Managing Tracking Activities for Case Report Forms

Users collect numerous CRFs (case report forms) during clinical trials, either as electronic files or as paper. You must track and periodically update these forms. You can associate CRFs with sites, regions, or protocols.

In addition to subject visit records, CRF tracking records are created when you apply a subject visit template.

This task is a step in "Process of Managing Sites and Contacts for Clinical Trials".

Viewing Tracking Activities for Case Report Forms

Complete the procedure in this topic to view tracking activities for CRFs (case report forms).

To view tracking activities for a case report form 

• Navigate to the Document Tracking screen, then the CRF Tracking view.

  The CRF Tracking list displays all of the tracking records.

  
  

  Note: You can associate a tracking activity for a CRF with only one of the available tracking levels or entities.

  
  

  Some fields are described in the following table.

  Field	Comments
  Name	Displays the name of the subject visit for which you collect CRFs.
  Protocol #, Region, or site #	Displays the protocol, region, or site assigned to CRF tracking.

  
  

Updating Existing Case Report Forms for Tracking

Complete the procedure in this topic to update existing CRFs (case report forms) for tracking.

Alternatively, you can update activities for CRF tracking from the CRF Tracking view of a site. Similarly, at the protocol and region levels, you can update activities for CRF tracking from the CRF Tracking view.

To update existing case report forms for tracking 

1. Navigate to the Document Tracking screen, then the CRF Tracking view.

2. In the CRF Tracking list, query for the record you want to update.

3. Update and save the record.

   You can revise the associated site number, Region, and protocol number field.