The OpenClinica CRF Template can only be edited and saved as a Microsoft Excel 2003.xls file.  OpenOffice spreadsheets and later versions of Microsoft Excel can not be used reliably and may not be successful when uploaded to OpenClinica version 3.1.X.

The CRF Template is used to define the CRF on a client machine with MS Excel.  Once the required information has been provided in the template, it must be uploaded to OpenClinica through the Add CRF page.  Only certain privileged users are allowed access to this page.

During the upload process, a validation of the CRF design is performed. Errors that are caught at this stage will trigger messages to the user informing him of the error and changes necessary to fix the error.