OpenClinica User Manual/CreatingANewCRF
Creating a new CRF
Download the CRF Template
Log in to OpenClinica as a Study Director and click on "Tasks". Select item "CRFs" in section "Administration" from the list.
The next screen "Administer Case Report Forms (CRFs)" will appear. Click on "Blank CRF Template".
By clicking this link the download of an excelsheet is started which can be used to define the elements of the CRF. Save this file to your computer, open it with MSExcel and save it under a new name.
In this section we will not elaborate on how you create sections, items or validations for your CRF. But at this point it may be useful to know how OpenClinica handles names. Every object in OpenClinica has a unique OpenClinica-ID or OID. When you have edited the blank CRF template to start a CRF for let's say the intake of your study, rename your file to 'Intake.xls'. Type this name in cell A2 of tab CRF. The first four characters of the name of your file will be used to construct the OID.
Upload the new CRF
Make sure you've saved your excelsheet and switch back to OpenClinica. Now you will be able to upload your file (instructions below) and the CRF will be added to your list. The OID for intake.xls for example will be something like "F_INTA_5348" and is displayed in column "VERSION_OID". The name you typed in cell A2 will appear in "CRF Name" which is the first column on the left. Click on "Create a new CRF" in the "Administer Case Report Forms (CRFs)" screen.
The "Create a New Case Report Form (CRF) screen will appear, click "Browse", browse to your Excelsheet and select it.
Check the CRF
Then click on "Preview CRF Version". If errors were found they will be displayed in orange at the top of the result page. Open your excelfile, correct all errors and restart creating the new CRF. If no errors are found you can add your new CRF to your list of available CRFs.