X7 Insight EDC documentation
How to work in X7 Insight
Guides by role, hands-on tutorials and a reference for electronic data capture in clinical trials.
I’m a …
Pick your role to open “Your day”: frequent tasks and everything you need for your work.
I'm a site coordinatorCoordinator
- Enrol a subject
- Open a visit and a form in the casebook
- Enter data in a form
- Verify source data (SDV)
- Manage queries
- Export data
- Build forms in the CRF builder
- Set up edit checks
- Publish a version and launch the study
- Sign data
- Export data
- Perform a medical review
- Code terms
- Manage queries
- Manage team access
- Give an inspector access
- Assemble the inspection packet
- Export the audit trail
- Verify the audit chain integrity
- How to read the study progress screen
Start here
Three short hands-on paths — from your first sign-in to a published study version.
- Your first 15 minutes in X7 InsightSign-in, how the screen is organised, the task queue and notifications.
- Your first subject: from enrolment to a completed visitThe coordinator's path: enrol a subject, fill in a form, correct a value and answer a query.
- Your first study: from draft to a published versionThe study builder's path: a form, an edit check, the visit schedule, review and publishing.
Popular
What’s new
October 2026.
- CDISC ODM 1.3.2 export — now the defaultPlus CDISC tabular datasets: Dataset-JSON, CSV, XLSX, SAS XPT and Define-XML.
- Design version documentsBlank CRF, annotated CRF and specification (PDF and Excel) are built from one design.
- Documents and certified copiesSubject casebook, audit trail report, SDV and query registers — as PDF/A and XLSX documents recorded in the export log.
- Close-out and inspection packagesA package with an inventory that the recipient can verify without access to the system.