{"type":"doc","content":[{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"You need to be well-versed with HTML to configure consent forms. The HTML files can be created manually or using online editors like ","type":"text"},{"text":"this","type":"text","marks":[{"type":"link","attrs":{"href":"https://html-online.com/editor/"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"In future versions, we plan to give a UI-based editor within OpenSpecimen to create the consent forms.","type":"text"}]}]},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{"maxLevel":{"value":"2"}},"macroMetadata":{"macroId":{"value":"5ba5e405-c2e1-4ac7-8103-435ca7e0bd63"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"64e7a946-8427-4f1c-960a-07f2f0de2d26"}},{"type":"heading","attrs":{"level":1},"content":[{"text":"Introduction","type":"text"}]},{"type":"paragraph","content":[{"text":"eConsent Forms are configured at System level and it contains the following:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"HTML text (Text formatting/Image source etc.)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Consent Statements","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Custom fields (Text/Dropdowns/Signatures etc.)","type":"text"}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Prerequisites","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"'Allowed File Types' setting","type":"text"}]},{"type":"paragraph","content":[{"text":"The system setting “Allowed File Types” should have ‘HTML’ as an allowed file type. ","type":"text"}]},{"type":"expand","attrs":{"title":"Steps to include html in the allowed file types:"},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to Menu > Settings","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Search “Allowed File Types”","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1253,"id":"0ba4e8fe-fe24-47ef-96f3-5c019d5cbd1e","collection":"contentId-663945676","type":"file","height":356}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Check if ‘HTML’ is included in the setting. If not, click on the setting","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy all the original allowed file types from the “Existing Value”. Paste it in “New Value”, put a comma, and include ‘HTML’ along with it. Click “Update” once done.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":90.0},"content":[{"type":"media","attrs":{"width":1254,"id":"72ef4887-b734-4b22-ba7b-3ddcd22e2f5c","collection":"contentId-663945676","type":"file","height":528}}]},{"type":"paragraph"}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Consent Statements","type":"text"}]},{"type":"paragraph","content":[{"text":"The consent statements are defined at a global level so that they can be reused across CPs. Go to Menu->Consents to define new consent statements. Refer to ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://openspecimen.atlassian.net/wiki/spaces/CAT/pages/85186106"}},{"text":" for more details.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Consent Response Code","type":"text"}]},{"type":"paragraph","content":[{"text":"A unique concept code for each consent response is mandatory. These codes are used in the consent HTML document for invoking the specific consent response. For example, “Y” for “Yes” response, “W” for “Withdrawn,” etc.","type":"text"}]},{"type":"paragraph","content":[{"text":"Make sure the concept code is unique for every response. ","type":"text"}]},{"type":"expand","attrs":{"title":"Steps to set the consent response concept codes"},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to Extras > Dropdown Manager > Consent Response dropdown","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1215,"id":"ac552d9e-18bb-4701-9e78-6d11c69fcd70","collection":"contentId-663945676","type":"file","height":534}}]},{"type":"paragraph"}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the consent response value “Yes” and click “Edit”","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter the concept code as “Y” and click “Update”","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1057,"id":"377d8cff-b8eb-4842-8fe9-245db6d73de2","collection":"contentId-663945676","type":"file","height":485}}]},{"type":"paragraph"}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Similarly, edit the concept codes of all the responses. Here are the default concept codes that you can use:","type":"text"}]}]}]},{"type":"table","attrs":{"layout":"default","localId":"ff6df8e4-149f-443a-8874-d3dacc71d72f"},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[679.0]},"content":[{"type":"paragraph","content":[{"text":"Consent Response","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[1062.0]},"content":[{"type":"paragraph","content":[{"text":"Concept Code","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[679.0]},"content":[{"type":"paragraph","content":[{"text":"Yes","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[1062.0]},"content":[{"type":"paragraph","content":[{"text":"Y","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[679.0]},"content":[{"type":"paragraph","content":[{"text":"No","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[1062.0]},"content":[{"type":"paragraph","content":[{"text":"N","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[679.0]},"content":[{"type":"paragraph","content":[{"text":"Not