Using Castor CDMS is super easy! Just follow the steps below, depending on what you want to achieve within Castor CDMS: 

No matter what type of user you are, you must begin by creating your Castor account. 

Study admin path

Create your own study as a study admin. 

• Create your study by clicking on the 'Start a new study' button on the 'My studies' landing page. 
• Build your study structure by creating study Visits and study Forms (containers for your question fields). 
• Build your study forms, Repeating Data structures, and surveys where patient data will be entered. 
• Test your newly created forms by creating new test participants, checking your calculation fields and dependencies. 
• Invite other participating researchers to help you manage your study and enter data when your study is set to live. 
• Set rights for each of your added users, turning them into other study managers, data-entry users, or monitors. 
• Set your study to live in study settings and start collecting clean and valid data for your study!

Data entry path

Enter a live study as a data-entry user to enter patient data.

• Enter the live study you were invited to do data-entry for by clicking on the study title on the My studies landing page.
• Create new patient participants using the '+New' button on the Participants tab within the study. Specify the patient's treatment site.
• Enter patient data, completing a study Visit each time the patient visits. The patient data can also be imported from a CSV file. 
• As unexpected events occur, add Repeating Data instances to the patient's participant to attach additional information.
• Send out surveys to patients to fill out at home.
• Add question field comments to explain your reasoning for certain values.
• Respond to monitor queries as they review your work.
• Export your data to keep on participant.

Monitor path 

Enter a live study as a monitor to review patient data. 

• Enter the live study you were invited to monitor for by clicking on the study title the landing page. 
• View the participants in the study's participants tab. 
• Enter a participant to begin reviewing the entered data. 
• As you find discrepancies in data or other oddities, add a query to the afflicted fields to ask questions to the data-entry users.

Some other helpful actions that can be done in Castor CDMS

• Send notifications to the desired user when a specific event occurs within the study. You must have specific rights to set and alter the notification settings. 
• View the audit trail to review all of the actions done within the study. You must have specific rights to view the audit trail. 
• Lock and electronically sign Visits and Forms within a participant. You must have specific rights to lock and sign Visits and Forms. 
• Change your account settings, including your name, email, and password.