OpenClinica Documentation and Training Site

OpenClinica 4 User Documentation
- 1 Administration
- 2 Building Forms and Studies
  - 2.1 Create a Study
  - 2.2 Design a Study
    - 2.2.1 Using the Form Template
    - 2.2.2 Events & Forms
    - 2.2.3 Using Form Designer
    - 2.2.4 Form Logic
    - 2.2.5 Functions
      - 2.2.5.1 OpenClinica Validated Functions Index
    - 2.2.6 Rules
    - 2.2.7 Locating Object Identifiers in a Study
    - 2.2.8 Content Library
    - 2.2.9 Create and Configure Data Review Tables
  - 2.3 Module Management
  - 2.4 Form Library (CDASH)
- 3 Getting Started
  - 3.1 How to Get Help
  - 3.2 For OC3 Users
  - 3.3 Logging In
  - 3.4 OpenClinica Basics
    - 3.4.1 OpenClinica Navigation
    - 3.4.2 The Participant Matrix
    - 3.4.3 Adding a Participant
    - 3.4.4 The Participant Details Screen
    - 3.4.5 Events
    - 3.4.6 Viewing and Entering Data on Forms
    - 3.4.7 Your Home Screen
    - 3.4.8 Managing Your Account
    - 3.4.9 Frequently Used Screens
    - 3.4.10 Frequently Used Terms
    - 3.4.11 How to Log Out
- 4 Getting Data for Your Study: Reports and Extracts
  - 4.1 Data Review Tables
  - 4.2 Back-End Access Via Insight
  - 4.3 Extract Data
- 5 Launching and Managing Studies
  - 5.1 Publishing Your Study
  - 5.2 User Access & Sharing
    - 5.2.1 Using the Share Screen
    - 5.2.2 Adding Sites
    - 5.2.3 Inviting Users
    - 5.2.4 Publish History
    - 5.2.5 Editing Study Settings
    - 5.2.6 Using Multifactor Authentication
- 6 Using OpenClinica as a CRC
  - 6.1 Queries (CRC)
  - 6.2 Add Participants
  - 6.3 Entering Data
- 7 Using OpenClinica as an Investigator
  - 7.1 Signing Participant Records
- 8 Using OpenClinica as a Monitor
  - 8.1 Source Data Verification
  - 8.2 Queries (Monitor)
- 9 Using OpenClinica as a Data Manager
- 10 Importing Data
  - 10.1 Importing XML Files
  - 10.2 Importing Tabular Data
- 11 Completing Your Study
- 12 OpenClinica eConsent
- 13 OpenClinica Insight
  - 13.1 SQL Guide
  - 13.2 Front-end API Guide
  - 13.3 Insight Reporting Guide
- 14 OpenClinica Participate
- 15 OpenClinica Randomize
- 16 How and When to Use APIs
- 17 Help Index
  - 17.1 Study Runner
    - 17.1.1 Submit Data
      - 17.1.1.1 Queries
    - 17.1.2 Monitor and Manage Data
    - 17.1.3 Extract Data
    - 17.1.4 Reports
  - 17.2 Study Designer
    - 17.2.1 Form Card
- 18 Knowledge Articles
OpenClinica 3 User Documentation
OpenClinica 3 Technical Documentation
LMS FAQ's
Release Notes (OC4)
Release Notes (OC3)
Data Mart Guide

Home

Welcome!

Welcome to the OpenClinica Documentation and Training Site. OpenClinica is a powerful platform for managing clinical trials. This site offers:

User documentation for OpenClinica (OC4 and OC3)
Self-paced training. If you’ve been registered for any of our online training courses, you’ll also see options to access training on the left side menu (login required).
Release documentation. Access product release notes for our most current version as well as past releases.
Validation and Quality System documentation, including IQ/OQ/PQ artifacts and SOPs (login required).

Not sure about whether you are using OpenClinica 3 or 4? If the domain name you use to log into your OpenClinica system ends in “openclinica.io” then you are using OpenClinica 4. If your domain name is something else, then you are using OpenClinica 3.

Our goal is to provide you with access to countless topics of interest for OpenClinica users. You can comfortably navigate the site based on the category and subcategory cascading topics via the menu on the left. Whether you’re building a study or if you’re an end user, this site will prove beneficial!

Sincerely,
The OpenClinica Team

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