Tonya

Tonya Khodzhaeva

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Is it possible to integrate my Shiny dashboard into Statistics in Castor EDC?

Published March 4th, 2022 by Tonya Khodzhaeva

There is the possibility of acquiring the Study Health Dashboard and the Analytics Dashboard separately, which use Shiny. If you want a completely customized statistics view, then this will need to be done outside of Castor EDC. You may want to take a look at this other article for help  creating your own dashboards . 

82 Views 1 min

Registreren van je account

Published March 5th, 2022 by Tonya Khodzhaeva

Met een Castor account kun je zowel inloggen in Castor EDC (Electronic Data Capture) als in Castor SMS (Study Management System).Heb je al een Castor account? Je kunt dan direct inloggen.Heb je nog geen Castor account? Dan dien je jezelf eerst te registreren. Registreren Castor account Ga naar de login pagina van de Castor SMS omgeving van jouw inst

1 min

Can data be exported for analysis and in what formats?

Published March 4th, 2022 by Tonya Khodzhaeva

Study data can easily be exported from any Castor study. Exporting is supported in SPSS, Excel, CSV, HTML formats and the data export will include a code book, or list of study variables and option group labels/values. Exported data in Castor can easily be imported into SAS, Stata, or R.

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Castor EDC 2019.1 release notes

Published March 4th, 2022 by Tonya Khodzhaeva

Main features & improvements Encryption Encryption will be available as a premium feature and can be enabled in the study settings. More information around the entire feature can be found in the relevant manual section. Surveys It is now possible to copy survey packages. When copying survey packages the following is copied: Intro text, outro tex

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Automatically hide and show visit/form based on the Site

Published March 3rd, 2022 by Tonya Khodzhaeva

This guide will help you with creating an automation to show/hide visits/steps based on the Site.  Before you start In order to be able to access the Automation Engine, you should first enable beta features in your Settings tab. Go to the 'Settings' tab, 'Study' sub-tab , Scroll down to the section 'Other'. For the field 'Enable beta features', sele

112 Views 1 min

Can I sort the repeating data in a certain order?

Published March 3rd, 2022 by Tonya Khodzhaeva

Yes - repeating data can be sorted via the column label e.g. 'Created on'. Clicking in the column header will sort the repeating data - one click will sort to ascending and to change the order to descending, click once again.

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Is it possible to change the selection of surveys after I have created a survey invitation that is planned or even sent already?

Published March 3rd, 2022 by Tonya Khodzhaeva

A survey package can consist of one or more surveys. When a new survey is added to the package after a survey invitation has been already planned or sent, the new survey will not appear in planned or sent survey invitations. The new survey will only be added for survey invitations created after the change. To be able to send the survey package with

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Calculate the age using a year or year and month variable: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

As a full birth date might be considered personally identifiable information, using only the birth year or year and month of birth is a good alternative. It is still possible to calculate the age from these variables using a calculation field (although with less precision). Calculate the age of a patient from a birth year var a = moment(); var b = m

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Subjects

Published March 4th, 2022 by Tonya Khodzhaeva

Subjects are participants who are invited to the study. From the 'Subjects' page you can add new subjects to your study and manage the existing ones. Subject ID: field to specify the subject ID. Invite Status: displays the status of the invitation. The following statuses are available - accepted, invited, rejected. Consent Status: status of the cons

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Can I import/post or export/get encrypted data through the API?

Published March 4th, 2022 by Tonya Khodzhaeva

Sending (POST) data It is possible to send (POST) data for encrypted fields, e.g. with  /study/{study_id}/record/{record_id}/study-data-point/{field_id} Retrieving (GET) data It is not possible to retrieve data for encrypted fields. The value that you will receive for these fields is *encrypted*.

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Adding hours or minutes to a time field in EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

To add hours or minutes to the time entered into a time field, you can use the following calculation template.   For example, use this template to add 15 minutes:   var addHours = moment('{your_time_variable}', 'hh:mm'); new_time = addHours.add(15, 'minutes').format('HH:mm'); new_time; Use this template to add 60 minutes:   var addHours = moment('{y

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How to create a test environment for a study in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

It is possible to separate the production study and test environment automatically by using a Form Sync feature or manually creating a duplicate of a study.    To learn more about creating a duplicate of your study automatically, read the article: Using Test and Production Study Environments in EDC/CDMS   If you want to create a duplicate of your st

108 Views 1 min

Monitoring tab in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

The 'Monitoring' tab gives an overview of all the queries, data validations and dropped verifications in a study. To enable monitoring for your study, go to the study 'Settings' and change the setting 'Monitoring' to 'Yes'. Once enabled in the study, users with edit rights can view the 'Monitoring' tab, which contains overviews of queries, data vali

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How can I enter data in Castor?

Published March 3rd, 2022 by Tonya Khodzhaeva

Data entry in Castor is simple to do. You will need access to the study before you can view participants and enter data.  For guidance on performing data entry in Castor, see the helpdesk article - Doing data entry

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Does the system work with firewalls?

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC is a web-based application, and in most environments will not be affected by local firewalls. If you are concerned about Castor's compatibility with your local firewall, please contact the Castor Support team. 

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Check if a number contains X number of digits or decimal places: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Using calculation fields, it is possible to check if the number that is entered in a numerical field corresponds to a certain format. For example, you can check if a number contains 3 digits or if it contains 2 decimals. Format 000 This template will check how many digits a number contains: '{number_variable}'.length Set up a data validation in case

122 Views 1 min

Encrypt specific fields in EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

To be able to store encrypted data, you need to encrypt the fields where these data belongs. For example, if you are storing date of birth, this date field will need to be encrypted. Field types that can be encrypted Encryption is allowed for Study and Repeating fields of the following types: Number, Radio button, Dropdown, Checkbox, Date, Year, Tim

144 Views 1 min

Link a study to Castor EDC

Published March 5th, 2022 by Tonya Khodzhaeva

It is possible to link Castor EDC studies to Castor SMS studies. Via this integration, Castor SMS receives data from Castor EDC. This concerns the institute names, the institute ID's and the number of records (= inclusions). Castor SMS only receives the data from Castor EDC that the logged-in user has rights for. It concerns the number of 'active' r

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Validating partial dates NK/MM/YYYY

Published March 4th, 2022 by Tonya Khodzhaeva

In some cases only partial dates are known. For example only the month and the year is known. In this case you can create a text field and add a calculation field to make sure that the date is in the correct format. Use the following template to check for the date format DD/MM/YYYY and validate the date when only month and year is known NK/MM/YYYY:

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Release Notes Castor SMS Dec 2021 - version 2021.8

Published March 5th, 2022 by Tonya Khodzhaeva

Release date: 7 December 2021 ENGLISH: System defect fixes: Admin users were unable to remove approval request roles from the system. This was now fixed. The notification for inactive approval requests that were created automatically by adding a participating department, are now being triggered again. One of the ‘Save and close’ buttons in the insti

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User management

Published March 5th, 2022 by Tonya Khodzhaeva

Please note - users can only be managed by system administrators. Users overview/table: The 'Users' tab shows all active users in the SMS environment. All user management actions can be completed in this tab. The user names and email addresses in this example have been made invisible. The GCP column on the left shows the status of the user’s GCP tra

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Release Notes Castor SMS Feb 2022 - version 2022.2

Published March 5th, 2022 by Tonya Khodzhaeva

Planned release date: 1 February 2022 ENGLISH: System defect fixes: In some cases, it wasn’t possible for Castor Admins to make changes to option groups. This has been fixed. We solved some defects with regards to the new privacy tab Some of the fields were automatically prefilled with ‘No’ There were two small spelling errors in this tab One of the

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API troubleshooting: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

This article lists errors that you might receive when using the API, as well as potential causes and solutions. These will also be listed in the endpoints in  the API documentation. We recommend that you try the endpoints from our documentation page directly, so that you can check whether there is something going wrong in Castor EDC or in your code

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Calculate the median of a set of values

Published March 4th, 2022 by Tonya Khodzhaeva

While the average is the result of performing some mathematical operations, the median is employed more as descriptive of the data set and usually involves no mathematics.  The median is thus defined as the the middle value in a list of numbers, that can be sorted in ascending or descending order, leaving half of the values above and the other half

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Castor EDC 2021.1 release notes

Published March 4th, 2022 by Tonya Khodzhaeva

Main features & improvements Release date: 1 March 2021 Records overview : Enhanced user experience with modern, more intuitive and easy to use elements including: Improved responsiveness for mobile and tablet devices More columns visible at once for greater information density at a glance. The number of applied filters persists on the overview

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The 'Users' tab (User Management) in CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

The ‘Users’ tab is where all user rights and roles are managed. Any individual who needs to access a part of the study must be added to the study as a user using their email address.   Only users with the 'Manage users' right can access the ‘Users’ tab. Individual user rights are defined on site level.    The 'Filter users' field can be used to filt

143 Views 1 min

Calculate the age using a date variable: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

There are multiple ways to calculate the age using dates. Here are some examples: Calculate current age (today's age) If you only have one date variable (date of birth), you can use the following formula: var d = new Date(); var datestring = d.getDate() + "-" + (d.getMonth()+1) + "-" + d.getFullYear(); getDateDiff(datestring,'{dob}','y'); In this ca

115 Views 1 min

Is there a data back-up in Castor?

Published March 4th, 2022 by Tonya Khodzhaeva

At least two times a day all eCRF's in Castor are backed up. The back up files are kept for one year. Reserve copies can be restored but this might add additional costs.  You can also back-up your eCRF forms and data yourself by exporting the data and store it on your computer. Please consult the following articles: How to export data Export and imp

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Can I export email addresses linked to the participants in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

At the moment it is not possible to export email addresses of the participants. To view an email address make sure you have View Email rights. Click on the three dots next to a participant and choose the option to Update email address:   After entering your password, you will be able to view an email address linked to a particpant.

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Export and merge data in R

Published March 3rd, 2022 by Tonya Khodzhaeva

There are two ways to export data from your study to R: Export data in CSV format and read the CSV file into R (see below) Use the Castor API R package called castoRedc to retrieve data Read your CSV file into R Skip this step if you have retrieved data with the Castor API R package. Follow this step if you have exported your data in CSV format.  Re

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Calculate the duration using time fields in EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

To calculate the total duration of the several time variables and output the duration in hours and minutes, use the following calculation template:   var time1 = moment.duration('{time_var1}').asMinutes(); var time2 = moment.duration('{time_var2}').asMinutes(); var time3 = moment.duration('{time_var3}').asMinutes(); var total_min = time1 + time2 + t

90 Views 1 min

Check if year is in the future in EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

To validate whether a year is in the future you can use the following calculation template:   var year = moment('{year_field}').format('YYYY'); var year_now = moment().format('YYYY'); if (year > year_now) { "The year cannot be in the future"; } else { "The year is correct"; } Test it here in the calculation helper.   Alternatively, you can use th

99 Views 1 min

Calculating the difference using a date and a time field: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

If you are storing date and time in separate variables, use the template below to calculate the difference between a date and a time field and display the difference in hours: var d1 = moment('{date1}' + ' ' + '{time1}').format("DD-MM-YYYY HH:mm"); var d2 = moment('{date2}' + ' ' + '{time2}').format("DD-MM-YYYY HH:mm"); var date_1 = moment(d1); var

88 Views 1 min

Compare several numerical variables against a specific variable

Published March 4th, 2022 by Tonya Khodzhaeva

Check out the article Using the "for loop" in calculations to see an explanation about how this calculation works. This template allows you to compare three or more fields (variables) with one specific field. You can also add extra variables to the list if you have more than 3, just by separating them with a comma: var main = {main_variable}; var ar

92 Views 1 min

Add hours and minutes to a datetime field in EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

If you want to add hours and minutes to a date & time field, you can use this template. For this calculation, you will need a date & time field and a time field which are called 'datetime' and 'add_time' in this calculation.   //Set datetime into right format to add hours and minutes var splitted_datetime = '{datetime}'.split(';'); var split

97 Views 1 min

Assign a score based on a percentage

Published March 4th, 2022 by Tonya Khodzhaeva

In the calculation you can give a 'score' based on the value of a different field. In the template below, the calculation field value will be 1 if variable_x is in between 1% and 19%, 2 if variable_x is in between 20% and 39%, etc: If variable_x is... The score is... In between 1% and 19% (incl. 1 and 19) 1 In between 20% and 39% 2 In between 40% an

90 Views 1 min

Check if a text field contains any numbers: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

When using a text field, you can use the following template to check whether the field contains any numbers and display a message of your choice. Create a calculation field in the study form using the calculation field example below - remember to replace 'variable_name' with the variable name for the text field. You can also update the messages show

120 Views 1 min

Automatically hide phases/steps based on a field value

Published March 3rd, 2022 by Tonya Khodzhaeva

This guide will help you with creating an automation with the "Hide Form" action. In order to be able to access the Automation Engine, you should first enable beta features in your Settings tab. Go to the 'Settings' tab, 'Study' sub-tab , Scroll down to the section 'Other'. For the field 'Enable beta features', select 'Yes' and click 'Save changes'.

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What is the difference between the types of repeating data in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

Castor CDMS allows creating two different repeating data types: measurements and unscheduled events.   Within measurements, there is only the type 'repeated measures'. Unscheduled events can be of the type: 'adverse event', 'medication', 'unscheduled visit', 'event', and 'other'.   In this article the differences between the repeated measures and ot

112 Views 1 min

Castor EDC 2021.6 Release Certificate

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC 2021.6 release certificate. Release notes for 2021.6 can be found here. EDC_2021.6_Release_Certificate.pdf

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Multicenter - het toevoegen van een deelnemend centrum

Published March 5th, 2022 by Tonya Khodzhaeva

Bij multicenter studies kunnen de deelnemende centra geregistreerd worden. Dit kan alleen indien de studie is aangemerkt als "Multicenter, verrichtend centrum". Toevoegen deelnemend centrum: Ga naar het Studies menu; Open de studie; Ga naar het Deelnemende centra tabblad; Klik op de Toevoegen deelnemend centrum knop; Vul het formulier in; Klik op de

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Release Notes Castor SMS Jan 2022 - version 2022.1

Published March 5th, 2022 by Tonya Khodzhaeva

Release date: 12 January 2022 ENGLISH: System defect fixes: While it was possible to assign monitor delete rights, there was no action available in the monitor tab to remove a monitor. This has now been added, so users with monitor delete rights can delete a monitor. In some cases, when trying to delete a department from the institutes tab, the syst

90 Views 1 min

Castor SMS Release Certificate 2021.5

Published March 6th, 2022 by Tonya Khodzhaeva

The Castor SMS 2021.5 release certificate is available for download. Release notes for 2021.5 can be found here. SMS_Release_certificate_2021.5_signed.pdf

79 Views 1 min

Calculate the difference between two datetime fields: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Use the templates below to calculate the difference between two date time fields. Replace datetime1 and datetime2 with your own variable names. If you want to round your numbers, replace m3 with: m3.toFixed(X); with X being the number of decimals. See also: Rounding numbers. In minutes var m1 = moment('{datetime1}', 'DD-MM-YYYY HH:mm'); var m2 = mom

118 Views 1 min

Subtract a month from a date in EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

See here how you can add a month to a date: Add a month to a date.   Use this template to subtract a month from a date. Replace {date} with your own variable name.   var date = moment('{date}', 'DD-MM-YYYY'); var newDate = date.subtract(1, 'months'); newDate.format('DD-MM-YYYY'); Test this template in the calculation helper.   If you want to use dif

101 Views 1 min

Do you also provide a Clinical Trial Management System (CTMS) or Study Management System?

Published March 4th, 2022 by Tonya Khodzhaeva

Yes, we do. You can find out about Castor's Study Management System (SMS) on the Castor SMS website. Otherwise, contact us for more information.

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Using Automation Engine to show or hide a form based on a randomization value

Published March 3rd, 2022 by Tonya Khodzhaeva

In this tutorial you will learn how to hide or show a form based on the randomization of a participant using the Automation Engine. Before creating an automation which will trigger the action of hiding a form, make sure the Automation Engine is enabled and all the Randomization settings are correct. Parameters Event: The subject is randomized to gro

102 Views 1 min

Check if the inclusion criteria are met: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Using calculation fields, it is possible to check if a patient fulfills certain inclusion criteria. Below is an example that checks whether a patient has a certain disease (variable {pat_has_example}), has signed informed consent (variable {inc_consent}) and whether the age requirements are met ({pat_65}): if({pat_has_example} == 1 && {pat_6

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Castor vs. the Coronavirus & COVID-19

Published March 3rd, 2022 by Tonya Khodzhaeva

For existing & new customers: Castor will continue to deliver its services without interruption. Our teams have always been equipped to work from home, and can do so effectively. Phone lines have been routed to 2 applicable team members per phone line. Our availability during business hours will not be affected nor will the availability of our p

99 Views 1 min

Extract only date or time from date and time field in EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

If you want to extract a part of a date and time field (i.e. the date only, or the time only), you can use the following templates. Replace {your_datetime_variable} with your own variable name.   To extract a date from a date and time field:   var splitted_datetime = '{your_datetime_variable}'.split(';'); if(/^((0?[1-9]|[12][0-9]|3[01])[-](0?[1-9]|1

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Release notes Castor SMS augustus 2019 - versie 2019.15

Published March 5th, 2022 by Tonya Khodzhaeva

Woensdag 7 augustus 2019 Aanpassingen: Audit trail: De volgende gebeurtenissen zijn toegevoegd aan de audit trail: Export uitgedraaid Document bekeken De volgende nieuwe velden zijn toegevoegd: 'Instituut type' in het tabblad 'Contactgegevens' van een instituut; 'Studie fase hulpmiddel' in het tabblad 'METC' van een studie. Dit veld wordt alleen get

95 Views 1 min

Convert a date to CDISC format (dd/mmm/yyyy)

Published March 4th, 2022 by Tonya Khodzhaeva

Study admins can define a custom date format for each institute in the Settings tab. The calculation template below can be used to convert a date field entry into CDISC format (dd/mmm/yyyy). For example, if 30-01-2025 is entered into the date field, this calculation will convert the entry into the new format, as 30/JAN/2025. Replace your_date_variab

104 Views 1 min

Can i check the operational status of castor products: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

You can check the status of the Castor systems by navigating to  https://castorstatus.com /. Once you open the page you will be able to see if the systems are operating normally or there are, or were, any incidents. By clicking on ''SUBSCRIBE TO UPDATES'' you can also get notified whenever an incident is  created ,  updated  or  resolved  . Upon cli

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Validate capital letters in a text field

Published March 4th, 2022 by Tonya Khodzhaeva

It is possible to check if a text field contains only capital letters. This is done using regular expression (/^[A-Z]+$/). The following template will allow you to validate the capital letters: if ((/^[A-Z]+$/).test('{text_field}')) { "OK" } else { "Please use capital letters" } Check this template in the calculation helper.

83 Views 1 min

Add a month to a date in EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Use this template to add a month to a date, e.g. if the next visit has to be within a month after the first visit. Replace {date} with your own variable name.   var date = moment('{date}', 'DD-MM-YYYY'); var newDate = date.add(1, 'months'); newDate.format('DD-MM-YYYY'); Test this template in the calculation helper.   If you want to use different tim

92 Views 1 min

Can I display a URL in my calculation field in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

While it is possible to display text in a calculation field, it is not possible to show a clickable URL or hyperlink in a calculation. This is restricted because of security concerns.   Alternatively you can consider showing links in a Remark field, which is allowed, or using an Image field that contains instructions or generate a link using a Link

83 Views 1 min

Castor EDC 2020.1 release notes

Published March 4th, 2022 by Tonya Khodzhaeva

Release date: 12 Feb 2020 Main features & improvements Notifications The notifications functionality has been extended, it is now possible to set up report specific notifications instead of a notification that is triggered for all reports that are created. When selecting new report added to a record, choose from the dropdown menu which is the sp

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Release notes Castor SMS September 2020 - version 2020.18

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Dinsdag 8 september 2020 Aanpassingen: In het Gebruikersmenu zijn de filters aangepast: De filters hebben een nieuw uiterlijk gekregen en zijn te vinden middels de 'Filter' knop. De volgende filters zijn nieuw toegevoegd: Instituut Afdeling Functie Rol Bij monitorvisites kan meer informatie geregistreerd worden door twee nieuwe

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Working with encrypted data in EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Data entry Only users with both Edit and Encrypt rights can add and edit data in an encrypted field. These users will see a key icon next to the field (even if there is no data):   To view or enter data, the key icon needs to be clicked. This will either reveal the data that has been entered or allow for entering of data. If there are multiple encry

131 Views 1 min

Castor SMS 2022.x.x 21 CFR Part 11 Statement of Compliance

Published July 1st, 2022 by Tonya Khodzhaeva

Castor SMS 2022.x.x 21 CFR Part 11 Statement of Compliance is available for download below. CastorSMS_2022.x_21_CFR_Part_11_Assessment_of_Compliance.pdf

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Het toevoegen van inclusies, voortgangsrapportages en eindrapportages

Published March 5th, 2022 by Tonya Khodzhaeva

Het bijhouden van inclusies, voorgangs- en eindrapportages worden toegevoegd in het tabblad "Studie voortgang". Dit tabblad wordt pas zichtbaar zodra de studie het indieningsproces heeft doorlopen en goedkeuring heeft gekregen. Toevoegen inclusie aantal: Klik op de knop "Toevoegen inclusie aantal": Vul de velden in en klik op "Opslaan": Instellingen

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Can I use calculations in repeating data in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

Yes, calculations can be used in your repeating data forms. This is done in a similar way to the calculations used in study forms.    If you don't want the study team members to see the output of the calculation field, you can set the calculations to be hidden. The output of the hidden calculations will be included in the export of your repeating da

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Release notes Castor SMS May 2020 - version 2020.9

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Woensdag 6 mei 2020 Aanpassingen: Goedkeuringsaanvragen: Alle goedkeuringsaanvraag statussen zijn nu gelinkt aan interne SMS statussen. Dit maakt het mogelijk om voor elke SMS omgeving andere statussen in te stellen voor de goedkeuringsaanvragen, terwijl de gerelateerde automatische notificaties en dashboard blijven werken. Dit

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Do you provide technical support? EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

We offer support free of charge for everyone. You can choose from three service levels to support your projects if you would like to have personalized advice. Please contact us for more information.

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Manage and sign an approval request

Published March 5th, 2022 by Tonya Khodzhaeva

Manage an approval request Go to the 'Studies' tab. Open a study. Go to the 'Approval requests' tab. Open the approval request. Fill in the form. Click on 'Save' to store the response. When setting an approval request to 'Approved', a button appears that allows approvers to save and sign the approval request request immediately. Clicking the 'Save'

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Ready-to-print user guides based on role 2021.5

Published July 1st, 2022 by Tonya Khodzhaeva

The following PDF files include instructions for the usage of Castor EDC according to the three default user roles. You can download or print these files for your own documentation: Study admin instructions This PDF file contains manual instructions for study admins. It contains instructions for creating and testing a study, and information about ad

83 Views 1 min

Forcing Castor to calculate with empty fields

Published March 4th, 2022 by Tonya Khodzhaeva

This tutorial covers the functions you can use to calculate with multiple fields, even if one or more of the values are not set.  The tag '##allowempty##' tells Castor to allow for empty fields to be used in a calculation. '##allowempty##'; Empty fields normally are stored as 'NA' (which means Not Available). The tag '##setemptytozero##' sets these

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Tips for Data Managers

Published March 4th, 2022 by Tonya Khodzhaeva

It is our suggestion, that you think about your data management plan before you begin collecting data. The articles listed below contain suggestions and ideas for managing your data throughout your study. Links to instructions are provided for additional components you may wish to add to your study: Performing UAT Subject enrollment status Complianc

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The general 'Documents' overview in SMS

Published March 5th, 2022 by Tonya Khodzhaeva

The 'Documents' overview The Documents overview provides a list of all documents you have access to. This overview is across all your studies. Display Searching: You can search on file and on content. Hit the 'Enter' key or the 'Search' button to preform the search. Filtering: Use the 'Filter' button to open the filter bar and hit 'Apply' to activat

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Can I hide a field that was previously used, without deleting already collected data?

