What's included

What the guidelines cover

  • Field-by-field instructions in plain language, matched one-to-one to the built eCRF
  • Worked examples for fields that commonly generate queries — dates, units, dosing, and free-text entries
  • Guidance on handling missing, not-done, or not-applicable data consistently across sites
  • Cross-references to related SOPs and coding conventions from the Data Management Plan
  • Version-controlled updates whenever the CRF or protocol changes, so site guidance never lags the build

Fewer queries, by design

Clear completion guidance up front means fewer queries to resolve during conduct.

Delivered with training

Rolled out alongside site and CRA training so guidance and instruction reinforce each other.