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Forms (Post v8.0)

You can create custom forms or fields using the Forms module.

  1. Custom forms are independent forms that will appear in a different tab. Example: Smoking history, family history, pathology annotations, images, genomic tests, and so on.

  2. Custom fields: are fields that are embedded within the main screen

    1. Best suited for 2-5 fields to be added to the main screen.

    2. Supported only for participants, specimens, and visits.

    3. There can be only one custom fields form.

    4. If a custom fields form is assigned at the CP level, it will override the system level CP form.

The forms can be attached to the following objects:

Object

Attach as Form

Attach as Custom Fields

Supports Multiple Forms

User Role

Object

Attach as Form

Attach as Custom Fields

Supports Multiple Forms

User Role

Admin Objects

 

 

 

 

Site

No

Yes

No

Super Admin

Collection Protocol

No

Yes

No

Super Admin

Container

No

Yes

No

Super Admin

Distribution Protocol

No

Yes

No

Super Admin

DP Requirement

No

Yes

No

Super Admin

User

Yes

No

Yes

Super Admin

Project

No

Yes

No

Super Admin

Service Request

No

Yes

No

Super Admin

Specimen Event

Yes

No

Yes

Super Admin

Biospecimen Data Entry Objects

 

 

 

 

Participant

Yes

Yes

Yes

Super Admin or any user with “Manage Forms” role

Visit

Yes

Yes

Yes

Super Admin or any user with “Manage Forms” role

Specimen

Yes

Yes

Yes

Super Admin or any user with “Manage Forms” role

Form Access

Any Super Administrator, Institute Administrator, and users with “Manage Forms” have access to the Forms tab. They can create, edit, delete and link forms to other objects.

Role

Manage Forms Privilege

Access (Read/Create/Update/Delete)

Role

Manage Forms Privilege

Access (Read/Create/Update/Delete)

Super administrator

Not applicable

Can access all forms across all institutes.

Can modify, delete, add or remove associations of the form that is used by the system level entities like CP, DP, Containers etc.

Non Super-Admin users

Yes

  1. Can access Forms created by self

  2. Can modify, delete, add or remove associations of the form that is used in CPs provided the users have update rights for all the associated CPs.

Non Super-Admin users

No

Cannot see Forms

References

Got feedback or spotted a mistake?

Leave a comment at the end of this page or email contact@krishagni.com