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Collection Protocol Groups (CPGs)
The Collection Protocol Group (CPG) helps streamline the management of multiple Collection Protocols (CPs) that share identical configurations. E.g., multiple CPs of one group could be utilizing the same workflows, forms, JSON, etc. By associating configurations at the CPG level, administrators can maintain consistency across the entire site without redundant manual updates.
The other advantage of the CPG is the ability to perform cross-CP queries on custom forms.
NOTE: One CP can be attached to ONLY one CPG.
Reason: A CPG can have its own forms & workflows. So the system can't determine which to use if CP is associated with multiple CPGs.
Privileges
Anyone with CP add/edit can also create CPGs.
Create
From the navigation menu, click on ‘Collection Protocols.’
Click on ‘Collection Protocol Groups’ from the list 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.
Edit
You can edit the name of the collection protocol group and the collection protocols it contains.
Click on ‘Collection Protocol Groups’ from the ‘Collection Protocols’ list.
Click on the name of the collection protocol to be edited and click on ‘Edit.’
Click on ‘Update’ after making the changes to the group.
Add JSON
You can add the JSON workflow to a group to customize the data entry screens. It will apply to all the protocols in the group. More information on JSON configuration: Customize Screens
Navigate to the ‘Collection Protocol Groups’ and select the desired group.
Click on the ‘Workflows’ at the top and select ‘Import.’
Choose the JSON workflow to be added and click on ‘Import.’
Add Forms
You can add forms to the participant, visit, and specimen levels, or add them as custom fields, to all protocols in the group.
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.’
Remove CPs
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.
Delete CPG
The collection protocol groups no longer in use can be deleted from the system. It does not affect the individual collection protocols in the group. Any saved queries associated with the CPG are deleted.
Go to Collection Protocols > Collection Protocol Groups.
From the list page, click on the CPG that is to be deleted.
Click on ‘Delete’ from the top.
Enhanced Collection Protocol Group (CPG) (v13.0)
With multiple clients using CPGs to attach forms, manage JSON workflows, specimen kits, etc. we have upgraded the CPG UI to improve usability.