Specified","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[1062.0]},"content":[{"type":"paragraph","content":[{"text":"NS","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[679.0]},"content":[{"type":"paragraph","content":[{"text":"Withdrawn","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[1062.0]},"content":[{"type":"paragraph","content":[{"text":"W","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[679.0]},"content":[{"type":"paragraph","content":[{"text":"None","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[1062.0]},"content":[{"type":"paragraph","content":[{"text":"NN","type":"text"}]}]}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Custom Fields","type":"text"}]},{"type":"paragraph","content":[{"text":"The consent form could have fields like consent witness, consent date, e-signatures, etc. These fields are to be added in a custom form attached to the “","type":"text"},{"text":"Consent Document Custom Fields","type":"text","marks":[{"type":"strong"}]},{"text":"” level. A single form is maintained for consent custom fields across the system to avoid duplicating fields across CPs and making it easy for reporting. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Refer to ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://openspecimen.atlassian.net/wiki/spaces/CAT/pages/115278231"}},{"text":"for details on how to create a new form.","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Refrain from adding duplicate fields. For example, ‘participant name’ is the same as the ‘patient name’.","type":"text"}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Designing the Consent Form","type":"text"}]},{"type":"paragraph","content":[{"text":"The consent form is designed in HTML, since it gives us the flexibility of easy formatting. E.g. use of bullet points, use of text formatting like bold, underline, embed videos/photos, etc.","type":"text"}]},{"type":"paragraph","content":[{"text":"There are three sections in the consent form:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Formatted text","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Header/Footer","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Consent statements","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Custom fields","type":"text"}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Formatted HTML text","type":"text"}]},{"type":"paragraph","content":[{"text":"This section contains the consent text. For example:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":775,"id":"25d3042e-8262-4e4c-8def-a3f2b03b9585","collection":"contentId-663945676","type":"file","height":385}}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Consent Statements","type":"text"}]},{"type":"paragraph","content":[{"text":"Consent statement(s) can be added anywhere in the consent form. They can be displayed as a dropdown, radio-button, or checkbox.","type":"text"}]},{"type":"paragraph","content":[{"text":"For example:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":1182,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1182,"id":"c2dbac87-fcf0-461b-b3e8-b454d3bf642f","collection":"contentId-663945676","type":"file","height":585}}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Custom Fields","type":"text"}]},{"type":"paragraph","content":[{"text":"Details such as signature, date of signature, etc. that were defined in the custom form (step 2 in the “Prerequisites”) can be displayed as below in the consent form.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":1064,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1064,"id":"a799cf5b-6ca2-49ea-8878-68ed5f99495c","collection":"contentId-663945676","type":"file","height":680}}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Headers and Footers","type":"text"}]},{"type":"expand","attrs":{"title":"Expand..."},"content":[{"type":"paragraph","content":[{"text":"Configure headers and footer for the consent document print file:","type":"text","marks":[{"type":"strong"}]},{"text":" To configure this, you need to set the print template in OpenSpecimen settings as below. You can set the logo, stamp on headers, and footer, including page numbers.","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The header and footer are set at fixed measurements of 20mm.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Left and right margins are set at fixed measurements of 15mm.","type":"text"}]}]}]}]},{"type":"mediaSingle","attrs":{"layout":"full-width"},"content":[{"type":"media","attrs":{"width":1440,"id":"f0930042-3da0-4995-a8a4-dca0ef4d1b1d","collection":"contentId-663945676","type":"file","height":457}}]},{"type":"paragraph","content":[{"text":"Example: PDF","type":"text","marks":[{"type":"strong"}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":423,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":423,"id":"51f2253d-168b-4369-b748-9558e4a1b186","collection":"contentId-663945676","type":"file","height":595}}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Example HTML code for the above document:","type":"text","marks":[{"type":"strong"}]}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"\n

