CPCD key terms
CPCD · Get comfortable with the vocabulary.
- Case Report Form (CRF)
- Related: eCRF, Source Document, Data Entry
A printed or electronic document designed to record protocol-required information for each study participant, submitted to the sponsor. It captures data at defined visits and serves as the primary source of trial data for analysis.
- eCRF (Electronic Case Report Form)
- Related: Case Report Form (CRF), Edit Check, Audit Trail
A software-based version of the CRF used to collect participant data directly into a validated database, often with built-in edit checks, controlled terminology, and audit trails that reduce transcription and query volume.
- Source Document
- Related: Source Data Verification (SDV), ALCOA+ Principles, Case Report Form (CRF)
Original records and certified copies of original records containing clinical findings, observations, or other activities necessary for reconstruction and evaluation of a trial. Examples include hospital charts, lab printouts, and clinic notes.
- Source Data Verification (SDV)
- Related: Source Document, Monitoring, Data Cleaning
The process of comparing data entered in the CRF or database against the original source documents to confirm accuracy, completeness, and consistency. It is a monitoring activity often performed on a sampled basis.
- ALCOA+ Principles
- Related: Audit Trail, Source Document, Data Integrity
A framework requiring data to be Attributable, Legible, Contemporaneous, Original, and Accurate, plus Complete, Consistent, Enduring, and Available. These principles define acceptable data integrity for regulated clinical research records.
- Audit Trail
- Related: ALCOA+ Principles, Data Integrity, Electronic Signature
A secure, computer-generated, time-stamped record documenting who created, modified, or deleted data and why, without obscuring prior values. It enables reconstruction of the data history and supports inspection readiness.
- Data Management Plan (DMP)
- Related: Database Lock, Data Cleaning, Case Report Form (CRF)
A document describing how study data will be handled from collection through archival, including systems, roles, quality control steps, coding, and lock procedures. It guides the data management team throughout the trial lifecycle.
- Data Validation
- Related: Edit Check, Query, Data Cleaning
The process of applying programmed or manual checks to confirm that entered data meet predefined rules for format, range, logic, and completeness. Failures generate queries for resolution before analysis.
- Edit Check
- Related: Data Validation, Query, eCRF (Electronic Case Report Form)
A programmed rule in the data entry system that automatically tests incoming data against expected formats, ranges, or cross-field logic. Violations trigger a query or flag so the site can correct or confirm the value.
- Query
- Related: Edit Check, Discrepancy Management, Data Clarification
A formal request for clarification, correction, or confirmation of data that appear inconsistent, incomplete, or implausible. Queries are issued to site staff and tracked until satisfactorily resolved and closed.
- Discrepancy Management
- Related: Query, Data Clarification, Data Cleaning
The systematic process of identifying, documenting, routing, and resolving data issues between sites, monitors, and data managers. It includes query generation, response tracking, escalation, and closure documentation.
- Data Clarification
- Related: Query, Discrepancy Management
A documented explanation or correction provided by site staff in response to a query, describing why data appear unusual or how an error was resolved. It becomes part of the study record.
- Data Cleaning
- Related: Query, Data Validation, Database Lock
The ongoing process of detecting and correcting inaccurate, incomplete, duplicated, or inconsistent data through queries, listings review, and cross-checks. It continues until data are considered clean and ready for lock.
- Serious Adverse Event (SAE)
- Related: Adverse Event (AE), Safety Reconciliation, Expedited Reporting
An adverse event that results in death, is life-threatening, requires hospitalization or prolongation of hospitalization, causes persistent disability, is a congenital anomaly, or is otherwise medically important. It requires expedited reporting.
- Adverse Event (AE)
- Related: Serious Adverse Event (SAE), Coding, Safety Reconciliation
Any untoward medical occurrence in a participant administered a study product, whether or not considered related to the product. AEs are recorded, assessed for severity and causality, and reported per protocol.
- Safety Reconciliation
- Related: Serious Adverse Event (SAE), Database Lock, Coding
The comparison of safety data across systems, such as the clinical database and the pharmacovigilance safety database, to confirm that serious events, terms, dates, and outcomes match. Discrepancies are resolved before lock.
- Expedited Reporting
- Related: Serious Adverse Event (SAE), Safety Reconciliation
Submission of certain serious and unexpected suspected adverse reactions to regulators and ethics committees within strict timelines, often 7 or 15 calendar days. It ensures timely safety review during trials.
- Medical Coding
- Related: MedDRA, WHO Drug Dictionary, Coding Dictionary
The assignment of standardized dictionary terms to verbatim reported events, medications, or procedures so data can be grouped and analyzed consistently across sites and studies.
