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The consent statements are defined at a global level so that they can be reused across CPs. Go to Menu->Consents to define new consent statements. Refer to to Coded Consents for more details.

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The consent form could have fields like consent witness, consent date, eSignatures, etc. These fields are to be added in a custom form attached at the “Consent Document Custom Fields” level. A single form is maintained for consent custom fields across the system to avoid duplicating fields across CPs and making it easy for reporting.

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Designing the Consent Form

Consent The consent form is designed in HTML since it gives us the flexibility to easily formatof easy formatting. E.g. use of bullet points, use of text formatting like bold, underline, embed videos/photos, etc.

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Info

You need to know how to use HTML formatting to be able to create consent forms. You can use online HTML editors like this to create this section.

Formatted text

Formatted text

This section applies to any informative text that has to be included in the consent form. For example, see below.:

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Consent Statements

Consent statement(s) can be added anywhere in the consent form. They can be displayed as a dropdown, radio-button, or checkbox.

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Details such as signature, date of signature etc. that were defined in the custom form (step 2 in the “Prerequisites”) can be displayed as below in the consent form.

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Example Consent Form

<HS: include the complete HTML for download here>As an example, here’s the HTML for the above consent document:

View file
nameGeneral Consent Form(English)v1.1.html

Adding the Consent

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Form to a CP

Once the HTML is ready, you can upload it for a CP using the below steps.

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titleAdding a consent document to the CP

  1. From the navigation menu, go to the Collection Protocols list page > CP Overview > Consents tab

  2. User The user is redirected to the list page of the CP level consents. Click on “Add”.

  3. Enter the name of the consent document in the “Title” field, the version in the “Revision” field and upload the HTML file in the “Document File” field. All three fields are mandatory. Click on “Add”.

  4. It will be visible at the end of the consent statements in the list view.

Updating a Consent Form

The title, version, and the HTML content can be updated. It can be done by clicking the “Edit” icon from the consents list page.

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titleSteps to add a new version of the document

  1. From the consents list page, click on the “+” icon across the document.

  2. Enter the version of the consent document. Upload the document and click “Add”.

Archiving Consent Form

In case a version of a consent form is not needed anymore, it can be archived. Once archived, the form is not available anymore. However, if consent is already collected for that version, then it is available for viewing, edit editing, and reporting.

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Download Consent

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The order of consent documents can be changed using the “Sort” option. If no order is specified, the system will displayed display in the order the forms are uploaded.

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