\n \n

\n \n\n \n \n \n \n \n \n \n \n

\n \n

\n\n","type":"text"}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Examples of Consent Form","type":"text"}]},{"type":"paragraph","content":[{"text":"Here’s the HTML for the above consent document: The HTML document has a below example of a consent statement, custom fields, signature, and date.","type":"text"}]},{"type":"mediaGroup","content":[{"type":"media","attrs":{"id":"8397bcf6-478c-4702-8b31-99957c1f9da1","collection":"contentId-663945676","type":"file"}}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Other Example","type":"text"}]},{"type":"expand","attrs":{"title":"Examples to add the different types of custom fields in the consent document"},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The ‘Consent Date’ should display the default value as the current date and time. Ensure that the control type in the consent custom fields form is updated to ‘Date and Time’.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"In the consent HTML, the code for the ‘Consent Date’ field needs to be updated as below:","type":"text"}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

\n \n

\n\n

\n \n

","type":"text"}]},{"type":"paragraph","content":[{"text":"The ‘os-date-picker’ sets the value to the current date and the time picker allows the display of the current timestamp. ","type":"text"}]},{"type":"paragraph","content":[{"text":"2. Add consent statement with the ","type":"text"},{"text":"default value set and hidden","type":"text","marks":[{"type":"strong"}]},{"text":" on the overview page","type":"text"}]},{"type":"codeBlock","content":[{"text":"

\n \n

","type":"text"}]},{"type":"paragraph","content":[{"text":"3. Add custom field ","type":"text"},{"text":"radio button","type":"text","marks":[{"type":"strong"}]},{"text":" \"I Agree/I do not agree\"","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1383,"id":"1bddd4d9-987e-4a75-810d-e41c71da93bb","collection":"contentId-663945676","type":"file","height":192}}]},{"type":"codeBlock","content":[{"text":"

\n \n

\n \n \n I agree that you may contact me if there are results from the genetic research that may be relevant to my health.\n \n

\n \n

\n \n \n I do not agree that you may contact me if there are results from the genetic research that may be relevant to my health.\n \n

\n \n

","type":"text"}]},{"type":"paragraph","content":[{"text":"4. Add custom field ","type":"text"},{"text":"text-box","type":"text","marks":[{"type":"strong"}]}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":990,"id":"a81ddd4a-f9b5-4e14-80f5-04e515c99e01","collection":"contentId-663945676","type":"file","height":89}}]},{"type":"codeBlock","content":[{"text":"

\n \n Print Name of Biobank Participant\n \n

\n\n

\n \n

","type":"text"}]},{"type":"paragraph","content":[{"text":"5. Add ","type":"text"},{"text":"signature","type":"text","marks":[{"type":"strong"}]},{"text":" field","type":"text"}]},{"type":"codeBlock","content":[{"text":"

\n \n \n Signature of Biobank Participant\n \n \n

\n \n \n

","type":"text"}]},{"type":"paragraph","content":[{"text":"6. Add ","type":"text"},{"text":"date","type":"text","marks":[{"type":"strong"}]},{"text":" as a custom field with ","type":"text"},{"text":"default","type":"text","marks":[{"type":"strong"}]},{"text":" current date and non-editable","type":"text"}]},{"type":"codeBlock","content":[{"text":"

\n \n Today's Date\n \n

\n\n

\n \n

\n\n

\n \n

","type":"text"}]},{"type":"paragraph","content":[{"text":"7. Add ","type":"text"},{"text":"number","type":"text","marks":[{"type":"strong"}]},{"text":" custom field","type":"text"}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

\n Height (centimetres)\n

\n \n

","type":"text"}]},{"type":"paragraph","content":[{"text":"8. Add OpenSpecimen ","type":"text"},{"text":"PV-dropdown","type":"text","marks":[{"type":"strong"}]},{"text":" as a custom field site dropdown","type":"text"}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

\n Collection Center\n

\n \n

","type":"text"}]},{"type":"paragraph","content":[{"text":"9. Add custom field ","type":"text"},{"text":"dropdown","type":"text","marks":[{"type":"strong"}]},{"text":" value with options","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"In below code, “","type":"text"},{"text":"consent_custom_fields”","type":"text","marks":[{"type":"strong"}]},{"text":" is the form name.","type":"text"}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"custom-field>consent_custom_fields.visit_center","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Complete Code Snippet:","type":"text","marks":[{"type":"strong"}]}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

\n Visit Center\n

\n \n consent_custom_fields.visit_center\n \n

","type":"text"}]},{"type":"paragraph","content":[{"text":"10. Add ","type":"text"},{"text":"print break","type":"text","marks":[{"type":"strong"}]},{"text":" in the consent document PDF: ","type":"text"},{"text":"","type":"text","marks":[{"type":"code"}]},{"text":" is ","type":"text","marks":[{"type":"strong"}]},{"text":"used to add the print break in the downloaded PDF.","type":"text"}]},{"type":"paragraph","content":[{"text":"In the below example, the 'We may contact you….' line will be printed on the next page.","type":"text"}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

