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Generate test case for CRF version

The CRF configuration is complex due to many dependencies, special logic, and other rules configured for form behavior that satisfy sophisticated data collection processes in clinical trials. Thus, in Study Designer (SD), along with designing a CRF version, you configure specific rules that result in a list of edit checks that must be run for the CRF upon data entry to check if the stated logic and dependency for forms work correctly.

In EDC, you can generate and run testing cases for your configured CRF versions in the test—UATlifecycle before pushing the newest version and initiating actual data entry in the production—PROD—lifecycle. This helps you prepare the fault-free CRF version and avoid situations of broken logic only outing when the actual data entry starts.

Important

To generate a testing case successfully, ensure to meet the following preconditions:

  • The rule design is completed for the current CRF version in SD and the list of edit checks is ready.

  • The UAT lifecycle is selected in EDC.

  • The latest CRF version to be tested is newer than the one currently effective in production.

  • The selected site is upgraded to the latest CRF version.

To generate a test case for the CRF version
  1. In the EDC application header, select the STUDY INFO tab.

  2. On the page that opens, in the left pane, select CRF Version > Edit Check Testing Case.

    Accessing edit check testing
    Figure 1. Accessing edit check testing

  3. On the Testing Case Version page that opens, from the workspace toolbar, select the site for which you want to generate the testing case. Then select New Item add_new_icon.png.

    Selecting site to generate testing case
    Figure 2. Selecting site to generate testing case

  4. In the Add Case Version dialog that appears, complete the case version as explained in the following table.

    Adding testing case version
    Figure 3. Adding testing case version

    Tip

    In the following table, mandatory elements are marked with an asterisk (*).

    Element

    Details

    Case Version*

    Enter the testing case version number. Keeping track of versioning helps you differentiate between various test cases generated for the site and distinguish the ones that were more or less successful.

    CRF Version

    Represents the read-only unique identifier of the latest CRF version for which you generate the testing case to compare its efficiency to the currently effective CRF version in the production (PROD) environment.

    Comparison of PROD CRF Version

    Represents the read-only unique identifier of the currently effective CRF version in the production (PROD) environment to which the latest CRF version will be compared with this testing case.

    SAVE

    Select save_button_red.png to implement the changes.

    CANCEL

    Select cancel_button_white_blue.png to discard the changes without saving, close the dialog, and return to the Testing Case Version page.

Once saved, the testing case is generated and run and you can now review the comparison results.