Forms are used to capture additional data about participants, visits, specimens, and other entities that cannot be recorded using the core fields.

This can be done using:

Custom forms are standalone forms designed to collect data and accessed via a separate tab. For example, the “Family History Form Records” health-related information about a participant's family.
Custom fields are fields that are embedded within the main screen. For example, adding a “marital status” field within the participant registration page. Best suited for 2–5 fields to be added to the main screen.

Objects Supported

The forms can be attached to the following objects:

Object	Attach as Form	Attach as Custom Fields	Supports Multi-Record Forms

Object	Attach as Form	Attach as Custom Fields	Supports Multi-Record Forms
Admin
Site	No	Yes	No
Collection Protocol	No	Yes	No
Container	No	Yes	No
Distribution Protocol	No	Yes	No
DP Requirement	No	Yes	No
User	Yes	No	Yes
Project	No	Yes	No
Service Request	No	Yes	No
Biospecimen
Participant	Yes	Yes	Yes
Visit	Yes	Yes	Yes
Specimen	Yes	Yes	Yes
Specimen Event	Yes	No	Yes

Form Administration Access

Any Super Administrator, Institute Administrator, and users with ‘Manage Forms’ can access the Forms tab. They can create, edit, delete, and link forms to different levels.

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 the system Can access admin objects forms
Institute administrator	Not applicable	Can access all forms within their institute Can access admin objects forms
Non Super-Admin users	Yes	Can access forms created by self Can access forms that are used in CPs they manage (even if created by others) Cannot access the admin objects forms
Non Super-Admin users	No	Cannot access any forms

Forms Overview

Objects Supported

Form Administration Access