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Castor CDMS Manual
Introduction and getting started
- Why you should use Castor CDMS
- Create a Castor account in CDMS
- Server: selecting data storage location in CDMS
- Create a new study in CDMS
- Manage your account settings in CDMS
- Lost or forgot password in CDMS
- Two-factor authentication in CDMS
- Register and log in when invited to a study in CDMS
- How to use Castor CDMS system in a secure way - Best practices
- Serious Adverse Events (SAE) EDC/CDMS
- Using Single Sign-On (SSO) in CDMS
- Change Your Email Address in CDMS
Create your study forms
- The Structure of a Study in CDMS
- Create, edit and delete Visits and Forms in CDMS
- Edit Visits and Forms in CDMS
- Copy Forms in CDMS
- Hide parts of the CRF for certain users in CDMS
- Create a Repeating Data Form in CDMS
- Print and save in PDF the study forms in CDMS
- Keyboard shortcuts in CDMS
- Castor CDMS Tips & tricks - Beginners
- Import option groups in CDMS
- The Study Structure tab in CDMS
- Best practices when working with tablets in CDMS
- Study version in CDMS
- How to build study forms in multiple languages in CDMS
- Data standardization
Fields and field properties
- Create a new field in CDMS
- Field properties: validations (edit checks) and dependencies (field logic) in CDMS
- The 'Upload file' field in CDMS
- The 'Remark' field in CDMS
- The 'Calculation' field in CDMS
- The 'Summary' field in CDMS
- The 'Grid' field in EDC/CDMS
- The 'Repeated measure' field in CDMS
- The 'Add Survey Button' field in CDMS
- The 'Date' field in CDMS
- Entering and managing partial dates in Castor CDMS
Surveys
- Send survey reminders in CDMS
- Create and modify a new survey package in CDMS
- Create survey questions in CDMS
- Create a general survey link to share with multiple participants in CDMS
- Copy a survey or survey forms in CDMS
- Format the survey (package) intro text in CDMS
- Test a survey you have created in CDMS
- Send individual surveys in CDMS
- Send bulk surveys in CDMS
- Schedule surveys in CDMS
- Manage sent and scheduled surveys in CDMS
- Change the email address in a survey invitation in CDMS
- Create a survey that works well on a tablet/mobile phone in CDMS
- Create, edit and delete a survey in CDMS
- How to build surveys in multiple languages in CDMS
- Browser Survey completion guidelines for participants in CDMS
- Using web survey access codes in Castor CDMS
- Lock and unlock survey invitations
- Modern web surveys in Castor CDMS 2023.4
- Using the Castor survey compliance listing
Create and manage participants
- The Participants tab in CDMS
- Create a new participant in CDMS
- Add or update an email address in a participant in CDMS
- Track participant progress in CDMS
- Search participants on specific data values in CDMS
- Show data values in the Participants tab in CDMS
- Sign and lock a completed visit, form and/or repeating data in CDMS
- Print participant data in CDMS
- Delete a participant in CDMS
- Archive or unarchive a participant / survey / repeating data in CDMS
- Creating multiple participants at once in CDMS
- Responding to Queries in CDMS
- Adding participant status in CDMS
- Sign and lock a completed participant at once in CDMS
- Show data values in the Repeating Data tab in CDMS
Collect data
- Doing data entry in CDMS
- Entering repeated data in CDMS
- Bulk import of email addresses in CDMS
- Delete or archive a repeating data instance in CDMS
- Mark fields and visits/forms as missing in CDMS
- Add a reason when you change a value (GCP) in CDMS
- Add a comment to a field in CDMS
- Large file uploads in CDMS
- Updated sliders in Castor CDMS 2023.4
Manage your study
- Study management tabs in in CDMS
- The study 'Settings' tab in CDMS
- The 'Users' tab (User Management) in CDMS
- Archive a study in CDMS
- Define user roles in CDMS
- Add a new user to your study in CDMS
- Unlock a locked account in CDMS
- Customize participant's ID's in CDMS
- Notifications for study events in CDMS
- Metadata Annotations Settings in CDMS
- Set up (Source) Data Verification for your study in CDMS
- Study design types in Castor CDMS
- Define custom date format per site in CDMS
- The Participant Status in CDMS
- The Study Dashboard in CDMS
- Changing the study administrator in CDMS
Automation Engine
- Introduction to the Automation Engine
- Create automations with the Automation Engine
- Select an event for your automation
- Select a condition for your automation
- Select an action for your automation
- Test your automations
- View and edit your automations
- Automatically hide visits/forms based on a field value
- Automatically add queries
- Automatically send out surveys
- Automatically send surveys based on updated field value
- Automatically schedule and send out several different surveys
- Using Automation Engine to show or hide a form based on a randomization value in EDC/CDMS
- Automatically hide and show visit/form based on the Site
Link Castor to another application
- Castor EDC/CDMS Application Programming Interface (API)
- Enable importing EHR data for your study in Castor EDC/CDMS
- Configure fields for importing of EHR data in EDC/CDMS
- Import data from electronic health records (EHR) in EDC/CDMS
- Using the Castor API R package for data analysis
- Introduction to R, RStudio and RShiny - Create your own dashboards
- Castor EDC/CDMS API Rate Limiting
- Deprecated API endpoints: Updating your custom integrations with the Castor CDMS API
Form Sync
- Using Test and Production Study Environments in CDMS
- Linking two studies in CDMS
- Linked study properties in CDMS
- Unlinking a study in CDMS
- Merging changes from test environment to production environment in CDMS
- Exporting full study structure and data before applying changes in CDMS
- Audit trail on Formsync linked studies in CDMS
Tips for Data Managers
- EDC/CDMS Tips for Data Managers
- Performing User Acceptance Testing (UAT) in EDC/CDMS
- Compliance checks for subject visits in EDC/CDMS
- Notifications for Serious Adverse Events in EDC/CDMS
- Capturing Subject Status in EDC/CDMS
- End of Study for Subject in EDC/CDMS
- Using Repeating Data for Protocol Deviations in EDC/CDMS
- User Acceptance Testing Environment in CDMS
Popular Articles
- Calculate the difference between two dates: EDC/CDMS
- Calculate time difference between two time fields: EDC/CDMS
- API R package troubleshooting
- Submit a question or request
- Define user roles in CDMS
- Using the "if-else" logic in EDC/CDMS
- Calculate the age using a year or year and month variable: EDC/CDMS
- Two-factor authentication in CDMS
- The study 'Settings' tab in CDMS