Published March 3rd, 2022 by Tonya Khodzhaeva

Hiding a field which already contains data can be done by using dependencies.  Before you start: Make sure that the study setting "clear inapplicable field child" is set as "no" in order to prevent data loss. This can be done in Settings > Study > Other > "clear inapplicable child fields". Please note that this setting is only applicable to

87 Views 1 min

Release notes Castor SMS mei 2018 - versie 2018.7

Published March 6th, 2022 by Tonya Khodzhaeva

Donderdag 17 mei 2018 Nieuwe functionaliteiten: De taken functionaliteit is vernieuwd. Vanaf nu kunnen gebruikers met een Admin rol middels Instellingen > Notificaties niet alleen automatische e-mails instellen, maar ook automatische taken. Taken kunnen ook handmatig aangemaakt worden. In het volgende manual item wordt uitgelegd hoe de taken func

82 Views 1 min

Can I add an image in the survey introduction or invitation email?

Published March 3rd, 2022 by Tonya Khodzhaeva

Yes you can. In the survey or survey package introduction or in the invitation email, use this syntax:  ![alt text](/path/to/img)  You need to replace /path/to/img with the actual url of the image. Example: ![alt text](https://i.ytimg.com/vi/opKg3fyqWt4/hqdefault.jpg) This does mean that the image has to be extracted from an online location and you

89 Views 1 min

How can I search for fields in the Study forms builder in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

In the 'Study forms' tab, it is possible to search for fields using function labelled 'Field finder'. You can use this search tool to find fields based on the field label or variable name. This function will search within all study, repeating data and survey fields for the entered word.   In the provided example, the search term 'date' shows all ins

83 Views 1 min

Release notes Castor SMS september 2019 - versie 2019.18

Published March 5th, 2022 by Tonya Khodzhaeva

Dinsdag 17 september 2019 Aanpassingen: Documenten: Het definitief verwijderen van studiedocumenten kon eerst alleen één voor één. Nu is hier een bulk actie voor toegevoegd waardoor meerdere studiedocumenten in één keer definitief verwijderd kunnen worden. Als voorbereiding op de integratie met Castor EDC wordt het 'Studie voortgang' tabblad nu ook

73 Views 1 min

I cannot delete my report structure in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

To remove a repeating data structure from the study, all repeating data instances must be deleted first.    Attempting to delete a repeating data structure with existing instances will result in a warning message: “You cannot delete this repeating data yet. There are X repeating data instance(s) created for this repeating data. You must first delete

85 Views 1 min

Our studies are often multi-national. Does the system provide translation to a different language?

Published March 4th, 2022 by Tonya Khodzhaeva

Castor's user interface is only available in English. However, you can build your study forms and surveys in any language. Additionally, the survey data entry interface, messages and navigation can be easily switched between English, Dutch, French, Spanish, Portuguese, Italian, and Russian. The survey translations apply to buttons and messages. Crea

80 Views 1 min

Does Castor EDC support two-factor authentication?

Published March 4th, 2022 by Tonya Khodzhaeva

Yes, it is possible to enable two-factor authentication (2FA) via any Authentication app that supports TOTP, e.g. Google Authenticator, Authy, etc.). Please note that two factor authentication is activated per account (user). Two-factor authentication is account-based or study based. Some studies require two factor authentication from users. The pro

116 Views 1 min

Is it possible to arrange a workshop or demonstration of the system? EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

You can register a Castor account to start exploring the system right away, there is an online workshop you can follow at your own pace. You can also request a personal Castor demonstration - just complete the request form and a member of the team will contact you to arrange a demo. We also offer onsite workshops and training sessions for a small fe

78 Views 1 min

Can I send an email to the users in my study?

Published March 3rd, 2022 by Tonya Khodzhaeva

You can send email notifications to one or more users in your study by selecting the users in the Users tab and clicking the "Notify selected users" in the Users overview. This will open your configured email browser so you can write your email and send it directly.

93 Views 1 min

Beheren goedkeuringsstatus van documenten en amendementen

Published March 5th, 2022 by Tonya Khodzhaeva

Als admin kun je de goedkeuringsstatus van studiedocumenten en studieamendementen beheren. Overige gebruikers hebben hier geen rechten voor. Goedkeuringsstatus van een document Het "Documenten" tabblad biedt een overzicht van alle toegevoegde studiedocumenten. Als een nieuw studiedocument wordt toegevoegd dan blijft de status leeg. Een Admin kan de

87 Views 1 min

I am writing a grant proposal and want to include you as a partner, do you do this?

Published March 4th, 2022 by Tonya Khodzhaeva

Yes we do. We have plenty of experience collaborating with clients for subsidies such as Horizon 2020, NHS, ZonMW, NIH and more. Contact us for more information.

70 Views 1 min

Can I retrieve uploaded files through the API in EDC/CDMS?

Published March 4th, 2022 by Tonya Khodzhaeva

At the moment it is not possible to download uploaded files via API. There is an option to download all uploaded files via the regular export:     Learn how to export the data in the article: How to export data

82 Views 1 min

Can I gather data for multiple research centers?

Published March 3rd, 2022 by Tonya Khodzhaeva

Castor supports multiple center studies in which several sites can contribute to a study. For guidance on adding sites to a study, see the manual article: Settings.

93 Views 1 min

Data storage location

Published March 5th, 2022 by Tonya Khodzhaeva

Castor has multiple servers in different regions. The data in Castor SMS is by default stored on the server for the regio European Union, which is located in The Netherlands.

94 Views 1 min

What are user roles?

Published March 3rd, 2022 by Tonya Khodzhaeva

Roles are in essence a set of rights that can be defined per user per institute. Roles in Castor have a two-fold purpose: You can easily assign the appropriate rights for a certain user. For example, instead of selecting each right for a user that needs all rights for an institute, you can assign them the role 'Admin' - this will select all rights i

84 Views 1 min

Will changing the name of a phase affect the automations?

Published March 4th, 2022 by Tonya Khodzhaeva

No, it will not. Automations are linked to phase/step and field IDs. The automations will continue working, even after changing the name of the step or phase, as well as any field labels.

72 Views 1 min

When is my study free of charge?

Published March 4th, 2022 by Tonya Khodzhaeva

Free Castor studies are aimed at researchers searching for an alternative to managing data in Excel spreadsheets. A study is free of charge if it is conducted within one research institute for a maximum of 12 months and has up to 125 inclusions. For commercial users or those with studies that don't meet the stated criteria, you can generate an estim

102 Views 1 min

Can I enter a time using the exact minutes instead of quarter hour intervals?

Published March 3rd, 2022 by Tonya Khodzhaeva

Yes - Castor gives the option to choose the time from a dropdown menu showed in quarter intervals. It is possible to use an exact timestamp by manually entering the time in the field. The time must be entered in the format HH:MM e.g 09:47.

85 Views 1 min

Can I increase the size of questions in a survey?

Published March 3rd, 2022 by Tonya Khodzhaeva

Currently all the surveys have a standard font size. Increasing survey fields text size for certain types of fields can be done in certain situations upon a request at an additional cost. Please contact support@castoredc.com for more information by providing the study and survey name.

94 Views 1 min

Does randomization of test records affect the randomization in my study?

Published March 4th, 2022 by Tonya Khodzhaeva

It is possible to randomize your test record(s) to check if the randomization settings you have chosen are working correctly without concern over influencing the data you will collect later.  As long as your study has not previously been set to "live" or is not currently live, you will be given the option to reset the randomization in your study bef

84 Views 1 min

Castor EDC 2019.2 release certificate

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC 2019.2 release and randomization certificate. Release notes for 2019.2 can be found here. Randomization_certificate_2019.2.pdf Release_certificate_2019.2.pdf

84 Views 1 min

Is there a demo version of Castor available?

Published March 4th, 2022 by Tonya Khodzhaeva

Instead of providing a demo version of Castor, we want everyone to be able to directly experience the system and available features. This means that you can register an account with Castor and create a test study for free - once your study goes live, you will be invoiced for any applicable costs based upon your study design. For small studies, Casto

87 Views 1 min

Can I use Castor's R package with every available R version?

Published March 4th, 2022 by Tonya Khodzhaeva

Yes, but we always recommend to keep your system up to date, including your (other) R packages that Castor's R package uses. Keeping out-of-date packages may result in errors and issues as described in the  API R Package troubleshooting page. 

70 Views 1 min

Can I upload external randomization data?

Published March 4th, 2022 by Tonya Khodzhaeva

If you are using a randomization algorithm outside of Castor, you can import the randomization data into Castor as well.  Follow the steps outlined below: Create a new field or fields which will contain the randomization allocation or other randomization data in your study forms - this can be for example a numerical field (for the randomization numb

106 Views 1 min

Where can I review the audit trail?

Published March 3rd, 2022 by Tonya Khodzhaeva

In Castor, almost all actions performed by users are tracked.  It is possible to review what each user did in any field. In the participant data entry view, clicking the cogwheel next to the field and selecting 'History' opens a window displaying all data entry for that field, including the name of the user who performed the action, when the action

86 Views 1 min

eConsent 2022.x 21 CFR Part 11 Statement of Compliance

Published July 1st, 2022 by Tonya Khodzhaeva

eConsent 2022.x 21 CFR Part 11 Statement of Compliance is available for download below. eConsent_2022.x_21_CFR_Part_11_Assessment_of_Compliance.pdf

86 Views 1 min

Castor EDC 2021.4 Release Certificate

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC 2021.4 release certificate. Release notes for 2021.4 can be found here. EDC_2021.4_Release_Certificate.pdf

72 Views 1 min

Castor SMS Release Certificate 2021.8

Published March 6th, 2022 by Tonya Khodzhaeva

Castor SMS 2021.8 release certificate. Release notes for 2021.8 can be found here. SMS_Release_certificate_2021.8_Signed.pdf

81 Views 1 min

Can I use calculations in surveys?

Published March 3rd, 2022 by Tonya Khodzhaeva

Yes, calculations can be used in your surveys. This is done in a similar way to the calculations used in study forms. The survey calculations can only refer to variables within the same survey, and therefore survey calculations cannot reference study or report variables.  You can also use the record metadata, such as the record ID and the institute

107 Views 1 min

Castor EDC 2022.1 Release Notes

Published June 29th, 2022 by Tonya Khodzhaeva

Release date: 22 March 2022 Added features and/or  functionalities Records The Record Status has been added to existing Audit trail events related to records. This is logged & stored statically, to ensure an accurate view of all the relevant details of a specific record. We've also included the status to existing endpoints, so that users can dir

114 Views 5 min

Can I create automations based on randomization allocation?

Published March 4th, 2022 by Tonya Khodzhaeva

It is possible to build automations that take into account the group that the subject is randomized to. For example, you can hide a phase for subjects who are randomized to group A.  Add the field type 'Randomization' in your study. Give the field a variable name, e.g. 'randomization'. This will show the randomization allocation (e.g. 'group A'), bu

98 Views 1 min

Castor EDC 2020.2 release certificate

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC 2020.2 release and randomization certificate. Release notes for 2020.2 can be found here. Castor_EDC_2020.2_release_notes.pdf Release_certificate_2020.2.pdf Randomization_certificate_2020.2.pdf

87 Views 1 min

Release notes Castor SMS februari 2019 - versie 2019.3

Published March 6th, 2022 by Tonya Khodzhaeva

Dinsdag 5 februari 2019, versie 2019.3 Aanpassingen: Templates voor brieven: Vanaf nu kunnen algemene templates voor brieven met Castor variabelen toegevoegd worden aan het systeem. Bij het downloaden van het template vanuit een studie worden de waardes van de variabelen automatisch geïmporteerd. Lees hier hoe een brief template toegevoegd wordt aan

77 Views 1 min

Castor eConsent Release Notes 2021.3

Published March 5th, 2022 by Tonya Khodzhaeva

Released: 25 August 2021 Added features/functionalities In-person signing eConsent now supports hybrid consenting procedures. Besides the support of remote consent via embedded video calling, consenting can also take place via the in-person signing process. When the subject signs in-person they are not required to create an eConsent account. Study s

100 Views 4 min

Ready-to-print user guides based on role 2020.1

Published March 4th, 2022 by Tonya Khodzhaeva

The following PDF files include instructions for the usage of Castor EDC according to the three default user roles. You can download or print these files for your own documentation: Study admin instructions This PDF file contains manual instructions for study admins. It contains instructions for creating and testing a study, and information about ad

87 Views 1 min

Release Notes Castor SMS Mar 2022 - version 2022.3

Published March 5th, 2022 by Tonya Khodzhaeva

Planned release date: 8 March 2022 ENGLISH: System defect fixes: Castor SMS can send out a notification when the end date of a monitor is approaching. However, it was being sent 2 weeks after the end date instead of 2 weeks before. This has been corrected. Within a study, the study team overview is now showing the role of the users again. If an auto

92 Views 2 min

Castor EDC 2022.1 Release Certificate

Published June 29th, 2022 by Tonya Khodzhaeva

Castor EDC 2022.1 release certificate. 2022.1_Release_Certificate.pdf

82 Views 1 min

Castor EDC 2021.2 release certificate

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC 2021.2 release and randomization certificate. Release notes for 2021.2 can be found here. EDC_2021.2_Release_Certificate.pdf

81 Views 1 min

Castor EDC 2019.3 release certificate

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC 2019.3 release and randomization certificate. Release notes for 2019.3 can be found here. Randomization_certificate_2019.3.pdf Release_Certificate_2019.3.pdf

82 Views 1 min

Release notes Castor SMS November 2020 - version 2020.19

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Donderdag 5 november 2020 Aanpassingen: Een deel van de eTMF / eISF functionaliteiten zijn nu voor alle SMS klanten ter beschikking gekomen. Documenten menu: Dit menu laat alle documenten waar jij rechten toe hebt. Middels het zoekveld kun je op inhoud zoeken. TMF tabblad binnen een studie: Laat de studiedocumenten automatisch

84 Views 1 min

Release notes Castor SMS augustus 2018 - versie 2018.14

Published March 6th, 2022 by Tonya Khodzhaeva

Woensdag 22 augustus 2018 Aanpassingen: Restrictie voor nieuwe gebruikers van buiten het ziekenhuis: Iedereen met een Castor account kan inloggen in Castor SMS en een nieuwe studie aanmaken. Hier zijn nu restricties voor ingesteld. Vanaf nu kunnen alleen nieuwe gebruikers van het ziekenhuis direct studies aanmaken. De nieuwe gebruikers van buiten he

75 Views 1 min

Release notes Castor SMS juni 2019 - versie 2019.12

Published March 5th, 2022 by Tonya Khodzhaeva

Dinsdag 18 juni 2019 Aanpassingen: Site management: Het is vanaf nu mogelijk om de deelnemende centra die aan een studie toegevoegd kunnen worden te beheren vanuit het Instituten menu. Het is vanuit het Instituten menu inzichtelijk welke studies er binnen welk instituut/deelnemend centrum lopen. Doordat de opties vanuit het Deelnemende centra tabbla

72 Views 1 min

Adding and Editing a Consent Form

Published March 4th, 2022 by Tonya Khodzhaeva

  This article explains how to add new consent forms, edit or delete existing ones.   Adding a new consent form   1. Click on the ‘Add consent form’ button.     2. In the ‘Create New Consent Form’ window, specify the details of the consent form.     3. Click on the ‘Create New Form’ to create a form. Once the form is created, the status of the form

142 Views 3 min

Castor Connect 2021.1 release certificate

Published March 5th, 2022 by Tonya Khodzhaeva

Castor Connect 2021.1.0 release certificate is available for download below. Castor_Connect_2021.1_Release_Certificate.pdf

78 Views 1 min

Do you comply with (clinical) regulations so I can run my CTIMPs (Clinical Trials of Investigational Medicinal Products) in Castor?

Published March 4th, 2022 by Tonya Khodzhaeva

There are many CTIMPS trials running in Castor EDC/CDMS. Castor EDC/CDMS complies with all applicable medical data privacy laws and regulations: Good Clinical Practice (GCP), 21 CFR Part 11, EU Annex 11, and the European Data Protection Directive. Using Castor EDC/CDMS, researchers can comply with all GCP guidelines applicable to them in their role

93 Views 1 min

Data in a grid field has disappeared. How can I fix it?: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

What happened? You have previously entered data in a grid field and now you can no longer see it. Adding new data also doesn't save.  What is the reason? If you are experiencing problems with saving data in grid fields, the most likely reason is that you have changed the grid field configuration after data was entered. For example, you might have ad

98 Views 1 min

Where can I find IDs for the study/field/repeating data instance/... for the API in EDC/CDMS?

Published March 4th, 2022 by Tonya Khodzhaeva

All IDs that you need to use for the API (except for the participant ID) are uppercase GUIDs in the format 8-4-4-4-12 characters, which generally look like:   93852ECC-18F1-4829-A453-87B924B08D84   The study ID can be found in the study settings in Castor CDMS or with the endpoint /study Participant IDs are the same as they are listed in the Partici

78 Views 1 min

Castor Connect 2022.2 release notes

Published August 16th, 2022 by Tonya Khodzhaeva

Planned release date: 18 August 2022   Repeatable Surveys Survey packages can now be configured as ‘Repeatable’ within the survey package configuration UI. Applying this to a survey package will make, after being completed once, available for re-completion in a new ‘as needed’ activities list in the Castor Connect app.   Re-submitting a survey packa

1 min

Castor EDC 2021.1 release certificate

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC 2021.1 release and randomization certificate. Release notes for 2021.1 can be found here. Release_certificate_2021.1.pdf Randomization_certificate_2021.1.pdf

90 Views 1 min

Notifications for study events in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Castor CDMS can send you updates via email (notifications) of several predefined events as soon as they happen in the system. This article explains how to set up such notifications about certain events in your study.   Setting up Notification To set up notifications, first go to the study 'Settings' tab, then choose the 'Notifications' sub-tab. Here

211 Views 1 min

Create a general survey link to share with multiple participants

Published March 3rd, 2022 by Tonya Khodzhaeva

It is possible to create one general survey link using the Open Survey feature (currently available upon customer request). To enable it, please contact us via support@castoredc.com and provide the study name for which this feature should be enabled. Once it is activated, you can start generating links for your study and share it with multiple parti

187 Views 1 min

Can I upload a study logo in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

A study logo is an image to visually communicate and represent your study. Study logos can be uploaded in the 'Settings' tab → the 'General' section. Select your image with the "Browse..." button, then click "Save Image". We recommend a logo size of 193 x 75 pixels. Only files with a jpeg, jpg, png, gif extension are allowed. Once uploaded, a study

98 Views 1 min

Can I change the values for missing data?

Published March 3rd, 2022 by Tonya Khodzhaeva

To define data as missing, use the cogwheel to select the option 'user missing' and from the provided list, indicate the reason why the data is missing.  Here are the default values / reasons you can choose from: Measurement failed (-95) Not applicable (-96) Not asked (-97) Asked but unknown (-98) Not done (-99) The accompanying numbers (shown in br

117 Views 1 min

Castor Connect 2021.x 21 CFR Part 11 Statement of Compliance

Published July 1st, 2022 by Tonya Khodzhaeva

Castor Connect 2021.x.x 21 CFR Part 11 Statement of Compliance is available for download below. CastorConnect_2021.x_21_CFR_Part_11_Assessment_of_Compliance.pdf

85 Views 1 min

Release Notes Castor SMS Apr 2022 - version 2022.4

Published June 30th, 2022 by Tonya Khodzhaeva

Release date: 5 Apr 2022 ENGLISH: System defect fixes: After adding the option to create automatic approval requests, the former custom generated approval requests had to be removed. This has now been corrected. When creating a task, you can decide whether an email has to be sent after the completion of a task. This was only working for tasks that w

84 Views 2 min

Why does my password not work on a different server?

Published March 4th, 2022 by Tonya Khodzhaeva

Castor has separate databases for user accounts for each region. We have two regions: Americas (US) region for our US server, which is accessible at us.castoredc.com European (EU) region for our EU and UK servers, which are accessible at data.castoredc.com and uk.castoredc.com Australian (AU) region for AU servers is accessible at au.castoredc.com T

86 Views 1 min

Execute the calculation if not all variables have been filled in

Published March 4th, 2022 by Tonya Khodzhaeva

One of the messages that we might frequently see in our calculations is "Not all values for this calculation are available (yet)" (see Calculation errors ). The message indicates that not all fields that are used in the calculation contain values. It can be inconvenient to see it on screen, especially in surveys. In this article we explain how you c

105 Views 1 min

Calculating with grids: numbers: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

The instructions described in the article Calculate with grid fields renders the objects in string (plain text). If you want to do mathematical operations with numbers, you will need to convert that text into numbers. For that you would use the parseInt() function. For example, we want to get the sum of the values in the first row of the grid shown

146 Views 1 min

After copying a step all dependencies disappeared: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

It is possible to copy the field dependencies when copying a step. In order to do so you will need to choose to have the dependencies in the copied step reference to the original fields or the new copied fields.  If the dependencies cannot be viewed in the copied step, the 'Copy dependencies?' option may have been set to 'No'. We recommend copying t

86 Views 1 min

Is it possible to upload files with the API in EDC/CDMS?

Published March 4th, 2022 by Tonya Khodzhaeva

It is possible to upload files into an “Upload file” field, e.g. with the endpoint:   /study/{study_id}/record/{record_id}/study-data-point/{field_id} The file needs to be in the parameter "upload_file", while the "field_value" is to remain empty. The upload limit is 2 MB.

79 Views 1 min

My study has more inclusions/lasts longer then expected. Now what?

Published March 4th, 2022 by Tonya Khodzhaeva

If your study takes longer than originally indicated, the payment plan can be amended. You will only have to pay the difference between the original invoice and the updated invoice, plus an administration fee. This is economically more beneficial than starting a new study.

