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The study 'Settings' tab

You can find this manual item also in our workshop. Click here to open the workshop video.

All study settings can be found in the tab 'Settings', subtab 'Study'. This tab is available for the study admin(s) with 'Manage Settings' rights. Here we describe all the settings that you can adjust.

General settings

The first category is 'General':

  • Study name: change the study name which is displayed on the homepage and above your forms during data entry.
  • Trial Registry ID: ID of the trial registry your study is registered in (if applicable, e.g.
  • Institutes: manage participating institutes. When you are setting up a multicenter study, use the 'Manage institutes' button to add or remove institutes.
  • Main contact: appoint contact person responsible for the study (study admin). Study admin's e-mail address will be listed below the data entry screen.
  • Type of study: change the study type, as displayed in the My Studies overview. Can be set to Real, Test or Example study. Use 'Real' if you will collect real patient/subject data in the study. 
  • Status: determines if the study is accessible for data entry.  Before setting a study to live, the sections Study properties and Invoice details as well as the main study contact need to be fully completed. To set the study live, select 'Yes' and save the study settings. Here you can find more information on what going live means
  • Logo: Upload a logo for your study. Upload your image by clicking "Browse..." button, then click "Save Image". You can include this logo in survey invitations by using {logo} syntax and it will appear in data entry. We recommend a logo size of 193 x 75 pixels.

Study properties and price

The next section contains the study properties and the information that determines the cost of the study:

  • Sponsor type: Specify if your study is a non-commercial or commercial study.
  • Study design: Specify the design type of your study.
  • Inclusions: Specify the number of inclusions in your study (how many records do you expect in the database).
  • Duration in months: How long will your study be active for? This refers to the duration of data collection.
  • Centers: How many centers will be participating in your study?
  • Randomization: Will you use randomization? Learn more about randomization in your study here and here.
  • Monitoring: Choose if you need additional monitoring features. Learn more about monitoring in your study here.
  • Surveys: Choose if you want to use surveys for your study. Learn more about surveys in your study here.
  • Encryption: Select whether you will use encryption for your study. Learn more about encryption in your study here.
  • Premium support: Set this to yes if you have purchased premium support for your study. Learn more about Premium Support options here.
  • Payment period: Specify if you want to pay upfront (10% discount!) or yearly.

For more information on pricing, visit the Castor EDC Pricing Page

Invoice details

If your study is sponsored by a commercial entity, then you will need a billing code. Contact us to get a quote for your study and a billing code. If the study is initiated by an institute that has a license for Castor, you will also need to enter a billing code. 

If you are not using a billing code, the Invoice section is where you should enter all the billing details for this study, including the address that the invoice for the study will be sent to. Please specify the 'Project number' to ensure the invoice gets declared for the right project:

Adding a billing code

If you are using a billing code, select 'Yes' in the dropdown menu 'Billing code' and add your billing code to the designated field, then save your settings:

Good Clinical Practice

Next is the 'GCP" section, in which you can enable GCP for your study and set the data verification types to be used:

Confirm changes: This will require the user to enter a reason for change for any data edits. 

Verification types: Source Data Verification is by default included in the verification types. You can use this if you have Monitoring enabled for your study. You can also add other verification types. 


  • Record IDs: choose how you want IDs for new records to be generated, see Settings - Record ID options for more information.
  • Clear inapplicable child fields: when set to yes, this setting clears the inapplicable child fields when a parent field is changed. For example: when changing the gender from female to male, all pregnancy fields are cleared, because these were made dependent on the female gender. The system will always ask for confirmation before existing data values are cleared. 
    • Note 1: This setting is only for study forms and reports. In surveys, inapplicable child fields are always cleared, regardless of this setting. 
    • Note 2: Changing this setting after you have started collection of data will not clear inapplicable fields retroactively. 

  • Enable beta features: when set to yes this setting enables the automation engine functionality.
  • Enforce 2FA: two factor authentication can now be enforced on the study level - when set to 'Yes', users in this study must use two factor authentication for their Castor account. 
  • Only show records with exact match when searching: this setting will make records invisible in the Records tab. Retrieving a record will only be possible when the exact record ID is entered in the search box.
  • Record overview custom columns: add and delete custom columns for the Records tab.
  •  IP white list: whitelist a range of IP addresses. The IP addresses should be in the CIDR format. When this feature is enabled, the study is only accessible from the IP addresses on the list. 

Video tutorial

Watch the video walk-through on Castor Academy

Settings tab | Castor Academy

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