Transcript:

• To open a record, click the eye icon in the ‘Actions’ column or double click the line the record is on.
• There are a total of 5 available tabs within a record, but which tabs you see depends on the study setup and your specific user rights:
• Study tab - You access this tab by default when you open the record; this is where you will see the study forms and can navigate between them. 
• Reports tab - Contains all reports that were created for the record, such as Adverse Event reports (see ‘The Reports tab’ section below).
• Surveys tab - Contains all surveys that were created or sent to a participant. 
• Monitoring tab - contains an overview of relevant monitoring information, such as queries and validations
• Randomization tab - contains information on when and by whom the record was randomized and, in unblinded studies, the randomization allocation. 
• The Study tab in a record outlines all the study forms and allows you to navigate between the different pages. 
• When accessing a record, you will see a record ID and progress of completion.
• Phases consist of steps and each step contains a set of questions. You can click on the step of interest in this panel to review the entered data. 
• Data is added via questions, known as ‘fields’ in Castor.
• The cogwheel menu beside each field can be clicked to view available options for the field. The options can include comments, audit trail and queries.
• Once you have reviewed the form, you can navigate to the next step by clicking on ‘Next’.  
• Report forms are used for unscheduled events, such as Adverse Event reports.
•  The Reports tab in a record will show you all existing reports for that record.
• To search for a report, you can use the many filter options in the top, such as report type and parent phase 
• Double-click the report to open it. 
• The icon beside the report is used to indicate progress: green indicates the report is complete, orange indicates that the report is still in progress, and white indicates a report that has been created but not started.
• You may also see the ‘Add a report’ button, which is used for adding new reports to the record.
• The same data entry and monitoring rules apply for reports, as for the study forms: The reports have a status indicator which shows their completion and reports can be queried, signed, verified and locked
• If a report was attached to a phase, it will also be shown in the study overview
• If you do not want to see the reports, you can untick the box ‘Show reports’ in the top left under the record progress
• Surveys tab - Contains all surveys that were created or sent to a participant. 
• You can make use of this tab to track the survey progress, and to archive (or un-archive) any unnecessary surveys. 
• Each row is a separate survey invitation and contains several categories such as package name, status, progress, date created, planned, sent and completed and a cogwheel with additional options
• Using filters in the upper panel, you can choose to display surveys which fulfill certain conditions
• Monitoring tab - contains an overview of relevant monitoring information, such as queries and validations
• These tabs  contain only the information relevant for the selected record
• Randomization tab - contains information on when and by whom the record was randomized and, in unblinded studies, the randomization allocation.
• To exit the record and return to the record list, click on the ‘Back to record list’ button.