Participant Forms

• Forms linked at the participant level will be available under all CPs.

• Data entered at the 'Participant' level will be available under all CPs the participant is registered to.
  E.g., If P1 is registered under CP1 and CP2, 'Participant Contact Details' entered for P1 under CP1 will also be available under CP2.

• Forms added at this level will be available under the forms tab on the participant overview page.

Registration Forms

For CP-specific participant forms. E.g., 'Smoking history', which might only be required under Lung Cancer Protocol.

Forms added at this level will be available under the forms tab on the participant overview page.

Specimen Array Event

To add custom fields to the "add event page" of the array. Multiple forms can be attached at this level. While adding an event, click the dropdown button in the event field to select the form.

Specimen Event

To add "custom events" to describe different stages of a specimen life cycle, e.g., Nano-drop event. Refer to the wiki page for more details.

Specimen Forms

Forms linked to this level will be available under the forms tab of any collected specimens of the attached CP.

Specimen Slide Event

To add custom fields on the add event page for the slide. Multiple forms can be attached at this level. While adding an event, click the dropdown button in the event field to select the form.

User Forms (New in v8.0)

To add forms at the “User“ level. The forms can be added to capture training records, and so on. Refer to the wiki page for more details.

Visit Forms

Forms linked to this level will be available under the forms tab of any occurred visit of the attached CP.

Collection Protocol Custom fields

To add custom fields on the "create collection protocol" page. E.g., 'IRB document', "CTRI number.'

Container Custom Fields

To add custom fields on the "create container page". E.g., 'Vendor name.' 

DP Requirements Custom Fields

To add custom fields on the "create DP requirements page". E.g., 'Specimen quality.' 

Distribution Protocol Custom Fields

To add custom fields on the create distribution protocol page. E.g. 'Grant Number'

Order Custom Fields

The forms can not be attached using attach icon at order custom fields level. It can be attached either at the system level or the Distribution Protocol level. Refer to Adding custom fields to Order level for more details.

Project Custom Fields

To add custom fields on the "create new project page". E.g., Instructions 

Registration Custom Fields

To add custom fields on the "participant registration page". E.g.'Marital Status', 'Age' etc. 

Service Request Custom Fields

To add custom fields to the "create request page" of a project. E.g., Requestor Notes

Site Custom Fields

To add custom fields to "create site page". E.g., 'Site phone number'.

Specimen Array Event

To add custom fields to the "add event page" of the array. Multiple forms can be attached at this level. While adding an event, click the dropdown button in the event field to select the form.

Specimen Custom Fields

To add custom fields to the "main collect specimen page". E.g., 'Processing Site', 'Tube Type' etc.

Visit Custom Fields

To add custom fields to the main visit page, e.g.,' Primary Diagnosis.'