72 Views 1 min

Beheren van instituten, afdelingen en apparatuur

Published March 5th, 2022 by Tonya Khodzhaeva

Let op: dit onderdeel van de handleiding is alleen van toepassing voor gebruikers met de 'admin' rol. Toevoegen en beheren van instituten/sites: In het Instituten menu worden de instituten/sites beheert. Deze instituten kunnen vervolgens gekozen worden in het profiel van een gebruiker en toegevoegd worden aan een studie in het Deelnemende centra tab

107 Views 1 min

The 'Remark' field EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

The remark field is not a real field where a user can enter data, but rather a line of text that can be added to your forms to provide a user with more information and structure the form. Add the text you want to display in the 'label' section of the field.  To add a remark field, select 'Remark' in the field type panel: In the resulting dialog wind

139 Views 1 min

Calculate the eGFR with the MDRD formula

Published March 4th, 2022 by Tonya Khodzhaeva

With this formula you can calculate the glomerular filtration rate (GFR) using the MDRD study equation: var Age = getDateDiff('{DOV}','{DOB}','y'); var eGFR= 186 * Math.pow(({Creat}/88.4),-1.154) * Math.pow(Age,-0.203); if({Sex} == 0) { eGFR = eGFR * 0.742; } eGFR; In this formula the following variables are used: DOV = date of visit DOB = date of b

100 Views 1 min

Castor Connect 2022.x 21 CFR Part 11 Statement of Compliance

Published July 1st, 2022 by Tonya Khodzhaeva

Castor Connect 2022.x.x 21 CFR Part 11 Statement of Compliance is available for download below. CastorConnect_2022.x_21_CFR_Part_11_Assessment_of_Compliance.pdf

84 Views 1 min

How can I request a study back up recovery: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Upon inquiry and in emergency situations, we can restore a back-up of a study. Doing this may lead to additional fees in certain cases. To request a back-up recovery, please contact  support@castoredc.com  and include the following details: Reason the back-up should be made The title of the study The closest date and time point that the recovery sho

81 Views 1 min

Calculate the average

Published March 4th, 2022 by Tonya Khodzhaeva

The average of a set of numeric field values is calculated by adding up all values and dividing the result by the number of values we have: average = (value 1 + value 2 + value n) / n See also how you can calculate the median. As simple as this seems, it can be a bit more difficult to calculate it when we do not know how many values we will have in

103 Views 1 min

Should I use a Grid or a Repeated measure in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

Grid fields: The Grid fields are used to group closely related data and display it as a table in an eCRF. A grid can contain as many rows and columns as you like. The fields can be set as text, number, dropdown or date fields. Here is an example of a grid field as seen in the study forms: It is not possible to add a validation to each field, to make

104 Views 1 min

Export data into SPSS

Published March 3rd, 2022 by Tonya Khodzhaeva

To export your Castor data into SPSS you will need to follow a few steps, explained in the video below. Watch the video on Castor Academy: Exporting data into SPSS format | Castor Academy A short summary of the steps: Create an export file.  When you want to copy this file to SPSS, choose the option: SPSS Export file.  Click "export". The export fil

191 Views 3 min

Release notes Castor SMS november 2019 - versie 2019.23

Published March 5th, 2022 by Tonya Khodzhaeva

Dinsdag 26 november 2019 In deze release zijn alleen technische verbeteringen verwerkt die niet direct zichtbaar zijn voor gebruikers. Tuesday 26th of November, 2019 Only technical improvements are implemented in this version, there are no functional changes for users.

72 Views 1 min

Copy Forms in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

You can copy forms in the study structure, the repeating data structure and the survey structure. To copy a form, click the cogwheel to the right of the form you wish to copy and click 'Copy form'.  Enter copied form details Copy to: Choose to which structure type you want to copy the form (Study, Repeating Data, Surveys) Location: Choose to which l

175 Views 1 min

Release notes Castor SMS september 2018 - versie 2018.15

Published March 6th, 2022 by Tonya Khodzhaeva

Woensdag 5 september Technische aanpassingen: De individuele Castor SMS omgevingen zijn nu technisch gezien samengevoegd op één omgeving. Hierdoor kunnen wij makkelijker en sneller systeemupdates doorvoeren en de manier van programmeren is efficiënter. Een aantal veiligheidsverbeteringen zijn doorgevoerd. De labels van de velden zijn snel aan de te

69 Views 1 min

How can I print a survey?

Published March 3rd, 2022 by Tonya Khodzhaeva

Surveys can be printed or exported as pdf before data has been entered (so that the survey can be filled on paper), as well as after it's been completed (for filing).  To print a survey, locate it in the Surveys tab (either within a record or from the general Surveys tab). Click on the cogwheel icon next to the survey and select the option "Print su

91 Views 1 min

Calculate time difference in hh:mm:ss (using text fields): EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Time  fields  in Castor only capture hours and minutes. If you would like to capture time in the format hh:mm:ss, you will need to use text fields. However, you can calculate with those as well. To calculate the difference in time between two text fields that use hh:mm:ss, you can use the following template. The output will give the time difference

102 Views 1 min

Can I display study data in my survey or report and vice versa?

Published March 3rd, 2022 by Tonya Khodzhaeva

When working with calculations to “pull” or share data between forms and reports you will need to think about where data is coming from and where you want to send it to. In general: Study variables can only be referenced within the study or report forms Report variables can only be referenced within the same report Survey variables can be referenced

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Can I send a second survey only to participants who completed the first?

Published March 3rd, 2022 by Tonya Khodzhaeva

At the moment, it is not possible to automatically send a second survey after a first one is completed. However, our automation engine provides a workaround to help you perform this action. The following steps will be required to do so: Create a checkbox field that allows you to manually set the status of the first survey for each record. You can ch

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Is there a way to unsubscribe from survey emails?

Published March 3rd, 2022 by Tonya Khodzhaeva

If respondents do not want to participate in your study anymore, they should inform a member of the study team. That member (or another study user with sufficient permissions) can archive the planned survey invitations for that study. By archiving the survey invitations, the surveys will not be sent. Read more about archiving survey invitations and 

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Add participating sites / centers to a multicenter study in SMS

Published March 5th, 2022 by Tonya Khodzhaeva

It is only possible to add participating centers to a study when ‘Multicenter, initiating center’ is selected in the ‘Multicenter study’ dropdown menu found in the study’s ‘Main’ tab. Add a new center / site to a study Go to the 'Studies' tab. Open the study. Navigate to the 'Participating centers' tab. Click on 'Add participating center'. Fill in t

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Release notes Castor SMS mei 2019 - versie 2019.10

Published March 5th, 2022 by Tonya Khodzhaeva

Dinsdag 21 mei 2019 Aanpassingen: Multicenter: In het Deelnemende centra tabblad zijn de volgende velden toegevoegd: Startdatum Einddatum Beoogd inclusie aantal Huidig inclusie aantal Taken: De opmaakt van het Taken menu en het Taken tabblad is veranderd en is uitgebreid met de volgende informatie: Wanneer de taak is aangemaakt ("Aangemaakt op") Wie

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Castor SMS Release Certificate 2021.7

Published March 6th, 2022 by Tonya Khodzhaeva

The Castor SMS 2021.7 release certificate is available for download below. Release notes for 2021.7 can be found here.

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Define custom date format per site in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Flexible date formats gives users the possibility to define, per each available study site, the preferred date format to be used and displayed within data entry.   To define custom date format, follow the steps below:   1. Navigate to the Settings → Study tab 2. Click on the ‘Manage sites’ button. In the ‘Manage sites’ modal, you can view and choose

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Release notes Castor SMS april 2018 - versie 2018.6

Published March 6th, 2022 by Tonya Khodzhaeva

Dinsdag 3 april 2018 Aanpassingen: Aanpassingen in de audit trail: De audit trail wordt nu aan alle gebruikers getoond, niet meer alleen aan gebruikers met de Admin rol. Gebruikers zien alleen de audit trail die voor hen van toepassing is: aanpassingen in het eigen gebruikersprofiel en aanpassingen in de studies waar zij inzage rechten voor hebben.

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Release notes Castor SMS Nov 2021 - version 2021.7

Published March 5th, 2022 by Tonya Khodzhaeva

Release date: 2 November 2021 ENGLISH: Updates: When receiving a notification about a newly added task that was assigned to you, you will now see who created that task. New features: In some situations, it can be desirable that a user does not have access to all the documents in a study. We have now made it possible to restrict document access for c

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Release notes Castor SMS juli 2018 - versie 2018.12

Published March 6th, 2022 by Tonya Khodzhaeva

Dinsdag 24 juli 2018 Aanpassingen: Controle en indienen tabblad: Vanaf nu kunnen alleen Admins een studie indienen bij/doorzetten naar de Raad van Bestuur. Voorheen konden ook leden van het studieteam dit doen. Het tabblad is volledig naar boven verplaatst waardoor het voor gebruikers duidelijker wordt dat dit tabblad gebruikt kan worden voor het in

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Do you support CDISC ODM format for importing data?

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC supports CDISC ODM-XML for the study structure and data export. The base version of standard is ODM-XML version 1.3.2. This feature is currently available upon customer request without any additional fee. To enable it please contact Castor support at support@castoredc.com and provide the study id where you would like to have this function

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Release notes Castor SMS April 2020 - version 2020.7

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Dinsdag 5 april 2020 Aanpassingen: Een snelheidsverbetering is doorgevoerd waardoor het laden van de studies veel sneller gaat. Bij de studiestatus "On hold" kan een reden hiervoor aangegeven worden. (Op deze manier is het mogelijk om bijvoorbeeld een onderscheid te maken tussen de studies die on hold zijn gegaan wegens het cor

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Release notes Castor SMS juni 2018 - versie 2018.10

Published March 6th, 2022 by Tonya Khodzhaeva

Dinsdag 26 juni 2018 Aanpassingen: Het Taken menu en Taken tabblad binnen een studie: Alle gebruikers zijn nu bevoegd om taken die zij zelf hebben aangemaakt te bewerken en verwijderen. Dit was voorheen alleen voorbehouden aan gebruikers met een Admin rol. De kolommen en filters "Toegewezen aan gebruiker" en "Toegewezen aan rol" zijn toegevoegd. Er

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Release notes Castor SMS mei 2019 - versie 2019.9

Published March 5th, 2022 by Tonya Khodzhaeva

Dinsdag 7 mei 2019 Aanpassingen: Bulk acties voor documenten: Het is vanaf nu mogelijk om in het Documenten tabblad bulk acties door te voeren middels de 'Bulk acties' knop. Op deze manier kan bijvoorbeeld de status van meerdere documenten in één keer aangepast worden. De volledige naam van kolomtitels worden nu zichtbaar wanneer je hier met de muis

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Release notes Castor SMS juli 2019 - versie 2019.13

Published March 5th, 2022 by Tonya Khodzhaeva

Aanpassingen : De Afdelingen zijn nu verplaatst in het Instituten menu. In het Studieteam tabblad is de rol "Apotheker" toegevoegd. In het Goedkeuringsaanvragen tabblad is een datumveld toegevoegd om te registreren wanneer een goedkeuringsaanvraag is afgekeurd. Dit is nodig om te kunnen berekenen hoelang goedkeuringsaanvragen open staan.

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Release notes Castor SMS June 2020 - version 2020.12

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Dinsdag 16 juni 2020 Aanpassingen: De grafiek "Totaal open aanvragen per type" in het Dashboard is aangepast. Deze grafiek laat nu het aantal goedkeuringsaanvragen zien die in de geselecteerde tijdsperiode in een status staan of hebben gestaan die gelinkt zijn aan SMS status ‘Open’. Taken: Bij het toevoegen van een gebruiker aa

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What is large file upload, and how do I add this feature to my study?

Published March 4th, 2022 by Tonya Khodzhaeva

Large File Upload increases the size of files that can be uploaded to Castor via the 'Upload File' field - from 5MB to 2GB per file. Currently, this premium feature can only be added to a study upon request - please contact the Castor team to find out more.

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Release notes Castor SMS juli 2018 - versie 2018.11

Published March 6th, 2022 by Tonya Khodzhaeva

Woensdag 11 juli 2018 Aanpassingen: Nieuwe gebruikers die zichzelf registreren dienen het nieuw aangemaakte Castor account te activeren middels een actievatelink die per e-mail wordt verstuurd. Gebruikers met een onvoltooide registratie kunnen niet inloggen. Zodra gebruiker met een onvoltooide registratie probeert in te loggen wordt vanaf nu de regi

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Release notes Castor SMS April 2021 - version 2021.3

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Donderdag 22 april 2021 Bug fixes: Document type ID 80 had een verkeerd label, deze is aangepast. Technisch onderhoud: Er is wat technisch onderhoud verricht aan de Monitor, Amendementen & TMF tabbladen Thursday April 22nd, 2021 Bugfixes: Document type ID 80 had a wrong label, this has been corrected. Technical maintenance:

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Castor EDC 2022.2 Release Certificate

Published June 29th, 2022 by Tonya Khodzhaeva

Castor EDC 2022.2 Release Certificate 2022.2_Release_Certificate.pdf

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Release notes Castor SMS March 2020 - version 2020.5

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Dinsdag 10 maart 2020 Aanpassingen: Notificaties: Gebeurtenis "Studiedocument toegevoegd na RvB goedkeuring" is toegevoegd. Documenten tabblad: Het aantal documenten (rijen) per pagina kan ingesteld worden. Controle en Indienen tabblad: Alleen de actieve documenten worden meegenomen bij de controle of alle verplichte type docum

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The 'Calculation' field EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

A calculation field allows you to specify a formula or calculation in reference to variables present within the study.   To make calculations with values of different fields, it must be possible to reference other fields. This is done by using the 'Variable name' entered into study fields. Before creating a calculation field, please enter and note t

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Overzicht veranderingen via audit trail

Published March 5th, 2022 by Tonya Khodzhaeva

De veranderingen binnen Castor SMS worden bijgehouden in de audit trail. De audit trail is op twee plekken beschikbaar: 1. Het Audit trail menu in het algemene overzicht In het algemene overzicht worden de aanpassingen weergegeven van wat er binnen Castor SMS plaatsvindt. Voorbeelden zijn veranderingen in een studie, aanpassingen in een gebruikerspo

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Visueel overzicht middels het dashboard

Published March 5th, 2022 by Tonya Khodzhaeva

Het dashboard geeft een eenvoudig en snel overzicht. Het dashboard biedt twee weergaven: Goedkeuringsaanvragen Amendementen  Let op: de toegang tot de weergaven in het dashboard is afhankelijk van je gebruikersrechten. Gebruikersrechten worden door Admin gebruikers beheerd. Algemene functionaliteiten van het Dashboard Ga naar het 'Dashboard' menu. S

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Managing field configuration

Published July 1st, 2022 by Tonya Khodzhaeva

Admin users can tell for each field whether it should be visible and if the study can be saved without having data entered in the field. This article will explain how to manage these field configurations.  Hiding a field In Castor SMS, a lot of fields exist. Not all fields might be applicable for your site, so these could be hidden to avoid having l

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Algemene functionaliteiten van Castor SMS

Published March 5th, 2022 by Tonya Khodzhaeva

Dit artikel behandelt een aantal basis functionaliteiten van Castor SMS. Persoonlijk menu:Open het menu door op het pijltje naast je gebruikersnaam te klikken. Taalinstellingen: Klik op deze knop om de taalinstellingen aan te passen. Castor SMS kan in het Nederlands als in het Engels weergegeven worden. Handleiding: Klik op deze knop om naar de supp

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Lost or forgot password

Published March 3rd, 2022 by Tonya Khodzhaeva

If you have lost or forgotten your password, you can click on 'Forgot your password?' to reset it. After clicking on the link, you will be prompted to enter your email address. We will send you a link to the provided email address, which you can follow to generate a new password. Account locked If you enter the wrong password 10 times, your account

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Aanmaken nieuwe studie

Published March 5th, 2022 by Tonya Khodzhaeva

Castor SMS ondersteunt het wetenschapsbureau en de onderzoeker bij het indienings- en goedkeuringsproces van studies. Toevoegen van een nieuwe studie: Ga naar het Studies menu (hier worden de studies getoond waar jij inzage rechten voor hebt); Klik op Nieuwe studie; Vul de verplichte velden in en klik op Doorgaan. De studie is vanaf nu toegevoegd aa

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How can I check my study statistics?

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC generates a basic overview of your study's statistics. You can use this to find out statistical information about the records, institutes and randomization in your study. This tab can only be viewed by users with management rights. To find out more, see the Castor EDC Helpdesk article on study statistics. We are also developing an advance

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Can I add a link to a website in the survey invitation?

Published March 3rd, 2022 by Tonya Khodzhaeva

Yes you can. There are two ways to add a link to a website in a survey. You can use the "Finished URL" box in the invitation to enter an address that will redirect the participant to a website when the survey ends. You can add an internet address to the invitation email inline by using this format: [example link]( http://www.example.com/ ) This way

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Castor eConsent Release Notes 2021.4

Published March 5th, 2022 by Tonya Khodzhaeva

Released: 14 December 2021 Added features/functionalities Configurable signatures The needed signature components on the consent forms can now be configured on a form level. Only subject signature Some documents only require a subject signature and no counter signature by a study team member. This use case is now supported by eConsent. The study tea

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Release notes Castor SMS July 2020 - version 2020.15

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Woensdag 29 juli 2020 Aanpassingen: Documenttype "K. Monitorrapport" is toegevoegd aan de Nederlandse documentenstructuur (CCMO). Templates voor brieven functionaliteit: Bestandsformat .rtf wordt niet meer ondersteund Variabele AVG nummer is toegevoegd en kan gebruikt worden middels ${studyGdprNumber} Wednesday July 29th, 2020

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What is Zoho and what is it used for?

Published March 4th, 2022 by Tonya Khodzhaeva

Zoho is an online application suite which we have integrated into our applications to improve the support we offer to our users. To learn more about Zoho, visit their FAQ page.

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Hide parts of the CRF for certain users in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

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.   All users with 'Manage forms' rights will still have access to the full form in the ‘Study Structure’ Editor     You will first need to define user roles as per this manual article.    To hide parts of

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Calculation Field Helper walk-through

Published March 4th, 2022 by Tonya Khodzhaeva

The calculation helper tool is used to check the syntax and output of your calculations. You can find the calculation helper by clicking on the Support button: In the tool page you will see different buttons and sections: Define your variables: In the field on the left you have to define the variables that you are going to use (see the example). In

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Print and save in PDF the study forms in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Learn how to create a printable version of your study forms. Print empty CRF Navigate to the 'Participants' tab. In the upper right corner, click on the 'Actions' button → then click on 'Print empty CRF':     In the 'Print empty CRF' menu you can select the structure you want to print and indicate whether you wish to include additional details such

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Who is the owner of the data and forms?

Published March 4th, 2022 by Tonya Khodzhaeva

As described in Article 8 of our Terms of Use, you are the owner of all the information you enter into Castor, applicable to both forms and data. If you choose to publish forms via the Castor Form Exchange, you explicitly consent that other users can download and use them.

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Create automations with the Automation Engine

Published March 3rd, 2022 by Tonya Khodzhaeva

Enable beta features In order to be able to access the Automation Engine, you should first enable beta features in your Settings tab. Go to the 'Settings' tab, 'Study' sub tab. Scroll down to the section 'Other'. For the field 'Enable beta features', select 'Yes'. Remember to click 'Save changes'. Go to the Automation Engine interface In order to cr

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Release notes Castor SMS maart 2018 - versie 2018.5

Published March 6th, 2022 by Tonya Khodzhaeva

Dinsdag 20 maart 2018 Nieuwe feature: Het is vanaf nu mogelijk om als Admin gebruiker zelf de automatische e-mail notificaties in te stellen. Admin gebruikers kunnen bij bepaalde gebeurtenissen de ontvangers en de inhoud van de e-mail instellen. Op deze manier kan voor iedere Castor SMS omgeving andere e-mail temples gebruikt worden. In het volgende

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Add a reason when you change a value (GCP): EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Adherence to Good Clinical Practice (GCP) requires you to provide a rationale for making changes to entered data after an initial value has been set.  Enable GCP features To enable this feature, under Study Settings, in the GCP section, select Yes: Enabling GCP means that any time a user attempts to change previously entered data in a record, they w

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How to set your study to live using billing code EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

To set your study to live, you need to insert a Billing Code in the Invoice details section of the settings of your study.  Navigate to the 'Settings'-> 'Study' tab in your study  Navigate to the 'Invoice Details' section within the Settings Change ‘Billing Code’ to ‘Yes’ Enter your billing code and all relevant Information (e.g. Department or co

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Release notes Castor SMS november 2019 - versie 2019.22

Published March 5th, 2022 by Tonya Khodzhaeva

Dinsdag 12 november 2019 Aanpassingen: Apparatuur: In het Instituten menu kan per instituut de apparatuur (MRI, DXA) geregistreerd worden. Notificaties: Notificatie gebeurtenis 'Herinnering toevoegen startdatum nWMO' is toegevoegd. Bug fixes: Gebruikers menu: Bij het toevoegen van een gebruiker die al was toegevoegd bleef SMS laden in plaats van dat

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How do I cite Castor EDC in my paper?

Published March 4th, 2022 by Tonya Khodzhaeva

Great that you are citing us, we really appreciate it! We suggest the following: Data was collected using Castor EDC [1] [1] Castor EDC. (2019). Castor Electronic Data Capture. [online] Available at: https://castoredc.com.  For convenience, we have attached the Endnote citation file, you can download it below.

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Release notes Castor SMS June 2020 - version 2020.11

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Woensdag 3 juni 2020 Aanpassingen: Bij het exporteren van de actieve documenten in een e-mail of brief wordt bij de versievoering van het document nu zowel versienummer als versiedatum weergegeven. Wednesday June 3, 2020 Changes: Besides the version number, also the version date is exported in the active documents variables (em

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Release notes Castor SMS maart 2019 - versie 2019.6

Published March 5th, 2022 by Tonya Khodzhaeva

Dinsdag 19 maart 2019 Aanpassingen: Amendementen: Vanaf nu kan elk type document toegevoegd worden aan een amendement. Dit gebeurd middels dezelfde workflow als in het Documenten tabblad. De documenten die worden toegevoegd via een amendement komen in het Documenten tabblad van de studie terecht. In de e-mail notificatie is een nieuwe variabele toeg

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Release notes Castor SMS June 2020 - version 2020.13

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Dinsdag 30 juni 2020, versie 20202.13 Aanpassingen: Gebruikers menu: Er is een snelheidsverbetering doorgevoerd waardoor de gebruikers sneller worden geladen. Het is vanaf nu inzichtelijk op welke datum gebruikers voor het laatst zijn ingelogd in de Castor SMS omgeving. Let op: alleen data van na 8 augustus 2019 worden getoond.

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Study management tabs in in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

After logging into the CDMS, you will be redirected to the ‘My Studies’ list. Here you will see the list of all the studies you have created or been invited to.   Open a study for management To open your study for management you need to have at least one of the ‘Mange’ rights .  On the ‘My Studies’ page click on the study row to access a study: The

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Release notes Castor SMS december 2018 - versie 2018.22

Published March 6th, 2022 by Tonya Khodzhaeva

Woensdag 12 december 2018 Aanpassingen: In het Taken menu kan je vanuit de geopende taak direct naar de gerelateerde studie gaan middels de nieuwe "Open studie" knop. De e-mail die verstuurd wordt bij het handmatig aanmaken van een taak biedt nu de link naar de gerelateerde studie, in plaats van altijd een link naar de algemene Castor SMS omgeving.

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Release notes Castor SMS februari 2018 - versie 2018.2

Published March 6th, 2022 by Tonya Khodzhaeva

Dinsdag 6 februari 2018 Aanpassingen: De Audit trail is vanaf nu zichtbaar voor gebruikers met een Admin rol. In het Audit trail menu worden alle aanpassingen in het systeem weergegeven. In het Audit trail tabblad van een studie worden de aanpassingen van de betreffende studie weergegeven. In dit artikel wordt de Audit trail besproken. Er is een ver

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Release notes Castor SMS August 2020 - version 2020.16

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Dinsdag 11 augustus 2020, versie 2020.16 Aanpassingen: Notificatie gebeurtenis 'Studie is gestart' is toegevoegd en kan een e-mail en/of taak activeren zodra de studie op studiestatus 'Gestart' komt te staan. Als voorbereiding op het toevoegen van bulk acties in het Gebruikersmenu, is paginering aan het menu toegevoegd. In het

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Release notes Castor SMS februari 2019 - versie 2019.4

Published March 6th, 2022 by Tonya Khodzhaeva

Vrijdag 22 februari 2019 Aanpassingen: Aanpassingen Studies menu: Favoriete studies - Middels de rechtermuisknop is het mogelijk om een studie als favoriet aan te merken. De favoriete studies worden getoond in het "Favoriete studies" tabblad. Laatst geopende studies - De 10 meest recent geopende studies worden vanaf nu getoond in het "Laatst geopend

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Release notes Castor SMS januari 2020 - versie 2020.2

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Dinsdag 28 januari 2020 Aanpassingen: Dashboard menu: In de weergave voor amendementen is een nieuwe grafiek toegevoegd Gemiddelde tijd openstaande amendementen. Tuesday 28th of January 2020 Changes: Dashboard menu: Graph Average time pending amendments is added in the amendments view.

