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Data collection in Carelane is accomplished through structured questionnaires (CRFs), workflows, and scheduled activities defined in participant pathways.

Data Collection Overview

Data Entry

Enter data into questionnaires and forms.

Questionnaires

Structure and behavior of data collection forms.

Workflows

Task sequences for operational processes.

Submission

Submit and finalize collected data.

Data Collection Methods

Questionnaires (CRFs)

Structured forms for capturing participant data:
  • Demographics
  • Medical history
  • Assessment results
  • Adverse events
  • Outcome measures

Workflows

Task sequences for operational processes:
  • Site onboarding
  • Regulatory document collection
  • Training completion

Pathways

Scheduled sequences of questionnaires:
  • Visit-based data collection
  • Time-point assessments
  • Longitudinal tracking

Data Entry Roles

Different roles have different data entry capabilities:
RoleData EntryData Submission
CRCYesYes
Data Entry SpecialistYesLimited
Sub InvestigatorYesYes
PIYesYes
Study Team (Data Reviewer)View onlyNo

Data Entry Workflow

1

Access Form

Navigate to the participant and select the questionnaire to complete.
2

Enter Data

Fill in fields according to source documents and clinical observations.
3

Save

Save progress at any time. Data is preserved for later completion.
4

Complete

Mark the form as complete when all required fields are filled.
5

Submit

Submit for study team review (status changes to Completed Site).

Field Types

Questionnaires support various field types:
TypeDescription
TextFree text entry
NumberNumeric values with optional ranges
DateDate selection with validation
ChoiceSingle or multiple selection from options
BooleanYes/No responses
AttachmentFile uploads
CalculatedAuto-computed from other fields

Data Validation

Validation occurs during entry:
  • Required field enforcement
  • Range checks (min/max values)
  • Format validation
  • Conditional logic
Address validation warnings during entry to reduce queries later.

Data Quality

After submission, data quality processes include:
  • Study team review
  • Query generation for discrepancies
  • Verification and sign-off
See Data Quality for details.

Best Practices

Enter data as close to collection time as possible for accuracy.
Verify data against source documents before entry.
Use the save feature frequently to prevent data loss.
Review form instructions and guidelines before entering data.