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Tracking Case Report Forms (CRFs)

Users can create and track CRFs as part of a protocol, site and region. Relevant information, such as whether the CRFs are source verified, retrieved from a site, in-house, or by a data management process, is captured for each CRF record within a protocol, site and region.

When you apply a subject visit template, in addition to creating subject visit records and the children activities records as existed in the current product, a duplicate set of visit records with Type = Case Report Form are created (with # Pages as specified in the template).

These visit records with # CRF pages are listed in the Site Management > Protocol Site List > CRF Tracking view. You can also create records for CRF tracking in this view

To monitor and retrieve case report forms

1. Navigate to the Site Management screen > Protocol Site List view.
2. In the Protocol Site list, drill down on the Site # of the protocol site for which you want to track CRFs.
3. In the CRF Tracking tab view, click New to create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Activity	Lists the activities associated with the site.
   Activity Type	Defaults to CRF activity type. Only activity records with CRF activity type are displayed in this view.
   # CRF Pages	Number of pages contained in the CRF.
   Retrieved	Checked if the CRA was retrieved by Data Management.
   Retrieved Date	Date when the CRF was retrieved.
   Received in House	Date when the CRA retrieved the CRF in house.
   Received by Data Management	Date when the CRA retrieved the CRF by data management.
   Source Verified Date	The date when the CRF was source verified.
   Comments	Enter a relevant comment about the CRF.