Form Metadata
Form name, visit association, page order, version number, and intended mode of capture (site, patient, device).
Clear eCRF specifications reduce data variability, speed database build, and support regulatory compliance by documenting expectations for data capture, edit checks, and audit trails.
Study teams and vendors create eCRF specifications to ensure consistent data capture across sites.
Maintain a single, versioned specification to reduce rework and to support audits and regulatory review.
Form name, visit association, page order, version number, and intended mode of capture (site, patient, device).
Field label, variable name, data type, length, units, picklist values, and required/optional status.
Validation rules with severity, rationale, and instructions for query resolution or automated correction.
Show/hide rules and skip patterns tied to specific answers and visit windows to avoid irrelevant fields.
Explicit formulas and units for derived fields, sample-level calculations, and how missing data is handled.
Version history, approver list, effective date, and mapping of changes to protocol amendments or clarifications.
| Field | Configuration |
|---|---|
| Authentication | Email + optional SMS code or SSO for site users |
| Access Roles | Site user, monitor, data manager, statistician, sponsor reviewer |
| Audit Trail | Timestamp, user, IP, and action logged for each change |
| Data Export | SDTM/ADaM mapping and CSV export schedules |
Choose platforms that support secure storage, detailed audit trails, and configurable authentication methods.
Ensure the selected eSignature provider supports audit trails, optional two-factor signer authentication, and a Business Associate Agreement for HIPAA-covered workflows.
Set an effective date and distribute to build teams before programming begins
Allow 2–6 weeks depending on form complexity and conditional logic
Schedule at least 1 week of scripted UAT with reconciliations
Coordinate with sites, lock database, and start data capture
Retain final specs alongside the database and audit logs
Data manager finishes initial field list and logic
Clinical and statistical teams provide consolidated feedback
Developers program fields and run UAT scenarios
Authorized approvers execute electronic sign-off and set version live
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day free trial | Verify with vendor | Verify with vendor | Verify with vendor | Verify with vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Verify with vendor |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |