OpenClinica Documentation and Training Site

OpenClinica 4 User Documentation
- 1 Getting Started
  - 1.1 How to Get Help
  - 1.2 For OC3 Users
  - 1.3 Logging In
  - 1.4 OpenClinica Basics
    - 1.4.1 Viewing and Entering Data on Forms
    - 1.4.2 Your Home Screen
    - 1.4.3 Change Study
    - 1.4.4 Managing Your Account
    - 1.4.5 Frequently Used Screens
    - 1.4.6 Frequently Used Terms
    - 1.4.7 How to Log Out
    - 1.4.8 OpenClinica Navigation
    - 1.4.9 The Participant Matrix
    - 1.4.10 Adding a Participant
    - 1.4.11 The Participant Details Screen
    - 1.4.12 Events
- 2 Building Forms and Studies
  - 2.1 Create a Study
  - 2.2 Design a Study
    - 2.2.1 Events & Forms
    - 2.2.2 Using Form Designer
    - 2.2.3 Using the Form Template
    - 2.2.4 Form Logic
    - 2.2.5 Functions
      - 2.2.5.1 OpenClinica Validated Functions Index
    - 2.2.6 Rules
    - 2.2.7 Content Library
    - 2.2.8 Locating Object Identifiers in a Study
    - 2.2.9 Create and Configure Data Review Tables
  - 2.3 Language Support
  - 2.4 Form Library (CDASH)
  - 2.5 Module Management
  - 2.6 Automating Participant Access
- 3 Launching and Managing Studies
  - 3.1 User Access & Sharing
    - 3.1.1 Using Multifactor Authentication
    - 3.1.2 Publish History
    - 3.1.3 Editing Study Settings
    - 3.1.4 Using the Share Screen
    - 3.1.5 Adding Sites
    - 3.1.6 Inviting Users
  - 3.2 Publishing Your Study
  - 3.3 Generating Annotated eCRFs
  - 3.4 Generating Blank CRFs
- 4 Using OpenClinica as a CRC
  - 4.1 Add Participants
  - 4.2 Entering Data
  - 4.3 Queries (CRC)
- 5 Using OpenClinica as an Investigator
  - 5.1 Signing Participant Records
- 6 Using OpenClinica as a Monitor
  - 6.1 Source Data Verification
  - 6.2 Queries (Monitor)
- 7 Using OpenClinica as an Administrator
- 8 Using OpenClinica as a Data Manager
  - 8.1 Managing Sites
  - 8.2 Queries (Data Manager)
  - 8.3 Source Data Verification
  - 8.4 Reviewing and Managing Data
  - 8.5 Participant Audit Log
  - 8.6 Suggested SOPs
- 9 OpenClinica Recruit
- 10 OpenClinica Randomize
- 11 OpenClinica Consent
- 12 OpenClinica Participate
- 13 OpenClinica Code
- 14 OpenClinica Insight
- 15 Importing Data
  - 15.1 Importing XML Files
  - 15.2 Importing Tabular Data
- 16 How and When to Use APIs
- 17 Completing Your Study
- 18 Getting Data for Your Study: Reports and Extracts
- 19 Help Index
  - 19.1 Study Manager
    - 19.1.1 My Studies Page & Share Page
    - 19.1.2 Study Settings, User Roles, Modules
  - 19.2 Study Runner
    - 19.2.1 Monitor and Manage Data
    - 19.2.2 Reports
    - 19.2.3 Submit Data
      - 19.2.3.1 Queries
  - 19.3 Study Designer
    - 19.3.1 Events
    - 19.3.2 Form Card
OpenClinica 3 User Documentation
OpenClinica 3 Technical Documentation
LMS FAQ's
Release Notes (OC4)
Release Notes (OC3)
Data Mart Guide

8 Using OpenClinica as a Data Manager

Before reviewing this section, make sure that you have read Getting Started.

For Information on Using OpenClinica as a Data Manager, See the Following Sections:

8.1 Managing Sites

8.2 Queries (Data Manager)

8.3 Source Data Verification

8.4 Reviewing and Managing Data

8.5 Participant Audit Log

8.6 Suggested SOPs

Export PDF

Revision History

Revision	Published	Approved By
Updated formatting	2025-07-15 13:00PM	Kate Lambert
	2020-11-24 15:17PM	Kerry Tamm
	2020-11-19 13:19PM	Kerry Tamm
Title	2020-11-05 08:57AM	Kerry Tamm
	2020-11-02 11:46AM	Kerry Tamm