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The CP-specific forms such as registration, specimen, and visit level forms can be attached to one or multiple collection protocols.

Info

The 'Associations' column displays a count of form associations.

Steps

  • Select 'Forms' from the navigation menu or the home screen.

  • Click the 'Attach' button (spanner icon) next to the form.

  • Select the CP-specific level, e.g., registration, specimen, or visit form (when levels not specific to CP such as container custom fields are selected, the options to select CP will not be displayed).

  • Check the 'All Current and Future Collection Protocols' checkbox to link the form with all protocols in the system.

  • If you want to link it to more than one Collection Protocol, click in the collection protocol box and select one or more collection protocols to which the form has to be linked.

In the case of custom fields (for example, forms attached at Distribution Protocol Custom Fields, Container Custom Fields, etc.), it will get attached to all distribution protocols or containers across the system.

As Custom Form

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Level

Description

Participant Forms

  • Forms linked at the participant level will be available under all 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 on the participant overview page.

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 overview 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

To 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.

As Custom Fields (embedded within the main screen)

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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 attach icon at order custom fields level. 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.' 

Multiple records

Some forms like test results, surveys, etc., might have to be collected multiple times. To do this, check the "Multiple records allowed" checkbox while attaching a form at a particular level.

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Deleting an attachment level leads to the deletion of the data related to those forms. In a this case, the data needs to be preserved, and then the form reattached it to another level. You can follow the below steps:

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If you wish to attach the same form at the same level to multiple collection protocols, this can be done using Collection Groups. You can refer to Collection Protocol Groups for more information. Here's a short video that will explain how to perform this using Collection Protocol Groups: Reattaching form to Collection Protocol Group.

Case 3: Changing the attachment level from single/multiple CPs to CPG

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  1. In this case, go to the CPG → Click on the 'Forms' tab.

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

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

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