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The study 'Settings' tab

All study settings can be found in the tab 'Settings', subtab 'Study'. This tab is available for the study admin(s) with 'Manage Settings' rights. Here we describe all the settings that you can adjust.

General settings

The first section is 'General':

  • Study name: Change the study name which is displayed on the homepage and above your forms during data entry.
  • Castor Study ID: Unique ID that identifies the study in Castor. It cannot be changed.
  • Trial Registry ID: ID of the trial registry your study is registered in (if applicable, e.g.
  • Multicenter study: Manage participating institutes and define custom date formats for each institute. When you are setting up a multicenter study, use the 'Manage institutes' button to add or remove institutes.
  • Main contact: Appoint contact person responsible for the study (study admin). 
  • Type of study: Change the study type displayed in the My Studies overview. It can be set to Real, Test or Example study. Use 'Real' if you will collect real patient/subject data in the study. 
  • Status: Determines if the study is accessible for data entry by non-manager users.  Before setting a study to live, the sections Study properties and Invoice details as well as the main study contact need to be fully completed. To set the study live, select 'Yes' and save the study settings at the bottom of the page. Here you can find more information on what going live means
  • Logo: Upload a logo for your study. Upload your image by clicking the "Browse..." button, then click "Save Image". You can include this logo in survey invitations by using {logo} syntax and it will appear in data entry. We recommend a logo size of 193 x 75 pixels.

Study properties and price

The next section contains the study properties and the information that determines the cost of the study:

  • Sponsor GCP: The sponsor of the study is responsible for the initiation, management, and/or financing the study. See ICH-GCP guidelines.
  • Sponsor industry: Specify the sponsor industry of your study.
  • Sponsor type: Specify if your study is a non-commercial or commercial study.
  • Study funder: The organization providing the financing for the study.
  • Study category: Specify the category of your study.
  • Approval study: Will data from this study be submitted for regulatory approval?
  • Therapeutic area: The main medical domain that applies to the study.
  • Therapeutic area -specifics: The specific medical domain that applies to the study.
  • Study design: Specify the design type of your study.
  • Inclusions: Specify the number of inclusions (records) in your study.
  • Duration in months: How long will your study be actively collecting data for?
  • Centers: How many centers will be participating in your study?
  • Randomization: Will you use randomization? Learn more about randomization and its settings.
  • Monitoring: Choose if you need additional monitoring features
  • Surveys: Choose if you want to use surveys for your study. 
  • Encryption: Select whether you will use encryption for your study. 
  • Premium support: Set this to 'Yes' if you have purchased Premium Support for your study.

    Note: The 'Monitoring' dropdown is disabled (readOnly) for all studies that have at least one open query already created and have been set to ‘live’ to prevent inconsistencies between the study settings and the collected data. In all other circumstances, it is possible to turn the Monitoring feature on and off freely.

For more information on pricing, visit the Castor EDC Pricing Page

Invoice details

If your study is sponsored by a commercial entity, then you will need a billing code. Contact us to get a quote for your study and a billing code. If the study is initiated by an institute that has a license for Castor, you will also need to enter a billing code. 

If you are not using a billing code, the Invoice section is where you should enter all the billing details for this study, including the address that the invoice for the study will be sent to. Please specify the 'Project number' to ensure the invoice gets declared for the right project:

Adding a billing code

If you are using a billing code, select 'Yes' in the dropdown menu 'Billing code' and add your billing code to the designated field, then save your settings at the bottom of the page:

The Cost center (department)  field appears for studies using a billing code and allows to add additional information regarding specific project numbers if needed.

Good Clinical Practice

Next is the 'GCP" section, in which you can enable GCP for your study and set the data verification types to be used:

  • Confirm changes: This will require the user to enter a reason for change for any data edits. 
  • Verification types: Source Data Verification is by default included in the verification types. You can use this if you have Monitoring enabled for your study. You can also add other verification types.


  • Record IDs: Choose how you want IDs for new records to be generated, see Settings - Record ID options for more information.
  • Record's email capture on enrollment: Choose if and how would an email be required for newly created records. Please note that visibility for this option is subject to user rights.
  • Clear inapplicable child fields: When set to 'Yes', this setting clears the inapplicable child fields when a parent field is changed. For example: when changing the gender from female to male, all pregnancy fields are cleared, because these were made dependent on the female gender. The system will always ask for confirmation before existing data values are cleared: 

Note 1: This setting is only for study forms and reports. In surveys, inapplicable child fields are always cleared, regardless of this setting. 

Note 2: Changing this setting after you have started the collection of data will not clear inapplicable fields retroactively.

  • Enable beta features: When set to yes this setting enables the Automation Engine functionality.
  • Enforce 2FA: Two factor authentication can now be enforced on the study level - when set to 'Yes', users in this study must use two factor authentication for their Castor account to be able to access the study.
  • Remove signatures when raising queries: If enabled, the previously applied signature will automatically be removed. In order to reapply the signature, all queries must first be closed.
  • Enable signing of locked forms: If enabled, signing of locked forms becomes possible.
  • Only show records with exact match when searching: this setting will make records invisible in the Records tab. Retrieving a record will only be possible when the exact record ID is entered in the search box.
  • Signature Statement: This statement will be presented when applying a signature. So, by signing the phase or step, you declare what is written in the signature. Note: after the study has gone live, it is no longer possible to edit the signature.

  • Manage record status: This option allows you to create, edit, and delete record statuses.
  • Record overview custom columns: Add and delete custom columns for the Records tab.
  • Study access IP allow list: Whitelist a range of IP addresses. The IP addresses should be in the CIDR format. When this feature is enabled, the study is only accessible from the IP addresses on the list. 

Video tutorial

Watch the video walk-through on Castor Academy

Settings tab | Castor Academy

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  1. Castor Support Team

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