Feature deep-diveUpdated September 28, 2026

Protocol deviation tracking, tied to the data that caused it

A protocol deviation is any departure from the approved protocol, and ICH E6(R3) now expects that tracking to connect directly to your risk-based quality management, not sit in a separate spreadsheet. Capture's edit checks, auto-queries and field-level audit trail already give you that link, from form field to deviation to resolution.

  • Auto-queries from edit checks
  • Field-level audit trail per deviation
  • ICH E6(R3) risk-based quality management fit

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

Weight changed 68.0 to 68.5 kg

Site coordinator · Reason: Transcription error

9f2c…a71e

Query Q-0014 answered on Weight

Site coordinator · Reason: Source checked

4b8d…c203

Vital signs form locked

Data manager · Reason: Visit cleaned

e61a…58f0
Verify chain Intact

R3

ICH E6(R3) formally expects deviation tracking tied to risk assessment

Auto

query raised the moment an edit check catches a deviation-causing value

Field-level

audit trail: who, what, when, why, on every change

0

separate deviation-log spreadsheet needed

The standard

What ICH E6(R3) actually expects for deviations

ICH E6(R3) frames protocol deviations as part of risk-based quality management, not a compliance afterthought: sponsors are expected to identify important deviations, understand why they happened, and feed that back into how the study is monitored, rather than just logging them for an end-of-study summary. That expectation works best when a deviation is tied to the actual data and field that triggered it.

  • Deviations are expected to inform ongoing risk-based monitoring, not just be recorded.
  • A deviation disconnected from its source data is harder to act on quickly.
  • Capture does not label anything "protocol deviation" automatically; a query tied to the triggering field and reason is the underlying record you build that log from.
Read the ICH E6(R3) guide
Vital signs · Systolic blood pressure

Edit checks / auto-queries

2
Auto-query

Type

Range High

Operator

Greater than

Value

180

Priority: High

Auto-query

Type

Range Low

Operator

Less than

Value

80

Priority: Normal

Query raised automatically

Value 192 violates limit (180). Please verify.

How it works in Capture

From a broken edit check to a documented deviation

Attach a range, comparison or custom rule to any field on your CRF. The moment a site enters a value outside a visit window, a dosing rule, or another protocol-defined limit, Capture raises a query automatically, tied to that exact field and subject, with your own message template filled in.

  • Range, comparison and custom-value edit checks, with configurable priority.
  • Query resolution keeps the original value, the corrected value, and the stated reason, permanently, in the same audit trail.
  • By-site filtering and exports, so a data manager or monitor can pull every flagged item for a site or a visit window.
Vital signs · SDV configuration
SDV: 3 of 5 fieldsSDV config v3
  • Date of birth
  • Systolic blood pressure
  • Diastolic blood pressure
  • BMI (calculated)never verified
  • Position during measurement
  • Comments

Changed by Data manager · reason: critical safety value added

The difference

Tracking a deviation, with and without the link to source data

Where it lives
A spreadsheet a coordinator updates by hand
A query on the exact field and subject that caused it
Reviewing why it happened
Re-read the note and go find the source record separately
Original value, new value and reason are already on the record
Feeding it back into monitoring
Manual cross-reference against the monitoring plan
By-site and by-visit filtering surfaces patterns directly

Before you switch

What data managers ask before adopting a new deviation workflow

Cost

Edit checks, auto-queries and the audit trail are part of every plan, including the free sandbox.

Compliance

Capture does not certify or automatically classify deviations as major or minor; that judgment is your team's, applying your own protocol and risk assessment to the flagged records.

Setup time

Edit checks are added field by field in the same builder used for the rest of the CRF.

Migration

Bring an existing deviation log across as reference data while new deviations flow through edit checks going forward.

Support

Email support, typically under 24 hours, plus documentation on Enterprise.

Set up deviation tracking on your next study

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

Set up deviation tracking free

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

Does Capture have a dedicated "protocol deviation" button or form?

No. Capture raises an auto-query when an edit check catches a value that breaks a rule, tied to that exact field and subject. That query, and its resolution in the audit trail, is the record you classify and log as a deviation.

What does ICH E6(R3) actually require for deviations?

R3 frames deviation tracking as part of risk-based quality management: identify important deviations, understand why they happened, and feed that into ongoing monitoring, rather than a static end-of-study log.

Can I export every deviation-linked query for a monitoring visit?

Yes. By-site and date-range filtering, plus CSV/Excel exports with an automatic data dictionary, let you pull every flagged item for a review.

Does an edit check catch every possible protocol deviation?

No. Edit checks catch anything expressible as a range, comparison or custom rule on a field. A deviation outside the data itself, like a missed visit with no data entered, still needs a human process to flag.

Is this different from the audit trail page already on the site?

Yes. That page covers the audit trail generally; this page focuses specifically on the deviation-tracking use case built from edit checks and queries.

Can I try this before committing?

Yes. The free sandbox includes every feature with sample data, no credit card required.

Set up deviation tracking on your next study

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

Set up deviation tracking free