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 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, f...

• 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 left search box and find the field (question) o...

• 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.  N...

• Lock phases and steps

  Locking steps and phases prevents further changes to the data 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 ...

• Sign and lock a completed phase, step and/or report

  In this article we will show you how to electronically sign and lock a phase or step in a study or a report.  Please note that in order to sign a phase or step, you need the Sign right assigned to you...

• Print record data

  Print a single record Please note that to print record data, both view and edit rights are required. It is possible to print out the complete data for a record in Castor. 1. Open the 'Records' tab 1. ...

• 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 three dots ne...