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Go to CP overview> Participants > Add Enter the participant details At the end of the page, click on “Proceed to Consents”
 If the ‘Surveys’ have been configured in the CP settings and the participant conditions match the survey conditions, you will be redirected directly to the appropriate form. Refer ‘Surveys ’ for more information If no surveys are configured or the survey conditions don’t match the participant registration, you will be redirected to the below page  Add- Allows you to enter the responses in consent collector mode. This is used when co-ordinator is filling in the survey responses along with the participant
Survey Mode- Allows you to enter responses in the Survey mode. This is used when participant is asked to fill in the survey responses Choose the consent that you want to enter from the dropdown
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For details on how to create surveys and use them, refer ‘Surveys ’ wiki
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| title | Steps to collect the responses in Survey mode |
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Go to ‘Participant Overview > Consents > Survey Mode’
 A list of surveys is displayed in the dropdown Click on the title of the survey. A pop-up appears with the 2 survey modes:
 Choose the ‘as signed-in user’ if you want to remain signed in and fill in the responses. Select the ‘as participant’ to log out of the system and fill in the responses. Click on ‘Proceed’ You will be redirected to the start of the survey
 Fill in the responses. Once the responses are filled click on ‘Sign In’ to go back to the OpenSpecimen. If you had used the ‘as signed-in user’ mode, you will not be asked for credentials again while logging in.
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| title | Steps to email consent form to participants |
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Go to Participant list page of a CP Select the participants whom you want to email the consents. Click on “Email Survey” at the top
 Participants and their email addresses appear on the next screen. Click on “Next”.
 Image ModifiedSelect one or more consent forms the survey to be emailed from the dropdown. Click “Submit” once done.
 Image Removed Image Added Image AddedA success message appears that survey links have been sent to the participants. User redirected to the “Survey Links” overview page
 Image Removedparticipant list page You can email consents to more participants by going to Participant List Page > More > Survey Links Invitations > Email Survey. Follow steps 3 and 4 after clicking “Email Survey”
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Refer to Email Forms to Participants for more information on prerequisites, configuring the email template and the number of days the link remains active.
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