Contents

 
About this guide
Overview of this guide
Audience
Related information
Documentation
If you need assistance
Introduction
Overview of the CRF Submit application
A self-service application
Accessing the CRF Submit application
Sponsor vs. site users
Built-in information to guide you
Rights and rights groups determine the data shown or hidden
Hiding items
Multilingual study support
PDF requests
CRF Submit workflow
Types of PDFs
Creating a new request
Step 1: Enter the study information
Step 2: Enter the form options
Step 3: Enter the PDF request settings
Submission PDF request settings
Archival PDF request settings
Blank Forms Only request settings
Custom PDF request settings
Including cross visits
Custom Blank Forms request settings
eTMF integration
Importing bulk subjects from a file
Performing a bulk import
Step 4: Review the request options and submit the PDF request
Submit the PDF request
Saving the request without submitting it
Create an archival PDF request to share with sites and require download confirmation
Transferred subjects
How the CRF Submit application handles data for transferred subjects
Audit trail information for transferred subjects
Destination site output
Transferred Subjects in Current Site Only
Finding Patient Record Transfer History in the table of contents
Working with PDF request templates
Creating a template
Creating a new PDF request from a template
Editing or deleting a template
History requests
The Subject Audit History and User Assignment History reports
Creating a History request
Viewing and downloading history requests
Verifying that the site has downloaded and confirmed the History report
Working with submitted requests
Viewing request notices
Viewing sponsor-created requests shared with sites
Filtering the requests to be displayed
Displaying processing, completed, saved, and purged requests
Viewing the details of a request
Printing the request settings
Pausing and resuming a request
Cancelling a request
Displaying the settings
If data has changed since processing began...
Resubmitting a failed request
Purging a request
Downloading the output from a request
PDF output details
Performing a test run
Creating a test run PDF request
Editing test run PDF request settings
Running the test run request as a PDF request
Working with saved test run PDF requests
Administrative activities
Overview of administrative activities
Specifying trial, email, and storage settings
Rights groups in CRF Submit
Adding a rights group and assigning it rights
Editing the CRF Submit rights associated with a rights group
Assigning the Confirm Archival right to a rights group
Assigning the View Confirmation right to a rights group
Deleting a rights group from CRF Submit
Working with reports
Viewing and downloading the Site Confirmation report
Viewing the Request Overview report
Legal notices
Index