Instructions
The PDF Export/Closeout tool allows for exporting eCRFs in batches along with audit trail and query information. This is useful in study closeout out when you want PDF the subject records for the master file.
Permissions for this tool are dependent on access to Study Configuration in role security.
To access this tool, select the CRF Export tool under the Reports menu:
Select which sites to export the CRFs out of:
Select which subjects to include. If all subjects are desired from a given site, select only the site itself.
Select the statuses of forms to include:
Select the information to include in the export:
Select which title pages will be needed:
The final screen will present a button to tap to initiate the export.
Larger datasets may take some time. Please remain on the page. If the session times-out, when you sign back in on the same window, a link to download the file will be displayed to retrieve the file.
