Frequently asked questions

CRC Toolbox is a free, Zero-PHI, 100% client-side suite of web utilities for Clinical Research Coordinators — study portfolio status, kit FIFO tracking, lab requisition parsing, CAPA drafts, calibration logs, regulatory deadlines, visit windows, and safety/reference calculators.

Client-side processing by design avoids server-side PHI ingestion for kit, lab, deviation, equipment, and calculator workflows — logistics stay in this browser’s localStorage (or ephemeral memory). That is an architecture statement, not legal advice: institutional IRBs and privacy offices still decide whether a BAA is required for your use case. Voluntary waitlist/contact forms are separate and must never include PHI. See the Security page.

Yes for Protocol Ops workspaces (Study Lifecycle Tracker, Cohort Kit Tracker, Kit Expiration Tracker, Lab Specimen Workbench, Deviation Log Assistant, IP / Drug Accountability Log, Equipment Calibration, Regulatory Deadline Tracker, Visit Window Calculator). Use Export Session Backup (.json) / Import Backup on those tools to carry Zero-PHI logistics state between PCs. On shared kiosks, use Clear all local site data when finished. Clinical Calculators, Renal/Performance, Safety & GCP, and CTCAE Grader stay ephemeral and are not included in JSON backups.

Yes. Core utilities are free and unlimited on this device with no signup required. An optional Pro cloud waitlist exists for future shared-site features; it is not required for daily local use.

Administrative portfolio fields only: protocol/study ID, lifecycle stage, optional IRB/activation dates, aggregate target and actual enrollment counts, next milestone labels, and short status notes. Never enter subject names, IDs, or per-subject enrollment detail.

Study Lifecycle Tracker is study-level status (where each protocol stands overall). Regulatory Deadline Tracker is item-level due dates (IRB continuing review, training, delegation). Use the portfolio board first, then drill into deadlines for a specific study.

Yes. Export a CSV of the full study table, or Export Session Backup (.json) to move the Zero-PHI workspace between clinic PCs. Archive moves a study to Closed without deleting history.

Lots are organized by expiration urgency (expired, critical ≤7d, under 30 days, mango 30–60d window, and OK) so weekly closet scans prioritize the right boxes first.

In this browser’s localStorage with optional BroadcastChannel sync to other open tabs. Export Session Backup (.json) or CSV exports move Zero-PHI logistics data between workstations. Clear all local site data on shared kiosks when finished.

No. Track kit/supply labels, lots, expirations, and utilization counts only — never subject identifiers.

Lots past expiration show a red Expired badge and are excluded from FIFO dispensing. Active expired stock surfaces a quarantine-recommended alert; you can mark Quarantined (with reasons such as Expired, Damaged Seal, Temp Excursion, or Protocol Hold) so CRA-facing filters list isolated inventory separately.

State is stored in this browser’s localStorage and mirrored to other open tabs on the same workstation via BroadcastChannel. It is not a multi-user cloud database. Use Export Session Backup (.json) or CRA destruction / audit CSV exports to move or document inventory. Clear all local site data on shared clinic PCs when done.

No. The tracker stores protocol, cohort/arm labels, kit types, lot/accession codes, quantities, expirations, and quarantine status only — never subject names, MRNs, DOBs, or subject IDs.

No. CAPA-style drafting and formatting run entirely in the browser. Notes are not sent to external LLMs or a CRC Toolbox clinical cloud for generation.

Drafts organize what happened, immediate fix, and prevention language for common site categories (out-of-window visits/labs, IP non-compliance, incomplete assessments, consent log issues) with audience tones for site file, sponsor/monitor, or IRB-oriented wording. Always align final text with your protocol and SOPs.

Built-in local sanitizer heuristics flag SSN, DOB, MRN, and name-like patterns in free text before you copy, download, or print the draft.

The master log is site-level per study/lot: protocol ID, lot, quantity received, dates, and auto-calculated dispensed/remaining totals. The dispensing log is one row per dispense/return event with a randomization/subject number, lot link, quantities, and dispenser initials — never names or MRNs.

Dispensing records sit closer to subject-level data. Subject/randomization number fields actively reject name-like patterns; dispenser fields are initials only; notes run PHI heuristics. A first-use banner requires acknowledging randomization-number-only use before the forms unlock.

