Find a participant and read the Casebook
Open Casebook to see every participant against every visit. Filter by site, status and data, search by participant ID, and read each cell: forms done out of forms due, colours for progress, a red Q badge for open queries, and dots for overdue or out-of-window visits.
Where to find it
Casebook (left menu)
Find a participant
Open Casebook from the left-hand menu.
Site staff see only their own sites.
Filter by Site, participant status (screening, screen failed, withdrawn, enrolled) and data (Incomplete or With Queries).
Type part of an ID in Search Subject ID....
Click the participant ID to open their page, or a visit cell to open that visit.
What the cells mean
| You see | It means |
|---|---|
| 3/5 | Three of the five forms due at this visit are done. |
| Green, amber, grey | Complete, started, not started. |
| Red 2Q | Two open queries at this visit (answer a query). |
| Speech bubble with a number | Answered queries waiting to be closed. |
| Padlock | At least one form is locked (why a form is locked). |
| Red dot / amber dot | Overdue visit / visit date outside its window. |
| Dimmed cell | Not expected yet: complete the earlier visits first. |
| – | Not applicable, for example after a screen failure or withdrawal. |
The last columns are ConMed and AE (running logs), UV (unscheduled visits) and Signature (investigator sign-off). Export downloads the casebook overview as CSV.
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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.