Privacy, safety, and responsible use
CRA Assistant is a private personal work companion for remembering, prioritizing, preparing, following up, and maintaining continuity across sites. It is not a sponsor system of record or an official clinical, regulatory, reporting, findings, CAPA, deviation, or reimbursement system.
Your CRA workspace is stored locally in this browser profile on this device. It is not stored in a CRA Assistant account, and CRA Assistant does not currently provide workspace cloud sync. Another browser or device starts with its own workspace.
Anyone using this same browser profile may be able to see this workspace. Different browser profiles and devices normally have separate browser-local storage. CRA accounts and account-level workspace isolation do not currently exist.
Workspace data may be permanently lost if browser or site data is cleared, the browser profile or device is reset or lost, browser storage fails or is removed, or a private/incognito session discards its storage when it closes.
You can download a local workspace backup and restore it later. Backups are manual and are not automatically synced.
CRA workspace records remain browser-local and are not automatically uploaded or synced. When you explicitly click Organize with AI, only the current site's Working Notes and its Study/Site aliases are sent to the configured OpenAI service. Other sites, Actions, Visits, backups, and the full workspace are not sent. Requests use store: false so CRA Assistant does not ask OpenAI to retain the response as application state; OpenAI processing and abuse-monitoring retention may still apply under the configured account/project data controls. Clipboard and calendar handoffs occur only after you review them and take the explicit copy or create action.
Use aliases and personal reminders only. Do not enter patient or subject identifiers, participant PHI/PII, protocol or source-data content, sponsor documents, monitoring report text, formal findings or observations, CAPA or deviation details, credentials, secrets, or confidential corporate records that belong in sponsor systems.
Clear workspace permanently removes the CRA workspace from this browser profile. There is no automatic undo or recovery; manual restoration is possible only if you previously downloaded a valid backup.
The learning page retrieves public channel metadata on the server and serves thumbnails from this website. YouTube receives browser information only after you follow a YouTube link or choose to load a video.