Manage your study

• Study management tabs

  Open a study for management To open your study for management, click on the study in the 'My Studies' page: The 10 management tabs There can be up to ten tabs visible in the study manager's view, depe...

• The study 'Settings' tab

  You can find this manual item also in our workshop. Click here to open the workshop video. All study settings can be found in the tab 'Settings', subtab 'Study'. This tab is available for the study ad...

• The 'Users' tab (User Management)

  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...

• Archive a study

  As of release 2019.2, it is possible to archive a study. 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. A ...

• Define user rights

  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. Institute rights  Rights in...

• Define user roles

  User roles are in essence a set of rights. You can use roles to easily define all the rights you want for each user, instead of selecting them one by one for each institute. You also need user roles i...

• Add a new user to your study

  In this tutorial, you will learn how to add additional users to your study.  Add a user In the 'Users' tab in study management, click the '+ Add user' button to add someone to the study: A pop-up will...

• Unlock a locked account

  This article details how to unlock a user account. In Castor, an account is locked when the user enters a wrong password several times. Note: only a study admin or user with the 'Manage Users' right c...

• Customize record ID's

  This article covers how to change the way Record IDs are generated within Castor EDC. Record ID Options First, navigate to Other Settings. Click the dropdown to see the various options for customised ...

• Notifications for study events

  This article explains how to receive notifications about the events in your study that you are interested in. Castor EDC can send you updates via email (notifications) of several predefined events as ...