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Change CRF version per subject

In eClinical, CRFs are designed and maintained in the Study Designer (SD) application and then populated to EDC for data entry. Each time there is a need to implement changes to the CRF, a new CRF version is created in SD. Then, in EDC, you can upgrade the CRF version for sites or subjects to keep the system up-to-date.

There might be a case when not all of your study sites and subjects are ready for a CRF version upgrade and thus, you can change the CRF version only for a particular subject. This option might also be handy for the reversal of the CRF for a particular subject to one of the previous versions.

Important

You cannot change CRF versioning for a locked study. Unlock the study before upgrading the CRF version.

For the studies where the PI signature follows the independent setting and does not allow the data amendment once the CRF is signed, the signed CRFs are skipped upon the version upgrade.

To change a CRF version for a subject
  1. In the EDC application header, select the STUDY INFO tab.

  2. On the page that opens, in the left pane, select CRF Version > Version Upgrade.

    Accessing CRF version upgrade
    Figure 1. Accessing CRF version upgrade

  3. In the Version List table that appears, locate the site to which the subject of your interest belongs. Then, from the Action column next to it, select Subject Version file_icon_grey.png.

    Opening CRF version list by subject
    Figure 2. Opening CRF version list by subject

  4. On the page that opens, in the table, locate the subject for which you want to change the CRF version. Then, from the Action column next to it, select Edit pencil_icon.png.

    Selecting to change subject CRF version
    Figure 3. Selecting to change subject CRF version

  5. In the Change Version dialog that appears, find and select the CRF version that you want to establish for your subject.

    Changing site CRF version
    Figure 4. Changing site CRF version

  6. Select save_button_red.png to change the CRF version of the subject to the selected one.

Upon saving, the CRF version of the subject is changed to the one you have selected.