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Castor EDC Manual

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Introduction and getting started

  • Why you should use Castor EDC
  • Create a Castor account
  • Server: selecting data storage location
  • Create a new study
  • Find your way around Castor CDMS
  • Castor EDC/CDMS Tips and tricks - Before starting
  • Manage your account settings
  • Lost or forgot password
  • Two-factor authentication
  • Transforming a paper CRF into a Castor CDMS study structure
  • Introduction to the 'My Studies' overview
  • Register and log in when invited to a study
  • How to use Castor EDC system in a secure way - Best practices
  • Serious Adverse Events (SAE)

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) EDC/CDMS
  • Field properties: annotations and advanced EDC/CDMS
  • Create a field with option groups (radio button, checkbox and dropdown) EDC/CDMS
  • The 'Upload file' field EDC/CDMS
  • The 'Slider' field EDC/CDMS
  • The 'Remark' field EDC/CDMS
  • The 'Calculation' field EDC/CDMS
  • The 'Repeating data button' field EDC/CDMS
  • The 'Summary' field EDC/CDMS
  • The 'Grid' field EDC/CDMS
  • The 'Repeated measure' field EDC/CDMS
  • The 'Add Survey Button' field EDC/CDMS
  • QR code field EDC/CDMS
  • The 'Link' field EDC/CDMS

Surveys

  • Send survey reminders
  • Create and modify a new survey package
  • Create survey questions
  • Create a general survey link to share with multiple participants
  • Copy a survey or survey forms
  • Format the survey (package) intro text
  • Test a survey you have created
  • Send individual surveys
  • Send surveys in bulk
  • Schedule surveys
  • Manage sent and scheduled surveys
  • Change the email address in a survey invitation
  • Create a survey that works well on a tablet/mobile phone
  • EQ-5D in Castor
  • Create, edit and delete a survey
  • How to build surveys in multiple languages
  • Browser Survey completion guidelines for participants
  • Castor Connect Survey completion guidelines for participants

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 record
  • Archive or unarchive a record / survey / report
  • Creating multiple participants at once in EDC/CDMS
  • Responding to Queries in EDC/CDMS
  • Adding participant status in EDC/CDMS

Collect data

  • Doing data entry: EDC/CDMS
  • Entering repeated data: EDC/CDMS
  • Bulk import of email addresses: EDC/CDMS
  • Delete or archive a repeating data instance: EDC/CDMS
  • Mark fields and visits/forms as missing: EDC/CDMS
  • Add a reason when you change a value (GCP): EDC/CDMS
  • Add a comment to a field: EDC/CDMS
  • Large file uploads: EDC/CDMS

Export and import data

  • How to export data
  • Export uploaded files
  • Import study data
  • Import report data
  • Formats for data import
  • Export data into SPSS
  • Export and merge data in R
  • Merge study and report/survey data files in SPSS
  • Export data from CSV into SAS
  • Export data formats
  • Export into SAS
  • CDISC export and import limitations

Randomization

  • The randomization algorithm in Castor EDC/CDMS
  • Randomization settings EDC/CDMS
  • Set up (double) blinded randomization EDC/CDMS
  • Randomize a participant EDC/CDMS
  • Randomizing test participants EDC/CDMS
  • Prevent randomization for certain participants EDC/CDMS
  • Making changes to randomization EDC/CDMS

Monitor a study

  • Monitoring tab in EDC/CDMS
  • Audit trail in EDC/CDMS
  • Monitoring queries in EDC/CDMS
  • Study statistics in EDC/CDMS
  • Repeating Data overview in EDC/CDMS
  • Verify a completed form (Source Data Verification) 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 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 phases/steps 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
  • 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
  • Import data from electronic health records (EHR)
  • Using the Castor API R package for data analysis
  • Introduction to R, RStudio and RShiny - Create your own dashboards

Encryption module

  • Introduction to the encryption module in EDC/CDMS
  • Enable encryption for your study in EDC/CDMS
  • Encrypt specific fields in EDC/CDMS
  • User rights for encryption in EDC/CDMS
  • Working with encrypted data in EDC/CDMS
  • How does encryption work in Castor EDC/CDMS?

Form Sync

  • Using Test and Production Study Environments: 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: EDC/CDMS
  • Exporting full study structure and data before applying changes: EDC/CDMS
  • Audit trail on production study: EDC/CDMS

Popular Articles

  1. Add a comment to a field: EDC/CDMS
  2. Submit a question or request
  3. Troubleshooting Video/Audio
  4. Two-factor authentication
  5. Upcoming Terminology changes in Castor EDC
  6. Define user rights in EDC/CDMS
  7. The structure of Castor EDC/CDMS
  8. Castor EDC/CDMS Application Programming Interface (API)
  9. Unlock a locked account in CDMS
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