\n\t\tYou will be asked to donate a blood sample (approximately 3 tablespoons) and urine sample. If these samples are not collected today, they may be collected at a future time when you have a blood draw ordered by your doctor or a separate appointment that is convenient for you. In some cases, we may ask you for a saliva (spit) or buccal (cheek swab) sample. We may also use blood, urine, or tissue samples collected as part of your clinical care now or in the future that would otherwise be thrown away.\n\t
\n\t\tWe will request information about you and your health. We will collect your name, address and other contact information. We will use your electronic health records now and, in the future, to update your health information. We will store some of your health information, including your name, contact information, and medical history, in the Columbia Biobank database. Biobank staff will make a note that you are a participant in the biobank in your electronic health record.\n\t

\n\t\tWe may contact you in the future. We may ask you to complete additional questionnaires about your health or contact you to get additional information and ask if you are interested in joining other research studies. We may also contact you for another biological sample. We may ask for additional samples in order to study changes in your sample over time, or because we used up the first sample you provided. If we ask you for another sample, you may always say no.\n\t
\n\t\tYour coded samples, health information, and the research results may be shared with the scientific research community. A science and ethics committee will review each request for data access. We will not give researchers outside of Columbia University Irving Medical Center-NewYork Presbyterian your name or any other information that could directly identify you.\n\t

","type":"text"}]},{"type":"paragraph","content":[{"text":"11. Show/hide field/section based on the other field selection","type":"text"}]},{"type":"paragraph","content":[{"text":"Syntax: ","type":"text","marks":[{"type":"strong"}]},{"text":"Needs to add the 'ng-show' tag to implement the show/hide logic","type":"text"}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

....

\n \n ......\n \n

","type":"text"}]},{"type":"paragraph","content":[{"text":"Example: ","type":"text","marks":[{"type":"strong"}]},{"text":"When a user clicks on the “I agree to participate\" option, the below section highlighted in red is enabled.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1439,"id":"2952a967-b3bf-4ea2-b9a5-854163f418ca","collection":"contentId-663945676","type":"file","height":751}}]},{"type":"paragraph","content":[{"text":"Example HTML for the above example:","type":"text"}]},{"type":"mediaGroup","content":[{"type":"media","attrs":{"id":"b9a4d488-05e5-4cdd-a68f-1539e1f04d91","collection":"contentId-663945676","type":"file"}}]},{"type":"paragraph","content":[{"text":"12. ","type":"text","marks":[{"type":"strong"}]},{"text":"Mark consent statement ","type":"text"},{"text":"non-editable","type":"text","marks":[{"type":"strong"}]},{"text":" with ","type":"text"},{"text":"default","type":"text","marks":[{"type":"strong"}]},{"text":" selected.","type":"text"}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

\n \n \t\t \n I consented for cancer study\n

","type":"text"}]},{"type":"paragraph","content":[{"text":"13. ","type":"text","marks":[{"type":"strong"}]},{"text":"Mark consent statement ","type":"text"},{"text":"editable","type":"text","marks":[{"type":"strong"}]},{"text":" with ","type":"text"},{"text":"default","type":"text","marks":[{"type":"strong"}]},{"text":" selected.","type":"text"}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

\n \n \t\t\n I consented for cancer study\n

","type":"text"}]},{"type":"paragraph","content":[{"text":"14.","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"},{"text":"Default","type":"text","marks":[{"type":"strong"}]},{"text":" custom value with ","type":"text"},{"text":"non-editable","type":"text","marks":[{"type":"strong"}]}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":" ","type":"text"}]},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"15.","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text"},{"text":"Make field mandatory based on other field value","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":" Eg:1 - ","type":"text","marks":[{"type":"strong"}]},{"text":"Make Guardian name custom field mandatory for Male patients.","type":"text"}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

\n \n

\n","type":"text"}]},{"type":"paragraph","content":[{"text":"Eg:2 - ","type":"text","marks":[{"type":"strong"}]},{"text":"Make Guardian name custom field mandatory when site='","type":"text"},{"text":"Stanford Hospital","type":"text","marks":[{"type":"code"}]},{"text":"'","type":"text"}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

\n \n

\n","type":"text"}]},{"type":"paragraph","content":[{"text":"Eg:3 - ","type":"text","marks":[{"type":"strong"}]},{"text":"Make Participant Signature(","type":"text"},{"text":"signature","type":"text","marks":[{"type":"code"}]},{"text":") mandatory if Guardian signature(","type":"text"},{"text":"signatureAuthRep","type":"text","marks":[{"type":"code"}]},{"text":") is not entered ","type":"text"}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

