Forms & eCRFs
Build eCRFs and questionnaires, add logic and edit checks, approve versions.
- Create an eCRF or ePRO questionnaireOpen Forms, click New Form and choose CRF (site staff complete it at a visit) or ePRO (the participant completes it on their own device). Name it, click Continue to Add Questions, and build it. New forms start as drafts until they are approved.For Study owners & admins
- Build a form or lab table with AIIn the form editor's Questions tab, click Build with AI. Choose Question form or Lab table, describe it or upload a file (CSV, XLSX, PDF or DOCX, up to 15 MB), click Generate, review the result and click Apply to form.For Study owners & admins
- Add a form from the template libraryOpen Forms > Templates, pick CRF, ePRO or eConsent, preview a template with the eye icon and click Use. A copy is added to My Forms, ready to adjust and approve.For Study owners & admins
- Question types and their settingsClick Add Question in the form editor and pick a Question Type. Each type has its own settings, such as limits and units for numbers, labels for scales, or date precision. All types share help text, required, skip logic and an optional SDTM variable.For Study owners & admins
- Show or hide questions with conditions (skip logic)In the question dialog, switch on Skip Logic, choose Show when or Hide when, pick an earlier question, an operator and a value, and save. To show or hide a whole section, add a display condition to the section.For Study owners & admins
- Add sections, repeating rows and lab tablesClick Add Section in the form editor. On CRFs choose a display mode (table, cards or categorized), switch on Repeating Group for multiple rows, and add fields with Add Field to Group. Lab tables add analytes and reference ranges per row.For Study owners & admins
- Set ranges, limits and alerts on a formOn standardized forms such as vital signs, set the expected range for each measurement in Ranges & alerts: a value outside it raises an automatic query without blocking the save. Number questions have minimum and maximum values, and Alert Triggers notify chosen roles when an answer matches a condition.For Study owners & admins, Data managers
- Add a calculated field (BMI, eGFR, QTc and more)On a Number field, switch on Calculated field under Validation, choose a Formula and map each input to a question on the form. The field is filled automatically and is read-only at data entry.For Study owners & admins
- Add scores and automatic rules to a questionnaireOpen the form's Scoring & rules tab. Add scores (sum, mean or normalized) built from the questions' option scores, summaries across entries, and rules that act on a score or answer: screen a volunteer out, show a safety message or alert staff. Click Save scoring & rules.For Study owners & admins, Data managers
- Set the form code (OID) and SDTM mappingIn the form editor, open Settings > Identity. Fill the OID (or click Suggest from name), pick the SDTM domain and Form role. Each question can carry its own SDTM variable in its display options. The OID is required before approval.For Study owners & admins, Data managers
- Control how participants complete a questionnaireIn the questionnaire's Settings tab, set the Completion rule (resume within the window or complete in one session), the completion window, an optional reminder email to continue, an intro screen, and the screen layout. Each card has its own save button.For Study owners & admins
- Record a questionnaire licenceFor a copyrighted patient questionnaire, open its Settings tab, switch on Licence required under Copyright & Licence, and fill the licence number, expiry date and holder. Click Save licence details.For Study owners & admins
- Preview a formOpen the form and click Preview. A CRF opens in the real data-entry screen in preview mode; an ePRO opens as the participant sees it, marked "Preview Mode - Responses will not be saved".For Study owners & admins, Data managers
- Approve a form for data collectionOpen the draft form in the editor and click Approve (or the "v1.0 · Draft" badge). Add an optional reason, click Continue to Signature, type your password and click Sign and Approve. The form is locked and can now collect data.For Study owners & admins
- Change an approved form with a new versionOpen the approved form and click Create New Version. Choose Minor (wording) or Major (structure), edit the new draft, then approve it and choose what happens to existing participants: keep them on the old version, move everyone, or move participants enrolled after a date.For Study owners & admins
- Download blank and annotated CRFs (aCRF)Open Settings > Export / Import > Documents. Use Blank eCRF or Blank ePRO for empty approved forms (for ethics or IRB submission), and Study PDF with Annotated CRF (aCRF) switched on for variable names, field types and codelists.For Study owners & admins, Data managers
Still need help?
Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.