YouEDC
The portal for clinical data managers: YouEDC Capture for your own studies, YouEDC Studio for data from other systems, MainEDC™ first of all, YouEDC Safety for SAE cases and YouEDC Sites, the trial and site master file.
Getting started
Section titled “Getting started”- Quick start: Sign up, create a study, invite the team, open YouEDC Studio.
- Seven sections: YouEDC Capture, YouEDC Studio, YouEDC Safety, YouEDC Sites, YouEDC Trials, YouEDC Supply, YouEDC Biostat: What lives where and how to switch.
- Your account: Profile, language, password, signing out everywhere.
- Search: studies, people, sites and functions: Find a page or a tool of any section by its name or an abbreviation, only what you may open.
- Demo project: A study with invented but realistic data in every section, made in one click.
- What’s new: release notes: An article about every release, the card on the desk, and why no release ships without its help.
- Help desk: Ask in your own words, why can't I, questions to the study team and to YouEDC support, urgent security questions, the knowledge base.
- Suggest to the developer: The button on every page: what to write, screenshots, who reads it, the Portal Owner's list.
YouEDC Capture
Section titled “YouEDC Capture”- Creating a study: Study or DM project; name, code, type, the first site.
- Study overview and settings: Set-up steps, launch, lock, blinding.
- Closing a study: stages and the lock: Enrolment closed, soft lock, database lock: what each allows, the signed move, going back.
- Study profile and portfolio: An optional description of the study from lists, the passport on the overview and the portfolio statistics.
- Sites and team: Sites, investigators, roles, site access, invitations.
- Site directory and organisation: The sites of your organisation entered once for every study, duplicates, loading from Excel, people.
- Site performance profile: What the portal measured of a site in your studies, the sites side by side, the site's consent.
- Audit trail: What is recorded, how integrity is checked, export.
- DM documents: the DVP and the DMP: How the portal writes the data validation plan and the data management plan, versions, signatures, TMF.
- Investigator guide: The study’s completion guidelines from the eCRF: draft, versions, the site’s copy.
- API for hospital, laboratory and sponsor systems: A key per system, what it may write and read, the calls with examples, the audit.
- Actions on event: When a form is saved and a condition holds: send a questionnaire to the patient or open a query to the site.
- Outcome adjudication: The endpoint committee classifies the study's events blinded to the treatment: two reviewers, an adjudicator when they differ, the settings and the results.
- DM assistant on the local model: Ask the study in words and get a table counted by the portal; let the installation's own language model review a patient for inconsistencies; you decide on every proposal.
- Audit trail review: Signals from the audit trail of the study worth a look, critical data first: what each one means, how to mark it reviewed or raise a query, and the lock readiness item.
- A study set up from its protocol: Upload the protocol: the study, its eCRF draft, profile and QA environment are set up, and the log says what to check.
- Events, the patient timeline and the visit calendar: Recurring visits, events on event and logs; the actual date of a visit; the patient's timeline and calendar; the site's month of visits.
- Patient casebook (PDF): A certified copy of a patient's data with the queries and the audit trail; the casebooks of a site in one zip for the archive.
- Answer lists and dictionaries: One list for many fields, dependent lists, МКБ-10 and other dictionaries in a field.
- Informed consent: Consent versions and their scope, the patient's consent, re-consent, a basis without consent, the two kinds of withdrawal.
- Central statistical monitoring: The data of each site against the other sites: the methods, the threshold for many tests, what each finding means and its limits.
- Data cuts and the de-identified export: Freeze the data for an analysis with its fingerprint; a copy for the statistician without codes, free text and real dates.
- Data import from Excel and CSV: A file into one form: column mapping, the same checks as typing, a report by row.
- Data export: Excel or CSV for analysis, with the dictionary and queries; export history.
- Bulk data change requests: The data manager prepares one change for many records, the sites confirm it as a batch against their source documents; everything is in the audit trail.
- Double data entry: Paper CRFs typed twice by two people: the blind second entry, the differences and how the data manager settles them against the paper.
- Data entry deadline and letters to the sites: How many working days the site has to enter a visit, what counts as late, the page of late entries and the letter to each site.
- Scheduled data delivery and delta export: The weekly file for the statistician, the DSMB or the medical monitor on a schedule, on the portal or to SFTP, with its SHA-256; or only what changed since the previous delivery, with the reasons.