\n \n

\n","type":"text"}]},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"16. Add File Type Control","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph"},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

\n Photo Identity\n

\n \n

","type":"text"}]},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"17. Conditional field mandatory (File Type Field)","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Eg, The consent form has the participant’s signature, parent’s signature, and paper consent file (File type). Out of three fields, one of them needs to fill.","type":"text"}]},{"type":"codeBlock","content":[{"text":"

\n \n Upload Paper Consent\n

\n \n

","type":"text"}]},{"type":"paragraph","content":[{"text":"18. Change the caption for the Next and Previous button","type":"text","marks":[{"type":"strong"}]}]},{"type":"codeBlock","content":[{"text":"\n Siguiente\nPágina Anterior\nGuardar\nCancelar\n","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":50.0},"content":[{"type":"media","attrs":{"width":791,"id":"28e1203e-c1ff-4527-ac66-c8025c827b19","collection":"contentId-663945676","type":"file","height":596}}]},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"19. Add Participant’s Information in the Consent document: ","type":"text","marks":[{"type":"strong"}]},{"text":"Below is an example to display/print ","type":"text"},{"text":"First Name","type":"text","marks":[{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"Last Name","type":"text","marks":[{"type":"strong"}]}]},{"type":"codeBlock","attrs":{"language":"html"},"content":[{"text":"

\n // This section will display the information in UI\n \n \n \n \n \n

\n Last Name: {{cpr.participant.lastName}}\n

\n First Name: {{cpr.participant.firstName}}\n

\n // This section will be used to print the information while printing\n \n \n \n \n \n

