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Castor EDC Manual
Introduction and getting started
- Why you should use Castor EDC/CDMS
- Create a Castor account in EDC/CDMS
- Server: selecting data storage location in EDC/CDMS
- Create a new study in EDC/CDMS
- Find your way around Castor in EDC/CDMS
- Castor EDC/CDMS Tips and tricks - Before starting
- Manage your account settings in EDC/CDMS
- Lost or forgot password in EDC/CDMS
- Two-factor authentication in EDC/CDMS
- Transforming a paper CRF into a Castor CDMS study structure
- Introduction to the 'My Studies' overview in EDC/CDMS
- Register and log in when invited to a study in EDC/CDMS
- How to use Castor EDC system in a secure way - Best practices
- Serious Adverse Events (SAE) EDC/CDMS
- Using Single Sign-On (SSO) in EDC/CDMS
Create your study forms
- The structure of Castor EDC/CDMS
- Create, edit and delete Visits and Forms in EDC/CDMS
- Edit Visits and Forms in EDC/CDMS
- Copy Forms in EDC/CDMS
- Hide parts of the CRF for certain users in EDC/CDMS
- Create a Repeating Data Form in EDC/CDMS
- Export and import the form structure in EDC/CDMS
- Print and save in PDF the study forms in EDC/CDMS
- Keyboard shortcuts in EDC/CDMS
- Castor EDC/CDMS Tips & tricks - Beginners
- Import option groups in EDC/CDMS
- The Study Structure tab in EDC/CDMS
- Best practices when working with tablets in EDC/CDMS
- Study version in EDC/CDM
- How to build study forms in multiple languages in EDC/CDMS
- Showing/hiding fields based on the site in EDC/CDMS
Fields and field properties
- Create a new field in EDC/CDMS
- Field properties: validations (edit checks) and dependencies (field logic) in EDC/CDMS
- Field properties: annotations and advanced tabs in EDC/CDMS
- Create a field with option groups (radio button, checkbox and dropdown) in EDC/CDMS
- The 'Upload file' field in EDC/CDMS
- The 'Slider' field in EDC/CDMS
- The 'Remark' field in EDC/CDMS
- The 'Calculation' field in EDC/CDMS
- The 'Repeating data button' field in EDC/CDMS
- The 'Summary' field in EDC/CDMS
- The 'Grid' field in EDC/CDMS
- The 'Repeated measure' field in EDC/CDMS
- The 'Add Survey Button' field in EDC/CDMS
- QR code field in EDC/CDMS
- The 'Link' field in EDC/CDMS
- The 'Number' field
Surveys
- Send survey reminders in EDC/CDMS
- Create and modify a new survey package in EDC/CDMS
- Create survey questions in EDC/CDMS
- Create a general survey link to share with multiple participants in EDC/CDMS
- Copy a survey or survey forms in EDC/CDMS
- Format the survey (package) intro text in EDC/CDMS
- Test a survey you have created in EDC/CDMS
- Send individual surveys in EDC/CDMS
- Send bulk surveys in EDC/CDMS
- Schedule surveys in EDC/CDMS
- Manage sent and scheduled surveys in EDC/CDMS
- Change the email address in a survey invitation in EDC/CDMS
- Create a survey that works well on a tablet/mobile phone in EDC/CDMS
- EQ-5D in Castor EDC/CDMS
- Create, edit and delete a survey in EDC/CDMS
- How to build surveys in multiple languages in EDC/CDMS
- Browser Survey completion guidelines for participants in EDC/CDMS
Create and manage participants
- The Participants tab in EDC/CDMS
- Create a new participant in EDC/CDMS
- Add or update an email address in a participant in EDC/CDMS
- Track participant progress in EDC/CDMS
- Search participants on specific data values in EDC/CDMS
- Show data values in the Participants tab in EDC/CDMS
- Lock visits and forms in EDC/CDMS
- Sign and lock a completed visit, form and/or repeating data in EDC/CDMS
- Print participant data in EDC/CDMS
- Delete a participant in EDC/CDMS
- Archive or unarchive a participant / survey / repeating data in EDC/CDMS
- Creating multiple participants at once in EDC/CDMS
- Responding to Queries in EDC/CDMS
- Adding participant status in EDC/CDMS
- Sign and lock a completed participant at once in EDC/CDMS
Collect data
- Doing data entry in EDC/CDMS
- Entering repeated data in EDC/CDMS
- Bulk import of email addresses in EDC/CDMS
- Delete or archive a repeating data instance in EDC/CDMS
- Mark fields and visits/forms as missing in EDC/CDMS
- Add a reason when you change a value (GCP): EDC/CDMS
- Add a comment to a field in EDC/CDMS
- Large file uploads in EDC/CDMS
Export and import data
- How to export data in EDC/CDMS
- Export uploaded files in EDC/CDMS
- Import study data in EDC/CDMS
- Import repeating data in EDC/CDMS
- Formats for data import in EDC/CDMS
- Export data into SPSS in EDC/CDMS
- Export and merge data in R in EDC/CDMS
- Merge study and repeating data/survey data files in SPSS in EDC/CDMS
- Export data from CSV into SAS in EDC/CDMS
- Export data formats in EDC/CDMS
- Export into SAS in EDC/CDMS
- CDISC export and import limitations in EDC/CDMS
- Import Users in EDC/CDMS
- Import sites in EDC/CDMS
- How to prepare an Excel file to be imported as CSV
Randomization
- The randomization algorithm in Castor EDC/CDMS
- Randomization settings in EDC/CDMS
- Set up (double) blinded randomization in EDC/CDMS
- Randomize a participant in EDC/CDMS
- Randomizing test participants in EDC/CDMS
- Prevent randomization for certain participants in EDC/CDMS
- Making changes to randomization in EDC/CDMS
Manage your study
- Study management tabs in in EDC/CDMS
- The study 'Settings' tab in EDC/CDMS
- The 'Users' tab (User Management) in CDMS
- Archive a study in EDC/CDMS
- Define user rights in EDC/CDMS
- Define user roles in EDC/CDMS
- Add a new user to your study in EDC/CDMS
- Unlock a locked account in CDMS
- Customize participant's ID's in EDC/CDMS
- Notifications for study events in EDC/CDMS
- Metadata Annotations Settings in EDC/CDMS
- Set up (Source) Data Verification for your study in EDC/CDMS
- Study design types in Castor EDC/CDMS
- Define custom date format per site in EDC/CDMS
- The Participant Status in EDC/CDMS
- The Study Dashboard in EDC/CDMS
- Changing the study administrator in EDC/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
Form Sync
- Using Test and Production Study Environments in EDC/CDMS
- Linking two studies: EDC/CDMS
- Linked study properties: EDC/CDMS
- Unlinking a study: EDC/CDMS
- Merging changes from test environment to production environment in EDC/CDMS
- Exporting full study structure and data before applying changes: EDC/CDMS
- Audit trail on production study: EDC/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
- Submit a question or request
- Calculate time difference between two time fields: EDC/CDMS
- Add a comment to a field in EDC/CDMS
- Two-factor authentication in EDC/CDMS
- Define user rights in EDC/CDMS
- The study 'Settings' tab in EDC/CDMS
- Using the "for loop" in calculations in EDC/CDMS
- Create a new field in EDC/CDMS