Help

eCRF

For study teams: subjects, visits, queries, source data verification, sign-off, safety reporting and exports.

Getting started

• Sign in and sign out
• Change your password
• Select a study
• Change the language, time zone or dark mode

Subjects

• Add a subject

Visits

• Fill in and save a visit
• Complete a visit or set it back to In Progress
• Correct source-verified data

Queries and comments

• Answer a query
• Raise a query or a comment

Source data verification

• Verify source data

Sign-off

• Sign off a subject

Safety reporting

• Create a SUSAR from a serious adverse event
• Record a concomitant medication
• Report an adverse event

Data Quality

• Handle Data Quality alerts

Exports

• Export study data
• Run the decoder on an export

Study lock

• Lock or unlock a study

Admin

For administrators: users and their access, studies, organizations and sites, and operations.

Users and access

• Create a user and give them access
• Find out why a user can't see a study
• Unlock a user's account

Studies

• Choose how a study handles sign-off, SDV and queries
• Edit a study's visits, forms and fields
• Publish a study change

Organizations and sites

• Manage CROs, sponsors and facility sites

Operations

• Back up and restore the eCRF
• Set the brand name, logos and custom hostname