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Export source document archive

Source documents are original records or certified copies of records that provide evidence of the existence, activities, and results of a clinical trial or study. Some of the source documents that can be related to data verification and documentation review are case report forms (CRFs), medical records, informed consent forms, pharmacy records, adverse event reports, regulatory documents, and so on.

In EDC, you can manually upload source document files under the Source Document module and if required, download any of them to your computer for further handling. Also, you can export all the files of the selected site-level directory in bulk as a ZIP archive and have all the available documents of a certain site downloaded at once.

Important

The ability to view and manage the Source Document page depends on the permission granted to your user role in ADMIN.

Reviewing permissions for source document handling
Figure 1. Reviewing permissions for source document handling

To export the source document archive

  1. In the EDC application header, select the STUDY INFO tab.

  2. In the left pane of the page that opens, select Subject > Source Document.

    Accessing source documents
    Figure 2. Accessing source documents

  3. In the Hierarchy tree that appears, select the site-level directory containing the source documents you want to download.

  4. From the workspace toolbar of the Source Document contents panel, select Export export_icon.png.

    Exporting source documents
    Figure 3. Exporting source documents

  5. Select the downloads widget that appears to display the progress of the export.

    Locating source document downloads widget
    Figure 4. Locating source document downloads widget

  6. In the My Downloads dialog that opens, under the Download is Ready tab, locate the exported archive. Then next to it, select the download symbol download_icon.png.

    Downloading exported source document archive
    Figure 5. Downloading exported source document archive

Once downloaded, the exported archive with the source documents of the selected site becomes available on your computer.

In this section:

A specialized document in a clinical trial designed to collect the subject data.

See also eCRF.

An ongoing process that provides the subject with explanations that will help in making educated decisions about whether to begin or continue participating in a trial.

Any untoward medical occurrence in a clinical investigation subject administered a pharmaceutical product that does not necessarily have a causal relationship with this treatment. An adverse event (AE) can therefore be any unintended sign (including an abnormal laboratory finding), symptom, or disease temporally associated with the use of a medicinal (investigational) product, whether or not related to the medicinal (investigational) product.

An eClinical application that represents an administrative system used to manage users, authorities, and sponsors at the company level. It provides studies, sites, and sponsors with high-granularity role-based access management across all eClinical applications.