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Creating CRF Tracking Activities

Numerous case report forms (CRFs) are collected during clinical trials, either as electronic files or as paper. These forms must be tracked and periodically updated. CRFs can be associated with sites, regions, protocols, contacts, or accounts.

CRF Tracking records are created when you apply a subject visit template in addition to subject visit records. You can also create a CRF Tracking Activity from the Protocol Site CRF Tracking View.

To view CRF tracking activities

1. Navigate to the Document Tracking screen.
2. Click CRF Tracking and in the CRF Tracking list you can view all tracking records in the system.

   NOTE:  A CRF tracking activity can be associated with only one of the available tracking levels or entities.

   Some fields are described in the following table.

   Field	Comments
   Name	The CRF name. This is a hyperlink to the associated Attachment view.
   Site, Region, Protocol, Contact, or Account	Delegate the CRF to one of these fields. The field you select determines how the hyperlink in the Name field operates. This field is a hyperlink to the associated Activities view.

To review, update, and add existing CRFs for tracking

1. Navigate to the Document Tracking screen.
2. In the CRF Tracking list, query for the document you want to update.
3. Open, update, and save the CRF.
4. Use the thread bar to return to the CRF record on the CRF Tracking list.
5. Copy the original CRF record, and revise the associated site, region, protocol, contact, or account field.

Alternatively, you can create and review CRF tracking activities from the CRF Tracking view tab for a site. Similarly, at the protocol and region levels, you can also create and review CRF tracking activities from the CRF Tracking view tab.