5.4 Administer Case Report Forms Help

This section allows you to view all the Case Report Forms (CRFs) that are available for use in your studies and sites. All CRFs are ordered through their CRF Name. You can choose to reorder the list of CRFs by toggling the ascending or descending arrow located next to the CRF Name header. Similarly, you can also reorder the CRF list using the CRF’s Date Updated, Last Updated By, Date Created, Owner, or Status, and toggle their respective ascending or descending arrows.

1. Find

The Find function, located at the top of the CRF list, allows you to search for a set of CRFs based on their CRF Name.

2. Date Updated

This cell indicates the date the CRF was last updated.

3. Last Updated By

This cell indicates the user who last updated the CRF.

4. Versions

This cell indicates if the specific version of the CRF. Note that each CRF has two versions associated with it. The “(original)” is the original version of the CRF that was created the first time its particular CRF Name was used. The version listed below it is the version that is currently in use. The non-original version can be continually replaced with updates to the CRF. However, the original version (with the CRF Name associated with it) will always remain in the OpenClinica system.

5. Date Created

This cell indicates the date the CRF was created.

6. Owner

This cell indicates the owner who originally created the CRF.

7. Status

This cell indicates the status of each CRF.

8. Actions View

Clicking on the View button will allow you to see all the details associated with the particular CRF.

Edit

Clicking on the Edit button will allow you to edit the CRF’s Name and Description.

Remove

Clicking on the Remove button will allow you to remove the particular CRF. From this point on, only the Administrator can access and reverse this change if necessary.

Restore

Clicking on the Restore button will allow you to restore the particular CRF. From this point on, the CRF will be available for studies, unless it is removed.

Create New Version

Clicking on the Create New Version button will allow you to replace the existing version of the CRF with a new updated excel spreadsheet. Doing so will still keep the “(original)” version intact. However, the version listed below the original version will be deleted and its contents will no longer be accessible. Only the “(original)” and the currently updated versions will be accessible.

In addition to viewing all the CRFs, you are also presented with a link to Create a new CRF.


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