\n Last Name: $cpr.participant.lastName\n

\n First Name: $cpr.participant.firstName\n

\n \n

","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":771,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":771,"alt":"image-20250109-161629.png","id":"d1fc2a2b-97ff-49ba-8df9-4f900cd773e0","collection":"contentId-663945676","type":"file","height":451}}]}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":1},"content":[{"text":"Upload Consent Document in OpenSpecimen","type":"text"}]},{"type":"paragraph","content":[{"text":"Users can upload consent documents in the ","type":"text"},{"text":"Consents","type":"text","marks":[{"type":"strong"}]},{"text":" tab and can access those in the collection protocol. From v9.0, OpenSpecimen will allow using the same consent form in different CPs. The user who has. the access to the Consent can be uploaded or updated consent document in OpenSpecimen.","type":"text"}]},{"type":"expand","attrs":{"title":"Upload Consent Document in OpenSpecimen"},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Login to the OpenSpecimen → Click on Consent Card","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on View Documents","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":626,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":626,"id":"065db77d-7edb-4053-8813-9063dd609091","collection":"contentId-663945676","type":"file","height":294}}]},{"type":"paragraph"}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on Add and provide the Title and Revision details and upload the HTML consent form you created ","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":800,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1375,"id":"7680ffda-878c-48f8-9345-4f1ff094881d","collection":"contentId-663945676","type":"file","height":512}}]}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":1},"content":[{"text":"Adding the Consent Document ","type":"text"},{"text":"Form","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"b65d062b-3eed-4456-833c-d49fe6b77f98"}}]},{"text":" to a CP","type":"text"}]},{"type":"paragraph","content":[{"text":"Once the HTML is ready, you can upload it for a CP using the below steps.","type":"text"}]},{"type":"expand","attrs":{"title":"Adding a consent document to the CP"},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"From the navigation menu, go to the Collection Protocols list page > CP Overview > Consents tab","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":90.0},"content":[{"type":"media","attrs":{"width":1036,"id":"d0a7915b-adcf-43bf-a9f2-2448cabf4b71","collection":"contentId-663945676","type":"file","height":356}}]},{"type":"paragraph"}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The user is redirected to the list page of the CP level consents. Click on “Add”.","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1036,"id":"78d956b5-3cec-4334-b7d5-8a6ed445e68a","collection":"contentId-663945676","type":"file","height":234}}]},{"type":"paragraph"}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select the Consent Document from the list and click on Add","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1006,"id":"edd51a1c-b887-4bfb-9746-b1823d91180d","collection":"contentId-663945676","type":"file","height":373}}]},{"type":"paragraph"}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"It will be visible at the end of the consent statements in the list view.","type":"text"}]}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Updating a Consent Form","type":"text"}]},{"type":"paragraph","content":[{"text":"The title, version, and HTML content can be updated. It can be done by clicking the “Edit” icon from the consents list page.","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":" ","type":"text"},{"text":"From v9.1, OpenSpecimen will not allow updating the consent document if that is used with any patient.","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"expand","attrs":{"title":"Steps to edit eConsent document"},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigates to the Home page → Click on Consent Card → View Documents","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the “Update” icon beside the consent document(As highlighted below)","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1432,"id":"716f03a0-1960-4a85-9696-dbbf204a942c","collection":"contentId-663945676","type":"file","height":328}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If you want to update the title and version, just update the fields and click update. No need to re-upload the document.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In case an updated document is to be uploaded, leave the other fields unchanged. Upload the document and click “Update”.","type":"text"}]}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Consent Revision (Versioning)","type":"text"}]},{"type":"paragraph","content":[{"text":"A consent document can have multiple versions. When a new version is added, the new version is available for old and new participants. The data collected for older version remains in the database and is available for querying.","type":"text"}]},{"type":"expand","attrs":{"title":"Steps to add a new version of the document"},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate to the Home → Consents → View Documents → Click on the \"+” icon ","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1431,"id":"1278632a-0a2b-42c5-b3f2-e902bec2425c","collection":"contentId-663945676","type":"file","height":294}}]},{"type":"paragraph"}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter the version of the consent document. Upload the document and click “Add”.","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":1000,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1410,"id":"a6eb7152-7637-4eb2-9850-fd02f9e5b06b","collection":"contentId-663945676","type":"file","height":507}}]},{"type":"paragraph","content":[{"type":"hardBreak"},{"type":"hardBreak"}]},{"type":"paragraph"}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Archiving Consent Form","type":"text"}]},{"type":"paragraph","content":[{"text":"If a version of a consent form is not needed, it can be archived. Once archived, the consent document is not available any more for consent response collection. However, if consent is already collected for that version, then it is available for ","type":"text"},{"text":"viewing, editing, and reporting.","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"d273f954-10c0-410e-9b3b-d9ba715e81ef"}}]}]},{"type":"paragraph","content":[{"text":"From v9.0, OpenSpecimen","type":"text","marks":[{"type":"strong"}]},{"text":" allows archiving the document at the system level and CP level. If the document is archived at the system level, the user won't be able to add that in new collection protocols, but if that document is already used in other CP will work without affecting anything.","type":"text"}]},{"type":"paragraph","content":[{"text":"Users also allow archiving the document in the collection protocol, and users won't be able to collect any responses for new patients.