The custom forms can be attached at different levels for data entry. Forms attached at the custom form level, such as participant, visit, or specimen level, will appear in the ‘forms’ tab. Meanwhile, forms attached at the custom field level, for example, specimen custom fields or container custom fields, will appear on the overview pages.
Users can attach forms at three different levels:
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Navigate to the CPG and click on the 'Forms' tab
 Select participant/visit/specimen where you want to attach the form. If you wish to attach the form at the ‘Custom Field' level, click on the 'Add’ button beside it.
 If you wish to attach the form at the ‘CustomForm' level, click on the ‘Add’ button present beside 'Forms’ title.
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Attachment level and Description
The customs forms attached at custom form level such as participant, visit, or specimen level will appear in the forms tabcan be attached at different levels according to the type of data entry.
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Participant Forms | 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.
| 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 form 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 | 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. |
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Custom field
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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.' |
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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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