Manage CRFs

Overview

CRFs are design prototypes of visit CRFs used for data collect in visits. CRFs are managed by the system and can be reused among studies. CRFs on the system are built and edited via the CRF Builder with a drag and drop interface. 

The following guide has the following contents:

List CRFs

CRF List lists all the CRFs and corresponding CRFs in the system

From the main menu, access Tasks > Manage Data > CRFs

List CRFs page consists of:

1. Pagination
2. Information Table for CRFs and CRF versions
3. Action buttons with each CRF
4. Access the Unit Dictionary page
5. Access the Create A New CRF Page

Inside the action bar are action buttons to interact with CRF and CRF versions

1. View CRFs
2. Edit CRFs
3. Create new CRF versions
4. View CRF
5. Edit CRF Version
6. Store CRF
7. Delete CRF Version (does not allow deletion of CRF Version in use)

Inside the CheckPad system, a CRF includes the data of that CRF and corresponding CRF Version

Manage CRF 

The data fields of a CRF

Create new CRF

From the page, click List CRF > Create A New CRF

Fill in basic information of CRF Form then creating 'Next' to create a new CRF

The fields need to comply to the conditions of a CRF with an unique CRF name.

In the event of an error, the system notifies the user of the error so the user can correct the error.

Edit CRF

To edit a CRF, select 'Edit CRF' from CRF List.

Proceeds to update the data fields according to the requirements of a CRF.

In the event of an error, the system notifies the user of the error so the user can correct the error.

Other notes

Cannot delete a CRF or change the OID of a created CRF

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

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.