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"System-Level Archive Option: ","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigates to Home → Consent → View Documents ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the Archive option","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1429,"id":"e1af8dcd-a17b-4232-9f24-1c5e1b8317ba","collection":"contentId-663945676","type":"file","height":263}}]},{"type":"paragraph"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"CP Level Archive Option: ","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to the Collection Protocol Overview Page → Consents tab","type":"text"}]}]}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1257,"id":"db272202-c28f-4544-a60e-b4e69e8eb529","collection":"contentId-663945676","type":"file","height":318}}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":1},"content":[{"text":"Download Consent","type":"text"}]},{"type":"paragraph","content":[{"text":"The consent form’s HTML file can be downloaded and ","type":"text"},{"text":"used to edit the form or upload it to another ","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"2116899a-3f7d-469d-a767-2168416e5b61"}}]},{"text":"instance or another CP. This saves the re-work of designing the document from scratch.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate to Home → Consent Card → View Documents → Click on the Download button below","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1440,"id":"4bd50d9b-3dbe-41f3-b7d4-74acdb5923ed","collection":"contentId-663945676","type":"file","height":251}}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":" Sort Consents","type":"text"}]},{"type":"paragraph","content":[{"text":"The order of consent documents can be changed using the “Sort” option. If no order is specified, ","type":"text"},{"text":"the ","type":"text","marks":[{"type":"annotation","attrs":{"annotationType":"inlineComment","id":"4a7a8b12-1203-4a2c-86b4-70683908a48c"}}]},{"text":"consent documents will appear in the order that they were added.","type":"text"}]},{"type":"expand","attrs":{"title":"Steps to re-order the consent documents"},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to CP Overview > Consents > Sort","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1222,"id":"6e872aa3-1e5c-47d4-a80c-7ef01f6cae15","collection":"contentId-663945676","type":"file","height":512}}]},{"type":"paragraph"}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter the sort order starting from 1. Click “Update”.","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":598,"id":"c8e4fd2b-f080-4501-a296-973540f715e9","collection":"contentId-663945676","type":"file","height":510}}]},{"type":"paragraph"}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"While choosing to add the consents for a participant, these documents appear in the same order as specified.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":719,"id":"d6e8f6c2-d833-4aea-88d9-abc8da938bf8","collection":"contentId-663945676","type":"file","height":396}}]},{"type":"paragraph"}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Audit Trails for consent document","type":"text"}]},{"type":"paragraph","content":[{"text":"You can check the audit trails for the consent document. The audit trails show who updated the consent document and when.","type":"text"}]},{"type":"expand","attrs":{"title":"Click here to see the screenshot"},"content":[{"type":"paragraph","content":[{"text":"Navigate to Home Page → Consent Card → View Documents –> Click on the Audit Trail button ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1437,"id":"140027bb-c759-4d10-a588-4beb34efd58f","collection":"contentId-663945676","type":"file","height":289}}]},{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1393,"id":"e36d442b-461d-4744-a33b-85da6800501d","collection":"contentId-663945676","type":"file","height":366}}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Consents Validation","type":"text"}]},{"type":"paragraph","content":[{"text":"One or more validation rules can be added to ensure that specimens cannot be collected before the participant has consented. These validation rules are defined at a CP level. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To define validation rules:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to the CP Overview > Consents > Validations","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":800,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":735,"id":"8ae966eb-9c40-4b60-b864-5f7d7ade5fb3","collection":"contentId-663945676","type":"file","height":285}}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on “Add”. ","type":"text"}]}]}]},{"type":"table","attrs":{"layout":"default","width":1800.0,"localId":"0c2d05ba-232a-4d08-846c-312bfa37a411"},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[99.0]},"content":[{"type":"paragraph","content":[{"text":"Field","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[223.0]},"content":[{"type":"paragraph","content":[{"text":"Description","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[356.0]},"content":[{"type":"paragraph","content":[{"text":"Options","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[99.0]},"content":[{"type":"paragraph","content":[{"text":"Statement","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[223.0]},"content":[{"type":"paragraph","content":[{"text":"Coded consent statements","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[356.0]},"content":[{"type":"paragraph","content":[{"text":"All the consent statements defined for the CP","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[99.0]},"content":[{"type":"paragraph","content":[{"text":"Match","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[223.0]},"content":[{"type":"paragraph","content":[{"text":"Condition for the consent response","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[356.0]},"content":[{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"is","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"is not","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"is one of","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"is not one of","type":"text"}]}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[99.0]},"content":[{"type":"paragraph","content":[{"text":"Response","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[223.0]},"content":[{"type":"paragraph","content":[{"text":"Response of the consent statement","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[356.0]},"content":[{"type":"paragraph","content":[{"text":"Any valid consent response.","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"text":" ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":800,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":899,"id":"3ad1e13f-e699-4ccb-aaa1-898aebd2d5a2","collection":"contentId-663945676","type":"file","height":256}}]},{"type":"paragraph","content":[{"text":"The above rule is to allow collection when the response for C0001 is “Yes”. Click on “Add”.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Follow the above steps to add more than one consent.