The PDF Export/Closeout tool allows for exporting bookmarked casebooks, complete with navigational linking along with audit trail and query information. Its similar to exporting PDFs from the subject manager, but with the added capability of doing so in batches - by site or groups for a group of subjects at a time.given site
This is useful for submissions or having the paper version of a casebook for a master file.
Permissions needed to access and execute the activities covered in this article:
Study ConfigurationAccess to Batch PDF Exports
Study Events Report
Normally only Study Administrators should be given access to this due to it providing access to all sites/subjectsSite membership is enforced, so the user accessing it can only export PDFs for their own site(s).
| Info |
|---|
Field blinding is enforced - so be sure to consider which role is doing the exporting because some data may not be shown if fields are blinded to that role. On a related note, form view permissions are NOT enforced from the CRF export tool. It should be expected that anyone with access to this tool is able to view all forms being collected at the subject level. |
| Table of Contents | ||||
|---|---|---|---|---|
|
Using the CRF Export Tool
To access this tool, select the CRF Export tool under the Reports menu:
...
| Info |
|---|
If data volume for the study is high on a per-subject basis, please consider this when having the system build a package for multiple subjects. On a large volume study it's recommended to try first with one subject to get an idea of how long the process takes per subject. |
File Format and Content
Files are downloaded as Zipped folders where each subject is a separate file of all its corresponding records.
Similar to the PDF exports from the subject manager, each file will have an index for easy navigation and headers to display details of each page.
...