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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 |
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 |
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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Level
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Description
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Participant Forms
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Forms linked at the participant level will be available under all the 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 for that participant.
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Registration Forms
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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 form page.
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Specimen Array Event
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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.
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Specimen Event
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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.
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Specimen Forms
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Forms linked to this level will be available under the forms tab of any collected specimens of the attached CP.
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Specimen Slide Event
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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.
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User Forms (New in v8.0)
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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.
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Visit Forms
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Forms linked to this level will be available under the forms tab of any occurred visit of the attached CP.
Attachment of Forms as Custom Fields
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
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Description
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Collection Protocol Custom fields
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To add custom fields on the ‘create collection protocol"’page. E.g., 'IRB document', 'CTRI number.'
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Container Custom Fields
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To add custom fields on the ‘create container page’. E.g., 'Vendor name.'
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DP Requirements Custom Fields
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To add custom fields on the ‘create DP requirements page’. E.g., 'Specimen quality.'
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Distribution Protocol Custom Fields
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To add custom fields on the create distribution protocol page. E.g. 'Grant Number'
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Order Custom Fields
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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.
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Project Custom Fields
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To add custom fields on the ‘create new project page’. E.g., Instructions
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Registration Custom Fields
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To add custom fields on the ‘participant registration page’. E.g.'Marital Status', 'Age' etc.
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Service Request Custom Fields
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To add custom fields to the ‘create request page’ of a project. E.g., Requestor Notes
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Site Custom Fields
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To add custom fields to ‘create site page’. E.g., 'Site phone number'.
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Specimen Array Event
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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.
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Specimen Custom Fields
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To add custom fields to the ‘main collect specimen page’. E.g., 'Processing Site', 'Tube Type' etc.
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Visit Custom Fields
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To add custom fields to the main visit page, e.g.,' Primary Diagnosis.'
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Form restricted only to Super Admin
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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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Edit Attachment
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.
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Delete
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Attachment
When no Data Exists
You can directly delete the attachment from different levels when there is no data present related to that form
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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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When Data
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Exists
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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