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Survey Mode
Consent Collector Mode
Via Email
Privileges
A user having the below necessary privileges will be able to collect consent data from patients:
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This mode is used when an OpenSpecimen user is collecting the consentsconsent.
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Go to CP overview> Participants > Add Enter the participant details At the end of the page, click on “Proceed to Consents”
 If the ‘Surveys’ have been configured in the CP settings and the participant conditions match the survey conditions, you will be redirected directly to the appropriate form. Refer ‘Surveys ’ for more information If no surveys are configured or the survey conditions don’t match the participant registration, you will be redirected to the below page  Add- Allows you to enter the responses in consent collector mode. This is used when co-ordinator is filling in the survey responses along with the participant
Survey Mode- Allows you to enter responses in the Survey mode. This is used when participant is asked to fill in the survey responses Choose the consent that you want to enter from the dropdown
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This is used when you want to hand over a tablet or the a desktop to the participant. The survey can be filled in two different modes:
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| title | Steps to collect the responses in Survey mode |
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Go to ‘Participant Overview > Consents > Survey Mode’
 A list of surveys is displayed in the dropdown Click on the title of the survey. A pop-up appears with the 2 survey modes:
 Choose the ‘as signed-in user’ if you want to remain signed in and fill in the responses. Select the ‘as participant’ to log out of the system and fill in the responses. Click on ‘Proceed’ You will be redirected to the start of the survey
 Fill in the responses. Once the responses are filled, click on ‘Sign In’ to go back to the OpenSpecimen. If you had used the ‘as signed-in user’ mode, you will not be asked for credentials again while logging in.
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Print/Save PDF
The filled-up consent document can be printed or downloaded as PDF as below:
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| title | Print the consent document |
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Go to Participant > Overview > Consents tab Click on the consent document title which is to be printed
 Click on “Print” at the top of the consent document.
 In case a printer is not attached, the document can be saved as a PDF document.
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| title | Steps to email consent form to participants |
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Go to the Participant list page of a CP. Select the participants to whom you want to email the consentsconsent. Click on “Email Survey” at the top.
 Participants and their email addresses appear on the next screen. Click on “Next”.
 Select the survey to be emailed from the dropdown. Click “Submit” once done.
  A success message appears that survey links have been sent to the participants. User redirected to the participant list page You can email consents consent to more participants by going to Participant List Page > More > Survey Invitations > Email Survey. Follow steps 3 and 4 after clicking “Email Survey”
Sometimes users collect the consent incorrectly, or patients want to revoke the consent. In that case, user can delete that collected consent from the OpenSpecimen v9.0 version using the below step. Go to the Participant Overview page. Click on the Consents tab. Click on the Delete button highlighted in the below screenshot  Image Added
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Refer to Email Forms to Participants for more information on prerequisites, configuring the email template, and the number of days the link remains active.
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