...

Anyone with CP add/edit can also create CPGs.

Create

...

Expand
title Follow the below steps to create a CPG:
From the navigation menu, click on ‘Collection Protocols.’ From the list page, click on ‘Collection Protocol Groups’ at the top of the page. Click on ‘Create’ from the ‘Collection Protocol Groups’ list page. Enter a title for the collection protocol group in the ‘Name’ field and add the collection protocols to be added to that group- both of these details are mandatory → Create.

Edit

...

You can edit the name of the collection protocol group and the collection protocols added to it.

Expand
title Edit CPG:
Click on ‘Collection Protocol Groups’ from the ‘Collection Protocols’ list page. Click on the name of the collection protocol to be edited and click on ‘Edit.’ Click on ‘Update’ after making the changes to the group.

Add

...

Workflow

You can add the JSON workflow to a group to customize the data entry screens. It will apply to all the protocols in the group. More information on JSON configuration: Customize Screens

Expand
title Follow the below steps to add a workflow to a group:
Navigate to the ‘Collection Protocol Groups’ and select the desired group. Click on the ‘Workflows’ at the top and select ‘Import.’ Choose the JSON workflow to be added and click on ‘Import.’

Add

...

Custom Forms

You can add forms to the participant, visit, and specimen level as forms or as custom fields to all protocols in the group.

Expand

Navigate to the ‘Collection Protocol Groups’ and click on the desired protocol. Click on the “Forms” tab on the left-hand side. There are three levels visible at the top of the ‘Forms’ tab: Participant, Visit, Specimen. Click on the relevant tab, click on ‘Add’ in front of ‘Custom Fields’ or ‘Forms’ depending on whether they need to be attached as custom fields or forms. Select the form from the dropdown and click on ‘Add.’

Remove CPs

...

Expand
title To remove a CP from a group, follow the steps mentioned below:
Click on ‘Collection Protocol Groups’ from the ‘Collection Protocols’ list page. Click on ‘Edit.’ Remove the unwanted CPs from the list and click on ‘Update’ after making the changes to the group.

Delete

...

(v7.0)

The collection protocol groups that are no longer in use can be deleted from the system. It does not affect the individual collection protocols in the group, and they remain as it is. Any saved queries associated with the CPG are deleted.

...