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Create a new record

To create your first record, you must have at least one form created. To start adding fields to your forms, it is necessary to create a phase and step in the study structure.


To create a new record, follow the instructions provided below:


  1. Click on the 'Records' tab
  2. Click on '+ New ' button. You will be prompted to select the institute to which the record is linked. If you can't find your institute listed, you can follow these instructions to add it to your study. By default, Castor CRF will generate incremental IDs per institute. There are however other ways to set up custom IDs. See Customize record IDs for more details.
  3. Users with permissions to create records can directly enter  the record email in the 'Record email' field.


  4. Once you click on 'Create', your record will be created and will appear in the 'Records' tab overview. 
  5. After creating your record, you can search for records in the search bar.

Note: When creating a new record with the record ID generation being set to ‘Patient Study ID (free text)  from the settings tab, adding the characters ‘[ARCHIVED-]’ in the field is not allowed to prevent possible errors upon archiving records, as this prefix assigned automatically upon archiving records.

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  1. Castor Support Team

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