Yes. Export master-log CSV, dispensing-log CSV, or both. Session Backup (.json) moves the Zero-PHI workspace between clinic PCs. Negative remaining quantities are highlighted as reconciliation errors before you hand over the file.

Paste or import lines for Labcorp, Q2 Solutions, Medpace / ACM, Eurofins, Covance, and generic central-lab formats. Vendor auto-detect can be overridden when a shipment mixes styles.

Parsing and PHI risk checks run in the browser. Name-, DOB-, MRN-, and SSN-like patterns are flagged/scrubbed before display, download, or 4×6 bench-card print. Nothing is uploaded to a CRC Toolbox lab API.

Yes. Extraction runs client-side in local memory. Unparseable rows are skipped with banners so one bad line does not block the rest of the grab list or bench card workflow.

Yes. The Shipment / AWB Log records visit labels (protocol codes like SCRN or D8), sample type, primary/secondary, ship date, handler initials, and AWB/tracking number — never subject names, IDs, MRNs, or DOBs. Export a CSV when a central lab queries a “missing” sample. The log is saved with the Lab workspace Session Backup.

Any site asset you label — centrifuges, freezers, incubators, pipettes, scales, and similar PM/calibration items — using asset/serial tags and due dates only (no subject data).

Rows highlight upcoming and overdue cert dates (including ≤30-day windows) so non-compliant equipment is easier to spot before clinic use.

Yes. Export an inspection log CSV and/or print a clean calibration binder sheet from the tool. Session Backup (.json) preserves the workspace for shared workstations.

Administrative and regulatory due dates only — IRB continuing review, staff training/certification (GCP, CV currency), delegation log renewals, and similar compliance reminders. Do not enter subject names, MRNs, or other PHI.

Active deadlines use the same visual windows as Kit Expiration Tracker: on track, ≤60 days, ≤30 days, ≤7 days / due today, and past due. Completed items move to history so they no longer drive urgency.

Yes. Export an audit CSV and/or print a binder-ready deadline log. Session Backup (.json) carries the workspace between clinic PCs without uploading data to a server.

Enter an anchor date (baseline / randomization / cycle start), a target day offset, and ± window days. The tool returns the target date plus earliest/latest allowable calendar bounds. A quick schedule generator can expand recurring visits from the same limits.

Yes. Target dates that fall on weekends (and configured holiday flags) are highlighted so you can choose the nearest allowable clinic day still inside the protocol window.

No. Anchor dates and window settings stay in this browser’s localStorage on this workstation (Zero-PHI calendar math only — never subject IDs or names) until you clear them or export a backup. Optional TSV / .ics exports stay on your device.

Side-by-side Bazett, Fridericia, and Framingham corrections from QT interval and heart rate (RR derived). Sex-based reference thresholds are optional administrative aids only.

Mosteller and DuBois & DuBois BSA estimates from height and weight, shown together for protocol logistics checks.

No. They are administrative reference helpers that mirror common protocol equations. Always verify against sponsor IWRS/EDC calculators and the protocol; CRC Toolbox is not a medical device or CDSS.

Cockcroft-Gault using age, height, weight, serum creatinine, and sex for the formula, with Actual / Ideal (IBW) / Adjusted (AdjBW) weight-basis options when height is provided.

It maps ECOG 0–5 to commonly paired Karnofsky Performance Scale bands for quick inclusion/exclusion reference — not a substitute for investigator assessment.

No. Inputs are ephemeral numeric/reference fields only (no names or MRNs). Nothing is uploaded to a CRC Toolbox clinical server.

From investigator awareness (T₀) it derives common administrative offsets such as 24-hour elapsed clocks and 7- / 15-day calendar milestones. Protocol, SMP, and IRB timelines always supersede these helpers.

No. It is a quick ICH E6(R3)-oriented checklist and clock aid. Follow your institution’s SOPs, protocol, and safety management plan.

No. Checklists and clocks are ephemeral session references — nothing is uploaded or retained on a CRC Toolbox server.

A curated excerpt of NCI CTCAE v5.0 common oncology terms (not the complete NCI catalog). Confirm every grade against the official publication and the study protocol.

Search by keyword or filter by System Organ Class (SOC) to view Grade 1–5 criteria for the selected term.

No. It is a reference lookup only. Do not enter subject IDs or free-text AE narratives — nothing is submitted to a CRC Toolbox AE database.