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Castor SMS Release Certificate 2022.2

Published June 30th, 2022 by Tonya Khodzhaeva

Castor SMS 2022.2 release certificate is available for download below. SMS_Release_certificate_2022.2_signed.pdf

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Manage study progress

Published March 5th, 2022 by Tonya Khodzhaeva

Once the study is locally approved, data on study progress can be collected. There are two methods to manage study progress: Progress reports Inclusion numbers Add progress report Go to the 'Studies' tab. Open the study. Navigate to the 'Study progress' tab. Click on 'Add progress report'. Complete the form. Click 'Save'. The progress report is now

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Release notes Castor SMS februari 2018 - versie 2018.3

Published March 6th, 2022 by Tonya Khodzhaeva

Dinsdag 20 februari 2018 Aanpassingen: Er zijn een aantal verbeteringen doorgevoerd omtrent de audit trail, zoals: Een aantal engelse termen zijn in de Nederlandse versie aangepast. Enkele velden werden werden in het "Details" venster met interne Castor labels getoond, deze zijn aangepast naar meer begrijpelijke labels. Er zijn een aantal verbeterin

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Release notes Castor SMS oktober 2018 - versie 2018.18

Published March 6th, 2022 by Tonya Khodzhaeva

Dinsdag 16 oktober 2018, versie 2018.18 Aanpassingen: Goedkeuringsaanvragen: Twee nieuwe velden zijn toegevoegd: "Informatie over deze goedkeuringsaanvraag": Bij het toevoegen van de goedkeuringsaanvraag kunnen hier opmerkingen/notities in geplaatst worden over de goedkeuringsaanvraag. Tevens kan dit veld getoond worden in de goedkeuringsaanvragen g

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Release notes Castor SMS oktober 2019 - versie 2019.20

Published March 5th, 2022 by Tonya Khodzhaeva

Dinsdag 15 oktober 2019 Aanpassingen: Optie "DCRF" is toegevoegd in de optiegroep met toetsende commissies; Veld "Site ID/nummer" is toegevoegd in het tabblad voor 'Deelnemende centra'. Bug fixes: De lijst met actieve documenten bij het downloaden van een template wordt weer in de juiste styling (lettertype, grootte) weergegeven; Optiegroep "Risicoc

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Release notes Castor SMS oktober 2019 - versie 2019.21

Published March 5th, 2022 by Tonya Khodzhaeva

Woensdag 30 oktober 2019 Aanpassingen: Amendementen: Kolom 'Ingediend op' is toegevoegd aan het Amendementen tabblad. Audit trail: Het openen van het Gebruikers menu wordt vanaf nu weergegeven in de audit trail. Export: Type CRF systeem is toegevoegd aan de export rapporten "Overzicht voor Raad van Bestuur" en "Overzicht bureau wetenschap". Institut

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Using the dashboard to get a visual overview

Published March 5th, 2022 by Tonya Khodzhaeva

The dashboard provides a quick and simple overview. The dashboard provides two views: Approval requests Amendments Please note: Access to the dashboard views is depending on your user rights. User rights are managed by system Admins or your organisation. General dashboard functionalities Go to the 'Dashboard' menu. Select a view. Select a time windo

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Link een studie aan Castor EDC

Published March 5th, 2022 by Tonya Khodzhaeva

Het is mogelijk om Castor EDC studies te linken aan Castor SMS studies. Hierbij worden gegevens vanuit Castor EDC getoond in Castor SMS. Het gaat hier om de instituut ID's, instituut namen en aantal records (inclusies). Castor SMS haalt alleen de gegevens op van de gelinkte Castor EDC studie waar de gebruiker in Castor EDC toegang tot heeft. Het gaa

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Het algemene studies overzicht

Published March 5th, 2022 by Tonya Khodzhaeva

Het Studies menu geeft een overzicht van jouw studies. Dit menu bestaat uit 3 tabbladen: Alle studies (A), Favoriete studies (B) en Laatst geopende studies (C). A. Alle studies: Hier worden alle studies getoond waar jij toegang tot hebt. Weergave: Horizontale scrollbar: De breedte van de kolommen in het "Alle studies" tabblad wordt aangepast aan de

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Castor CDMS 2022.2 Release notes

Published June 29th, 2022 by Tonya Khodzhaeva

Release date: 7/8 June 2022 Castor CDMS 2022.2.0.0 Release notes New features and  enhancements Presenting a new overview of Pending SDV! We're rolling out a new overview for the global Verifications page. Users will now be able to access a table with all completed fields that are pending SDV (Source Data Verification).  This will help them keep tra

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Create a new study

Published March 3rd, 2022 by Tonya Khodzhaeva

This article explains how to create your first study within Castor.  To quickly become a Castor Pro, supplement your learning with the 1-hour Castor workshop. You can immediately start building your study structure and simulate data entry for free. Register First, login to Castor EDC. If you do not have an account, first register in Castor by follow

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Manage study documents

Published March 5th, 2022 by Tonya Khodzhaeva

Add documents to a study Go to the 'Studies' tab. Open the study. Go to the 'Documents' tab. Click on 'Upload document'. Fill in the form. Select one or multiple documents that you want to add to the study. Please note that only documents in the following formats can be uploaded: png, jpg, jpeg, gif, bmp, txt, ppt, pptx, xps, eml, msg, xls, xlsx, cs

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Manage study amendments in SMS

Published March 5th, 2022 by Tonya Khodzhaeva

Add study amendment: Go to the 'Studies' overview. Open the study. Navigate to the 'Amendments' tab. Click on 'Add amendment'. Fill in the form. Click on 'Save'. The amendment is now added to the study. If documents were added to this amendment, these will be shown in the Documents tab, marked with the associated amendment number. Submit study amend

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Het aanmaken en beheren van taken

Published March 5th, 2022 by Tonya Khodzhaeva

Het Taken menu biedt een weergave van de taken (actiepunten). De studie gerelateerde taken worden ook in het Taken tabblad van een studie weergegeven. De taken functionaliteit biedt de volgende mogelijkheden: Inzien van taken Aanmaken van taken (handmatig of automatisch) Afronden van taken 1. Het inzien van taken De volgende taken zijn zichtbaar: Ta

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Submit study for approval

Published March 5th, 2022 by Tonya Khodzhaeva

The ‘Check & Submit’ tab of a study shows an overview of the required documents and fields that need to be completed before the study can be submitted. Please note that submission and approval flows can differ per institute. Submit a study Go to the 'Studies' tab. Open the study. Go to the 'Check & submit' tab. It may be necessary to complet

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Study version in EDC/CDM

Published March 3rd, 2022 by Tonya Khodzhaeva

Each study has a version number which is updated depending on the actions performed in the study. The version number is updated based on the following actions: adding a field +0.1 adding a visit or form +0.1 adding a repeating data doesn't have any effect, only adding a repeating data form +0.1 adding a survey +0.1 adding a survey form +0.1 deleting

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Two-factor authentication

Published March 3rd, 2022 by Tonya Khodzhaeva

In Castor, you can configure two-factor authentication (2FA) for your account. This means that, upon login, you will have to enter an extra authentication code generated by an authentication app on your phone or tablet. This adds an extra layer of security to your Castor account - potential attackers will need not only your account details, but also

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Best practices when working with tablets in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Castor CDMS supports usage on mobile phones and tablet devices. While this compatibility is something that we are working on improving, we would like to provide you with some helpful tips if the data entry users are navigating the study forms from a mobile device like a smartphone or tablet: Use a Pen tablet to improve interactions that require doub

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When are "manage records" rights necessary?

Published March 3rd, 2022 by Tonya Khodzhaeva

If a user has 'Manage Records' rights, they will be able to access the Records tab while the study is not live (e.g., for testing purposes). They are still only able to see the records for the institutes that they have rights for. In addition, 'Manage Records' allows the user to also see the Statistics tab, which shows an overview of all inclusions.

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Manage Workflow Documents

Published July 1st, 2022 by Tonya Khodzhaeva

Before users can submit their study, they need to enter information and upload documents. Fields and documents can be made mandatory for all studies, or for studies that meet certain criteria. Check the video tutorial to learn how to manage workflow documents: Follow the steps below to make a document mandatory: 1. To make a document mandatory, navi

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Beheren van goedkeuringsaanvragen

Published March 5th, 2022 by Tonya Khodzhaeva

Wat is een goedkeuringsaanvraag? Een goedkeuringsaanvraag is een verzoek om een akkoord te geven. Denk hierbij aan een akkoord van een jurist, financial controller, privacy deskundige, deelnemende/ondersteunende afdeling of een medisch hulpmiddelen expert. Gebruikers met een normale gebruikersrol (leden van het studieteam) hebben alleen inzage recht

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Release notes Castor SMS november 2017 - versie 1.4/2017.2

Published March 6th, 2022 by Tonya Khodzhaeva

Op maandag 27 november wordt Castor SMS versie 1.4 gereleased. Toevoegingen & aanpassingen In de kolom “Geneesmiddelenonderzoek” van het algemene Studiesmenu wordt nu ook een “Nee” getoond als het een ander type interventiestudie is. Voorheen bleef de kolom blanco als het om ander type interventiestudie ging. De koptekst van het bewerk studie ve

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Automatisch taken genereren door Castor SMS

Published March 5th, 2022 by Tonya Khodzhaeva

Het is mogelijk om bij bepaalde gebeurtenissen automatische taken te laten genereren door Castor SMS. Ga naar het Instellingenmenu, subtabblad Notificaties. Het instellen van een automatische taak gaat in 2 stappen: Selecteer een gebeurtenis Configureren van de instellingen van de automatische taak Stap 1: Selecteer een gebeurtenis Een automatische

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Het toevoegen van factuuradressen

Published March 5th, 2022 by Tonya Khodzhaeva

In het "Factuuradressen" tabblad kunnen alle factuuradressen van de studie worden bijgehouden. Denk hierbij aan bijvoorbeeld de sponsor(s) en subsidie verstrekkers. Overal waar in Castor SMS wordt gevraagd naar betalingsgegevens kan uit de hier toegevoegde factuuradressen gekozen worden. Het toevoegen van een factuuradres: Klik op de knop "Voeg fact

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How does encryption work in Castor EDC/CDMS?

Published March 4th, 2022 by Tonya Khodzhaeva

The attached document provides an overview of the functional and technical aspects of the Castor EDC encryption module. Encryption_Module_Collateral.pdf

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What is eConsent?

Published March 4th, 2022 by Tonya Khodzhaeva

With the increasing demand on decentralized clinical trials and digitization of on-site processes, having the Informed Consent in an electronic form has become a key component of clinical research. Castor eConsent is a flexible, user-friendly, and secure solution which puts the study participant in control of their data, allows a researcher to easil

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Create user roles and manage user role rights in SMS

Published March 5th, 2022 by Tonya Khodzhaeva

Please note - user roles and user rights can only be managed by system administrators. The user roles 'Guest', 'User', and 'Admin' are default Castor SMS roles and cannot be changed. It is possible to create additional user roles for your institute’s use. Add a new user role Go to 'Settings' tab. Open sub-tab 'Roles and rights'. Click 'Add role'. Ad

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Release notes Castor SMS oktober 2019 - versie 2019.19

Published March 5th, 2022 by Tonya Khodzhaeva

Dinsdag 1 oktober 2019 Aanpassingen: Integratie Castor EDC: Het is vanaf nu mogelijk om een Castor EDC studie aan een Castor SMS studie te linken. Zodra een studie gelinkt is worden de instituten en het aantal records (proefpersonen) vanuit Castor EDC in Castor SMS weergegeven. Door middel van de Synchroniseer knop kan telkens de data opnieuw opgeha

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How do I set my study to live? EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

To set your study to live, you need the 'Manage Settings' right.    Before you can set the study to live, you must complete the sections 'Study properties' and 'Invoice details' in the study's 'Settings' tab and ensure that you have selected a user in the 'main contact' dropdown in the 'General' section.   Once the required details are completed, in

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Study design types in Castor EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

This article explains the difference between the different study design types in the Study Settings tab. The choice of a study design type influences the availability of certain features and the pricing of the study.    Prospective  Prospective studies are specific types of research projects with a defined set of research outcomes, where the data is

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Lock visits and forms in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Locking forms and visits prevents further changes to the data from being made in a form and/or visit. As an admin, you may want to lock a visit/form so no additional changes or entries can be made by other users. Please note that locked visits and forms can still be signed by users with signature rights. To prevent signing, the participant will need

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Beheer van veld configuratie

Published July 1st, 2022 by Tonya Khodzhaeva

Admin gebruikers kunnen voor een veld aangeven of het zichtbaar is en of de studie kan worden opgeslagen zonder dat er gegevens in het veld werden ingevoerd. In dit artikel wordt uitgelegd hoe u deze veldconfiguraties kunt beheren. Een veld verbergen In Castor SMS zijn er veel velden. Mogelijk zijn niet alle velden van toepassing, dus deze kunnen wo

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Using the "for loop" in calculations

Published March 4th, 2022 by Tonya Khodzhaeva

In calculations, it is sometimes necessary to repeat a certain action several times. For example, you want to calculate an average of several variables, while some of them are allowed to be empty. In this context, we would need to check each variable, calculate the total sum of the variables that are filled in, and divide it by the number of variabl

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Release notes Castor SMS september 2019 - versie 2019.17

Published March 5th, 2022 by Tonya Khodzhaeva

Woensdag 4 september 2019 Aanpassingen: Templates: Het is vanaf nu mogelijk om opsommingstekens toe te voegen bij de lijst met geëxporteerde actieve documenten; Middels de variabele ${currentDate} wordt de datum waarop de template wordt aangemaakt/gedownload weergegeven. Notificaties: De herinnering gebeurtenissen die meerdere malen geactiveerd kan

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How can I migrate a study to another server?

Published March 4th, 2022 by Tonya Khodzhaeva

If the study has never been live, it is possible to transfer the study to another server using the following steps. Export data from the current study Log in to the server your study is currently stored on. Export the complete study structure from your current study. Log out of Castor.  Migrate data to a new server On the login page, select the targ

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Release notes Castor SMS maart 2018 - versie 2018.4

Published March 6th, 2022 by Tonya Khodzhaeva

Maandag 5 maart 2018 Aanpassingen: De automatisch gegenereerde e-mails door Castor SMS worden nu verstuurd vanuit no-reply@castorsms.com i.p.v. no-reply@castoredc.com De e-mail herinnering die naar studie contactpersonen wordt gestuurd over het indienen van een voortgangsrapportage wordt nu niet meer verstuurd als de status van de studie "Geen deeln

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Can I import repeating data into Castor EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

Yes, you can import repeating data into Castor. Please see our article about Importing Spreadsheet Data for more information.

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Linking two studies: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Before attempting to link two studies, make sure that you have the necessary user rights. Only users with “Manage settings”  rights  can create a linked study, review changes, review data impact and apply changes (otherwise all actionable buttons are disabled). Linking two studies When creating a new study, it is possible to choose between study typ

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Add or update an email address in a participant in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Email addresses can be linked directly to participants, which enables you to send surveys to subjects. The email attached to a participant will be pre-populated in any survey invitations created for that participant.  Note - having an email address attached to a participant is a prerequisite to be able to send mass survey invites. You can still chan

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Study statistics in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Statistics tab You can find this manual item also in our workshop. Click  here to open the workshop video. The study statistics overview shows inclusions and randomization information. Only users with "Manage Participants" rights can view the Statistics tab:  Depending on the used filters (country and/or site), you can see the inclusions for each si

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Archive or unarchive a record / survey / report

Published March 3rd, 2022 by Tonya Khodzhaeva

Once the study is live, it is no longer possible to delete a record/survey/report. The only way to remove it from the current overview is to archive it.  Archiving in Castor behaves almost in the same way as deleting - archived instances do not get exported with the data and do not influence the results of the study. The difference between deletion

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Metadata Annotations Settings in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Castor CDMS supports the storage of metadata with your fields, so you can enrich your data set with metadata like SNOMED codes, LOINC codes, or whichever type of metadata you want. To learn more about metadata, follow this link.   Define Metadata Annotation Types In the Settings tab, click on the sub-tab  ‘Annotations’ where you can manage all your

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The 'Upload file' field EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

The 'Upload file' field allows users and survey participants to upload files up to 5 MB in size. It is possible to upload larger files (up to 2GB per file) by purchasing the  Large File Upload  feature for your study. All file types are accepted, with the exception of executable files and SVG image files. Please note that at the moment, it is only p

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Can I use an Application Programming Interface (API) to access Castor CDMS?

Published March 4th, 2022 by Tonya Khodzhaeva

Castor CDMS has a public API that can be used to push and pull data from Castor studies. All API documentation can be found at data.castoredc.com/api.    Please make sure you use the right URL, depending on where your study is located: Server location URL AU au.castoredc.com/api EU/NL data.castoredc.com/api UK uk.castoredc.com/api US us.castoredc.co

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The 'Slider' field EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Sliders are often used in surveys and scales, e.g. a Likert scale.  When using a slider field, you are not only asked to specify the variable name and the slider orientation, but must also indicate the lower and upper limits of the slider (numerical values), the limits labels and the slider increment.  There are a number of possible options availabl

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Can I change the name of my study after going live? EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Each study is identified in the database by means of a unique study ID. The name of the study is only an external label. Changing the name of the study will therefore not affect the structure or data of the study, even after going live. You can change the name in the settings menu of your study: Changing the field type for fields in which data has b

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The Castor COVID-19 app

Published March 3rd, 2022 by Tonya Khodzhaeva

*This app cannot be used on its own by the general public.* We have built an app as part of a larger research infrastructure provided by Castor, that supports the recruitment and enrollment of healthy volunteers to support COVID-19 studies. This app asks healthy volunteers to report their symptoms on a day to day basis, so that the population can be

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Castor CDMS 2022.3 Release Notes

Published July 29th, 2022 by Tonya Khodzhaeva

Planned Release Date: 18 August 2022 Overview/Important Alerts With this CDMS release, we are changing a few key terms throughout the user interface in order to better align with those more commonly used in our industry. By using terms more familiar to our users in Castor’s CDMS, we aim to reduce the learning curve and improve the overall experience

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The 'Summary' field EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

The summary field is used to provide the user with summaries of entered data during data entry. This can be useful to remind the user of information which was entered during earlier forms or visits in the study. The summary field is used by specifying a template that references other fields for data. This is done by using the field's 'Variable name'

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Prevent randomization for certain participants EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

In some cases you might want to prevent the randomization of certain participants. This can be participants that are not eligible for randomization or for studies where only a subset of the patients is being randomized.   While it is not possible to hide the randomization tab for certain participants, you can make use of the fact that all strata fie

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Making changes to randomization EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

While your study is under development, i.e.  before going live  for the first time, you can set up, test, and modify the randomization settings. When going live for the first time, you will be offered to  reset the randomization , thus effectively clearing up all test randomization data.   Once the study has been live, even if later changed back to

108 Views 1 min

Create a new field in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Select a phase and step Navigate to the 'Study forms' tab. Once you have  created your visits and forms , you can start adding fields to your forms. When you are in the 'Study forms' tab, you can choose the Visit and Form for which you would like to edit the Study form by selecting them from the dropdown menus, as shown below. Create a new field Onc

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Apache Log4j platform impact

Published March 3rd, 2022 by Tonya Khodzhaeva

On Friday December 10th 2021, Castor became aware of a critical severity zero-day exploit known as “Log4Shell” in the Log4j library, which is widely used in numerous systems, websites, applications and digital services. We reacted immediately and triage determined our services were NOT affected. Subsequently, on Tuesday, December 14th 2021, and Satu

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What does "going live" mean? EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

"Going live" in essence means that your study is 'in progress' and you can start collecting data. When the study is not live only users with at least one management right can access it. Once live, users you have invited to your study will be able to access it, depending on their respective assigned rights.  Here  you can learn how to set your study

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The structure of Castor EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

The ‘Study structure’ and ‘Study forms’ builder in Castor CDMS enables you to create and modify your own forms for your eCRF. Castor CDMS makes a distinction between the Study structure, Repeating Data and Surveys: Study forms, repeating data, and surveys Study forms: study forms are the actual “Case Report Form”. When a participant is created, all

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Merge study and report/survey data files in SPSS

Published March 3rd, 2022 by Tonya Khodzhaeva

Before you follow the steps in this article, please make sure you have exported your data properly. See here how you can export to SPSS. Save your .sav files, e.g. 'studydata.sav' and 'reports_bloodpressure.sav'. If you want to merge files in a wide format (i.e., for every report/survey instance, new columns are added), follow the steps below for '1

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Field properties: annotations and advanced EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Annotations In the annotation tab of a specific field you can add metadata which is additional information about other data, generally a dataset. Annotation types need to first be configured in the Settings page (see Settings - Annotation). In the following example, we save the code for "Gender" as it's used in the local electronic health record, wh

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Troubleshooting Video/Audio

Published March 4th, 2022 by Tonya Khodzhaeva

When streaming video and audio, such factors as software, internet speed, bandwidth stability, network security can affect the video/audio quality. In this article we will explain how to troubleshoot potential audio/video issues. Enabling video and microphone access in the browser Google Chrome is highly recommended to share your camera and screen.

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Upcoming Terminology changes in Castor EDC

Published June 30th, 2022 by Tonya Khodzhaeva

With the CDMS 2022.3.0 release scheduled for August 2022, we will be introducing terminology changes to  better match those more widely used in the industry. By using terms more familiar to our users in Castor EDC, we aim to improve the learning curve and overall experience on our platform. The API endpoints won’t be modified yet,  we’ll announce an

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What happens if I reset randomization upon going live? EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

When setting a study to 'Live' for the first time, you will be offered the option to reset the study's randomization. This means that if you have set up randomization in your study and have randomized test participants, you can reset the study's randomization and the test participants you have randomized will not affect the randomization of your pat

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Calculate body surface area (BSA) using height and weight

Published March 4th, 2022 by Tonya Khodzhaeva

You can use the following templates to calculate the BSA of a subject using their height and weight data. These fields should exist in the study: Height of patient in cm, variable name: height Weight of patient in kg, variable name: weight Template for the Mosteller calculation: var bsa = Math.sqrt((({pat_height}*{pat_weight})/3600)) bsa; Template f

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Using Reports for Protocol Deviations

Published March 4th, 2022 by Tonya Khodzhaeva

Reports have a 'none to many' relationship with a record. Because of this, reports are useful for collecting information about deviations. It is recommended that the add a report button is utilized and dependencies are created where a deviation may occur. Using the add a report button, the Protocol Deviation report will always be linked to the phase

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Linked study properties: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Once two studies are linked, there are certain considerations that you need to take into account when working with the linked studies: Only users with “Manage Forms”  rights  can see the “Study link” option from “Study Structure” tab. This right is necessary in both the test and production study. The linked test study cannot be set to “live” and the

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Submit a question or request

Published March 4th, 2022 by Tonya Khodzhaeva

Do you want to contact us? You can send us an email to support@castoredc.com Or you can contact us using the button at the bottom-right corner of this website. During business hours (weekdays from 9:00am – 2:00am CET/CEST and from 3:00am – 8:00pm EST/EDT (excluding regional holidays)) you can speak with a Support Agent in it. For phone support, you

857 Views 1 min

Registering your account

Published March 5th, 2022 by Tonya Khodzhaeva

Your Castor account details can be used to access both Castor EDC (Electronic Data Capture) and Castor SMS (Study Management System). If you have already created a Castor account, you can use these credentials to sign in to Castor SMS. If you have not yet registered for a Castor account, please register your account first. To register a Castor accou

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The Participant Status in in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Tracking participants throughout the study lifecycle is critical. Whether processing individual participants, or summarized views of study progress, most users rely on this information for critical user-flows. The participant status feature allows users to easily define and manage participants statuses. These can then be assigned to single or multip

228 Views 1 min

Check if all fields are filled in

Published March 4th, 2022 by Tonya Khodzhaeva

If you want to check whether certain fields are filled in, you can use the template below. In this template, there are 2 fields:  Variable name Field label dem_pat_gender Gender dem_pat_yob Year of Birth Replace the labels and variable names in the template with your own.  '##allowempty##'; var req_labels = ["Gender", "Year of Birth"]; var req_field

104 Views 1 min

Why can't I open/enter my study?

