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Form Sync

  • Using Test and Production Study Environments in Castor EDC

    It is possible to easily create a copy of a study that automatically duplicates the structure of the originating study with the Form Sync feature.  Introduction to the Form Sync feature Our Form Sync ...

  • Linking two studies

    Before attempting to link two studies, make sure that you have the necessary user rights. Only users with “Manage settings” rights can create a linked study, review changes, review data impact and app...

  • Linked study properties

    Once two studies are linked, there are certain considerations that you need to take into account when working with the linked studies: Only users with “Manage form” rights can see the “Study link” opt...

  • Unlinking a study

    To unlink a linked study, follow the steps below: 1. Navigate to the Structure -> Form Sync tab. 2. Click 'Unlink' study button: 3. Confirm that you would like to unlink two studies. Please note it is...

  • Merging changes from test environment to production environment

    Final changes are always applied from the test to production study, never the other way around. Once the changes are applied to the production environment, it is no longer possible to revert them. Thi...

  • Exporting full study structure and data before applying changes

    Before merging the changes to the production environment, it is possible to download a full backup of the production study. The full backup includes a copy of the study structure and the study data fo...

  • Audit trail on production study

    When two studies are linked or unlinked, new events are created and added to the audit trails of both the test and the production study. ‘Link Study created’ event contains:  Linked By: <username> <em...