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  1. Only super admin can merge two collection protocols.
  2. Both CPs must have same label formats for PPI, visit and specimens .Both CPs must belong to same sitesor target CP not having any specific formats specified.

Merge Logic

  1. Move all participant registrations to target CP.
  2. Match found - Move all visits and specimens of source registration to target registration
    1. If participant with same PPID is found in target CP
    2. If the participant is registered on both source and target CP
  3. Match not found: If participant with same PPID or participant ID is not found, then register the source CP participant to target CP.
  4. Matching of participants is done on basis of PPID and participant ID.
  5. Map all visits of source CP registration to first event of target CP and mark all created specimens as unplanned.
  6. Forms data handling
    1. Participant Level Forms :

      1. For matching registrations, the system will not merge forms of source registration to target. So in this case forms will deleted along with source registration.

      2. For non matching participants, forms will be merged along with source registration. Here forms will merge even if that form does not exist at participant level for source cp.

    2. Visit and Specimen Level Forms: All visit and specimen level forms will merge along with visit and specimens.Here same as participant those forms are not a part of target CP those also get merged.

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