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Multiple CPs belonging to a site or department, use the same workflows (JSON), forms, and custom fields. To maintain such CPs, we are introducing a new concept called “Collection Protocol Group” (CPG).
A CPG can contain one or more CPs and have associated JSON, custom forms, and custom fields.

• When the JSON is edited at the CPG level, all the CP’s JSON is updated.

• Customs forms can be assigned at the CPG level.

• The most important use of CPGs is querying for custom forms across CPs.

Privileges

Anyone with CP add/edit can also create CPGs.

Create

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CPG

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From the navigation menu, click on ‘Collection Protocols.’ From the list page, click on ‘Collection Protocol Groups’ at the top of the page. Image RemovedImage Added Click on ‘Create’ from the ‘Collection Protocol Groups’ list page. Image RemovedImage Added Enter a title for the collection protocol group in the ‘Name’ field and add the collection protocols to be added to that group . Both - both of these details are mandatory → Create. Click on ‘Create.’Image Removed Image Removed

Edit Collection Protocol Group

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Edit CPG

You can edit the name of the collection protocol group and the collection protocols added to it, following the below steps:.

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title Edit CPG:
Click on ‘Collection Protocol Groups’ from the ‘Collection Protocols’ list page. Image RemovedImage Added Click on the name of the collection protocol to be edited and click on ‘Edit.’ Image RemovedImage Added Click on ‘Update’ after making the changes to the group. Image RemovedImage Added

Add workflow to

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CPG

You can add the JSON workflow to a group to customize the data entry screens. It will apply to all the protocols in the group.
More information on JSON configuration: Customize Screens

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Navigate to the ‘Collection Protocol Groups’ and select the desired group. Click on the ‘Workflows’ at the top and select ‘Import.’ Image RemovedImage Added Choose the JSON workflow to be added and click on ‘Import.’ Image RemovedImage Added

Add custom forms to CPG

You can add forms to the participant, visit, and specimen level as forms or as custom fields to all protocols in the group. It can be done as below:

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Navigate to the ‘Collection Protocol Groups’ and click on the desired protocol. Click on the “Forms” tab on the left-hand side. Image RemovedImage Added There are three levels visible at the top of the ‘Forms’ tab: Participant, Visit, Specimen. Click on the relevant tab, click on ‘Add’ in front of ‘Custom Fields’ or ‘Forms’ depending on whether they need to be attached as custom fields or forms. Select the form from the dropdown and click on ‘Add.’ Image RemovedImage Added

Remove CPs from the

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CPG

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Click on ‘Collection Protocol Groups’ from the ‘Collection Protocols’ list page. Image RemovedImage Added Click on ‘Edit.’ Image RemovedImage Added Remove the unwanted CPs from the list and click on ‘Update’ after making the changes to the group. Image RemovedImage Added

Delete

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CPG (v7.0)

The collection protocol groups that are no longer in use can be deleted from the system. It does not affect the individual collection protocols in the group, and they remain as it is. Any saved queries associated with the CPG are deleted.

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title Steps to delete a collection protocol group
Go to Collection Protocols > Collection Protocol Groups. Image RemovedImage Added From the list page, click on the collection group CPG that is to be deleted. Image Removed Click on ‘Delete’ from the top. Image RemovedImage Added