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.

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