Once Participate has been activated (see Activate Participate), Data Managers can designate Forms within Visit-Based Events as Participate Forms. Participate Forms are not available for use in Common Events.

 

To make a Form a Participate Form:

1. In Study Designer, click the Form you want a Participant to complete.

2. Select the Participate Form checkbox.

 

Tracking Changes to Participate Settings

All manual and systematic changes to Participate Form and SDV settings related to Participate Forms appear in the Activities section of the panel on the right that can be expanded by clicking <. 

 

Participate Forms and Permission Tags

Permission Tags do not apply to Participants. If a Form is designated as a Participate Form, Participants are able to see that Form, regardless of the Permission Tag to which it is attached.

If a Participate Form has a Permission Tag attached to it, only OpenClinica user roles that have been granted access to that Permission Tag (as well as Participants) are able to access that Form.

 

For more information on Permission Tags and User Roles, see Add Tags and Define Configurable User Roles.

Using Participate Forms

Once Participate is active and Participant Forms have been published, the Participant Form is available for use. See Invite Participants and The Participant’s View for more information on using Participate Forms in your Study.