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Fill in report forms for a record

Reports can be used to register data that does not fit in the standard research protocol. A report can for instance be used to register adverse events or non-scheduled hospital visits. 

You can view these reports in the report tab of a record:

In this tab you see an overview of all reports you have added to the record (1). You can filter this list (2) by the type of report (Event, Medication, Other or Unscheduled phase), the report, the name of a report, the phase a report is connected with or the report status. A new report can be added with the button 'Add a report' (3). 

Adding a new report:

When adding a new report, a dialog window will appear in which you can select:

  1. Report: The report type you are adding to the record.
  2. Custom name: here you can define the report name. For auto-generated names this is a preview. The name that will be actually stored may differ as it will be regenerated upon the actual save.
  3.  : You can attach the report to a phase. If you choose to do this, the report will show in the phases and step-navigator on the left side of the data input screen. A report does not have to be connected to a phase. 
  4. Click 'Create' to add the report and return to the record screen, or click 'Create and add another' to add the report and stay in the 'Add a report' window to include further reports.

Creating a report from the record view:

A report can also be added within the record view. This is done by clicking the cogwheel, in the phase and step navigation, and choose 'add a report to this phase':

Note: A user  needs 'Edit' rights to be able to create a report.

Opening a report:

You can open a report by double-clicking on it. Here you can register data just like in a normal study step.

Report options:

In the report view you can click the cogwheel next to a report. This will open a menu with the following options:

  • Open report: This will open the report and enable you to add data.
  • Edit report: This allows you to change the details of the report.
  • Delete report: Here you can delete the report (and all data contained in the report). Note: This can only be done if the study was never live!
  • Archive report: Allows you to archive the report and all data within.
  • Print report: With this option you can print the report with all steps and gathered data.

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  1. Castor Support Team

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