Data managementUpdated September 26, 2026

Clinical data management from first entry to lock

See what is missing, query what is wrong, freeze and lock what is clean, and export analysis-ready data with a dictionary. Every step is recorded, including each export.

  • Status overview by subject and visit
  • Freeze and lock in bulk
  • Exports with a data dictionary

Free sandbox · No credit card · 21 CFR Part 11 aligned

Status overview · subjects by visit
SCRD1W2W4W8W12EOS
01-001
01-002
01-003
01-004
01-005
01-006
Complete Partial Missing Overdue Not done Screen-failed

7

status colours in the subject by visit grid

Bulk

freeze and lock, with reasons to undo

2

columns per field: code and label

Every

export recorded in its own log

Review

Find what is missing before anyone asks

The status overview shows every subject against every visit, coloured by what is complete, partial, missing, overdue, not done or not applicable. Click a cell to see each form and its review state.

  • Filters by site, subject status and "only missing or overdue".
  • Data review listings and a comparison grid across visits.
  • Reports menu with con-med listings, active-at-visit and visit completion.
  • Download the overview as CSV.
Status overview · subjects by visit
SCRD1W2W4W8W12EOS
01-001
01-002
01-003
01-004
01-005
01-006
Complete Partial Missing Overdue Not done Screen-failed

Cleaning

Queries raised automatically, closed in place

Edit checks raise queries as data is entered, monitors and data managers raise their own, and sites answer from the form. Corrected values can close their auto-query automatically.

  • Auto-queries from edit checks, plus manual queries.
  • Open, answered and closed states with numbers and priority.
  • Answered in place from the casebook.
  • Query list export to CSV.
app.capture.study · Data queries
Capture data queries list with open, answered and closed queries, categories and priority

Freeze and lock

Freeze and lock field by field, or all at once

Data managers freeze or lock a single field, a form or a whole set of subjects. Unfreezing and unlocking need a reason from a set list, and every action lands in the audit trail.

  • Query, SDV, freeze and lock status on every field.
  • Bulk freeze and lock.
  • Reason required to unfreeze or unlock.
  • Data manager review marked per form, cleared automatically if data changes.
app.capture.study · Casebook
Capture eCRF data entry with per-field query, verification, freeze and lock controls

Clean a sample study in minutes

Open the status overview, raise a query and lock a form in a free sandbox.

Try it free

Exports

Exports statisticians can use without a phone call

Export clinical data as CSV or Excel with a code and a label column per field, clear markers for not done and not applicable, and a dictionary that explains every variable.

  • Codes and labels, with ND, NA, VND and not-applicable markers.
  • Data dictionary and annotated CRF.
  • Dates as YYYY-MM-DD, partial dates preserved.
  • SAS transport (XPT), E2B and RELREC exports.
  • Blinded exports stay blinded, and every export is logged.
Data and exports
Clinical data (codes + labels)Data dictionaryAnnotated CRFSAS transport (XPT)E2B safetyAudit trail
SUBJECGPERF_CODEECGPERF_LABEL
01-001YYes
01-002NDNot done

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

What is clinical data management software?

It supports cleaning and preparing trial data for analysis: reviewing what is missing, raising and resolving queries, freezing and locking data, and exporting it in analysis-ready formats.

How do I see missing data?

The status overview shows every subject against every visit, coloured by status, with filters for missing and overdue data.

Can I lock data in bulk?

Yes. Data managers can freeze or lock fields, forms or groups of subjects in bulk. Unlocking needs a reason.

Which export formats are available?

CSV and Excel with codes and labels, a data dictionary, an annotated CRF, SAS transport (XPT), E2B and RELREC.

How are not-done values shown in exports?

With clear markers: ND for not done, NA for not available, VND for visit not done and a separate not-applicable marker. An empty cell means a missing answer.

Are exports audited?

Yes. Every export is recorded in a separate, append-only export log with user, role, time, filters, row count and whether it was blinded.

Is there a guide for data managers?

Yes. A data management guide covers the dashboard, status overview, queries, freeze and lock, reports and exports.

Can I try it?

Yes. The free sandbox includes sample data to clean and export.

Get to database lock faster

Free sandbox with every feature. No credit card, no sales call.

Try it free