Managing CRF Versions

A CRF has at least one usable CRF Version.

Creating different versions of a CRF has the following benefits:

Update changes to CRFs as the study is being conducted
Create different versions for specific scenarios, for example changing the CRF version according to gender or age
Checkpad provides tools to change the CRF version of the data of all existing subjects

Creating different versions of a CRF also has limitations:

The structure of a CRF becomes more complicated
Creating and using versions needs to follow certain rules to maintain the coherence among versions
- Reusing sections on multiple CRF versions
- Reusing groups on multiple CRF versions
- Reusing items on multiple CRF versions
Changing the CRF version of exisitng data still has certain limitations

Data fields of CRF Version

Field name	Description	Type	Required?	Other requirements	Default value
OID	OID of CRF Form	String	Yes		Automatically created
Version Name	Name of CRF Version	String	Yes	Must not match the name of other versions within a CRF. Maximum 255 characters
Description	Description of CRF Version	String	Yes	Maximum 500 characters
Revision Note			Yes	Maximum 255 characters

Create new CRF Version

Create new CRF Version from CRF List screen

Create new CRF from View CRF interface

Create new CRF Version

Create new CRF Version from CRF List Dialogue

Create new CRF Version from View CRF Dialogue

Create new CRF Version

After accessing the "Create new CRF version" option, the "Create new CRF Version" screen will appear.

Within the Create new CRF interface, other than data fields of CRF such as Version name, Description, Revision Note, there is also a data field called "Clone From".

The "Clone From" data field is used to reuse the entire structure of created CRF Version (including all the children of previous CRF Version). This field appears as a select box which lists all created versions of the CRF being cloned.

After finishing filling out all the information for CRF Version, press next to access the "CRF Version Builder" interface and begin creating components of the CRF Version.

In the event of errors caused by incorrect input of data within a CRF Version, the system will alert the corresponding error to the user for correction to proceed with next steps.

Update CRF Version

Update CRF Version from CRF Version List Dialogue

From the "CRF List" screen select the edit icon with the CRF Version being updated.

Update CRF Version from the View CRF Dialogue

From the "View CRF" screen select the version to update.

CRF Version Builder

CRF Version Builder allows changes and modifications to the detailed information of CRF Version including:

Data Fields of CRF Version Builder → CRF Version Editor
Children of CRF Version

Read here for more details

Deleting CRF Version

CheckPad does not allow deletion of CRF versions being used in Visit CRFs. To delete unused CRF versions;

Access the CRF List interface press the "Remove" icon of the corresponding CRF version.

After pressing "Remove", Checkpad will redirect user to the confirmation page.

If the CRF is unused, user can select "Delete CRF Version" to confirm deletion. Otherwise:

If the CRF is being used, CheckPad will notify the users and show Visit CRFs currently using the CRF Version in question. The "Delete CRF Version" button will not be available.

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