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Manual Castor SMS (English) - For system administrators

  • Manage Workflow Documents

    Before users can submit their study, they need to enter information and upload documents. Fields and documents can be made mandatory for all studies, or for studies that meet certain criteria. Check t...

  • Managing field configuration

    Admin users can  tell for each field whether it should be visible and if the study can be saved without having data entered in the field.  This article will explain how to manage these field configura...

  • Add/edit an option in an option group

    In Castor SMS, each multiple choice field has an option group with different options. It is possible to add a new option or edit an existing option in an option group. Follow the steps below to add or...

  • Update a field label

    In Castor SMS, each field you see is represented by a label. Labels always exist in both Dutch and English, even if the preferred language is Dutch. It is possible to change a label for a field. Updat...

  • Deactivate and activate users

    It is possible to deactivate users in SMS. Users that are inactive: Will not be able to log in Will not receive e-mail messages from Castor SMS Are no longer visible when adding a study member to a st...

  • Create user roles and manage user role rights

    Please note - user roles and user rights can only be managed by system administrators. The user roles 'Guest', 'User', and 'Admin' are default Castor SMS roles and cannot be changed. It is possible to...

  • Generate roles automatically (for departments and approvals)

    Please note - user roles and user rights can only be managed by system administrators. Castor SMS can generate roles automatically for approval requests and participating departments. A default set of...

  • Manage institutes / sites, departments and equipment

    Please note - institutes can only be managed by system administrators . Institutes/sites are managed from the 'Institutes' tab. Institutes can be linked to both users and studies. Add institutes/sites...

  • User management

    Please note - users can only be managed by system administrators. Users overview/table: The 'Users' tab shows all active users in the SMS environment. All user management actions can be completed in t...

  • Notification management: emails

    Please note - notifications can only be managed by system administrators. It is possible to configure automatic notifications for specific events. These email notifications are sent from no-reply@cast...