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Castor CDMS Manual

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Introduction and getting started

  • Why you should use Castor CDMS
  • Create a Castor account in CDMS
  • Server: selecting data storage location in CDMS
  • Create a new study in CDMS
  • Manage your account settings in CDMS
  • Lost or forgot password in CDMS
  • Two-factor authentication in CDMS
  • Register and log in when invited to a study in CDMS
  • How to use Castor CDMS system in a secure way - Best practices
  • Serious Adverse Events (SAE) EDC/CDMS
  • Using Single Sign-On (SSO) in CDMS
  • Change Your Email Address in CDMS

Create your study forms

  • The Structure of a Study in CDMS
  • Create, edit and delete Visits and Forms in CDMS
  • Edit Visits and Forms in CDMS
  • Copy Forms in CDMS
  • Hide parts of the CRF for certain users in CDMS
  • Create a Repeating Data Form in CDMS
  • Print and save in PDF the study forms in CDMS
  • Keyboard shortcuts in CDMS
  • Castor CDMS Tips & tricks - Beginners
  • Import option groups in CDMS
  • The Study Structure tab in CDMS
  • Best practices when working with tablets in CDMS
  • Study version in CDMS
  • How to build study forms in multiple languages in CDMS
  • Data standardization

Fields and field properties

  • Create a new field in CDMS
  • Field properties: validations (edit checks) and dependencies (field logic) in CDMS
  • The 'Upload file' field in CDMS
  • The 'Remark' field in CDMS
  • The 'Calculation' field in CDMS
  • The 'Summary' field in CDMS
  • The 'Grid' field in EDC/CDMS
  • The 'Repeated measure' field in CDMS
  • The 'Add Survey Button' field in CDMS
  • The 'Date' field in CDMS
  • Entering and managing partial dates in Castor CDMS

Surveys

  • Send survey reminders in CDMS
  • Create and modify a new survey package in CDMS
  • Create survey questions in CDMS
  • Create a general survey link to share with multiple participants in CDMS
  • Copy a survey or survey forms in CDMS
  • Format the survey (package) intro text in CDMS
  • Test a survey you have created in CDMS
  • Send individual surveys in CDMS
  • Send bulk surveys in CDMS
  • Schedule surveys in CDMS
  • Manage sent and scheduled surveys in CDMS
  • Change the email address in a survey invitation in CDMS
  • Create a survey that works well on a tablet/mobile phone in CDMS
  • Create, edit and delete a survey in CDMS
  • How to build surveys in multiple languages in CDMS
  • Browser Survey completion guidelines for participants in CDMS
  • Using web survey access codes in Castor CDMS
  • Lock and unlock survey invitations
  • Modern web surveys in Castor CDMS 2023.4
  • Using the Castor survey compliance listing

Create and manage participants

  • The Participants tab in CDMS
  • Create a new participant in CDMS
  • Add or update an email address in a participant in CDMS
  • Track participant progress in CDMS
  • Search participants on specific data values in CDMS
  • Show data values in the Participants tab in CDMS
  • Sign and lock a completed visit, form and/or repeating data in CDMS
  • Print participant data in CDMS
  • Delete a participant in CDMS
  • Archive or unarchive a participant / survey / repeating data in CDMS
  • Creating multiple participants at once in CDMS
  • Responding to Queries in CDMS
  • Adding participant status in CDMS
  • Sign and lock a completed participant at once in CDMS
  • Show data values in the Repeating Data tab in CDMS

Collect data

  • Doing data entry in CDMS
  • Entering repeated data in CDMS
  • Bulk import of email addresses in CDMS
  • Delete or archive a repeating data instance in CDMS
  • Mark fields and visits/forms as missing in CDMS
  • Add a reason when you change a value (GCP) in CDMS
  • Add a comment to a field in CDMS
  • Large file uploads in CDMS
  • Updated sliders in Castor CDMS 2023.4