Published March 3rd, 2022 by Tonya Khodzhaeva

It is possible that you're trying to open a study and that you see the following error message:  'Could not open selected study. You don't have permission to enter this study. Please contact your study admin to request permission.' This means that you do not have sufficient user rights to enter the study while it is not live. Users will need at leas

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Edit Visits and Forms in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

To edit a Visit or a Form, double click on the Visit or the Form name or click the cogwheel to the right of the Visit/Form you wish to edit and click ‘Edit Visit/Form’. A pop-up will appear where you can alter the fields you used to create the Visit/Form (position, Form name, Form description):     Now that you have all of the ‘Visits’ and ‘Form’s t

111 Views 1 min

Create and modify a new survey package

Published March 3rd, 2022 by Tonya Khodzhaeva

In order to send out a survey to participants, you must create survey packages. In the 'Study structure' tab, open the 'Survey Packages' sub-tab.     Click '+ Add' to create a new survey package. Edit a survey package In the 'Add a survey package' window, you can configure the new survey package. Survey packages are like 'containers' for your survey

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Force not to round a calculation result

Published March 4th, 2022 by Tonya Khodzhaeva

In Castor, a calculation used to perform mathematical operations applies rounding to two decimals by default. For example, we have two variables and we know that the result of adding them up should be 1392.43460062. We create our calculation in Castor: var measure1 = {my_variable_1}; var measure2 = {my_variable_2}; measure1 + measure2; The result of

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Archive a study in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Once your study is completed or if you have a test study which you would like to hide from the ‘My Studies’ overview, it is possible to archive it. Archiving a study works as "soft delete", which means that the study and all its data is retained in the archive and can always be unarchived.   Archived studies cannot be opened, but remain in the studi

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Release notes Castor SMS december 2017 - versie 2017.4

Published March 6th, 2022 by Tonya Khodzhaeva

Wegens de kerstperiode wordt de nieuwe release niet op maandag 25 december uitgerold, maar op donderdag 28 december 2017. Toevoegingen & aanpassingen Als een gebruiker aan een studie wordt toegevoegd (Studieteamtabblad) dan ontvangt deze gebruiker een notificatie per e-mail. De automatische e-mails naar het wetenschapsbureau werd altijd getrigge

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Deactiveren en activeren van gebruikers

Published March 5th, 2022 by Tonya Khodzhaeva

Het is mogelijk om gebruikers te deactiveren. Gebruikers die inactief zijn: Kunnen niet meer meer inloggen; Ontvangen geen e-mail berichten vanuit Castor SMS; Worden niet meer standaard weergegeven bij het toevoegen van een studieteamlid; Worden in het Gebruikersmenu niet meer standaard weergegeven. Waarom gebruikers deactiveren? Wanneer iemand geen

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Release notes Castor SMS January 2021 - version 2021.1

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Donderdag 28 januari 2021 Aanpassingen: Goedkeuringsaanvragen: De "Indienen & Opslaan" knop is nu altijd gedeactiveerd voor gebruikers met een Admin rol en een rol die gelinkt is aan een goedkeuringsaanvraag. Hierdoor wordt voorkomen dat een goedkeuringsaanvraag weer opnieuw wordt ingediend terwijl deze eigenlijk op een and

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Create survey questions

Published March 3rd, 2022 by Tonya Khodzhaeva

Each survey contains one or multiple forms. Each form will appear as a different page in the survey where users can navigate through using the Previous/Next buttons.  You can group the survey questions in different forms at your discretion, similarly to the forms within the study CRF. Each question corresponds to a field.  To create your survey ques

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Create a field with option groups (radio button, checkbox and dropdown) EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

When creating a radio button, checkbox or dropdown field, you will need to select an option group. If the option group is already created, choose it from the offered dropdown. You can also type the name of the option group in the box. If the required option group has not yet been created, you can create on by selecting the 'New option group' button:

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How do I send out a survey (package) in multiple languages?

Published March 3rd, 2022 by Tonya Khodzhaeva

It is not possible to change the language within one survey package. For these cases we recommend you to create separate surveys and survey packages for the different languages. Keep in mind that every question in the different languages will have their own variable name in the export file, as these need to be unique. However, if the questions, the

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Castor EDC/CDMS Application Programming Interface (API)

Published March 3rd, 2022 by Tonya Khodzhaeva

Castor CDMS has an Application Programming Interface (API) that supports authentication and authorization of API calls through the industry standard OAuth2. In this article you can learn about its authentication, documentation, and troubleshooting. Authentication Generate an API Client ID and Client Secret through your 'User Settings' page:   With t

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Field properties: validations (edit checks) and dependencies (field logic) EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Data validation (real-time edit checks) Messages can be used to inform users about required actions or warn them about possible errors, based on data they have entered. Please note that the Data Validation tab is not available on the following fields: Time, Remark, Summary, QR code, Repeated Measure, Randomization, Image, Grid, Date and Time, Number

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Audit trail in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

The Audit Trail shows all changes that are made to your study. This includes changes both during building the form and during data entry. The Audit Trail will be visible if a study team member has all management rights. The Audit Trail The audit trail enables you to review changes to study settings and study data. You can filter the Audit trail on v

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Release notes Castor SMS juni 2019 - versie 2019.11

Published March 5th, 2022 by Tonya Khodzhaeva

Dinsdag 4 juni 2019 Aanpassingen: Nieuwe externe gebruikers kunnen vanaf nu direct aangeven waarom zij toegang willen hebben tot Castor SMS. De reden wordt weergegeven in de automatische e-mail naar de Admin(s). Templates: De SMS variabelen voor Onderzoeksverpleegkundige, Deelnemende afdeling(en) en Vergaderdatum wetenschapsbureau zijn toegevoegd. D

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Castor EDC/CDMS Tips and tricks - Before starting

Published March 3rd, 2022 by Tonya Khodzhaeva

In Castor CDMS, we use specific terms with a certain goal. Using this article, you can learn more about these terms, what they mean, and how you can use them.    Basic definitions Form: the eCRF structure that contains all your study Visits, Repeating Data structures and surveys, where you will create all the fields that are relevant for your study.

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Castor eConsent Release Notes 2022.2.0.0

Published June 29th, 2022 by Tonya Khodzhaeva

Release dates: EU server: June 14, 6 pm CEST / 12 pm EDTUS server: June 15, 10 am CEST / 4 am EDT New features Introducing LAR signature capabilities To better align with user needs, we’ve built the option to include LAR (Legally Authorized Representative) signatures in your eConsent process.   This includes a LAR ICF builder component that, when ad

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How to export data

Published March 3rd, 2022 by Tonya Khodzhaeva

Data can be exported in SPSS, Excel, and CSV formats, which in turn can be easily imported into Stata or R. Data can also be exported in SAS and CDISC ODM formats. These features are currently available upon customer request without any additional fee. To enable it please contact Castor support at support@castoredc.com and provide the study id where

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Automatically schedule and send out several different surveys

Published March 3rd, 2022 by Tonya Khodzhaeva

In this tutorial you will learn how to schedule and send several different surveys using Automation Engine. Parameters Event: * Email Address Added to Participant. Action: Create and Send Survey Package. In our study we have two surveys. We want to send our SF-36 survey (General Health Survey) as soon as an email added to the participant and the Med

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Bulk import of email addresses: EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

It is possible to import a number of email addresses into their associated participants record from a csv-file. This can be useful if a large number of participants need to be migrated to Castor, if surveys are sent  in bulk , or if you want to  send survey invitations automatically  to a large number of participants using the Automation Engine. The

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Registreren van je account

Published March 5th, 2022 by Tonya Khodzhaeva

Met een Castor account kun je zowel inloggen in Castor EDC (Electronic Data Capture) als in Castor SMS (Study Management System).Heb je al een Castor account? Je kunt dan direct inloggen.Heb je nog geen Castor account? Dan dien je jezelf eerst te registreren. Registreren Castor account Ga naar de login pagina van de Castor SMS omgeving van jouw inst

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Introduction to R, RStudio and RShiny - Create your own dashboards

Published March 3rd, 2022 by Tonya Khodzhaeva

With our R package you can easily retrieve your Castor data in real time. The data can then be used data to create dashboards with R, RStudio, and Shiny. In this article we will give you steps to get started. Installing R and RStudio Install R from https://www.r-project.org/ Install RStudio from https://rstudio.com/products/rstudio/download/ Retriev

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Where can I find my user/client credentials to use the API/R package in EDC/CDMS?

Published March 4th, 2022 by Tonya Khodzhaeva

You can find the client ID and secret in your Account Settings in Castor. You can access your Account Settings from the blue bar, hover over 'Account', then click on 'Settings'.   Find your user credentials in the tab "Castor EDC API" subtab.   When you regenerate your client secret, then your 'older' secrets will become invalid - i.e., make sure th

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Miscellaneous

Published March 4th, 2022 by Tonya Khodzhaeva

In this page you can find various resources that are useful when working with Castor EDC/CDMS. Form Exchange The Form Exchange is a platform where you can up- and download forms, repeating data and surveys to be shared with the community of Castor users. You can also find (and test) useful calculations that cover specific demands. In this article yo

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Do you have an API?

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC has an Application Programming Interface (API) that supports authentication and authorization of API calls through the industry standard OAuth2. You can explore the documentation of our RESTful API here: https://data.castoredc.com/api

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Mark fields and visits/forms as missing: EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Mark a field as missing If a data point cannot be answered due to missing data or other known reason, you can address this in the study forms by defining the data as 'user missing'. This option can be accessed by clicking on the cogwheel next to the field and selecting 'User missing': A dialog window will open, in which you are prompted to select th

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API R package troubleshooting

Published March 4th, 2022 by Tonya Khodzhaeva

This article contains solutions to the most common error messages and issues when using the  Castor EDC R Package . Keep packages updates As a general concept it is important to note that R packages get updates separately. It is thus possible to have out-of-date packages installed that will impact the functioning of other packages. To avoid issues d

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Release notes Castor SMS november 2018 - versie 2018.20

Published March 6th, 2022 by Tonya Khodzhaeva

Dinsdag 13 november 2018 Aanpassingen: Restrictie nieuwe gebruikers: Nieuwe gebruikers van buiten het ziekenhuis dienen eerst goedgekeurd te worden door een Admin gebruiker. We hebben hier nu een uitzondering voor toegevoegd: als een nieuwe gebruiker van buiten het ziekenhuis wordt uitgenodigd op een studie dan hoeft deze gebruiker niet eerst goedge

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Release Notes Castor SMS May 2022 - version 2022.5

Published June 30th, 2022 by Tonya Khodzhaeva

Release date: 3 May 2022 ENGLISH: New features and / or  enhancements Hide 'link to EDC' buttons Some recent changes with regards to logging into Castor EDC have caused the 'link to EDC' functionality to break. While we investigate the issue, we have removed the button from the Study Progress tab, to avoid any confusion.  Allow to hide the invoice a

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Can I add/edit a record’s email address through the API in EDC/CDMS?

Published March 4th, 2022 by Tonya Khodzhaeva

It is possible to create a new participant with an email address through the API with: /study/{study_id}/record   It is not possible to edit the email address for an existing participant with the API.

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Repeating Data overview in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

In the 'Repeating Data' tab, an overview of all the Repeating data within the study is shown. A user can only see Repeating data from participants that belong to an site for which they have "View" rights:  You can make use of the filters in the top panel. For example, you can filter on site, on participant ID, or on Repeating data type. You can also

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Doing data entry: EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Participants are required for data entry in Castor. If you have not yet created any participants, you must complete this action first. This  article  explains how to create a new participant in Castor. You can also find this manual item within Castor Academy. Click  here  to view the Castor Academy ‘Data Entry in Castor EDC/CDMS course. Entering the

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Castor Connect 2021.1 release notes

Published July 1st, 2022 by Tonya Khodzhaeva

Release date: 14 June 2021 Castor Connect Authentication (App) Users must install the application before attempting to register or activate Users receive an email from EDC with an authentication link in it. This authentication link will open the app for the specified record in EDC. The user will need to authenticate with this link a first time befor

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Castor EDC 2021.3 release certificate

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC 2021.3 release and randomization certificate. Release notes for 2021.3 can be found here. EDC_2021.3_Release_Certificate_(1) (1).pdf

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Convert date formats

Published March 4th, 2022 by Tonya Khodzhaeva

Study admins can define a custom date format for each institute in the Settings tab. Alternatively, it is possible use calculations to change this format by getting the day (dd), month (mm), and year (yyyy). In this article examples are shown that you can use in your calculation templates. We'll use the date 30 January 2025 as an example throughout

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What does 'study type' mean? Which type should I use for my study in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

In the ‘Settings’ tab, you can select the type of study you will build.    Below you can find information about the different study types and what they mean for your data: Production study - this should be used for studies in which you will be collecting real data from patients or subjects.  Test study - a test study is used for studies that are use

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QR code field EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

It is possible to add QR codes to study forms, repeating data forms and surveys. QR codes can contain information about the current logged in user, participant site, id and values for any variable in the study. To add a qr code, click the QR code field in the Form builder: In the QR code data field you can create a template based on information in o

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Metadata for Adverse Event reports

Published March 4th, 2022 by Tonya Khodzhaeva

To allow for medical coding of adverse events, medical history, and concomitant medications, we have implemented an out-of-the-box integration with a Medical Coding platform: MedCodr. MedCodr is a web based solution for coding medical verbatim terms and products to standard dictionaries including MedDRA and WHODrug or custom dictionaries.  With our

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Export study data

Published March 5th, 2022 by Tonya Khodzhaeva

Castor SMS data can be exported into Excel. Exporting of data Go to the 'Studies' overview. Click on 'Export'. Select an export option. A predefined export report. A custom made export report via 'Extended export'. Select the fields you want to include in the export. Click 'New preset' to save the exported report. All study data you have view rights

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Overview of the approval requests in SMS

Published March 5th, 2022 by Tonya Khodzhaeva

Before a study can be locally approved, all added approval requests must be accepted. You can find an overview of the study approval requests in the study’s ‘Approval requests’ tab. The overview includes the request name and status.

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Formats for data import

Published March 3rd, 2022 by Tonya Khodzhaeva

In Castor it is possible to import data captured with other tools. The article  Import study data provide an extensive explanation of the preparation of the datasheet and the steps to import it in Castor.  This article outlines some specific data formats that you need to be aware of when preparing your data for import. Importing option group data: r

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What payment methods are available for my study, and what will it cost?

Published March 4th, 2022 by Tonya Khodzhaeva

We will send you an invoice once your study is live. You can pay this invoice through a SEPA Bank Transfer or PayPal. If the institute you belong to has an existing license for Castor, you will need to enter the institute billing code into the applicable field within the study settings. You can calculate the expected cost of your study using the Cas

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Test your automations

Published March 3rd, 2022 by Tonya Khodzhaeva

A guide to practice testing your automations and become familiar with the automation's behaviour. In order to complete this tutorial, you must have at least one existing automation. If you don't have an automation, try creating one! Review your automations First, it is important to review your automation in the Automation Overview, taking special no

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Can I set up automatic survey reminders?

Published March 3rd, 2022 by Tonya Khodzhaeva

It is possible to set up an automated reminder when creating/editing survey package. This is a generic setting for the survey package and will always be applied when an invitation is sent for that survey package. Learn how to set up an automated survey reminder here: https://helpdesk.castoredc.com/article/28-send-survey-reminders

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Studies overview

Published March 4th, 2022 by Tonya Khodzhaeva

After logging in, the “Studies” overview will be displayed. The overview will show the list of the studies to which you have been invited to participate.  Studies overview consists of the following elements: Servers: Here the data storage locations are displayed. There are two server locations available: Europe and the United States. Study data is o

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Using Test and Production Study Environments: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

It is possible to easily create a copy of a study that automatically duplicates the structure of the originating study with the Form Sync feature. Introduction to the Form Sync feature Our Form Sync feature allows for each production study to have a corresponding test environment. The test environment is for managing structural (CRF) changes, while

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Introduction to the encryption module in EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

The encryption module allows the secure storage of personal data of study participants such as date of birth, name etc. This module allows individual Castor fields (study variables) to be stored in an encrypted manner. This means that the data is stored in the database in the form of a random code. To view the data that lies behind this code, the us

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How can I test a survey?

Published March 3rd, 2022 by Tonya Khodzhaeva

Testing a survey intended for web browser Once you have created a survey and a test record, you can try to send an email with the survey to yourself, by adding your own email address to a record. You will then get the exact email that a normal participant of the study will get: Clicking on the link will take you directly to the survey. If you only w

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Monitoring queries in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

The 'Monitoring' module allows monitors to create data queries for fields in a study. These data queries or queries are issues the monitor has identified with the value entered in a field. Queries need to be closed for a participant to be marked as complete.  This module is only available for studies that are using the additional Monitoring package.

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What are 'required' fields in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

When a field is 'required', any unanswered fields will have an orange status button:   In the study forms, the labels of required fields are displayed in bold text.    The red message ‘This field is required’ is displayed  when a user interacts with the required field but does not provide an answer.    Only required fields are taken into account whe

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Randomizing test participants EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

It is possible to randomize test participants in your study without influencing the data you will collect once the study is live.   You can add and test the randomization in your study before it goes live - it is possible to randomize your test participant(s) to check if the randomization settings you have chosen are working correctly without concer

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Castor Connect ePRO app

Published March 3rd, 2022 by Tonya Khodzhaeva

Castor Connect is Castor’s mobile application, enabling participants to complete their study assessments (‘surveys’) from the comfort of their personal devices.  Below is an example of how the Castor Connect app is displayed on an iOS device: As long as participants have been able to download the latest survey package, they will be able to continue

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Does the system support randomization?

Published March 4th, 2022 by Tonya Khodzhaeva

Yes - Castor offers a randomization module which uses variable, weighted block randomization with the ability to include stratification using fields in your study forms.

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What are the limits for importing data in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

For performance reasons import cannot contain more than 25000 data points (rows * columns). If you would like to import the data set which contains more than 25000 data points, there are several options: Split the dataset in several parts that contain less than 25000 data points and import each part separately. More information about importing data

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Import option groups in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Some studies contain long lists of options, for example countries or medication lists which are often used as dropdown menus. In this case it is best to upload the option group in Castor.  Before you start Before importing an option group, it's important to make sure that the csv file is formatted properly. Option groups with up to 15000 options can

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Automatically send out surveys

Published March 3rd, 2022 by Tonya Khodzhaeva

This article explains how to send out surveys to certain participants in your study automatically. This means that you can schedule surveys to be sent as soon as an email address is added to a participant or a field value is updated. To do this, you will need to use the Automation Engine. This tab will appear once you enable 'Beta' settings in the b

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Automatically add queries

Published March 3rd, 2022 by Tonya Khodzhaeva

This is a guide that helps with creating an automation with the "Add Query" action. Please note that all of the below examples use the example forms Castor can provide you for a newly created study. If you need to add multiple queries to the same field, it can be done manually, please visit the page Monitoring queries for more information. Parameter

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How do I enter survey data that has been collected on paper?

Published March 3rd, 2022 by Tonya Khodzhaeva

If you want to enter data into surveys manually (e.g. if you have collected survey data on paper), then you can do the following: Create the survey forms in Castor. Create survey invitations in bulk or per record. You can choose to enter your own email address, as creating survey invitations requires an email address. For the 'Send on date', choose

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Unlinking a study: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

To unlink a linked study, follow the steps below: Navigate to the Study Structure -> Form Sync tab. Click 'Unlink' study button: Confirm that you would like to unlink the two studies. Please note:  Once a study is unlinked, it is not possible to link the study to its original linked study.  You will need to start the link process again which will

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Export uploaded files

Published March 3rd, 2022 by Tonya Khodzhaeva

The 'Upload file' field allows users and survey participants to upload files to the study. Exporting uploaded files can be done in two ways: Export per participant, per field Files can be individually downloaded from the form using the View or Download options alongside the field. Export all uploaded files for all/selected participants Otherwise, it

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The Participants tab in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

In the 'Participants' tab, an overview of all the participants within the study is available. A user can only see the participants that belong to the sites for which they have 'View' rights. The Participants tab explained The 'Participants' tab shows an overview of all the participants in your study. The Participant ID column is fixed to the left si

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Can I perform a bulk export of uploaded files in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

Yes - uploaded files can be exported in bulk, into a zipped file.  To export files from the study: Navigate to the Participants tab. Click the 'Export' button.  Choose 'Export all' to export files from all participants. If you are exporting only selected participants, first select the participants of interest and then click Export and 'Selected Part

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Import report data

Published March 3rd, 2022 by Tonya Khodzhaeva

If you're looking to import study data, check this article: Import study data.  If you have questions about the format accepted in each field check Formats for data import. It is possible to import report data, taking the following into consideration:  The import file must contain the following columns: Record ID, custom name, and parent phase (if a

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Customize participant's ID's in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

This article covers how to change the way participant IDs are generated within Castor CDMS.   Participant ID Options First, navigate to the ‘Settings’ → ‘Study’ tab → scroll down to the section ‘Other’. Click the ‘Participant ID’ dropdown to see the various options for customised participant ID's:   Below are the options for customizing your partici

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Performing User Acceptance Testing (UAT)

Published March 4th, 2022 by Tonya Khodzhaeva

Now that you have completed building your study, it is time for User Acceptance Testing. User Acceptance Testing, or UAT, is one element of your validation process. UAT should test for both positive and negative results and you should begin with a plan for what and how you will test each field. Before starting UAT, we recommend that you perform a ba

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Can I import data into surveys in Castor EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

Currently, it is not possible to import data into surveys. It is possible to import data into study forms and repeating data. If you want to enter data into surveys manually (e.g. if you have collected survey data on paper), follow these steps.

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CDISC export and import limitations

Published March 3rd, 2022 by Tonya Khodzhaeva

The CDISC Operational Data Model (ODM) was developed to promote data collection, archival and interoperability for clinical research studies. Castor EDC supports CDISC ODM-XML for the study structure and data export. The base version of standard is ODM-XML version 1.3.2 . This feature is currently available upon customer request without any addition

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Will my study be compliant with GCP (Good Clinical Practice) guidelines if I use Castor?

