Once you create a form, you can link it to different levels. The forms attached at levels such as participant, visit, or specimen level will appear as a separate form under the forms tab. Whereas the forms attached at custom field level, e.g., specimen custom fields or container custom fields, would appear on the main data entry screen. The custom fields within the main screen can be also be marked as "mandatory" fields.
You will only be able to see those custom form levels for which you can create associations.
Attach form
The CP-specific forms such as registration, specimen, and visit level forms can be attached to one or multiple collection protocols.
The 'Associations' column displays a count of form associations.
Steps
Select 'Forms' from the navigation menu or the home screen.
Click the 'Attach' button (spanner icon) next to the form.
Select the CP-specific level, e.g., registration, specimen, or visit form (when levels not specific to CP such as container custom fields are selected, the options to select CP will not be displayed).
Check the 'All Current and Future Collection Protocols' checkbox to link the form with all protocols in the system.
If you want to link it to more than one Collection Protocol, click in the collection protocol box and select one or more collection protocols to which the form has to be linked.
In the case of custom fields (for example, forms attached at Distribution Protocol Custom Fields, Container Custom Fields, etc.), it will get attached to all distribution protocols or containers across the system.
As Custom Form
Level
Description
Level
Description
Participant Forms
Forms linked at the participant level will be available under all CPs.
Data entered at the 'Participant' level will be available under all CPs the participant is registered to. E.g., If P1 is registered under CP1 and CP2, 'Participant Contact Details' entered for P1 under CP1 will also be available under CP2.
Forms added at this level will be available under the forms tab on the participant overview page.
Registration Forms
For CP-specific participant forms. E.g., 'Smoking history', which might only be required under Lung Cancer Protocol.
Forms added at this level will be available under the forms tab on the participant overview page.
Specimen Array Event
To add custom fields to the "add event page" of the array. Multiple forms can be attached at this level. While adding an event, click the dropdown button in the event field to select the form.
Specimen Event
To add "custom events" to describe different stages of a specimen life cycle, e.g., Nano-drop event. Refer to the wiki page for more details.
Specimen Forms
Forms linked to this level will be available under the forms tab of any collected specimens of the attached CP.
Specimen Slide Event
To add custom fields on the add event page for the slide. Multiple forms can be attached at this level. While adding an event, click the dropdown button in the event field to select the form.
User Forms (New in v8.0)
To add forms at the “User“ level. The forms can be added to capture training records, and so on. Refer to the wiki page for more details.
Visit Forms
Forms linked to this level will be available under the forms tab of any occurred visit of the attached CP.
As Custom Fields (embedded within the main screen)
Level
Description
Level
Description
Collection Protocol Custom fields
To add custom fields on the "create collection protocol" page. E.g., 'IRB document', "CTRI number.'
Container Custom Fields
To add custom fields on the "create container page". E.g., 'Vendor name.'
DP Requirements Custom Fields
To add custom fields on the "create DP requirements page". E.g., 'Specimen quality.'
Distribution Protocol Custom Fields
To add custom fields on the create distribution protocol page. E.g. 'Grant Number'
Order Custom Fields
The forms can not be attached using attach icon at order custom fields level. It can be attached either at the system level or the Distribution Protocol level. Refer to Adding custom fields to Order level for more details.
Project Custom Fields
To add custom fields on the "create new project page". E.g., Instructions
Registration Custom Fields
To add custom fields on the "participant registration page". E.g.'Marital Status', 'Age' etc.
Service Request Custom Fields
To add custom fields to the "create request page" of a project. E.g., Requestor Notes
Site Custom Fields
To add custom fields to "create site page". E.g., 'Site phone number'.
Specimen Array Event
To add custom fields to the "add event page" of the array. Multiple forms can be attached at this level. While adding an event, click the dropdown button in the event field to select the form.
Specimen Custom Fields
To add custom fields to the "main collect specimen page". E.g., 'Processing Site', 'Tube Type' etc.
Visit Custom Fields
To add custom fields to the main visit page, e.g.,' Primary Diagnosis.'
Multiple records
Some forms like test results, surveys, etc., might have to be collected multiple times. To do this, check the "Multiple records allowed" checkbox while attaching a form at a particular level.
Editing the attachment level
For forms attached at Participant Forms, Visit Forms, Specimen Forms, Registration Forms levels, you can edit whether a form can have a single record or multiple records.
This can be done by clicking the attachment level (spanner icon) and then 'Edit'.
For forms attached at any other levels, if you want to change the attachment level, you can follow one of the below approaches:
No data present in the form
You can delete the attachment and attach it to another required level and collection protocol/s. To do this, follow the below steps:
Click on the 'Spanner Icon' in front of the desired form. This will display the present attachment level of the form.
Click on the 'Delete' icon beside the attachment level.
Follow these steps ONLY when there is no data present in the forms or in a case where the data need not be preserved. Otherwise, deleting the attachment level leads to the deletion of related data.
Data is present in the form
Deleting an attachment level leads to the deletion of the data related to those forms. In this case, the data needs to be preserved, and then the form reattached it to another level. You can follow the below steps:
Case 1: Changing the attachment level from ALL to single/multiple CP
Case 2: Changing the attachment level from single/multiple CP to ALL
If you wish to attach the same form at the same level to multiple collection protocols, this can be done using Collection Groups. You can refer to Collection Protocol Groups for more information.
Case 3: Changing the attachment level from single/multiple CPs to CPG