- eCRF builder: Visits and windows, the visit x form matrix, forms, fields and their properties.
- Data entry checks: Ranges, “if - then” rules, show-if, “no data”, critical fields, automatic queries.
- AND / OR conditions and checks across forms: Show a field, run a check or expect a visit only when conditions on this form, other forms and the patient's card hold.
- Remote electronic consent: The patient reads the consent form at home, answers questions on understanding, signs with a code, and the investigator countersigns.
- Notes on fields: Explain a value without a query: who writes notes, where they show, how a note is withdrawn, the export and the casebook.
- The patient's phone as an app: without the internet and with notifications: The home screen without a store, questionnaires answered without the internet and sent later, encrypted, the notifications and the push services.
- The patient sees their own data (ePRO): What the study shows the patient of their own data, the site's approval for each patient, what the patient sees and what is never shown.
- Investigator electronic signature: What is signed, who may sign, how to sign, and why a change withdraws the signature.
- Export builder and formats for statistics: The forms and variables you need, a row per visit or per patient, in SPSS, Stata, SAS, R, Excel or CSV.
- Data from a health record (HL7 FHIR R4): A patient's FHIR Bundle from the hospital's system: labs, vital signs, conditions and medications into the eCRF, checked and confirmed by the site.
- Patient files: All the files the sites uploaded into the eCRF in one place: what is expected, the check for personal data, the reading of images by central readers.
- Files and images in forms: Photos, PDF scans and DICOM studies at a visit: upload, cleaning of personal data, the viewer, the check by the data manager.
- Lock of single forms: Lock the forms of an interim analysis or any form on its own; what a lock stops and what goes on; unlocking with a reason.
- Lab results from the laboratory's PDF or a photo: Read the lab's PDF or a photo of its sheet into a form, check each value, the site's lab profile.
- Form library, copying and eCRF from Excel: The YouEDC standard forms (CDASH codes, Russian and English), a copy of a form or of a whole study, forms and visits from an Excel workbook.
- Data from a medical document: A discharge summary, a test report or a conclusion as a PDF or a photo: values for the form's fields, each checked by the investigator.
- Medical review: The medical monitor's listings of adverse events, lab results and therapy on live data: marking lines reviewed, what "changed since the review" means, the medical query to the site.
- Data migration from CDISC ODM: An ODM 1.3.2 file from another EDC: the design, the mapping, a dry run, the load and the migration report.
- Data entry without the internet: Take empty copies of the patients' forms on your own device, fill them in without the internet, and they go to the server when it is back.
- Scanning drug packs and devices: The DataMatrix of a drug pack or the UDI of a device read from a photo: the product, the INN, the batch and the expiry date in the eCRF without typing.
- Recruitment page and pre-screening: A public page of the study with the approved description and a short questionnaire; the consent, the site's leads, a patient from a lead, deletion and the counts.
- Data quality report: Completeness of each variable by site, outliers, entry delay and loss to follow-up, with the rules behind each number.
- Site risk (risk-based monitoring): Key risk indicators of each site, thresholds, the risk level and the record of reviews.
- Randomisation: Methods, the scheme editor and the simulator, signatures, randomising a patient, blinding, emergency unblinding and errors.
- Biosamples: Tubes registered by their barcode, shipments to the central laboratory with a manifest, the receipt and the reconciliation with the laboratory's results.
- Remote SDV by copies of source documents: The site uploads copies of the source documents without personal data, the monitor verifies the visit from the office, the copies are deleted after SDV.
- Study status report on a schedule: What goes in the weekly or monthly report for the sponsor, who gets the letter, what each reader sees, the Excel and PDF, and how to show what was sent.
- Study launch checklist: What to check before enrolment starts and how to delete test patients at the launch.
- Patients and the visit matrix: Enrolment, patient IDs, visit statuses and windows, the patient card and status.
- Entering data into a form: Draft or complete, edit checks, “no data”, the reason for a change, the history of a value.
- Patient questionnaires (ePRO): The patient's personal link, what the patient sees, how to revoke access.
- Queries: Automatic and manual queries, answers, closing and reopening, the query list.
