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Attachment of Forms

The CP-specific forms such as registration, specimen, and visit level forms can be attached to one or multiple collection protocols. Also, the User related forms such as user form and user profile form can be attached to one or multiple institutes.

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title Click to view the steps to attach the form at different levels
Select 'Forms' from the navigation menu or the home screen. Navigate to the form overview page and click on 'Associations' Click on 'Add' Select the level from the dropdown and click on 'Add' Select the CP-specific level, e.g., registration, specimen, or visit form and select a specific CP 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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Attachment of Forms as Custom Form

The forms attached at levels such as participant, visit, or specimen level will appear as a separate form

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Attachment of Forms as Custom Fields

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The forms attached at custom field level, e.g., specimen custom fields or container custom fields, would appear on the main data entry screen.

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Level Description 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 'Association' option from the form page. 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.'

Enabling Multiple

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Records for Forms

Some data for the 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 attachment Level for the

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form

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

Delete the form field

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Deleting Form Attachments When No Data Exists

You can directly delete the attachment from different levels when there is no data present related to that form

Deleting Form Attachments When Data is present in the form

Deleting an attachment level leads to the deletion of the data related to those forms. In this case, the data needs to be preserved, and then the form can be reattached to another level. You can follow the below steps:

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