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

3.4.2.1 CRF Template – General Constraints

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.

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