Use case · EducationUpdated October 6, 2026

A real EDC sandbox for teaching clinical research courses

Students learn data management by doing it: building eCRFs, writing edit checks, answering queries, signing consent and reading the audit trail in an actual EDC. The sandbox has every feature, no time limit and no credit card, and it uses demo data only.

  • Every feature, no time limit
  • No credit card
  • Demo data, never real participants

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

  • SO

    Study owner

    Builds and configures the study

  • PI

    Principal investigator

    Oversees the site, signs off the casebook

  • SI

    Sub-investigator

    Enters and signs clinical data

  • SC

    Study coordinator

    Screens subjects, enters visit data

  • CRA

    Monitor (CRA)

    Verifies data, raises queries

  • DM

    Data manager

    Reviews, freezes and locks data

  • PT

    Participant

    Completes their own questionnaires

What the sandbox gives a course

  • A working EDC: forms, visit schedules, skip logic, edit checks, queries, electronic signatures and an audit trail, all usable from a browser.
  • Hands-on exercises for CRC, CRA, data management and GCP modules, instead of screenshots of someone else's system.
  • No cost to run a class: the sandbox is free with every feature, no credit card and no time limit.
  • Safe by design: use made-up participants only. Real participant data belongs in a live study, not in a teaching sandbox.
  • Roles that mirror real studies: researcher, site coordinator and admin roles let students see who can do and see what.

Why it matters

Clinical research is learned by touching the system

Courses in clinical research, clinical data management and good clinical practice usually explain what a case report form is, why edit checks exist and how an audit trail supports data integrity, and then ask students to imagine it. The obstacle is access: enterprise systems are sold to sponsors, and training environments are rarely available to a university course.

A self-serve sandbox removes that obstacle. Each student or group signs up, builds a study and works through the same tasks a study team does: translate a protocol into forms, enter sample data, break a rule on purpose and see the auto-query, answer it, sign, and then inspect the audit trail. Because the sandbox has every feature, you are not teaching around gaps. Read EDC for university clinical studies if you also run research on the platform.

Teaching, not live data

The sandbox is for training with demo data. Do not enter real participant information in a teaching exercise. If a student project becomes a real study, it moves to a live study and a paid plan applies; nothing about the course exercise needs that.

Stage 1

Draft

Build and edit freely

Stage 2

Approved

Locked for live use

Stage 3

In the casebook

Only approved forms

Audit trail
  • SDV requirement changed on Systolic BP

    Data manager · Reason: critical safety value

  • Form approved: Vital Signs (VS) v2

    Study owner · Locked for live use

  • Answer changed: Weight 68.0 to 68.5 kg

    Site coordinator · Reason: transcription error

Course modules

Exercises that map to common course topics

ModuleStudent exerciseWhat they use in Capture
Good clinical practiceTrace who changed a value, when and whyField-level audit trail; the GCP glossary entry as reading
CRF designTurn a protocol into visits and formsVisual builder, AI drafting from an uploaded protocol, reviewed by the student
Data validationWrite range checks and test themEdit checks that raise auto-queries; calculated fields such as BMI
Query managementAnswer and close queriesQuery workflow from open to answered to closed
Informed consentDraft consent and sign it electronicallyeConsent with on-screen signature and email OTP; consent templates
Patient-reported outcomesBuild a diary and enrol as a participantePRO with reminders; the sleep diary template
Data export and analysisExport and describe a datasetCSV or Excel with automatic data dictionary
Database lockDefine closing stepsReadings on database lock and the lock workflow

Run the first exercise yourself in ten minutes

Sign up, build a two-form study and break a rule on purpose. Free, no credit card.

Open a teaching sandbox free

For instructors

Planning a course around the sandbox

Build your own reference study first, so you know where students will get stuck and can show a finished example. Start from the standard templates for demographics, vital signs and adverse events, and let students extend them. These are the forms nearly every real study has, so students practise the structures they will meet at work.

A typical sequence is: week one, read a protocol and list the data points; week two, build forms; week three, add edit checks and test them with deliberately wrong data; week four, run queries and signatures; week five, export and describe the dataset. The how to design an eCRF guide is a sensible reading for the form design week, and the CRF builder page describes the building blocks.

Assessment becomes concrete. Ask students to submit the blank eCRF PDF the system exports, a screenshot of an auto-query they triggered, and the audit trail excerpt that shows their correction. These are the same artefacts a monitor would ask a site for, so students learn what "audit-ready" looks like. For a wider view of what students will meet after the course, point them to the clinical data management software overview.

What the sandbox does not replace

It does not replace your institution's regulatory training, site visits or an SOP-driven validation exercise. Capture is a tool for the practical part of the curriculum; the regulatory framework still needs your own teaching.

Team exercises

Teaching roles, separation of duties and data integrity

Real studies divide work between people, and students learn more when they experience that division. Capture has researcher, site coordinator and admin roles. Site coordinators see participant names, while researchers see coded IDs only, so a group exercise can assign one student as coordinator and another as researcher and ask each to describe what they could and could not see. That is a concrete way to teach why personal data are segregated from analysis data.

Data integrity principles become tangible with the audit trail. Ask a student to change a value, give a reason and then have another student find the change from the record: timestamp, user, old value, new value and reason. The record is exportable and cannot be modified through the interface, which makes a good discussion of why such a record is trusted. For the regulatory background, pair the exercise with the 21 CFR Part 11 compliance checklist and the audit trail software page.

Add a monitoring exercise. One group builds a study and enters data with a few deliberate errors; another group reviews it as a monitor would, raising queries and checking source data verification settings. The risk-based monitoring and SDV page and the glossary entry on source data verification provide the reading. Because everything uses demo data, mistakes cost nothing and students can repeat the exercise.

Finally, use the study as a capstone. Students write a one-page data management plan for their sandbox study, using the data management plan template as a skeleton, and justify each design decision: why this edit check, why this window, why this role. The plan can be assessed alongside the exported artefacts, giving a complete picture of how well they understood the system and the principles behind it.

Setup

Teaching sandbox checklist

Learning outcomes

Which skills the exercises demonstrate: CRF design, validation, queries, consent.

Reference study

A finished example built by the instructor.

Demo data only

Students told not to enter real personal data.

Sign-up per student or group

Each creates their own sandbox study.

Exercise sheet

Tasks, expected outputs and assessment artefacts.

Reading list

GCP, CRF design and database lock readings.

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

Is the sandbox really free for a course?

Yes. The sandbox has every feature, with no credit card and no time limit. You pay only when a study goes live with real participants.

Can students use real patient data?

No. Use made-up participants for teaching. Real data belongs in a live study.

Do students get roles like site coordinator?

Yes. Researcher, site coordinator and admin roles exist, which lets you teach separation of duties and PII segregation.

Can students practise electronic consent?

Yes. They can build a consent, sign it on screen with an email one-time code and export the signed PDF.

Can they see an audit trail?

Yes. Every record carries a field-level audit trail with timestamp, user, old value, new value and reason for change.

Can AI help students build forms?

Yes. They can upload a protocol and let AI draft visits and forms, then review every item before anything is saved.

Does it replace enterprise EDC training?

No. It teaches the concepts and the hands-on workflow. Specific vendor systems still have their own training.

Can I get help setting up a course?

Book a demo and describe the course. We can show you what to build for the exercises.

Give students a real EDC to learn on

Free sandbox with every feature, demo data only. No credit card.

Open a teaching sandbox free