Download CRF case report form - Sheffield Teaching Hospital

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Sheffield Teaching Hospitals NHS Foundation Trust
Research Department
Generic Case Report Form Completion Guidelines
General Instructions
Abbreviations
CRF
NK
ND
NA
NAD
AE
SAE
case report form
not known
not done
not applicable
no abnormalities detected
adverse event
serious adverse event
General guidance
 Always refer to the study protocol before completing forms.
 The CRF must always be completed by authorised site personnel. If you are new to a
trial, make sure you have completed the delegation form in the site file.
 Ensure data entries are consistent with the source data (usually the patients medical
record)
 Always use black ballpoint ink
 Always write clearly ensuring that the entries are legible to others
 Avoid abbreviations and acronyms, unless they are standard medical abbreviations or
known to be acceptable.
 Ensure that you complete the ‘header’ information on each page consistently.
 Always fill in EVERY field on each CRF page (unless indicated otherwise). If a procedure
was not done or not applicable, enter ND or NA where appropriate.
 Do not write outside of the designated boxes. Write comments on the comments page.
 Completely fill in each box using leading ‘0’ if needed.
 To amend incorrect data on a CRF page,
score through the error with a single line,
do not obscure the original entry (do not use correction fluid),
write the correct data nearby,
initial and date each amendment.
 Do not record incomplete dates (i.e. if you know the month and year, but not the day,
record- NK/04/05).
 Record dates in the requested format (i.e 11/04/05; 11 APR 05; 11 APR 2005)
 Ensure you use the correct units for weight, height, lab results etc
 Ensure AE’s are consistent through visits (if required). If they are new at cycle 1, but
continue through cycle 2, make sure it is documented at cycle 2 as well.
 If a medication was given for an adverse event, make sure it is documented as fully as
possible.
 For tumour assessment pages, make sure tumours are documented consistently- in the
same order at each assessment. If a lesion has disappeared between assessments,
record them on the page as ‘not present’. Check that assessment has been carried out by
the same method (CT, physical, MRI etc).
 Ensure that all CRF pages are signed and dated by the person completing the form.
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Page Specific Instructions
Header information- all pages
Field
Trial Number
Subject Initials
Comments
STH project number
If 2 initials, use dash
Subject number
Enter patient number
Consistency check
Check correct study
Not blank, check
consistency
Not blank, check
consistency
Baseline Demographics
Field
Visit Date
Sex
Date of Birth
Age
Height
Weight
BSA
Race
BMI
Smoker
BP
Pulse
Temperature
Route
Alcohol use
Inclusion criteria met
Exclusion criteria met
Date of Informed consent
Comments
Dd/mmm/yy
Circle
Dd/mmm/yy
Whole years
Metric (cm)
Metric (kg)
Body Surface Area (sq. m)
Text
Metric
Circle/ how many per day/ type
Systolic/diastolic mm/hg
Beats/minute
Celsius
Circle
Units/week
Should be yes to continue
Should be no to continue
Dd/mmm/yy- date patient signs
consent form
Person completing the form
Consistency check
Visit on/after consent date
Not blank
Not blank
Not blank
Correct format
Correct format
Check correct
Not blank
Check correct
If yes, amount completed
Correct format
Correct format
Correct format
Not blank
Not blank
Must be yes
Must be no
Date on/ before visit date
Field
No
Condition/illness/surgical
procedure
Start date
Comments
Number of event
Describe fully
Consistency Check
Line number sequential
Fully described
Dd/mmm/yy
Ongoing
Tick if ongoing
End date
Dd/mmm/yy
Medication taken
Y/N- if yes, enter on con meds
page
Signature
Person completing the form
Must be before consent
date
If yes, end date should be
blank
If ongoing blank, must
have and end date
If yes, check con med
page for matching
medication
Signed
Signature
signed
Past Medical History
Sheffield Teaching Hospitals NHS Foundation Trust
Research Department
Vital Signs
Field
Visit date
Time
BP
Pulse
Temperature
Route
Signature
Comments
DD/mmm/yy
24 hour clock- time of
assessment
Systolic/diastolic mm/hg
Beats/minute
Celsius
Circle
Person completing the form
Consistency check
Check date within protocol
timeframe
Not blank
Correct format
Correct format
Correct format
Not blank
Signed
Physical Examination
Field
Visit date
Comments
Dd/mmm/yy
Visit number
Exam date
Dd/mmm/yy day exam performed
Exam performed by
General
Qualified person- on delegation
list
Circle and comment if abnormal
Head/neck/ENT
Circle and comment if abnormal
Cardiovascular
Circle and comment if abnormal
Musculo-skeletal
Circle and comment if abnormal
CNS
Circle and comment if abnormal
Respiratory
Circle and comment if abnormal
Dermatological
Circle and comment if abnormal
Gastro-intestinal
Circle and comment if abnormal
Genito-urinary
Circle and comment if abnormal
Blank- complete if others
performed
Signature
Circle and comment if abnormal
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Person completing form
Consistency check
Check date within protocol
timeframe
Sequential visit dates
completed
Check date within protocol
timeframe- can be
different from visit date
Check delegation list
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
Signed
Haematology
Field
Visit date
Comment
Dd/mmm/yy
Visit number
Sample date
Dd/mmm/yy
Sample time
Laboratory name
Time of collection
Ensure reference ranges are in
site file or present in source data
g/dl
109/L
109/L
1012/L
l/l
Haemoglobin
WBC
Platelets
RBC
HCT
Neutrophils
Lymphocytes
Monocytes
Eosinophils
Basophils
BlankSignature
Complete if others carried out
Person completing the form
Consistency Check
Check date within protocol
timeframe
Sequential visit dates
completed
Check date within protocol
timeframe- can be
different from visit date
Not blank
Check reference ranges
present
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Signed
Chemistry
Field
Visit date
Comment
Dd/mmm/yy
Visit number
Sample date
Dd/mmm/yy
Sample time
Laboratory name
Time of collection
Ensure reference ranges are in
site file or present in source data
Mmol/L
Mmol/L
Mmol/L
Mmol/L
Mmol/L
Mmol/L
g/L
g/L
Mmol/L
Mmol/L
Umol/L
IU/L
IU/L
IU/L
IU/L
Person completing form
Sodium
Potassium
Urea
Creatinine
Bicarbonate
Chloride
Total protein
Albumin
Calcium
Adj Calcium
Total bilirubin
Alk. Phos.