- MedDRA
- Related: Medical Coding, Coding Dictionary, Adverse Event (AE)
The Medical Dictionary for Regulatory Activities, a hierarchical terminology used to code adverse events and medical history. It organizes terms from lowest-level terms up through preferred terms and system organ classes.
- WHO Drug Dictionary
- Related: Medical Coding, Coding Dictionary
An international reference dictionary used to code concomitant medications and prior treatments, providing standardized drug names, ingredients, and anatomical therapeutic chemical classifications for consistent analysis.
- Coding Dictionary
- Related: MedDRA, WHO Drug Dictionary, Medical Coding
A controlled vocabulary with a defined hierarchy used to translate free-text medical terms into standardized codes. Version selection and consistent application are documented in the data management plan.
- Database Lock
- Related: Data Cleaning, Data Management Plan (DMP), Archival
The formal point at which a clinical database is declared complete and frozen, after all queries are resolved and quality checks are done. Further changes require documented, controlled unblinding and unlock procedures.
- Archival
- Related: Database Lock, ALCOA+ Principles, Data Integrity
The long-term, secure retention of study records and data in a retrievable format for the period required by regulations and agreements. It preserves data integrity and allows reconstruction of trial conduct after study closure.
- Study Close-Out
- Related: Database Lock, Archival, Safety Reconciliation
The final stage of a trial in which remaining data issues are resolved, records are reconciled, sites are closed, and documentation is finalized. It typically precedes or accompanies database lock and archival.
- Electronic Signature
- Related: Audit Trail, Data Integrity, 21 CFR Part 11
A computer-based symbol or code legally equivalent to a handwritten signature, used to sign records such as CRFs or approvals. It must be linked to its record and protected against misuse.
- 21 CFR Part 11
- Related: Electronic Signature, Audit Trail, Data Integrity
A United States regulation setting requirements for electronic records and electronic signatures, covering validation, access control, audit trails, and signature integrity. It governs how computerized systems are used in regulated trials.
- Data Integrity
- Related: ALCOA+ Principles, Audit Trail, Data Validation
The completeness, accuracy, consistency, and reliability of data throughout its lifecycle, from capture to archival. It is maintained through controlled systems, training, monitoring, and adherence to ALCOA+ principles.
- Good Clinical Practice (GCP)
- Related: Informed Consent, Institutional Review Board (IRB), Source Document
An international ethical and scientific quality standard for designing, conducting, recording, and reporting trials involving human participants. It protects participant rights and ensures credible trial data.
- Institutional Review Board (IRB)
- Related: Good Clinical Practice (GCP), Informed Consent, Protocol
An independent committee that reviews and approves research involving human participants to protect their rights and welfare. Its approval and continuing review are prerequisites for starting and continuing a study.
- Informed Consent
- Related: Good Clinical Practice (GCP), Institutional Review Board (IRB), Protocol
The voluntary agreement of a participant to take part in research after receiving and understanding information about purpose, risks, benefits, and alternatives. It is documented before any study procedures occur.
- Protocol
- Related: Case Report Form (CRF), Data Management Plan (DMP), Informed Consent
The document describing the objectives, design, methodology, statistical considerations, and organization of a trial. It defines what data must be collected and drives CRF design and data management planning.
- Data Entry
- Related: Case Report Form (CRF), eCRF (Electronic Case Report Form), Data Validation
The act of recording study information into the database, either directly by site staff in an eCRF or by data entry personnel from paper forms. Accuracy and timeliness are critical to data quality.
- Data Standardization
- Related: Coding Dictionary, Medical Coding, Data Validation
The use of consistent formats, units, controlled vocabularies, and naming conventions across studies so data can be pooled, compared, and analyzed reliably. It supports regulatory submissions and cross-study consistency.
- Monitoring
- Related: Source Data Verification (SDV), Source Document, Query
Oversight of a trial by sponsor representatives to verify that conduct, records, and reporting comply with the protocol, GCP, and regulations. Findings are documented and followed up for resolution.
- Study Start-Up
- Related: Data Management Plan (DMP), Case Report Form (CRF), Institutional Review Board (IRB)
The preparatory phase before enrollment in which protocols are reviewed, CRFs and databases are built, sites are selected and trained, and approvals are obtained. It establishes the foundation for compliant data collection.
- User Acceptance Testing (UAT)
- Related: Data Validation, Study Start-Up, Data Integrity
Formal testing in which intended users verify that a newly built database or CRF meets requirements and works as intended before go-live. Results are documented and issues resolved prior to production use.
- Controlled Terminology
- Related: Data Standardization, Edit Check, Coding Dictionary
A predefined list of permitted values for a field, such as yes/no or severity grades, used to prevent inconsistent free-text entries. It improves data quality and supports automated validation and analysis.