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Create CRF

To create a new CRF:

  1. Navigate to the CRF page.
  2. Click the Create CRF button on the top-right corner.

This opens a 4-step wizard:

1️⃣ General​

  • CRF Name

  • CRF End Date

  • Team: Select a team to assign an HR Partner

  • CRF Description

  • Direct Activation (Toggle)

    • If enabled, skips approval flow.
    • Once activated, the CRF cannot be sent for approval later.

2️⃣ Job​

(Details not provided — add as needed)

3️⃣ Budget​

(Details not provided — add as needed)

4️⃣ Approval​

(Details not provided — add as needed)