Import data

  • Import study data in CDMS
  • Import repeating data in CDMS
  • Formats for data import in CDMS
  • How to prepare an Excel file to be imported as CSV
  • Import Users in CDMS
  • Import sites in CDMS
  • Import the form structure in CDMS
  • CDISC export and import limitations in CDMS

Export data

Randomization

  • The randomization algorithm in Castor CDMS
  • Randomization settings in CDMS
  • Set up (double) blinded randomization in CDMS
  • Randomize a participant in CDMS
  • Randomizing test participants in CDMS
  • Prevent randomization for certain participants in CDMS
  • Making changes to randomization in EDC/CDMS

Monitor a study

  • Monitoring tab in EDC/CDMS
  • Audit trail in EDC/CDMS
  • Monitoring queries in EDC/CDMS
  • Repeating Data overview in CDMS
  • Verify a completed form (Source Data Verification) in EDC/CDMS
  • Creating and Managing Source Data Verification (SDV) Plan

Manage your study

  • Study management tabs in in CDMS
  • The study 'Settings' tab in CDMS
  • The 'Users' tab (User Management) in CDMS
  • Archive a study in CDMS
  • Define user roles in CDMS
  • Add a new user to your study in CDMS
  • Unlock a locked account in CDMS
  • Customize participant's ID's in CDMS
  • Notifications for study events in CDMS
  • Metadata Annotations Settings in CDMS
  • Set up (Source) Data Verification for your study in CDMS
  • Study design types in Castor CDMS
  • Define custom date format per site in CDMS
  • The Participant Status in CDMS
  • The Study Dashboard in CDMS
  • Changing the study administrator in CDMS

Automation Engine

  • Introduction to the Automation Engine
  • Create automations with the Automation Engine
  • Select an event for your automation
  • Select a condition for your automation
  • Select an action for your automation
  • Test your automations
  • View and edit your automations
  • Automatically hide visits/forms based on a field value
  • Automatically add queries
  • Automatically send out surveys
  • Automatically send surveys based on updated field value
  • Automatically schedule and send out several different surveys
  • Using Automation Engine to show or hide a form based on a randomization value in EDC/CDMS
  • Automatically hide and show visit/form based on the Site

Link Castor to another application

  • Castor EDC/CDMS Application Programming Interface (API)
  • Enable importing EHR data for your study in Castor EDC/CDMS
  • Configure fields for importing of EHR data in EDC/CDMS
  • Import data from electronic health records (EHR) in EDC/CDMS
  • Using the Castor API R package for data analysis
  • Introduction to R, RStudio and RShiny - Create your own dashboards
  • Castor EDC/CDMS API Rate Limiting
  • Deprecated API endpoints: Updating your custom integrations with the Castor CDMS API

Encryption module

  • Introduction to the encryption module in EDC/CDMS
  • Enable encryption for your study in EDC/CDMS
  • Encrypt specific fields in EDC/CDMS
  • User rights for encryption in EDC/CDMS
  • Working with encrypted data in EDC/CDMS
  • How does encryption work in Castor EDC/CDMS?

Form Sync

  • Using Test and Production Study Environments in CDMS
  • Linking two studies in CDMS
  • Linked study properties in CDMS
  • Unlinking a study in CDMS
  • Merging changes from test environment to production environment in CDMS
  • Exporting full study structure and data before applying changes in CDMS
  • Audit trail on Formsync linked studies in CDMS

Tips for Data Managers

  • EDC/CDMS Tips for Data Managers
  • Performing User Acceptance Testing (UAT) in EDC/CDMS
  • Compliance checks for subject visits in EDC/CDMS
  • Notifications for Serious Adverse Events in EDC/CDMS
  • Capturing Subject Status in EDC/CDMS
  • End of Study for Subject in EDC/CDMS
  • Using Repeating Data for Protocol Deviations in EDC/CDMS
  • User Acceptance Testing Environment in CDMS

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  6. Using the "if-else" logic in EDC/CDMS
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