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changes.mady.by.user Divya Prabhu

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changes.mady.by.user Aditi Kavimandan

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NOTE: A CP can be attached to only one CPG. The reason being each CPG can have its own forms & workflows attached. So the system can't determine which to use if CP is associated with multiple CPGs. 

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titleFollow the below steps to create a CPG:

  • From the navigation menu, click on ‘Collection Protocols.’From

  • the list page, click Click on ‘Collection Protocol Groups’ at from the list pageat the top of the page.

  • Click on ‘Create’ from the ‘Collection Protocol Groups’ list page.

  • Enter a title for the collection protocol group in the ‘Name’ field and add the collection protocols to be added to that group- both of these details are mandatory → Create.

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titleEdit CPG:

  • Click on ‘Collection Protocol Groups’ from the ‘Collection Protocols’ list page.

  • Click on the name of the collection protocol to be edited and click on ‘Edit.’

  • Click on ‘Update’ after making the changes to the group.

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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.

  • There Three levels are three levels visible at the top of the ‘Forms’ tab: Participant, Visit, and Specimen.

  • Click on the relevant tab , click on and ‘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.’

Querying Custom Forms across CPs

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  • Consider a CPG with a form or custom field attached to all the CPs within the group.

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  • Navigate Queries

  • Select the CPG in the collection protocol field.

  • You can apply filters to the form’s fields by searching the form name.

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  • All the form fields can also be seen in the view records section by editing the columns.

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  • Click on done, and you can see the query for forms across CPs.

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Remove CPs

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titleTo remove a CP from a group, follow the steps mentioned below:

  • Click on ‘Collection Protocol Groups’ from the ‘Collection Protocols’ list page.

  • Click on ‘Edit.’

  • Remove the unwanted CPs from the list and click on ‘Update’ after making the changes to the group.

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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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