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Expand
titleClick here to see the steps

  1. Navigate to the form overview page and click on 'Associations'

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  2. Click on 'Add'

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  3. Select the ‘Registration Form’ level from the dropdown, select 'All Present and Future Collection Protocols' and click on 'Add'

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At

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Collection Protocol level

  • Forms can be attached to individual collection protocols and to the users. 

  • These attachments override any system-level or Collection Protocol Group (CPG) level associations.

  • Users with form access can attach forms at this level.

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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:

Case 1: Changing the attachment level from ALL to single/multiple CP

Expand
titleClick to view the steps

  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. Navigate to the '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,
    Navigate to that CP’s patient list view page
    Click ‘More’
    Select ‘Biospecimen Data’.

  • If the new attachment level added was not CP specific
    Nanigate to the Collection Protocols list page
    Click ‘More’
    Select '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

Expand
titleClick to view the steps

  1. Navigate to 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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refer to the wiki page for further details.

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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titleClick to view the screenshotscreensho
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Enable Notifications

The notifications can be sent to the users regarding adding/editing form records. You can also add form data in the notification.

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