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Create and manage records

  • The Records tab

    In the 'Records' tab, an overview of all the records within the study is available. A user can only see the records that belong to the institutes for which they have 'View' rights. The Records tab exp...

  • Create a new record

    To create a new record, follow the instructions provided below: Click on the 'Records' tab Click on '+ New record' button. You will be prompted to select the institute to which the record is linked. I...

  • Add or update an email address in a record

    Email addresses can be linked directly to records, which enables you to send surveys to subjects. The email attached to a record will be pre-populated in any survey invitations created for that record...

  • Track record progress

    This article explains how to track the progress of records in your study. The Records tab Navigate to the 'Records' tab. Here, you have an overview of all of the records in your study. You will automa...

  • Search records on specific data values

    You can search for records that contain certain data, for example if you want to find all patients of a certain age or gender. Click on the arrow in the right search box and find the field (question) ...

  • Show data values in the Records tab

    Custom columns can be created to show specific variable values in the Record overview. For example: 1. Manage custom columns Custom columns can only be created by users with Manage Settings rights. Na...

  • Lock phases and steps

    Locking steps and phases prevents further changes from being made in a step and/or phase. As an admin, you may want to lock a phase/step so no additional changes or entries can be made by other users....

  • Sign and lock a completed form

    It is not possible to sign and lock the entire form. You will need to do this for the individual phases and steps. In this article we will show you how to electronically sign a step or phase. Please n...

  • Print record data

    Print a single record It is possible to print out the complete data for a record in Castor. While in the 'Records' tab, click on the cog wheel icon next to a record and select 'Print record': The prin...

  • Delete a record

    Delete a record If you are not yet collecting data and your study has never been set to live, you can delete the record. To delete a record, click on the 'Records' tab, then click on the cogwheel of t...