Guides for study owners & admins
You set the study up: forms, schedule, consent, sites and the team. You decide which modules are switched on, approve changes once the study is live, and make sure everyone has the access they need.
Getting started
Account & sign-in
- Create your Capture account
- Sign in to Capture
- Set your password from a study invitation
- Reset a forgotten password
- Change your password
- Set up two-step sign-in with an authenticator app
- Locked out of your account or signing
- How electronic signatures work in Capture
- Why you were signed out automatically
- Update your profile and notification settings
Study setup & team
- Create a new study
- Build a study from your protocol with AI
- A tour of study Settings
- Add and activate study sites
- Invite team members to your study
- Change a role or remove someone's access
- Export the delegation log
- Take your study live
- Change a live study with a signed reason
- Copy a study's set-up into a new study
- Close, archive or delete a study
- Switch study modules on or off
- Give limited access to people outside the study team
Forms & eCRFs
- Create an eCRF or ePRO questionnaire
- Build a form or lab table with AI
- Add a form from the template library
- Question types and their settings
- Show or hide questions with conditions (skip logic)
- Add sections, repeating rows and lab tables
- Set ranges, limits and alerts on a form
- Add a calculated field (BMI, eGFR, QTc and more)
- Add scores and automatic rules to a questionnaire
- Set the form code (OID) and SDTM mapping
- Control how participants complete a questionnaire
- Record a questionnaire licence
- Preview a form
- Approve a form for data collection
- Change an approved form with a new version
- Download blank and annotated CRFs (aCRF)
Visit schedule
eConsent
Participants
Safety reporting
Queries, review & locks
Exports & reports
Randomization & supplies
Trial management
- See what needs attention in Trial overview
- Track study, country and site milestones
- Track site readiness before activation
- Track enrollment against plan
- Assign team tasks and discuss records
- Create tasks automatically with task rules
- Track follow-ups with action items
- Complete training and export training records
- Write and approve monitoring visit reports
- Report and manage protocol deviations
Emails, texts & reminders
Troubleshooting
Guides for other roles
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.