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The structure of Castor

The Form builder in Castor enables you to create and modify your own forms for your eCRF.  Castor makes a distinction between the study structure, reports and surveys (see image below):


Study forms, reports, and surveys

  • Study forms: study forms are the actual “Case Report Form”. When a record is created all these forms will be automatically created.

  • Reports: reports are repeating forms and can be used for repeating data such as Adverse Event Reports, medication, and measurements such as blood pressure etcetera. They have a “one-to-many” (1:N) relation with the record. In other words, when it is not known in advance how many times a specific measurement will be performed or how often an event (e.g. adverse event) will occur use reports. For example, for 1 patient you could have 2 measurements, for another you have 6 measurements. Examples of measurements that are stored in reports are blood pressure, medication, adverse events.

  • Surveys: surveys are questionnaires that you send to participants using their email addresses. Surveys are sent in a survey package.

Phases, steps, and fields

The basic structure of your CRF is determined by Phases and Steps, which contain Fields, the actual questions.

  • Phases are periods in a study, e.g. "Baseline", "Visit 1" etc. These can have a specific duration, e.g. 2 months. Only study forms can consist of phases, not reports or surveys.

  • Steps are sections inside a Study Phase. A Study Phase can have as many steps as you like. Steps break up big forms, and make the CRF user friendly and less bulky. Steps are also present in your reports or surveys. 

  • Fields are the most important part, they are the actual questions in your eCRF. Each Step can have any number of questions, but we advise users to keep the number of Fields per Step low, to make sure the forms don't get too long, thus reducing user friendliness.

Questions to ask yourself when you are setting up the study structure:

  1. Are the questions answered by a healthcare professional directly in Castor?
    • Use study forms
  2. Do the questions have a "one-to-many" relationship?
    • Use reports instead of study forms if it is not known in advance how many measures will be taken/events will occur
  3. Are the questions going to be asked via e-mail?
    • Use surveys and survey packages

Video walkthrough:

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  1. Castor Support Team

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