- Monitoring, SDV and the data manager's approval: SDV of every form or of critical fields only, the data manager's approval after SDV, the SDV and approval list, the monitor's routine.
- Forms in several languages: The languages of the study, translating a form, licensed questionnaires, and how the patient chooses a language in ePRO.
- Validation kit and study archive: The validation kit of an eCRF version, the UAT scripts on paper, the archive of the whole study in ZIP volumes.
- eCRF versions: Testing and release, the draft, comparing versions, deactivating instead of deleting.
- QA environment of a study: Test patients for every eCRF amendment: publish the draft to QA, try it, release the same snapshot.
- Document for the medical record: The registry visit printed as an examination note for the patient's medical record: the doctor fills the visit once and signs the printout by hand.
- Visit reminders to the patient: A few days before the window of a visit, the patient gets an SMS or an e-mail with the dates only, through the channel already set up for ePRO.
- Investigator cards: What a card keeps, document expiry, the card file, clinomir.ru and personal data.
- Trial Master File: Zones, documents, quality control, metrics, site pages and requests, expiry reminders, inbox, records from YouEDC Capture, site copies at close-out.
YouEDC Studio
Section titled “YouEDC Studio”- YouEDC Studio: DM projects and tools for studies in any EDC.
- DM projects: A study in another system: team, tasks, checklists, status, archive.
- Data profiler: Check an EDC export: types, gaps, duplicates, outliers.
- CDISC: SDTM, ADaM, Define-XML: Sources, the mapping specification, the build, checks, licences and limits.
- Check effectiveness: How a query is judged to have changed the data, and how to read the verdicts.
- Medical coding: Dictionaries, how terms are matched, your decisions, licences.
- What changed: compare two exports: New, removed and changed records between two exports of a listing.
- Study metrics: What each metric counts, where the data comes from and the lists behind the numbers.
- Project data: deliveries and history: Upload an export once, every tool takes it; YouEDC Studio inside a Capture study.
- Lab normal ranges: Load ranges per site, keep versions, check a lab export against them.
- Lock readiness: Checklist, counters per site and the readiness status before database lock.
- MainEDC export: What the MainEDC export looks like, how it is read and what is checked.
- Export to CDISC ODM: What ODM is, how the export is read, keys, data types, validation.
- Protocol to study build: Visits, forms and fields drafted from a protocol's schedule of activities.
- Comparing protocol versions: What an amendment changes in the schedule and in the eCRF.
- eCRF specification from a protocol: What the specification contains, how versions work and how to read it back.
- Query report: Ageing, site response time and query hot spots from a query listing.
- SAE reconciliation: How events are paired, what is compared and how comments carry over.
- Data review with marks: Review rounds in Excel: marks carry over, changed rows come back.
- Specification check: What the check finds in an eCRF specification and how to read the report.
- Vendor reconciliation: How samples are paired, what is compared, visit codes and extra columns.
- Overdue visits and missing pages: Which listings to upload, how the schedule is written, how due dates are counted.
- Cross-form checks: Which listings to upload, what each check looks for, the visit schedule.
Administration and security
Section titled “Administration and security”- Administration: Users, functions on and off, limits, usage, system jobs.
- Access management: Allow and deny functions to people and groups, role matrix, approval of new accounts, why someone sees what.
- E-mail and notifications: Which letters come and how to switch them off, a letter when a long job is done, the Portal Owner’s mail check.
- SMS to patients: The SMS gateway of the portal, the patient's consent and number, what the message says, quiet hours and limits, the delivery log, legal notes.
- Sign-in with the company account (SSO): For CROs and sponsors: signing in through the company's provider, connecting it, closing password sign-in.
- Security and personal data: Passwords, lockout, sessions, where data is stored.
- Network access to a project: Let the team in only from listed addresses, not locking yourself out, refused attempts in the audit.
- E-mail confirmation, bots, deleting users: Why the e-mail is confirmed, protection from bots without outside services, delete for good or anonymise.
- Moving from YouEDC 0.2: How studies and their data move from YouEDC 0.2, and the three checks.
- Validation kit (UAT / PQ): How a company tests YouEDC internally: scripts, demo study, sign-off, report.
- Validation package: The validation documents of the platform and of a study: how each is made, versions, who signs, the ZIP and the TMF.
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