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Creating visits and forms

1. Working in Design

When you start building your study CRF, make sure that the CRF version that you wish to work on has status 'Design':

From this page, click the orange 'Edit' button:

This is your Design area.

  • You can use the tabs on the left and right of the CRF tab to navigate to the other study management tabs: Settings, Centers, Users, Notifications, Visuals and Reports.
  • On the right hand side of this tabs bar you can click the ‘take the tour’ button for an introduction of all the design tools.
  • Click the ‘Watch the video’ button to see a short video about CRF design in edc2go.

2. Set-up your CRF structure

A CRF in edc2go is set up as indicated in this schedule:

3. Create a new visit

Start your CRF structure with creating the visits. After this, you can add forms to the visits and questions to the forms.

  1. Click the orange ‘+ New visit’ button.
  2. In the next window, enter the Visit name (Screening, Baseline, Procedure, Follow-Up, …) and (if applicable) the Visit Code
  3. Indicate if the visit should be repeating (see also item: Repeating visits) by checking the ‘Repeating visit’ box.

  4. Click the ‘Create visit’ button.
The visit structure is now created and displayed on the left hand side column:


Vist name is required information to create a visit. This is the name that will be visible for the end users

Visit code is an optional specification. This is the code that will be visible in the data exports. You can assign a preferred code or leave this open. In the latter case, this code will be assigned by the system in consecutive order. (V1 for the first created visit, V2 for the second etc.)

    5. Create other applicable visits for your CRF:

Edit, copy, move and delete visits

After creation, a visit can be edited, moved and copied (for more information, check out this article).

4. Create a new form

Once you have created one or more visits, you can start by adding forms to the visits. After this, you can add questions to the forms.

  1. Click the orange ‘+ New form’ button.
  2. In the next window, enter the Form name (demographics, vital signs, physical examination,..…) and (if applicable) the Form Code.
  3. Add the form to the applicable visit(s). See also items ‘adding forms to multiple visits’ to learn more about the behavior of such forms.
  4. Indicate if the from should be repeating (see also item: Repeating forms) by checking the ‘Repeating visit’ box.

     5. Click the ‘Create form’ button.

The form is now added to the assigned visit and is displayed on the left hand side column.
The design area on the right hand side shows the content of the form, which is currently still empty.

This is the area in which you can drag 'n drop form elements like single line text, checkboxes, dates, etc

To learn more about adding form elements, check out this article.


Form name is required information to create a form. This is the name that will be visible for the end users.

Form code is an optional specification. This is the code that will be visible in the data exports. You can assign a preferred code or leave this open. In the latter case, this code will be assigned by the system in consecutive order. (F1 for the first created form, F2 for the second etc.).

Important note: It is possible to use the same form name for different forms, but the form code must always be unique at study level since one form annotation represents one dataset in the exports.


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