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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...

  • 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

    Create user roles User roles are in essence a set of rights. Thus, you can use roles to easily define all the rights you want for each user, instead of choosing these one by one for each institute. Yo...

  • Add a new user to your study

    In this tutorial, you will learn how to add additional users to your study.  You can find this manual item also in our workshop. Click here to open the workshop video. Add a user In the 'Users' tab in...

  • 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 chapter 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 ...

  • Metadata settings

    Castor 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 meta...