AST
ALT
GGT
Signature
Consistency check
Check date within protocol
timeframe
Sequential visit dates
completed
Check date within protocol
timeframe- can be
different from visit date
Not blank
Check reference ranges
present
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Signed
Sheffield Teaching Hospitals NHS Foundation Trust
Research Department
Immunology
Field
Visit date
Comments
Dd/mmm/yy
Visit number
Sample date
Dd/mmm/yy
Sample time
Laboratory name
Time of collection
Ensure reference ranges are in
site file or present in source data
Complete as appropriate
Person completing form
Blank
Signature
Consistency Check
Check date within protocol
timeframe
Sequential visit dates
completed
Check date within protocol
timeframe- can be
different from visit date
Not blank
Check reference ranges
present
Not blank
Signed
Urinalysis
Field
Visit date
Comments
Dd/mmm/yy
Visit number
Sample date
Dd/mmm/yy
Sample time
Laboratory name
Time of collection
Ensure reference ranges are in
site file or present in source data
Glucose
Bilirubin
Ketones
Spec. gravity
Blood
pH
Protein
Urobilinogen
Nitrite
Leucocytes
Blank
Pregnancy
Signature
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Complete as appropriate
Circle
Person completing form
Consistency check
Check date within protocol
timeframe
Sequential visit dates
completed
Check date within protocol
timeframe- can be
different from visit date
Not blank
Check reference ranges
present
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Not blank
Signed
Investigations
Field
Visit date
Comments
Dd/mmm/yy
Visit number
Sample date
Dd/mmm/yy
Sample time
ECG
Time of collection
Circle and comment if abnormal
Xray
Circle and comment if abnormal
CT scan
Circle and comment if abnormal
MRI scan
Circle and comment if abnormal
PET scan
Circle and comment if abnormal
Dexa scan
Circle and comment if abnormal
Doppler
Circle and comment if abnormal
Ultrasound
Circle and comment if abnormal
Blank
Complete as appropriate
Signature
Person completing from
Consistency check
Check date within protocol
timeframe
Sequential visit dates
completed
Check date within protocol
timeframe- can be
different from visit date
Not blank
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
If abnormal- check
comment entered
Signed
Comments
Field
Comments
Dd/mmm/yy
Date comment refers to
Comment refers to specific page
Keep comment brief
Person completing form
Consistency check
Check date ties up
Field
CM No
Medication
Indication
Route
Dose/unit
Frequency
Prophylaxis
Start date
Ongoing
End date
Comments
Line number of medication
Generic name
Condition/event
Enter relevant code
Total dose/day
Enter relevant code
Yes or No
Dd/mmm/yy
Tick if ongoing
Dd/mmm/yy
Related AE no
If taken for adverse event,
document which one
Person completing form
Consistency check
Line number sequential
generic term used
correct indication
Route correct
Dose correct
Frequency correct
If Yes, no AE needed
After entry onto study
If yes, no end date
If ongoing= no, end date
required
If AE, check AE page for
matching entry
signed
Date
Relevant page
Comment
Signature
Check page ties up
Check legibility
Signed
Concomitant Medications
Signature
Sheffield Teaching Hospitals NHS Foundation Trust
Research Department
Adverse Events
Field
AE No
Event Name
System
Start date
Ongoing
End date
Intensity
Relation to stud drug
Study drug action
Outcome
Serious?
Signature
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Comment
Line number of event
Describe condition rather than
symptoms
Enter relevant code
Dd/mmm/yy
Tick if ongoing
Dd/mmm/yy
Enter relevant code
Enter relevant code
Enter relevant code
Enter relevant code
Yes/ No if yes complete SAE
report form
Person completing form
Consistency check
Line number sequential
Condition entered not
symptoms
Not blank
After entry onto study
If yes, no end date
If ongoing = no, end date
required
Not blank
Not blank
Not blank
Not blank
If yes, SAE reported?
Signed
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