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the validations list page, there is another match for multiple consents.","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":800,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":737,"id":"d5f27691-121a-49cc-9a1b-5bcf4fd4fc21","collection":"contentId-663945676","type":"file","height":277}}]},{"type":"paragraph","content":[{"text":"ALL: It allows the collection of visits/specimens when ALL rules are true. Works like “AND” in the query.","type":"text"}]},{"type":"paragraph","content":[{"text":"ANY: It allows the collection of visit/specimens when ANY one of the rules is true. Works like “OR” in the query.","type":"text"}]},{"type":"paragraph","content":[{"text":"ADVANCED: This is used for creating a combination of rules using ‘and’ and ‘or’. ","type":"text"},{"type":"hardBreak"},{"text":"For example, ","type":"text"},{"type":"hardBreak"},{"text":"The below will be true if either (consent 1 is yes AND consent 2 is yes) OR consent 3 is yes.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":250,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1250,"id":"70be629f-633f-49a2-bf7e-9fff458c669b","collection":"contentId-663945676","type":"file","height":554}}]},{"type":"paragraph","content":[{"text":"The expression in the box defines the rule which allows collection. It can be edited by clicking on “Edit”.","type":"text"}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Consents Digests","type":"text"}]},{"type":"paragraph","content":[{"text":"OpenSpecimen provides two options to receive the consent digest, which described below. User will get receive the participants and consent document information who consented on that day(within 24hrs).","type":"text"}]},{"type":"paragraph","content":[{"text":"Site based Recipients? → No,","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" ","type":"text","marks":[{"type":"strong"}]},{"text":"The user has to specify a list of users and those users will get the consent digest email.","type":"text"}]},{"type":"paragraph","content":[{"text":"Site based Recipients? → Yes,","type":"text","marks":[{"type":"textColor","attrs":{"color":"#4c9aff"}},{"type":"strong"}]},{"text":" ","type":"text","marks":[{"type":"strong"}]},{"text":"The user has to specify a sites and user groups and those users from groups will receive the digest emails","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"What information is present in Digest Email?","type":"text"}]},{"type":"paragraph","content":[{"text":"The digest email has the information on the patient who ","type":"text"},{"text":"consented on that day(24hrs","type":"text","marks":[{"type":"strong"}]},{"text":") or who updated the consent document on that day for that patient along with the date. Furthermore, you can configure when to send the digest email, like Hourly, Monthly, Daily, On Demand etc.","type":"text"}]},{"type":"expand","attrs":{"title":"Click here to see screenshots..."},"content":[{"type":"paragraph","content":[{"text":"Digests Settings: ","type":"text","marks":[{"type":"strong"}]},{"text":"Site based Recipients? → Yes","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":1000,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1435,"id":"b9d2384a-d1e2-4fb5-8413-9b9a169ecea6","collection":"contentId-663945676","type":"file","height":552}}]},{"type":"paragraph","content":[{"text":"Digests Settings: ","type":"text","marks":[{"type":"strong"}]},{"text":"Site based Recipients? → No","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":1000,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1202,"id":"7c50bd22-1193-4de2-9583-f0a685c7a881","collection":"contentId-663945676","type":"file","height":411}}]},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"Digests Email Example:","type":"text","marks":[{"type":"strong"}]}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1047,"id":"05ef4a55-a65d-4802-8dad-9dad9c8ccc91","collection":"contentId-663945676","type":"file","height":493}}]},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"Digest email configuration: ","type":"text","marks":[{"type":"strong"}]},{"text":"The user should have the super admin privilege to change the digest job settings as below.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigates to Home → Jobs","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Search For “Consent response” as below","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1436,"id":"b798dda5-b0c2-4dfc-945f-abb1fcedb570","collection":"contentId-663945676","type":"file","height":374}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"three dots","type":"text","marks":[{"type":"strong"}]},{"text":" and edit","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Set up the job based on your requirements like daily, Hourly, etc","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"width":1433,"id":"8d8edfa4-8ae0-4f48-b999-c5e011f70bb4","collection":"contentId-663945676","type":"file","height":576}}]}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Reuse Participant Consents","type":"text"}]},{"type":"paragraph","content":[{"text":"At many centers, participant consents are registered or collected only once as per the IRB guidelines and reused in multiple studies.","type":"text"}]},{"type":"paragraph","content":[{"text":"From v10.3, A new setting has been added to the CP consents tab, this allows consent responses to be shared between multiple collection protocols, streamlining the consent management process.","type":"text","marks":[{"type":"strong"}]}]},{"type":"expand","attrs":{"title":"Click here to see screenshots..."},"content":[{"type":"paragraph","content":[{"text":"How to copy consents from another CP. ","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to Collection Protocol Overview Page.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the Consents Tab.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the ⚙️ Set button and choose the CP from which you want to copy consents.","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"center","width":810,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":576,"id":"fc614ef7-11e9-43e4-9275-463793faa064","collection":"contentId-663945676","type":"file","height":338}}]},{"type":"paragraph"},{"type":"paragraph"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Points to remember : ","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"No new consent tiers or documents can be added in the receiver CP.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Consent responses cannot be added/updated via receiver CP registrations.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The participants' consent responses can be seen in the read-only mode in the receiver CPs with the option to print the consent document.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Since the consents for participants is copied to receiver CP, openspecimen users can distribute specimens collected for the receiver CP.","type":"text"}]}]}]}],"version":1}

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