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asawari (Unlicensed)

asawari (Unlicensed)

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The CP-specific forms such as registration, specimen, and visit level forms can be attached to one or multiple collection protocols.

Info

The 'Associations' column displays a count of form associations.

Steps

  • Select 'Forms' from the navigation menu or the home screen.

  • Navigate to the form overview page and click on 'Associations'

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  • Click on 'Add'

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  • Select the level from the dropdown and click on 'Attach' button (spanner icon) next to the form.

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  • Add'

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  • Select the CP-specific level, e.g., registration, specimen, or visit form (when levels not specific to CP such as container custom fields are selected, the options to select CP will not be displayed).

  • Check the 'All Current and Future Collection Protocols' checkbox to link the form with all protocols in the system.

  • If you want to link it to more than one Collection Protocol, click in the collection protocol box and select one or more collection protocols to which the form has to be linked.

In the case of custom fields (for example, forms attached at Distribution Protocol Custom Fields, Container Custom Fields, etc.), it will get attached to all distribution protocols or containers across the system.

Following are the levels where the forms can only be attached by the Super Admins

CP custom field

Container custom filed

DP requirement custom field

DP custom field

Participant form

Project custom field

Registration custom field

Service request custom form

Site custom field

Specimen array event

Specimen slide event

User profile form

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Some forms like test results, surveys, etc., might have to be collected multiple times. To do this, check the "Multiple records allowed" checkbox while attaching a form at a particular level.

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Editing the attachment level

For forms attached at Participant Forms, Visit Forms, Specimen Forms, Registration Forms levels, you can edit whether a the form. For example, the form can have a single record or multiple records.

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This can be done by clicking the attachment level (spanner icon) and then 'Edit'.

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titleClick to view the steps

  • Click the 'Edit' icon

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  • Unselect the multiple records allowed and click on 'Update'

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Delete the field

No data present in the form

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You can directly delete the attachment

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  • Click on the 'Spanner Icon' in front of the desired form. This will display the present attachment level of the form.

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  • Click on the 'Delete' icon beside the attachment level.

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from different levels when there is no data present related to that form

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titleClick to view the steps

  • Navigate to the associations and click on the 'Delete' icon

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  • Click on 'Yes'

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Follow these steps ONLY when there is no data present in the forms or in a case where the data need not be preserved. Otherwise, deleting the attachment level leads to the deletion of related data.

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