From the navigation menu, click on ‘Collection Protocols.’
Click on ‘Collection Protocol Groups’ from the list pageat page at the top.
Click on ‘Create’ from the ‘Collection Protocol Groups’ list.
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.
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Navigate to the ‘Collection Protocol Groups’ and click on the desired protocol.
Click on the “Forms” tab on the left-hand side.
Three levels are visible at the top of the ‘Forms’ tab: Participant, Visit, and Specimen.
Click on the relevant tab and ‘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.’
Querying Custom Forms using CPG
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Consider a CPG with a form or custom field attached to all the CPs within the group.
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Navigate Queries
Select the CPG in the collection protocol field.
You can apply filters to the form’s fields by searching the form name.
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All the form fields can also be seen in the view records section by editing the columns.
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Click on done, and you can see the query for forms across CPs.
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Remove CPs
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To remove a CP from a group, follow the steps mentioned below:
Click on ‘Collection Protocol Groups’ from the ‘Collection Protocols’ list.
Click on ‘Edit.’
Remove the unwanted CPs from the list and click on ‘Update’ after making the changes to the group.
