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 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) 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