Published March 4th, 2022 by Tonya Khodzhaeva

As a researcher using Castor, you will comply with all GCP guidelines applicable to you in your role as sponsor and/or researcher. You can learn more here and on request, we can provide copies of the latest validation, testing reports and certificates for the latest version of Castor EDC/CDMS.

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Is Castor EDC/CDMS a validated system?

Published March 4th, 2022 by Tonya Khodzhaeva

Yes, the system is compliant with ICH-GCP and fully complies with all the regulations required by FDA 21 CFR Part 11 for electronic data management.

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Release notes Castor SMS februari 2020 - versie 2020.3

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Dinsdag 11 februari 2020 Aanpassingen: Notificaties: De volgende e-mail variabelen zijn toegevoegd aan de gebeurtenis "Monitorvisite toegevoegd": Uitvoerende monitor - {{ executing_monitor }} Visite datum - {{ visitDate }} Type monitorvisite - {{ visitType }} De e-mail voor gebeurtenis "Studie goedgekeurd RvB" kan nu ook verstu

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User and Roles

Published March 4th, 2022 by Tonya Khodzhaeva

The User & Roles page displays the names, emails, roles, and sites for everyone with access to your study. From this page, it is possible to revoke access, view pending study invitations, and re-send or cancel invitations.   Name: displays the name of the user once they have accepted the invitation. Rejected status means that the user has declin

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How to do study setup for patient from site A going to site B for operation/treatment?

Published March 3rd, 2022 by Tonya Khodzhaeva

If a subject is being seen at site A and would like to continue care at site B. You can create a site called “A-B” that would allow both sites access to the participants for the subject.  Navigate to the settings  Click on study  Click Manage sites Add site “A-B” After which you can assign the subject to the new “A-B” site.  Please note users from e

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Rollen en rechten: Automatisch rollen aanmaken (gekoppeld aan deelnemende afdelingen en goedkeuringsaanvragen)

Published March 5th, 2022 by Tonya Khodzhaeva

Er zijn 2 manieren om nieuwe rollen aan te maken: handmatig en automatisch. De rollen waarbij automatisch rechten worden gemaakt zijn van toepassing op de deelnemende afdelingen en goedkeuringsaanvragen. Dit onderdeel van de handleiding gaat over het maken en beheren van automatische rollen (gekoppeld aan deelnemende afdelingen en goedkeuringsaanvra

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How can I test my study in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

When you have finished building your study, we recommend testing it before going live.    Testing should be performed in all parts of the study, for example the forms, randomization settings, repeating data and surveys. It is important to make sure the structure and content of the study are logical, as a clear structure will help to reduce the risk

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Can I create automations based on checkbox fields?

Published March 4th, 2022 by Tonya Khodzhaeva

At the moment, it is not possible to create automations based on checkbox fields because automations with the same conditions cancel each other out. We suggest to use radio buttons instead. For better context, suppose you have a Checkbox Field (Intravesical Therapy)  with 3 options to choose from. You would like to hide certain steps, based on the C

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Castor EDC 2019.1 release certificate

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC 2019.1 release and randomization certificate. Release notes for 2019.1 can be found here. randomization_certificate_2019.1.pdf Release_Certificate_2019.1.pdf

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Een goedkeuringsaanvraag beheren

Published March 5th, 2022 by Tonya Khodzhaeva

Wat is een goedkeuringsaanvraag? Een goedkeuringsaanvraag is een verzoek aan een partij/dienst om een akkoord te geven. Denk hierbij aan een akkoord van een jurist, financial controller, privacy deskundige of een medisch hulpmiddelen expert. Zodra een goedkeuringsaanvraag aan een studie is toegevoegd of ingediend dan worden de gebruikers met de geko

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Does Castor EDC have (statistical) reporting?

Published March 4th, 2022 by Tonya Khodzhaeva

A basic study statistics overview is provided in Castor which displays the number of inclusions and randomized records (total and per center/institute). We are currently developing a Premium Feature that will enable our users to run advanced statistical reports directly from Castor - please contact us for more information.

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Why are survey invitations sent from no-reply@castoredc.com?

Published March 3rd, 2022 by Tonya Khodzhaeva

The standard address from which surveys are sent is no-reply@castoredc.com. This will always appear as the sender email address.  When you select a user email address as the sender, the participant (receiver) will still receive an email from no-reply@castoredc.com, but the name of the user will appear as sender.  In addition, the survey participant

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When building the eCRF can we use a template or a previous study built in your system?

Published March 4th, 2022 by Tonya Khodzhaeva

The Castor Form Exchange can be a useful resource for study admins - researchers using Castor are able to share their own study forms and templates or download and reuse forms shared by others. Study structures can be exported to XML format from an existing study and imported directly into a new study. To access the full Form Exchange, just log in u

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Doing date (and time) calculations in EDC/CDMS: the basics

Published March 4th, 2022 by Tonya Khodzhaeva

Calculation fields in Castor are often used to build advanced date validations. In Castor dates are stored as string (text) in the format 'DD-MM-YYYY'. It is generally necessary to indicate this in your calculations. For this you can use the so-called 'Moment' function in JavaScript. Moment.js is a JavaScript library that offers many possibilities t

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Release notes Castor SMS juni 2018 - versie 2018.9

Published March 6th, 2022 by Tonya Khodzhaeva

Woensdag 13 juni 2018 Aanpassingen: De taken feature heeft een aantal verbeteringen gekregen, zoals onder andere: De automatische taken kunnen nu ook ingesteld worden voor de speciale goedkeuringsaanvraag- en deelnemende afdelingsrollen. Naast de studietitel wordt ook het studienummer getoond. Het aantal open taken dat wordt getoond in het Takenmenu

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Manage sent and scheduled surveys

Published March 3rd, 2022 by Tonya Khodzhaeva

All survey invitations that have been created and sent in the study will appear in the 'Surveys' tab. You can make use of this tab to track the survey progress, to re-send survey invitations and to archive (or un-archive) any unnecessary surveys.  Each row is a separate survey invitation and contains several categories (columns):  Participant - the

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Transforming a paper CRF into a Castor CDMS study structure

Published March 3rd, 2022 by Tonya Khodzhaeva

This section will demonstrate how you can build Castor CDMS study structure from a paper case form.   This example CRF page captures Demographics data:     The Study structure tab allows you to outline the different forms, i.e. sections that contain related data. Study forms: Visits/Forms Visits in Castor are used to represent planned study visits.

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The 'Link' field EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

A ‘Link’ field allows to create a link to an external webpage that is generated in the same way as calculation and summary fields are generated, using variables. With this approach you can create deep-links to external resources like PACS, HIS or other systems. Using a custom link requires a link template. The active link will be created automatical

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Can I delete information from the system?

Published March 4th, 2022 by Tonya Khodzhaeva

After your study goes live, you cannot permanently delete data from the system. Records may be archived so that they do not appear in the overview however, all data can be retrieved in line with GCP guidelines. Soft deletion of data from an eCRF is permitted, as the data is maintained and recoverable for audit trail purposes.

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Het versturen van een offerte aanvraag aan en deelnemende/ondersteunende afdeling of dienst

Published March 5th, 2022 by Tonya Khodzhaeva

In het tabblad "Deelnemende afdelingen" worden de deelnemende/ondersteunende afdelingen of diensten van de studie toegevoegd. Dit biedt een inzicht in het aantal verrichten die de afdeling specifiek voor de studie uitgevoerd moeten worden. Aan de hand hiervan kan de afdeling een offerte opstellen. Het toevoegen van een deelnemende afdeling: Ga naar

82 Views 1 min

Can you build my study for me?

Published March 4th, 2022 by Tonya Khodzhaeva

Yes, we provide eCRF construction services for a fee. Send us your draft eCRF and/or study protocol and we can provide you with a quote.

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Het goedkeuren van een studie indiening voor de lokale uitvoerbaarheid

Published March 5th, 2022 by Tonya Khodzhaeva

Let op: Dit artikel is alleen van toepassing voor gebruikers met rechten voor het Admin tabblad. Het goedkeuren van een studie indiening: Open een studie; Ga naar het Admin tabblad; Selecteer de juiste studiestatus en klik op Opslaan. Afhankelijk van de notificatie instellingen ontvangen de contactpersonen van de studie een e-mail over deze studie g

95 Views 1 min

Export data formats

Published March 3rd, 2022 by Tonya Khodzhaeva

Your export is a zip file which contains multiple files in the format of your choice. Along with the study, report, and survey data, you will find additional files with comments, custom verifications, field options, queries, source data verifications for steps, and variable lists. This article outlines how your data will be exported into CSV and Exc

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How do I use only month and year instead of a full date in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

If you don't need to know the exact date of an event, or only want to use the month and year, it is possible to display this using two variables.  To display the year, there is a 'Year' field available in the 'Study forms' tab. For the month, it is recommended to create a new option group for months and use a dropdown field, or you can use a number

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Castor EDC 2021.3 release notes

Published March 4th, 2022 by Tonya Khodzhaeva

Release date: 3 June 2021 Study Configuration ‘Castor Connect’ added to configuration options for internal (Castor) users to make Castor Connect configurable/usable within a study. The below Castor EDC features apply only to studies with Castor Connect turned ON. Ongoing studies are not/will not have access and/or visibility of the below unless requ

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What happens to my data if you go bankrupt or discontinue the product?

Published March 4th, 2022 by Tonya Khodzhaeva

As a company, Castor is growing more than 200% each year and we have also agreed multi-year contracts with a growing number of top research hospitals and institutions internationally. For insurance, a Continuity Service arrangement is in place with our datacenters. This ensures that they will continue to run for 3 months (6 months for our UK datacen

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Do you provide one-on-one training/support in building the eCRF? EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Yes, we can provide Premium Support which includes two personal checks before your study “Goes Live” and phone support. Please contact us for more information.

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Castor EDC 2021.5 Release Certificate

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC 2021.5 release certificate. Release notes for 2021.5 can be found here. EDC_2021.5_Release_Certificate.pdf

87 Views 1 min

Why does my calculation not have a value?

Published March 3rd, 2022 by Tonya Khodzhaeva

There are several possible causes if a calculation field does not have a value: The form in which the calculation is located, has not been opened for the participant in question. Please note that you should always open the form in which the participant is located, so that its value can be updated. The calculation template might be inaccurate - check

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Can I cancel a survey invitation?

Published March 3rd, 2022 by Tonya Khodzhaeva

To cancel a survey invitation that is scheduled in the future, just archive it by pressing on the cogwheel. This will archive the survey invitation and stop any future scheduled sending.

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Send survey reminders

Published March 3rd, 2022 by Tonya Khodzhaeva

You can send survey reminders to participants who have not yet completed their survey after a certain period of time.  Automatic survey reminders It is possible to set up an automatic reminder when creating/editing survey package. This is a generic setting for the survey package and will always be applied when an invitation is sent for that survey p

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Het toevoegen van gebruikers aan het studieteam

Published March 5th, 2022 by Tonya Khodzhaeva

Andere gebruikers kunne toegang krijgen tot de studie door hen toe te voegen aan het studieteam.  Het toevoegen van een gebruiker Ga naar het Studies menu; Open de studie; Ga naar het Studie team tabblad; Klik op "Voeg een gebruiker toe"; Vul het formulier in; Voeg een bestaande gebruiker toe of een nieuwe gebruiker middels het e-mailadres Selecteer

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What is metadata?

Published March 4th, 2022 by Tonya Khodzhaeva

Metadata are data that provide information about other data, generally a dataset. These data, in combination with documentation, help you, your colleagues, and computers to comprehend the meaning behind the data in the datasets.  Metadata also enables interoperability (i.e. the ability to exchange data and interpret that data) since they provide a c

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The Study Dashboard in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

The Study Dashboard allows to track the progress of your study, including: Participant recruitment Data collection progress Randomization Queries   Please note that the dashboard is only visible for users who have appropriate site rights. View the Study Dashboard Once the Study  Dashboard has been enabled for your study, follow these steps to open i

186 Views 1 min

Calculating with checkbox fields: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

* Note : When testing your calculation with checkboxes in the  Calculation Helper , use commas (,) as separator instead of semicolon (;). On the contrary, Castor EDC uses semicolon (;). Check if a box was checked Checkbox fields are saved as a semi-colon separated string, e.g. "1;4;5". To be able to perform calculations with these values, you will n

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Release notes Castor SMS december 2019 - versie 2019.24

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Dinsdag 10 december 2019 Aanpassingen: Een Dashboard menu is toegevoegd: Er zijn twee weergaven: goedkeuringsaanvragen en amendementen. De data kan middels grafieken of een lijst getoond worden. De tijdsperiode kan zelf gedefinieerd worden. Rollen en rechten: Admins hebben standaard toegang tot alle weergaven van het dashboard.

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Calculations with Number & Date Field

Published March 4th, 2022 by Tonya Khodzhaeva

The number & date field allows a user to store a number value alongside a date. This field gets saved as a semi-colon separated string, e.g. "4;14-09-2020". To be able to perform calculations with these values, you have to split the string in separate values. For example, to access the number value in the number & date field, you can use: va

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Release notes Castor SMS november 2018 - versie 2018.21

Published March 6th, 2022 by Tonya Khodzhaeva

Dinsdag 27 november 2018 Aanpassingen: Toevoegen nieuwe gebruikers: Voorheen konden nieuwe gebruikers alleen toegevoegd worden aan Castor SMS via een studie. Niet alle gebruikers in Castor SMS zijn gerelateerd aan een studie. Daarom is het vanaf nu ook mogelijk gebruikers toe te voegen aan Castor SMS vanuit het Gebruikers menu, lees hier voor meer u

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How can I verify data in Castor?

Published March 3rd, 2022 by Tonya Khodzhaeva

It is possible to add/manage the types of data verification in the study settings. 'Source data verification' and 'Other' are provided by default, and the verification types used in the study may be changed or removed as necessary. To be able to verify forms, the user will need to have 'Verify' rights. For more information see the relevant helpdesk

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Can I access the system from anywhere? What internet browsers do you support?

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC is a web application which can be accessed from anywhere using your Castor login credentials. 'For the best experience, we recommend using the latest version of Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge (any operating system). It is recommended to use an up to date browser, for compatibility and security updates. Internet

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Set up (Source) Data Verification for your study in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

In Castor CDMS you have the option to verify collected data in your study. The most common example is source data verification (SDV), but you can also define your own verification type depending on the quality control that you want to use for your study data.    To use this feature you have to first ensure that the correct study settings are applied

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Calculate the score from several variables: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

You can add values from different fields together using a calculation field. For example, you can use this template to calculate a risk score based on multiple risk factors. In this example we use the MLHF (Minnesota Living with Heart Failure) questionnaire which is answered on a scale from 0 to 5 (very little - very much). The score of this questio

107 Views 1 min

Study status

Published March 4th, 2022 by Tonya Khodzhaeva

A study status is visible on the Studies page: A study goes through the following statuses: Testing (Castor): The study is being tested by Castor. Audit trail events during this study status are marked with the status 'Testing (Castor)'. Testing (Customer): The study has passed the quality checks by Castor and is handed over to the customer to perfo

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Comparing variables with calculation fields

Published March 4th, 2022 by Tonya Khodzhaeva

Comparing two variables In calculations, you sometimes need to compare two variables against each other. Check out the article Using the "if-else" logic to see how this works. For example, you want to check if one value is larger than the other and then show an error message if the condition is true.  Below is an example that allows you to check if

112 Views 1 min

Using the "if-else" logic

Published March 4th, 2022 by Tonya Khodzhaeva

This tutorial will cover what an if/else statement is, when to use it, and how to use it. What is an if/else statement The if/else statement is a logical, conditional expression that evaluates a condition and will only execute the block of code below it, if the condition is true. An example in plain English:  if (field 1 = 1 and field 2 = 2) { 'Perf

249 Views 1 min

Request a quote from a participating/supporting department

Published March 5th, 2022 by Tonya Khodzhaeva

When requesting a quote from a participating/supporting department, it is important to add the number of requested operations/procedures first. Adding a participating department Go to the 'Studies' tab. Open the study. Go to the 'Participating departments' tab. Click on 'Add participating department'. Complete the form. Details: Fill in the general

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Castor SMS Release Certificate 2022.1

Published March 6th, 2022 by Tonya Khodzhaeva

Castor SMS 2022.1 release certificate is available for download below. Release notes for 2022.1 can be found here. SMS_Release_certificate_signed.pdf

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Release notes Castor SMS mei 2018 - versie 2018.8

Published March 6th, 2022 by Tonya Khodzhaeva

Maandag 28 mei 2018 Aanpassingen: Documenten tabblad: De bestandstypen die toegevoegd kunnen worden is beperkt. Bij het toevoegen van een bestandstype dat niet wordt ondersteund wordt er een foutmelding getoond Bij het toevoegen van een te groot bestand wordt de volgende foutmelding gegenereerd: Bij het aanpassen van het toegevoegde bestand wordt oo

75 Views 1 min

Adding a dependency on a grid field

Published March 4th, 2022 by Tonya Khodzhaeva

Calculation fields can be used to make other fields dependent on certain values added to the grid field. For example, this template outputs 1 if the data entered into the Row one, Column 1 is 'Yes' (equals to 1): var obj = JSON.parse('{grid_variable_name}'); if (Object.values(obj[0])[0] == 1) { 1; } else { 0; } This calculation will be hidden, as we

106 Views 1 min

Find your way around Castor CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Using Castor CDMS is super easy! Just follow the steps below, depending on what you want to achieve within Castor CDMS:  No matter what type of user you are, you must begin by creating your Castor account.  Study admin path Create your own study as a study admin.  Create your study by clicking on the 'Start a new study' button on the 'My studies' la

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The 'Grid' field EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Grid fields are used to group closely related data in a tight interface (table).  To create a grid field, in 'Study form' > 'Visits' select field type 'Grid' from the list of field types. The 'Add a new field' dialog window will appear: Choose the position, add a label and name the variable. Once completed, click 'Gridfield configuration' to open

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Castor eConsent Release Notes 2022.1

Published March 5th, 2022 by Tonya Khodzhaeva

Release dates:  EU server: March 7, 6 PM CET US server: March 8, 10 AM CET Added features/functionalities Single Sign-On support  We are extending our user management capabilities with the support of Single Sign-On (SSO), possibility to integrate external Identity Providers (IdPs) via OpenID Connect (OIDC). In this release we commence pilot integrat

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Is Castor EDC compliant with 21 CFR Part 11?

Published March 4th, 2022 by Tonya Khodzhaeva

Yes, Castor EDC is compliant with 21 CFR Part 11.

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Send individual surveys

Published March 3rd, 2022 by Tonya Khodzhaeva

In Castor, surveys are sent out by creating survey invitations. In order to send a survey you must first have created a survey form and a survey package. Surveys are always sent as survey packages, even if the package consists of only one survey. This article describes how to send out survey invitations to a single participant. To send a survey to m

177 Views 2 min

Manage your account settings

Published March 3rd, 2022 by Tonya Khodzhaeva

Learn how to change your account settings in this tutorial. You can access your account settings via the Account button at the top left of the navigation bar, visible when you are logged in to Castor EDC: When you click 'Settings', you can view and change your profile details, account details and user details: In General details, you can add and cha

185 Views 1 min

Introduction to the 'My Studies' overview

Published March 3rd, 2022 by Tonya Khodzhaeva

After logging into Castor, the 'My Studies' overview is shown. This overview provides a list of the studies you are currently participating in. From this overview, we can find out several details about the studies that we are a user in that region. The studies are sorted by the most recent creation date of the studies. We can change this view and fi

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How to use Castor EDC system in a secure way - Best practices

Published March 3rd, 2022 by Tonya Khodzhaeva

Castor is secured according to the most recent standards to make sure your data is protected in the best possible way. The measures we take to protect the data are outlined in our Security Statement. While we strive towards storing the collected data as securely as possible, as a user you also play a role in keeping this data safe. Accessing the sys

175 Views 1 min

Troubleshooting: Why does my automation not work?

Published March 4th, 2022 by Tonya Khodzhaeva

There can be multiple reasons your automation behaves differently than you expect. See a couple of explanations below. If this article doesn't explain the behavior of your automation, feel free to contact us at support@castoredc.com. Automations are only triggered if the event is executed This means that if you already have executed the event (e.g.

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Castor eConsent 2022.2.0.0 Release Certificate

Published June 30th, 2022 by Tonya Khodzhaeva

Castor eConsent 2022.2.0.0 release certificate is available for download below. eConsent_2022200_Release_Certificate.pdf

86 Views 1 min

Merging changes from test environment to production environment: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Final changes are always applied from the test to production study, never the other way around. Once the changes are applied to the production environment, it is no longer possible to revert them. To remove any changes that have been applied you will need to open the test study, reverting the changes in the test study manually and merging these chan

148 Views 2 min

Select an action for your automation

Published March 3rd, 2022 by Tonya Khodzhaeva

The action describes the result of the event triggering. Open the action dialog After you navigate to the Automation Engine and select an event, click on the "Action" button (1). Select an action A pop-up will show up in which you can select an action: Search for an action: As more actions are supported by our system, you will be able to search for

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Export into SAS

Published March 3rd, 2022 by Tonya Khodzhaeva

SAS (Statistical Analysis System) is a system developed to perform statistical analysis by altering, managing and retrieving data from a variety of sources. Castor EDC supports export of collected data in the SAS format of choice (SAS XPT or SAS 7BDAT). The options are available in the data (records) export dialogue.  This feature is currently avail

199 Views 1 min

The Study Structure tab in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

The ‘Study structure’ tab is where you define the sequence of your study forms and build the main outline of the study.   When you first open a new study the study structure will be empty. You will need to customize your structure to fit the needs of your study.    A study can consist of Visits, Forms, Repeating Data structure and Repeating Data for

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Automatisch e-mails versturen vanuit Castor SMS

Published March 5th, 2022 by Tonya Khodzhaeva

Het is mogelijk om automatische e-mails te laten genereren. Deze worden verstuurd vanuit no-reply@castorsms.com.Ga naar het Instellingenmenu, subtabblad Notificaties. Het instellen van een automatische e-mail gaat in 4 stappen: 1. Selecteer een gebeurtenis2. Specificeer de ontvanger(s)3. Opstellen van de e-mail template4. Opslaan van de e-mail notif

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Release notes Castor SMS maart 2019 - versie 2019.5

Published March 5th, 2022 by Tonya Khodzhaeva

Dinsdag 5 maart 2019 Aanpassingen: Rollen en rechten: Gebruikers met een User rol kunnen vanaf nu: geen bestanden uit het Documenten tabblad van een studie verwijderen; geen amendementen uit het Amendementen tabblad van een studie verwijderen. Filteren: Vanaf nu is het mogelijk om een filter op te slaan in het algemene Studies menu. Vanuit het Taken

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Overseeing organization and Sites

Published March 4th, 2022 by Tonya Khodzhaeva

The 'Overseeing Organization & Sites' overview allows for the management of details for the overseeing organization and study sites. Overseeing organization In this section, you can view the following details related to the organization: Name, Abbreviation, Country, Admin email. It is possible to edit these details, with the exception of the adm

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General functionalities of Castor SMS

Published March 5th, 2022 by Tonya Khodzhaeva

Personal menu Your personal menu can be found above the navigation panel. Click on your username to view the options: Language settings: Click on the country flag to set your language. Castor SMS is available in English and Dutch. Manual: This button will open the online helpdesk for Castor SMS. The helpdesk contains guidance, support contact inform

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How are grid field values and checkbox values retrieved from the API in EDC/CDMS?

