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Level | Description |
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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.' |
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Form restricted only to Super Admin
CP custom field | Participant form | Site custom field |
Container custom filed | Project custom field | Specimen array event |
DP requirement custom field | Registration custom field | Specimen slide event |
DP custom field | Service request custom form | User profile form |
Attach Form
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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.
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CP custom field | Participant form | Site custom field |
Container custom filed | Project custom field | Specimen array event |
DP requirement custom field | Registration custom field | Specimen slide event |
DP custom field | Service request custom form | User profile form
Enable Multiple Records
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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