you want to send
3. Select: “send as” → “internal message” →
   Select your project → email to all participants of project → Select the role that should receive the message

This recipe was tested under secuTrial version 5.5.1.10