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Hide parts of the CRF for certain users

You can hide parts of the eCRF for certain data-entry users. This means that they will not see a specific part of the form while doing data entry. Note: all users with 'Manage forms' rights will still have access to the full form in the Form Structure Editor. 

You will first need to define user roles as per this manual article. To hide parts of the eCRF for a specific role, first go to the 'Structure' tab and find the section of the study that you want to hide.

You can choose to hide a study phase, a step, a report or a report step.

  1. Start by selecting the phase that contains the step you would like to hide for certain user roles. If you want to hide a report do the same in the 'Reports' sub-tab. 
  2. Select the step you want to hide.
  3. Click the cogwheel and choose the option 'Assign User Roles'

Select the roles for which this step, report, or phase should be hidden:

Once you have selected the user roles, click 'Save' to store the changes.

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  1. Castor Support Team

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