Published March 4th, 2022 by Tonya Khodzhaeva

Grids Grid field values are stored as so-called JSON objects. A JSON object looks like this: {"0":{"0":"A","1":"C"},"1":{"0":"B","1":"D"}}   In this case, the grid field consists of 2 rows, numbered 0 and 1 (outside the inner brackets), and two columns, also numbered 0 and 1 (inside the inner brackets). For the case above, the grid would look like t

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Ready-to-print user guides based on role 2022.1

Published July 1st, 2022 by Tonya Khodzhaeva

The following PDF files include instructions for the usage of Castor EDC according to the three default user roles. You can download or print these files for your own documentation: Study admin instructions This PDF file contains manual instructions for study admins. It contains instructions for creating and testing a study, and information about ad

103 Views 1 min

Castor SMS Release Certificate 2021.6

Published March 6th, 2022 by Tonya Khodzhaeva

The Castor SMS 2021.6 release certificate is available for download below. Release notes for 2021.6 can be found here. SMS_Release_certificate_2021.6.pdf

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Calculate the difference between two dates: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

There are multiple options to calculate the difference between dates. 1. getDateDiff The easiest approach is to use getDateDiff. See this calculation: getDateDiff('{date2}','{date1}','y') In this calculation: '{date2}' = the variable name of the date field that contains the most recent date '{date1}' = the variable name of the date field with the ol

198 Views 1 min

Castor Status page

Published March 5th, 2022 by Tonya Khodzhaeva

Our current services availability can be reviewed on the Castor Status page: https://castorstatus.com/ Although we aim to keep downtime to a minimum, users may occasionally experience trouble connecting to one of our servers. We truly believe that reliability and up-time are critical to our customers. To show our commitment, we’re launching this sta

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Subject Status

Published March 4th, 2022 by Tonya Khodzhaeva

If you want to set subject status on your study you can do it by using the Record Status feature. If you want to learn how to create record status, please visit The Record Status article. It is also recommended that an “End of Study” phase be built into your study. Here, you can collect study completion information: If a subject was discontinued ear

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Manage quote requests (participating department)

Published March 5th, 2022 by Tonya Khodzhaeva

What is a quote request Some studies require other departments to support in study actions. These are referred to as participating departments, and can be added to a study. Users can request a quote, an email will be sent to all users with the associated role in the participating department. Managing a request for a quote Go to the 'Studies' tab. Op

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Can I export the audit trail in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

At the moment you have two options to export audit trails:  We can export the file for you against a certain fee. Or you can export it yourself via API. Audit Trail export file provided by Castor To request an export of the audit trail, please contact support@castoredc.com indicating the title of the study for which the export should be prepared, as

121 Views 1 min

Castor Connect 2021.2 release certificate

Published March 5th, 2022 by Tonya Khodzhaeva

Castor Connect 2021.2.0 release certificate is available for download below. Castor_Connect_2021.2_Release_Certificate.pdf

79 Views 1 min

The study 'Settings' tab in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

All study settings can be found in the tab 'Settings', subtab 'Study'. This tab is available for the study admins with 'Manage Settings' rights. Here we describe all the settings that you can adjust.   General settings The first section is 'General': Study name: Change the study name which is displayed in the ‘My Studies’ list and when accessing the

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Introduction to the Automation Engine

Published March 3rd, 2022 by Tonya Khodzhaeva

The Automation Engine is a relatively new feature which users can use to automate many of their tasks. The Automation Engine is still a beta feature and thus to use it you need to have beta features enabled. You can do this by going to the Settings tab, then go to the Study sub-tab. In the section 'Other' you should select Enable beta features. To g

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Can I add a link in my forms in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

It is possible to add a link to forms using the following markdown:   [Link title](www.example.com) Adding a link to the help/info text In the below example, a link is added to the help text for a field:   The link will display in the participant after clicking on the i icon next to the field, as shown below:     It is also possible to add a link to

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Large file uploads: EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

The Large File Upload upgrade allows the upload of large files up to 2GB on the Castor EDC/CDMS platform. By adding this feature, the maximum file upload size will be upgraded from the standard limit of 5MB to 2GB per file. The increased file size is designed for studies that require the upload of large files, including: Medical imaging, including X

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Is the application secure?

Published March 4th, 2022 by Tonya Khodzhaeva

Security is of utmost importance at Castor EDC. Castor is officially certified in the field of Information Security (ISO 27001 – Standards for Information Security Assurance), the standard that describes how Information Security should be organised in a process-based manner in the context of the general business risks for the organisation. To find o

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Print participant data in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Print a single participant Please note that to print participant data, both view and edit rights are required. It is possible to print out the complete data for a participant in Castor. Open the 'Participants' tab Click on the three dots next to a participant  Select 'Print': The print dialog will open and you can select which information types shou

137 Views 1 min

Change the email address in a survey invitation

Published March 3rd, 2022 by Tonya Khodzhaeva

You can change the email address in an existing survey invitation. This can be necessary, for example, if the email address of the participant has changed. If the survey is planned for the future, then it will be sent to the updated email address. If the survey invitation was already sent, you will need to resend it manually after updating the email

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Castor EDC 2022.1.1 Release notes

Published June 29th, 2022 by Tonya Khodzhaeva

Release date: 19 April 2022 New features and / or  enhancements Possibility to set test records limit per study basis We’re introducing new internal tools to facilitate the testing of not live studies. Survey field to capture location from the browser API We added a new field type to surveys with the capability to use the web browser Geolocation API

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Using the Castor API R package for data analysis

Published March 3rd, 2022 by Tonya Khodzhaeva

You can use the Castor API R package to access study data in Castor via R. Please note that the 'castoRedc' project is released with a Contributor Code of Conduct. By contributing to this project, you agree to abide by its terms. For a simple data export and/or study and report data merge, see: How can I export and merge data in R? To get started wi

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Responding to Queries in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Responding to queries If a monitor has placed a query on a participant, this query icon appears on the participant list in the Queries column. Clicking on the query icon will take the user to the field in which the query was placed. Once a user clicks on the query icon from the field, the query status table will appear. Here, is where updates to the

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FormSync feature

Published March 3rd, 2022 by Tonya Khodzhaeva

We are excited to announce the launch of the Form Sync feature! This feature enables users to easily add, delete or edit their forms in the test environment with test records, and invite users to review the revised CRF, all without impacting the production study.  Our FormSync feature allows for each production study to have a corresponding test env

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User rights for encryption in EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

The "Manage Encryption" right The Manage encryption right will allow you to assign "Encrypt" rights to other users in your study (see below). This is similar to the "Manage Users" right, except it is dedicated to the user rights for encrypted data.  Note: At the moment, this right is also necessary to define fields as encrypted in the form builder.

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Een offerte aanvraag beheren door deelnemende/ondersteunende afdeling

Published March 5th, 2022 by Tonya Khodzhaeva

Wat is een offerte aanvraag? Studies kunnen gebruik maken van een deelnemende/ondersteunende afdeling. Deze kunnen toegevoegd worden aan een studie. De deelnemende afdelingen zijn gekoppeld aan een gebruikersrol die Admins beheren. Het kan zijn dat meerdere gebruikers in het systeem dezelfde rol hebben. Zodra een offerte aanvraag (envelop icoon) voo

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Create a survey that works well on a tablet/mobile phone

Published March 3rd, 2022 by Tonya Khodzhaeva

Castor EDC supports surveys on mobile phones and tablet devices. While we always strive to improve this feature, below you will find a list of aspects to consider when developing a survey intended for a mobile phone or tablet. Survey length To ensure high participation rates, keep surveys short and simple. Many participants may wish to complete surv

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Coming Soon: CastorConnect!

Published March 3rd, 2022 by Tonya Khodzhaeva

CastorConnect We are excited to announce that we will soon launch CastorConnect! CastorConnect supports clinical studies by providing patients access to surveys and questionnaires on their mobile devices. Are you interested? If you are a researcher interested in CastorConnect for your study please contact us through sales@castoredc.com. Are you are

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Launching Castor eConsent

Published March 3rd, 2022 by Tonya Khodzhaeva

We are excited to announce the launch of Castor eConsent! Castor now supports recruitment of patients through a customized portal that automates enrollment workflows. This includes a study-unique enrollment page and a flow to obtain electronic informed consent from the participants.  How will it work? In a nutshell: participants can register their i

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Release notes Castor SMS januari 2018 - versie 2018.1

Published March 6th, 2022 by Tonya Khodzhaeva

Maandag 22 januari 2018 Aanpassingen In het Gebruikersmenu (alleen inzichtelijk voor gebruikers met een Admin rol) zijn 2 nieuwe kolommen toegevoegd: CV en Rol. In het Studie inhoudtabblad bij het veld "Welk type aandoening wordt bestudeerd?" is de optie "Infecties en parasieten" toegevoegd. Tevens zijn alle labels van de opties gelijk gemaakt met d

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Which data can be extracted with the R package?

Published March 4th, 2022 by Tonya Khodzhaeva

The full overview of all data and their methods/functions that you can use to retrieve them can be viewed on the Castor API R Package project page.  Check our Using the Castor API R package for data analysis tutorial to get started with the R package. If you need other data, you can also check out the API documentation and this article to see what d

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Create a new study

Published March 5th, 2022 by Tonya Khodzhaeva

Add a new study Go to the 'Studies' tab. Click on 'New study'. Fill in the required fields. Click on 'Continue' to add the study. The new study will then be added to Castor SMS. Before the study can be submitted, all required fields and required documents must be uploaded. For more information, refer to the ‘Check & submit’ tab of the study.

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Castor EDC 2021.5 Release Notes

Published March 4th, 2022 by Tonya Khodzhaeva

Release date: 11 October 2021 Added features and / or functionalities Record Status mechanism Tracking records throughout the study lifecycle is critical. For most users, whether processing individual records, or summarized views of study progress, rely on this information for critical user-flows. We’re introducing a first version of this new featur

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End of Study for Subject

Published March 4th, 2022 by Tonya Khodzhaeva

Castor allows a PI to sign each phase, step, and report. Often times, it is only required that the PI signs the record once a subject is discharged from a study. If the latter is the case, it is an option to add an "End of Study" phase to your study. Here you can collect the reason for the subject's discharge (discontinued, completed, etc) and opt t

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Castor EDC 2020.2 release notes

Published March 4th, 2022 by Tonya Khodzhaeva

Release date: 1 Jul 2020 Main features & improvements Signature In the study settings it’s now possible to set up a signature statement. This statement is presented to the user when applying a signature. By signing the phase or step, the user declares what is written in the signature. After the study has gone live, it is no longer possible to ed

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Release notes Castor SMS november 2017 - versie 1.3

Published March 6th, 2022 by Tonya Khodzhaeva

Toevoegingen & aanpassingen: De vraag in het METC tabblad over wie er verantwoordelijk is voor de monitoring gaf de antwoordopties DSMB en Anders (let op: dit was niet van toepassing voor alle Castor SMS omgevingen). We hebben hier twee aparte vragen van gemaakt om een duidelijker onderscheid te maken tussen monitoring en een DSMB. De taalinstel

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Het toevoegen van monitors en monitorvisites

Published March 5th, 2022 by Tonya Khodzhaeva

Het tabblad "Monitors" biedt een overzicht van de monitors en de monitorvisites. Middels de start- en stopdatum van de monitor wordt inzichtelijk wanneer de monitor toegang dient te krijgen in het EPD.Dit tabblad wordt alleen getoond bij WMO-plichtige studies. Het toevoegen van een monitor: Klik op de knop "Voeg een nieuwe monitor toe". Vul de gegev

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Can I import email addresses to which I will send surveys in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

Yes, you can! You can import a csv file with email addresses. You need to prepare the file accordingly, with your participant IDs and email addresses in separate columns. Please read this article for more information: Bulk import of email addresses. 

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Verify a completed form (Source Data Verification) in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

If you are a monitor performing source data verification (SDV) you can mark forms and visits as source-data verified. The verification type first needs to be set up by the study admin, find out how here. To be able to verify a form, you need 'Verify' rights.  Mark a form/visit as verified To mark a form or visit as verified, follow these steps: Open

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I want to show a phase or step instead of hiding it. How do I do that?

Published March 4th, 2022 by Tonya Khodzhaeva

The automation engine allows you to hide phases when they are not necessary - if a condition is met, the phase will be hidden.  All phases are shown by default. If the field value is changed and the condition is no longer met, the phase is shown again. Dependencies can be used to only show certain study fields when a condition is met, but a dependen

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Release notes Castor SMS juli 2019 - versie 2019.14

Published March 5th, 2022 by Tonya Khodzhaeva

Dinsdag 16 juli 2019 Aanpassingen: Elektronisch ondertekenen van goedkeuringsaanvragen: Goedkeuringsaanvragen die zijn goedgekeurd kunnen digitaal ondertekend worden door de gebruiker met de gerelateerde goedkeuringsaanvraag rol, of door een Admin.Aan de audit trail zijn twee nieuwe gebeurtenissen toegevoegd: "Handtekening toegevoegd" en "Handtekeni

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Search participants on specific data values in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

You can search for participants that contain certain data, for example if you want to find all patients of a certain age or gender. Click on the arrow in the left search box and find the field (question) of interest. In this example ‘Gender’ is selected. Enter the value of interest in the right search box (in this example "female") and all relevant

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Castor EDC 2020.1 release certificate

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC 2020.1 release and randomization certificate. Release notes for 2020.1 can be found here. Randomization_certificate_2020.1.pdf Release_certificate_2020.1.pdf

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Automatically generate a letter

Published March 5th, 2022 by Tonya Khodzhaeva

Admin users can add templates to Castor SMS for letters, which include study variables. When downloading such a letter template from a study, the entered values from the system will automatically be imported into the letter. Steps: Open the study and navigate to the "Templates" tab Click on the download icon or right click with your mouse to downloa

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Calculate the BMI using height and weight

Published March 4th, 2022 by Tonya Khodzhaeva

You can use this template to calculate the BMI of the patient.  Fields needed: Height of patient in meters, variable name: height Weight of patient in kilograms, variable name: weight Template to use: {weight}/({height}*{height})

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Show data values in the Participants tab in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Custom columns can be created to show specific variable values in the Participant overview. For example: Manage custom columns Custom columns can only be created by users with "Manage Settings" rights.  Navigate to the Settings tab (1), then scroll to "Other".  Click on "Manage custom columns" (2). A dialog window 'Manage Custom Columns' will show u

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Can I send patient notifications via email or text message (SMS) in Castor EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

It is not possible to send email notifications or SMS messages to patients directly via Castor EDC/CDMS. 

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Het toevoegen, bekijken, downloaden, archiveren en verwijderen van documenten

Published March 5th, 2022 by Tonya Khodzhaeva

Toevoegen van een of meerdere documenten Ga naar het Studies menu; Open een studie; Ga naar het Documenten tabblad; Klik op "Upload document" en selecteer één of meerdere documenten; Vul per document het formulier in en klik op "Volgende" indien er meerdere documenten zijn; Klik op "Klaar" zodra alle gegevens bij de documenten zijn toegevoegd. Het d

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Ready-to-print user guides based on role 2021.4

Published March 4th, 2022 by Tonya Khodzhaeva

The following PDF files include instructions for the usage of Castor EDC according to the three default user roles. You can download or print these files for your own documentation: Study admin instructions This PDF file contains manual instructions for study admins. It contains instructions for creating and testing a study, and information about ad

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How to lock a participant to prevent further data entry

Published March 3rd, 2022 by Tonya Khodzhaeva

It is possible to lock participants in Castor, which will prevent other users from accessing them and making changes to the data. Only users with the 'Lock' user right can lock/unlock a participant. Once a participant is locked, it cannot be signed. To lock an individual participant, navigate to the 'participants' tab and find the participant you wa

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Release notes Castor SMS september 2018 - versie 2018.16

Published March 6th, 2022 by Tonya Khodzhaeva

Donderdag 20 september 2018 Aanpassingen: Documenten tabblad: Het "Alleen lezen" scherm van bestanden wordt nu niet meer in één standaard formaat geopend maar houdt rekening schermgrootte (browser). De bestandsnaam wordt nu in de header van het "Alleen lezen" scherm weergegeven. Het "Alleen lezen" scherm heeft een knop gekregen waardoor het scherm o

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User Acceptance Testing Environment in CDMS

Published July 21st, 2022 by Tonya Khodzhaeva

Any customers wishing to access upcoming releases in our UAT environment need to be invited upon request. Please reach out to your Account Manager to request access. Castor CDMS offers a separate User Acceptance Testing (UAT) Environment. The purpose of the UAT environment is to test the upcoming release ahead of time in order to accustom with new f

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Release notes Castor SMS July 2020 - version 2020.14

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Woensdag 15 juli 2020 Aanpassingen: Bij de deelnemende centra is het nu mogelijk om een studiespecifiek contactpersoon toe te voegen. Tevens is de algemene contactinformatie inzichtelijk. Elektronische handtekening: Bij het ondertekenen van een goedkeuringsaanvraag wordt om een reden gevraagd.Na ondertekening wordt de reden ook

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Can I add photos and videos to the study forms in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

There are three ways to add photos or videos to a study in Castor CDMS: 1. Show an image in the form You can add an image into the form by adding an 'Image' field in the ‘Study forms’ tab. Here is an example of a the image field as seen in the study forms: 2. Upload a file during data entry Users are also able to upload photos or video files using t

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Form Exchange walk-through

Published March 4th, 2022 by Tonya Khodzhaeva

On this page you can share forms and calculations that you have made in Castor EDC/CDMS. You can find a lot of predefined form or calculations in our Form Exchange, or provide your own for others to use. We hope that our users will share what they have created and feel may be useful for other Castor users too. 1. Login to the Castor Form Exchange Yo

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Converting weight and length units: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Sometimes you need to convert the units of a given measure to keep a unified format across your study. These conversions are usually inches or feet to centimetres and pounds to kilograms, or vice-versa. In all these cases, we can use a simple operation to get it done. See some examples below: inches to cm var cent = {your_variable_in_inches} * 2.54;

102 Views 1 min

Locatie dataopslag

Published March 5th, 2022 by Tonya Khodzhaeva

Castor heeft verschillende datacenters over de wereld. De data in Castor SMS wordt standaard op de Europese server opgeslagen, deze bevindt zich in Nederland. 

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Calculate time difference in seconds (using text fields): EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Time fields in Castor only capture hours and minutes. If you want to capture time in the format HH:mm:ss, you need to use text fields. However, you can calculate with those as well! To calculate the difference between two text fields where you are capturing time as HH:mm:ss, you can use the following formula: var timePoint_1 = '{time1}'; var timePoi

103 Views 1 min

Submit an approval request to a study

Published March 5th, 2022 by Tonya Khodzhaeva

Please note - notifications can only be managed by system administrators. When to use approval requests An approval request can be used when a specific person or department needs to approve a study related issue, for example a lawyer, financial controller, privacy expert, project manager or head of department. Approval request options are linked to

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Where and how is data stored and backed-up (e.g. clouds or servers locations)?

Published March 4th, 2022 by Tonya Khodzhaeva

All data is stored on servers hosted by certified hosting parties. Certificates are available on request. Backups are made twice per day and moved to a separate geographic location daily. See our Security Statement for more information. We have three certified hosting providers: True, Microsoft Azure and Healthcareblocks (AWS). TRUE: the Netherlands

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Copy a survey or survey forms

Published March 3rd, 2022 by Tonya Khodzhaeva

You can copy an entire survey by clicking on its cogwheel in the 'Study structure' tab: You can also copy single survey forms into the same or another survey. This will copy all the existing fields in that form. Go to the 'Surveys' sub-tab in the 'Study structure' tab. Select the survey from which you want to copy forms >> Find the form to be

104 Views 1 min

Deactivate and activate users in SMS

Published March 5th, 2022 by Tonya Khodzhaeva

It is possible to deactivate users in SMS. Users that are inactive: Will not be able to log in Will not receive e-mail messages from Castor SMS Are no longer visible when adding a study member to a study team Are no longer shown in the user menu, only when filtered on 'inactive' Why deactivate users? When someone shouldn't have access to Castor SMS

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Enable encryption for your study in EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

With Castor EDC, you can securely store personal data by using the encryption module. To start encrypting fields, you first need to enable encryption for your study. Enable encryption for your study Open the Settings  tab Navigate to the Study sub-tab In the section Study properties and price, for Encryption select Yes Click the button Save changes

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Sign and lock a completed visit, form and/or repeating data in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

In this article we will show you how to electronically sign and lock a visit or form in a study or a repeating data form.  Please note that in order to sign a visit or form, you need the "Sign" right assigned to you and to lock, you need the "Lock" right assigned to you. It is not possible to sign and lock the entire form. You will need to do this f

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Viewing changes using the audit trail in SMS

Published March 5th, 2022 by Tonya Khodzhaeva

Changes within Castor SMS are tracked in the audit trail. The audit trail is available in two locations: The Audit trail menu in the general overview:In the general audit trail users can see all changes that happened within Castor SMS. Examples are changes in a study, changes of a user profile or adding of a new user role. Users will only see the ch

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Define user rights in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

In the 'Users' tab, double clicking on a user's name or clicking the cogwheel icon in the 'Action' column provides an overview of the assigned rights for the selected user.   Site rights  Rights in Castor are assigned on the site level. That means that a user can have different rights in one or multiple sites.   User rights can be edited for each si

456 Views 2 min

Create a Castor account

Published March 3rd, 2022 by Tonya Khodzhaeva

To start using Castor, you need to first create an account. This can be done completely free of charge. Register in Castor by following the steps below. You can register a Castor account in one of two ways: Using the Castor EDC website: To register via the website, navigate to the login page via the  Castor EDC website  or directly go to  data.casto

241 Views 1 min

Approve a study submission

Published March 5th, 2022 by Tonya Khodzhaeva

Please note - study submissions can only be approved by system administrators, or when having the required user rights. Approve a study submission Go to the 'Studies' tab. Open a study. Go to the 'Admin' tab. Select the required study status from the "Current study status" field. Click on 'Save' to save the new study status. Depending on notificatio

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Manage tasks in SMS

Published March 5th, 2022 by Tonya Khodzhaeva

The 'Tasks' overview provides a list of tasks that are assigned to a user. Study specific tasks are also visible within the study’s ‘Tasks’ tabpage. The tasks feature consists of the following possibilities: Viewing tasks Creating new tasks (manually or automatically) Completing tasks 1. Viewing tasks: The following tasks are listed in the ‘Tasks’ o

135 Views 1 min

Can I upload large image files or videos?

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC currently supports file uploads, with a size limit of 5 mb per file. For medical imaging and other large files, we offer a premium feature - Large File Upload - which allows the upload and storage of larger files (up to 2GB per file) in Castor. Please contact us if you are interested in enabling large file storage for your study, or would

107 Views 1 min

Castor eConsent 2022.1 Release Certificate

Published June 30th, 2022 by Tonya Khodzhaeva

Castor eConsent 2022.1 release certificate is available for download below. eConsent_2022.1_Release_Certificate.pdf

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Release notes Castor SMS Sep 2021 - version 2021.6

Published March 5th, 2022 by Tonya Khodzhaeva

Release date: 21 September 2021 For English see below DUTCH Systeem defect fixes: Wanneer een vraag verplicht wordt naar aanleiding van het antwoord op een andere vraag, werd de rode omlijning niet altijd getoond. Dit is nu opgelost. De error die soms getoond werd wanneer een CV of certificaat gedownload werd vanuit de profiel tab, is nu verwijderd.

