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  1. Go to the Collection Protocol list page → More → Export.

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2. Select the name of the form in 'Record Type' and click on 'Export'. A CSV file containing the form records will be exported.

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3. Go Navigate to the forms list page, search for the form for which the attachment was to be changed, click on the spanner icon and delete the previous attachment level.

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'Associations' from the form overview page

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4. Add the new attachment level and click on 'Done.'

5. Go to the exported form records CSV (exported in step 2) in any text editor.

6. Remove the first column (Identifier) and save the file.

  • If the new attachment level added was CP specific, go to that CP’s patient list view page → More → Biospecimen Data.

  • If the new attachment level added was not CP specific, go to the Collection Protocols list page and click on More → Biospecimen Data.

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7. Select the form name from the 'Record Type' dropdown and click on 'Validate and Import.'

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Case 2: Changing the attachment level from single/multiple CP to ALL

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  1. Go to each CP's participant list page, to which the form is attached, click on 'Export.'

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2. Select the form name from the 'Record Type' dropdown and click on 'Export.'

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3. Repeat steps 3 to 6 from Case 1.

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