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Reference:USA NIH - SCORE Manual: Appendix Source Documents Requirements Rev 01 16-Aug-2025 Page 3 - Note: Difference between revisions

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|tags_display=[[Glossary:TAG-00124-Cas-PrΓΌ|Case report form]], [[Glossary:TAG-00150-Sou-eUr|Source documents]], [[Glossary:TAG-00064-Ele-eUn|Electronic records]], [[Glossary:TAG-00033-Pro-oto|Protocol]]
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|comment=Direct entry vs. transcribed CRF data
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! colspan="2" class="gplx-infobox-header" | Reference Details
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== Content ==
[...]
Note: Using CRFs as source documents (direct and real-time entry) is different than using printed copies of electronic or paper CRFs as source documents, and then transcribing the data into the CRFs.
Note: Using CRFs as source documents (direct and real-time entry) is different than using printed copies of electronic or paper CRFs as source documents, and then transcribing the data into the CRFs.


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β€’ Not following Good Documentation Practices (GDP) when making corrections (i.e., obliterating data, using pencil instead of pen)
β€’ Not following Good Documentation Practices (GDP) when making corrections (i.e., obliterating data, using pencil instead of pen)
[...]
[...]
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Latest revision as of 13:50, 16 July 2026



Document information
Reference USA NIH -

SCORE Manual: Appendix Source Documents Requirements Rev 01 16-Aug-2025

Validity area USA
Scope(s) G
Document name NIH -

SCORE Manual: Appendix Source Documents Requirements

Version / Revision Rev 01

16-Aug-2025

Status Current
Document type Official recommendation
Language(s) EN
Description Division of AIDS (DAIDS) Site Clinical Operations and Research Essentials

(SCORE) Manual Appendix: Source Documentation Requirements

Official source Official link
Restricted access No
Submitted by Florian Adragna
Contributors


Reference Details
Module Module 4 β€” Unit 4.2.2
Scope G
Document part Page 3 - Note
Language EN
Original entry by Florian Adragna
Contributors
Tags Case report form, Source documents, Electronic records, Protocol

Content

[...] Note: Using CRFs as source documents (direct and real-time entry) is different than using printed copies of electronic or paper CRFs as source documents, and then transcribing the data into the CRFs.

If the CRS uses copies of CRFs (paper or electronic) as source documents, such as a worksheet or template, and will then transcribe this data into the study CRF, the CRS can identify these CRFs to be used as source document worksheets or templates in the CRS procedures.

Clear documentation of which CRFs are being used as source documents should be readily available at the beginning of all monitoring visits. CRFs used as source documents must also be maintained and available for review in the same manner as other source documents.

Common Deficiencies β€’ Inadequately identifying who corrected a document and when it was corrected (missing signature/initials, date), and failing to provide supporting notes to justify the change β€’ Missing standard of care elements due to staff only focusing on study-specific CRF data/requirements β€’ Study CRF being used as source document but not identified in the protocol to be used as such β€’ Not following Good Documentation Practices (GDP) when making corrections (i.e., obliterating data, using pencil instead of pen) [...]