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  • 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 Along with Administrators, regular users with form access can attach forms at this level.

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Expand
titleClick to view the steps

  1. Navigate to the CPG and click on the 'Forms' tab

    Attach17.png

  2. Select participant/visit/specimen where you want to attach the form.

  3. If you wish to attach the form at the ‘Custom Field' level, click on the 'Add’ ‘Add’ button beside it'Custom Filids’.

    Attach18.png


    Attach19.png

  4. If you wish to attach the form at the ‘CustomForm' level, click on the ‘Add’ button present beside 'Forms’ title.

    Attach20.png


    Attach21.png

Attachment level and Description

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The notifications can be sent to the users regarding adding/editing form recordsassociations. You can also add include form data in the notification by selecting the check box.

Expand
titleClick to view the steps

  1. While adding association, select ‘Send Notification’

    form notification 1.png

  2. Select the user group from the ‘Notification Recipient' dropdown and click on 'Add’

    form notification 2.png

Note: The notifications are only sent to the User Groups and not to the individual users.