Data entry can be done by any user who has access to the collection protocol. E.g. technician, supervisor, etc

Participant level forms

You can enter the data in the forms attached at the 'Participant' level or 'Registration' level. The Participant level form will appear in all the CPs to which the participant is registered whereas the 'Registration' level form will appear only for the participants of specific CPs to which form is attached.

Click here to view the steps...

Go to 'Collection Protocol's list page and click on the desired protocol
Select the participant whose form responses has to be added
Click on 'Forms' icon from the left side menu
Select any form from the left side forms list for which data needs to be entered
Click on '+ Add' button, enter the data in the form and click on 'Save' button

On clicking 'Save and Next' button from the data entry page, the user will be taken to the next form in the list.

'Patient Mode' data entry

Introduced in v7.0

The participant-level custom forms have an extra option for entering data in 'Patient Mode'. Using this, the device can be handed to the patient to enter data themself. For security, user is logged out from OpenSpecimen and only the form is visible to the participant.

Steps to enter form data in patient mode

From the participant overview page, go to 'Forms'
Click on the form to be filled
At the top, instead of clicking the '+Add' button, click on the '+Patient Mode'
A popup appears for confirmation of being logged out and entering the patient mode. Click on 'Yes'
After clicking 'Yes', only the form appears on the screen. No other OpenSpecimen data can be seen. Handover the device to patient to enter data.
Once done, ask her/him to click on 'Save' at the bottom of the form
A success message appears.

After receiving the device back from the patient, you can log in anytime and view the patient entered data.

Visit or specimen level forms

You can enter the data in a form attached at the 'Visit' or 'Specimen' level.

Click here to view the steps...

Go to the overview page of any visit or specimen
Click on 'Forms' icon from the left side menu
Select any form from the left side forms list for which data needs to be entered
Click on '+ Add' button, enter the data in the form and click on 'Save' button

Define order of forms

Organizing the forms for data entry can be tedious for studies having multiple forms at different levels. Also, the order of data entry forms may differ based on local needs than the order of attachment of the form.

From v4.3, the user is able to change the order of data entry forms at respective levels through collection protocol settings.

Click here to expand...

Go to CP overview page, click the "Settings" icon and select option "Forms"
Drag and drop the forms to change the order of data entry forms
Click on 'Save' button
Go to the 'Forms' tab in participant, visit or specimen to test the order of forms