Managing Consent Forms in eConsent
Table of Contents
'Consent Forms' overview
The 'Consent Forms' page displays the names, versions, and other relevant details of the consent forms. From here it is possible to create new consent forms and manage existing ones.
- Name: the title of the consent form.
- Version: the current version of the consent form.
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Consent method: based on the signature method, two options are available
- Electronic - The form is created and signed in the eConsent platform.
- Paper - The form is printed out on paper and uploaded into the eConsent platform after the signature.
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Status: status of the consent form. The form can have the following statuses:
- Published - The form is online and available for signature;
- Archived - The form is not in use anymore;
- Draft - The form is in progress of being created.
- Country: country of the site to which the form is linked.
- Language: language of the form.
- Sites: lists the sites where the form is available for use.
- Options: Displays an additional menu to manage an existing form. This includes Duplicate, Preview, Download and Archive.
Managing an existing form
To manage an existing form, click on the three dots menu in the ‘Options’ column:
- Duplicate: allows creating a copy of your existing form.
- Preview: view the form before it is published and made available for viewing by study subjects.
- Download: this option allows you to save the copy of the consent form in the pdf format to your device.
- Archive: changes the status of the consent form to ‘Archived’. Archived forms cannot be used in the study and cannot be unarchived. Archived forms can be used as a template for a new consent form by clicking on the ‘Duplicate’ in the three dots menu.
Viewing an existing form
To view or edit an existing form, click on the row where the form is located. You will be automatically redirected to the form template.
If the form is published, it will become available for assigning it to a subject.
If the form has a ‘Draft’ status, it is possible to edit the form content and settings. Read in the article ‘Adding and Editing a consent form’ about how to edit an existing consent form.