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Castor EDC 21 CFR Part 11 Statement of Compliance

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC has been designed and developed to be in compliance with 21 CFR Part 11. Castor achieves compliance through a combination of risk assessment, SOP adherence, and by establishing a structured validated system. It is however the System User’s responsibility to ensure that the software, as provided, is deployed and used in a manner that is co

192 Views 1 min

Using Castor SMS for the first time

Published March 5th, 2022 by Tonya Khodzhaeva

Using Castor SMS for the first time Each hospital/institute has its own custom url, which links to the hospital specific Castor SMS environment. You can access a demo version of Castor SMS using demo.castorsms.com - you can login using your usual account credentials. Create a profile After logging in, you will be prompted to create your user profile

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Castor Connect Survey completion guidelines for participants

Published June 30th, 2022 by Tonya Khodzhaeva

How do I get started? Complete survey using Castor Connect If you are using the Castor Connect App, after clicking your survey link, it may also redirect you to download the Castor Connect app.   Please download the app. Once the app is installed, please use the link in the survey email to complete the registration and access the currently available

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Castor eConsent Release Notes 2021.2

Published March 5th, 2022 by Tonya Khodzhaeva

Release date: 21 May 2021 Castor eConsent has undergone a major design update to ensure the best user experience for study teams and their participants. The design improvements create consistency between our Castor products and give flexibility for us to build more exciting functionality. The following study statuses have been added: Testing (Castor

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Release notes Castor SMS oktober 2018 - versie 2018.17

Published March 6th, 2022 by Tonya Khodzhaeva

Dinsdag 2 oktober 2018 Aanpassingen: Documenten tabblad: De actie symbolen hebben een andere volgorde gekregen: Bekijk-Download-Bewerk-Archiveer-Verwijder. Ook is het Archief symbool is aangepast. De grootte van het "Alleen lezen" scherm past zich nu ook aan als de grootte van de browser wordt aangepast terwijl het bestand al geopend is. Bij het toe

80 Views 1 min

Allow data entry with different measurement units

Published March 4th, 2022 by Tonya Khodzhaeva

You can enter data with different measurement units, and standardise all collected data with the same measurement unit with a calculation. For example, let's say that you are collecting the medication dose, which can be entered in mg, g, and kg. With a calculation you can automatically show all medication doses in grams: Use the following template a

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Using the participants portal

Published March 4th, 2022 by Tonya Khodzhaeva

Participants can register their interest in the study through a customized enrollment page, after which they receive an email prompting them to sign up in the Castor eConsent portal. Alternatively, identified patients can be invited directly by the study team (through email) to sign up for eConsent. After receiving an invitation link by e-mail, firs

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EQ-5D in Castor

Published March 3rd, 2022 by Tonya Khodzhaeva

EQ-5D® is a standardized instrument for use as a measure of health outcome. Castor EDC and the EuroQol Research Foundation have collaborated to produce pre-made Castor EDC forms for the EQ-5D surveys. This simplifies the process of accessing and sending these surveys by eliminating the need for screenshot review by EuroQol. The surveys are available

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eConsent 21 CFR Part 11 Statement of Compliance

Published March 5th, 2022 by Tonya Khodzhaeva

This document applies to Castor eConsent version 2021.x.x as internally developed and tested. Castor eConsent has been designed and developed to be in compliance with 21 CFR Part 11, electronics records, electronic signatures and predicate rules when implemented and controlled effectively by the System User. Castor achieves compliance through a comb

145 Views 1 min

My study is not in the list - what happened? EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

If you log in to Castor and can't find a study in your 'My Studies' overview, follow the guidance below to troubleshoot the cause: Account - do you have multiple Castor accounts? If so, check which account you're currently signed into. If unsure, try logging in on the other account to see if the study is listed there. Archived study - since August 2

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Check if a report was added: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Check with calculation To check if a report (e.g. an SAE form) was added, you can check if a required variable name on the report has been defined. You need the following syntax to achieve this: '##allowempty##'; if("{field_on_AE_report}" == "'NA'"){ 'No'; } else { 'Yes'; } Note that '##allowempty##' is required in Castor  to calculate something whe

153 Views 1 min

Which data can be retrieved (GET) and sent (POST) with the API?

Published March 4th, 2022 by Tonya Khodzhaeva

The table below shows an overview of the fields for which data can be sent (POST) and retrieved (GET) with API endpoints. See also the introduction to the API and the API documentation. Action Field Possible? POST (send) data Encrypted fields Yes Grid fields No Upload file fields Yes User missing values Yes GET (retrieve) data Encrypted fields No, v

88 Views 1 min

Register and log in when invited to a study

Published June 30th, 2022 by Tonya Khodzhaeva

A study admin can invite you to participate in the study by sending an invitation. You will receive an invitation by email for the study for which you need to do data entry. You will be required to create an account on the server the study is on if you do not already have an existing account on that server. Additionally, you will also need to verify

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Is Castor EDC/CDMS ISO27001 certified?

Published March 4th, 2022 by Tonya Khodzhaeva

Castor EDC/CDMS is ISO27001, ISO 27002 and NEN7510 certified and complies with all applicable laws and regulations: Good Clinical Practice (GCP), 21 CFR Part 11, EU Annex 11, and the European Data and privacy laws, including the recently implemented General Data Protection Regulation (GDPR).

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Enable importing EHR data for your study in Castor EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

If your institute has mapped the local Electronic Health participants (EHR) to Castor, you will be able to transfer the data from each EHR to the appropriate Castor participant using a FHIR importer, which you will need to use regularly to import the data.    To be able to use the Importer, the study must be configured to allow for receiving or acti

111 Views 1 min

Can I use reports/repeated measures in surveys?

Published March 3rd, 2022 by Tonya Khodzhaeva

It is not possible to use reports or repeated measures in surveys. Please consider the following alternatives for reports/repeated measures in surveys: Using grid fields Create a grid field to collect measurements. You could add a radio button and an additional grid field in case more measurements are required. Make the additional grid field depende

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Update a field label

Published March 5th, 2022 by Tonya Khodzhaeva

In Castor SMS, each field you see is represented by a label. Labels always exist in both Dutch and English, even if the preferred language is Dutch. It is possible to change a label for a field. Update a label by following the steps below: To edit a label, first navigate to 'Settings' and click on the 'Labels' tab Here you see all labels in the syst

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Castor eConsent 2021.2 Release Certificate

Published March 5th, 2022 by Tonya Khodzhaeva

Castor eConsent 2021.2 release certificate is available for download below. eConsent_2021.2_Release_Certificate_(1).pdf

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ISO:9001

Published March 4th, 2022 by Tonya Khodzhaeva

At the end of 2017, Castor became ISO 27001 and NEN 7510 certified, which means we meet the highest standards for the protection of your data. Besides protecting your data, Castor also wants to deliver quality at an international standard for our global network of users, within our product, our customer service and our operations. Our goal at the st

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Rollen en rechten: Handmatig rollen aanmaken

Published March 5th, 2022 by Tonya Khodzhaeva

Let op: Dit artikel is alleen van toepassing voor gebruikers met een Admin rol. Er zijn 2 manieren om nieuwe rollen aan te maken: handmatig en automatisch. Dit onderdeel van de handleiding gaat over het maken en beheren van handmatige rollen. Klik hier om naar de handleiding over de automatische rollen voor deelnemende afdelingen en goedkeuringsaanv

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Does my department, hospital or research institute have a central (departmental) license?

Published March 4th, 2022 by Tonya Khodzhaeva

We provide a list of institutions who have agreed a central institute license in the online pricing calculator. If you believe your institute is missing from this list, please contact us.

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Configure fields for importing of EHR data

Published March 3rd, 2022 by Tonya Khodzhaeva

To import data from your institute's Electronic Health Record (EHR), the study fields must first be configured to be able to map the incoming data to the right forms and fields within your study. Your study must first be configured by Castor to allow linking to the EHR. To map a field, open the Form Builder, edit the field you want to map and select

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How do we use dual data entry procedures in Castor?

Published March 3rd, 2022 by Tonya Khodzhaeva

Dual data entry is done by creating duplicates of each form in the CRF and assigning separate roles to the two users who will complete the data entry. This is done to ensure they can only see their assigned forms - more information on the method for this can be found here. You may also wish to use calculation fields to check for discrepancies betwee

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Does the system support query management by study monitors?

Published March 4th, 2022 by Tonya Khodzhaeva

Yes - the Monitoring module in Castor allows the study monitor to create, manage and resolve data queries in the study. You can learn more about monitoring queries here.

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Create a new participant in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

To create your first participant, you must have at least one form created. To start adding fields to your forms, it is necessary to create a visit and form in the study structure.    To create a new participant, follow the instructions provided below:  Click on the 'Participants' tab Click on '+ New ' button. You will be prompted to select the site

344 Views 1 min

Het automatisch genereren van een brief

Published March 5th, 2022 by Tonya Khodzhaeva

Admin gebruikers van het instituut kunnen templates voor brieven toevoegen met daarin Castor SMS studievariabelen. Bij het downloaden van een brief template vanuit een studie worden de waardes van de studievariabelen automatisch geïmporteerd. Stappen: Open de studie en ga naar het "Templates" tabblad; Klik op het download-icoon of gebruik de rechter

81 Views 1 min

How should I clear cookies and cache? EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Each time you access a web page through your web browser (Internet Explorer, Firefox, Chrome, etc), the browser caches (i.e., stores) it, so it doesn't have to keep retrieving the same files or images from the remote web site each time you click Back or Forward. If you experience any slowness or issues, it might help to clear the cookies and cache f

153 Views 1 min

Randomize a participant EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

To be able to randomize participants, randomization must have been first enabled and set up. See Randomization settings for further information on how to set up the randomization for your study. We also have a workshop video on how to randomize a participant.  Open a participant (that needs to be randomized) Once you have set up your randomization,

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Castor Connect 2021.1 release notes

Published March 5th, 2022 by Tonya Khodzhaeva

Release date: 14 June 2021 Castor Connect Authentication (App) Users must install the application before attempting to register or activate Users receive an email from EDC with an authentication link in it. This authentication link will open the app for the specified record in EDC. The user will need to authenticate with this link a first time befor

79 Views 1 min

Managing field configuration

Published June 30th, 2022 by Tonya Khodzhaeva

Admin users can  tell for each field whether it should be visible and if the study can be saved without having data entered in the field.  This article will explain how to manage these field configurations.  Hiding a field In Castor SMS, a lot of fields exist. Not all fields might be applicable for your site, so these could be hidden to avoid having

61 Views 1 min

Algemene tabbladen van een studie

Published March 5th, 2022 by Tonya Khodzhaeva

De vragen (velden) in Castor SMS zijn gegroepeerd in een aantal algemene tabbladen. De algemene tabbladen zijn: Basisgegevens - Hier wordt algemene informatie verzameld over de studie, zoals studietitel, samenvatting van de studie, de verrichter en of het een mono- of multicenter studie betreft. METC - Hier wordt informatie verzameld over zaken die

95 Views 1 min

Are surveys compatible with mobile devices?

Published March 3rd, 2022 by Tonya Khodzhaeva

Through Castor, it is possible to send surveys which can be completed either via a web browser (for example, Chrome, Firefox) or via Castor Connect app. Surveys created for web browsers Castor surveys can be used on mobile devices such as smartphones and tablets, but are not fully optimized for such use. That means that while everything will work no

98 Views 1 min

Format the survey (package) intro text

Published March 3rd, 2022 by Tonya Khodzhaeva

Castor EDC allows you to format the text of some fields and survey intro and outro texts. To edit the survey intro formatting, go to the 'Study Structure' tab and navigate to the 'Surveys' sub-tab:       The same applies when editing a survey package. To format to the intro and outro texts, use the following markdown that applies to both survey and

132 Views 1 min

Serious Adverse Events (SAE)

Published June 30th, 2022 by Tonya Khodzhaeva

Patient safety is paramount in clinical research for that reason all adverse events must be recorded even if there is no causal relationship between the treatment. Serious Adverse Events in Castor EDC You can document Serious Adverse Events (SAE) or any other unintended event in Castor using Report forms. As we can not predict if an adverse event (A

120 Views 7 min

Export data from CSV into SAS

Published March 3rd, 2022 by Tonya Khodzhaeva

First export your data with the export type 'CSV'. From here there are two ways to import your Castor data in the CSV files into SAS: Code Import data directly from your folder Code Move the CSV file in a directory/folder that you can easily find back. Open a new Program by clicking on the new file icon under "Server Files and Folders, then click "S

110 Views 1 min

Why didn't the participant receive the survey I sent?

Published March 3rd, 2022 by Tonya Khodzhaeva

If a study makes use of the Surveys (ePRO) feature and surveys are not sent as expected, there are several things you can check in the study. Find out how to troubleshoot issues with the delivery of surveys below. Review the status You can find an overview of survey invitations in the 'Surveys' tab of the relevant record or in the general 'Surveys'

87 Views 2 min

Validate grid field values

Published March 4th, 2022 by Tonya Khodzhaeva

Calculation fields can be used to validate values in the grid field. For example, this template validates the values entered in the first and second columns of the first row. var obj = JSON.parse('{grid_variable_name}'); if (Object.values(obj[0])[0] == 1 && Object.values(obj[0])[1] == 1) { 'The values are correct!'; } else { 'The values are

119 Views 1 min

Can I change a survey after it has been sent?

Published March 3rd, 2022 by Tonya Khodzhaeva

Changing a survey structure after it has been sent will modify it for all the recipients (future and present) of a survey. Deleting the fields or steps of an already sent and completed survey will lead to removal of the fields or steps and will cause data loss even if the survey has been locked. If you modify the survey package introduction text or

90 Views 1 min

Manage study monitoring

Published March 5th, 2022 by Tonya Khodzhaeva

Monitors and monitor visits can be managed at study level. Add a monitor Go to the 'Studies' tab. Open the study. Navigate to the 'Monitors' tab. Click on 'Add new monitor'. Fill in the form. Click on 'Save'. The monitor is now added to the study. When adding monitor visits, the available monitors can be selected and associated to each visit. Add a

91 Views 1 min

Publish templates for use by other users

Published March 5th, 2022 by Tonya Khodzhaeva

Please note - templates can only be managed by system administrators. Templates in Castor SMS they can be made available for other users of the system using the publish function. Castor SMS variables can be added into the templates to automatically import data when downloading the template from within a study. Publish a template Go to the 'Settings'

83 Views 1 min

Export and import the form structure in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

It is possible to export and import the form structure using XML, ZIP or CDISC ODM formats. This article will walk you through the process.    The XML and ZIP export is available by default. Functionality to export and import files in CDISC ODM format is currently available upon customer request without any additional fee. To enable it please contac

261 Views 2 min

Creating multiple participants at once in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

It is also possible to create multiple participants ID at once by importing them. First, you need to prepare your data horizontally, with the desired participant Id(s) and the site abbreviation (as set in Settings) in one of the first five columns (A-E).In the Import dialog select the columns containing the participant Id and the column with the sit

109 Views 1 min

Predefined variables

Published March 4th, 2022 by Tonya Khodzhaeva

Sometimes you may need to reference study information across the study (forms, reports or surveys). Using the following tags you can retrieve the information described below when and where it's necessary. For instance, if you want to show the institute or country in data entry, or if you want to create a dependency based on the institute or country

138 Views 1 min

Exporteren van studiegegevens

Published March 5th, 2022 by Tonya Khodzhaeva

De gegevens in Castor SMS kunnen gemakkelijk naar een Excel bestand geëxporteerd worden. Ga via het algemene Studies menu naar de 'Export' knop en kies de gewenste export functie. Een van de voorgedefinieerde export rapporten Een zelf te maken export rapport middels "Uitgebreide export" Selecteer de te exporteren velden en klik op "Exporteren" om de

98 Views 1 min

Automatically send surveys based on updated field value

Published March 3rd, 2022 by Tonya Khodzhaeva

In this tutorial you will learn how to automatically create and send a survey invitation based on a field value updated event using the Automation Engine.  Example: Schedule an SF-36 survey (Short Form Health Survey) for a patient as soon as the field "Is the patient pregnant?" is answered with "Yes" Parameters Event: Field value is updated. Conditi

112 Views 2 min

Castor EDC 2021.6 Release notes

Published March 4th, 2022 by Tonya Khodzhaeva

Release date:  7 December 2021 Added features and / or functionalities Ability to report multiple queries on same field We have introduced this functionality to allow multiple queries to be simultaneously managed by monitors on single data points (fields). Users can open more than one query on study & report fields. This is easily accomplished v

94 Views 7 min

Track participant progress in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

This article explains how to track the progress of participants in your study. The Participants tab Navigate to the 'Participants' tab. Here, you have an overview of all of the participants in your study. You will automatically be taken to the 'List' view mode. There are two other views in which you can find more detailed information about the progr

151 Views 1 min

How can I test data entry in a study which is not live yet?

Published March 3rd, 2022 by Tonya Khodzhaeva

To be able to demonstrate the data entry environment for the study that hasn't been live yet, add users to your study. Give them 'Manage records' rights and other relevant rights, for example 'Add', 'View', 'Edit', and 'View Surveys' and 'Send Surveys'. The users will then be able to access the records by clicking on 'Manage study' icon in the 'My s

84 Views 1 min

Calculate with grid fields: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Calculations with grid fields are also possible. For example, you can calculate the sum of a row or column in your grid. This of course makes sense if you are using numerical fields, but can sometimes apply to dropdown fields as well. Grid fields are stored as JSON objects. A JSON object looks like this: {"0":{"0":"A","1":"C"},"1":{"0":"B","1":"D"}}

145 Views 1 min

Send surveys in bulk

Published March 3rd, 2022 by Tonya Khodzhaeva

This article shows how to send multiple surveys to study participants. If you prefer to send surveys to an individual participant, check this article. If you haven't sent any surveys yet, this page will allow you to to create your first bulk survey invite or manage your groups to which a survey will be sent: To send surveys in bulk, you have to: Cre

194 Views 2 min

What is a billing code and how do I get it? EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

What is a billing code? This is an alphanumeric or alphabetic code given after the contract is signed. This is used when it’s time to set your study to live. If your study is sponsored by a commercial entity, then you will need a billing code. The billing code should be entered in the Invoice section in the settings tab. See instructions on how to s

141 Views 1 min

Select a condition for your automation

Published March 3rd, 2022 by Tonya Khodzhaeva

Once you have selected the event that will trigger the automation, you can add conditions to the automation. These conditions will be checked by the system in order for the action to be triggered. For example, you want to add a query only when the field value is updated such that the participant weight is greater than 150 kg, or you want to only sen

106 Views 2 min

Can I import existing data into Castor EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

You can import existing research data in Castor using the CSV file format. You first have to create your eCRF to contain the fields with the same variable names as in your data sheet. Please note that it is not possible to import queries, data validations, signatures, data verifications and comments. For a more in depth view on how spreadsheet data

105 Views 1 min

View and edit your automations

Published March 3rd, 2022 by Tonya Khodzhaeva

After you have created your automations, you can easily view and edit them. If you don't have an automation, try creating one! View automations To view the list of all of your current automations, navigate to the Settings tab and then to the Automations sub-tab. See the screenshot below. If you have no automations in your study, the chart will be em

105 Views 1 min

Release notes Castor SMS May 2021 - version 2021.4

Published March 5th, 2022 by Tonya Khodzhaeva

For English see below Woensdag 5 mei 2021 Bug fixes: Wanneer een user werd toegevoegd aan het studieteam als Administratief medewerker, dan werd zijn/haar CV (wanneer geüpload in het profiel) toegevoegd aan documenten. Echter, dit moet alleen gebeuren wanneer de user wordt toegevoegd als Hoofdonderzoeker. Dit is nu opgelost. Wednesday May 5th, 2021

84 Views 1 min

I used Castor for my data collection. Do I need to cite Castor in my research paper? If so, how should I do this?

Published March 4th, 2022 by Tonya Khodzhaeva

We really appreciate you choosing to use Castor for your research paper. We especially love when our users cite us in their research! If you do cite us, we suggest using the following format.

88 Views 1 min

The 'Repeated measure' field EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Repeated measurements are a small set of related data points that semantically belong together and that are measured from 0 to N times. A good example is repetitive measurement of blood pressure, which can consist of several related data points that are always measured/registered together.  For example, you could use a repeated measure field if you

192 Views 1 min

Is training to complete the eCRF required for physicians or researchers? EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

Our goal is to make building a study as easy as possible. We have found that very little support and/or training is required both for constructing the eCRF and for using the data entry. We provide Castor Academy and a short online workshop to guide you. Try it and find out for yourself!  We can provide customized training on-demand if you require th

79 Views 1 min

Create, edit and delete Visits and Forms in EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

This article explains some important topics as you get started with building forms by creating Visits and forms. Before you begin this process, we recommend that you familiarise yourself with the study, repeating data and survey structure in Castor CDMS.   To start creating Visits and forms, navigate to the 'Structure' tab. Create a Visit Click the

145 Views 1 min

Rounding numbers

Published March 4th, 2022 by Tonya Khodzhaeva

If you want to round numbers to an X number of decimals, you can use the templates below. Change the number after 'toFixed(' to change the number of decimals. To round up to 0 decimals, use: var num = {your_number_variable}; num.toFixed(0); To round up to 2 decimals, use: var num = {your_number_variable}; num.toFixed(2);

128 Views 1 min

Entering repeated data: EDC/CDMS

Published March 3rd, 2022 by Tonya Khodzhaeva

Here we will explain how to add repeating data instances to a participant. It is important to note that 'Edit' rights are required in order to be able to create repeating data instances. If you do not see any of the options described below you should contact your study manager to request adequate access. When you open a new study, there will be no r

185 Views 2 min

How can I include repeating in the regular CRF (study form) in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

It is possible to add a repeated measure field or 'Repeating Data' button to your study form to indicate that users can or should add a repeating data.  You can also choose to only show the repeated measure field or 'Repeating Data' button field if it is applicable for the record by adding a dependency, e.g.: In this case the 'Repeating Data' button

82 Views 1 min

Audit trail on production study: EDC/CDMS

Published March 4th, 2022 by Tonya Khodzhaeva

When two studies are linked or unlinked, new events are created and added to the audit trails of both the test and the production study. ‘Link Study created’ event contains:  Linked By: <username> <email> Linked On: <date> <time> ‘Study unlinked’ event contains:  Unlinked By: <username> <email> Unlinked On: <da

103 Views 1 min

Browser Survey completion guidelines for participants

Published June 30th, 2022 by Tonya Khodzhaeva

How do I get started? Complete survey using browser Your survey invitation email will contain a link.  After clicking this link, it may open in a browser for you to complete the survey. Completing the survey questions The survey may contain multiple choice options or fields in which you need to type in your responses. In some cases, you might need t

87 Views 1 min

Notification management: tasks

Published March 5th, 2022 by Tonya Khodzhaeva

Please note - notifications can only be managed by system administrators. Castor SMS can generate tasks automatically, triggered by events. The predefined events are grouped into events within the study flow, study specific events and user related events. Inactive events will not trigger notifications. Events can be deactivated by selecting this opt

140 Views 1 min

How do I delete a site in EDC/CDMS?

Published March 3rd, 2022 by Tonya Khodzhaeva

To delete a site, navigate to the Settings tab → in the 'General' section → click 'Manage sites' button.  In the pop-up window click the X icon next to a site to delete it:   If the study was live and there are participants associated with a particular site, the site cannot be deleted. The following error message will be displayed: