Supplemental Forms for Candidates
Each form item contains the form name, the form itself, a description, and instructions for completing the form. Note that each form may have different instructions.
- Open the form by selecting link. This will download the form to your computer.
- Follow the instructions for completing the form.
- If instructed to save the form back to the system, select the browse file button, browse to the file location, and save.
Note that by default, these files are downloaded to a standard folder, in Windows, to the Downloads folder. We recommend saving your completed forms to a local folder created for holding various files you accumulate during your application process.
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Supplemental Forms for Investigators
Concept of Operation: Supplemental Forms are created in your Account Settings (menu with your name., Account Settings, Supplemental Forms tab) For every form you create, the is a checkbox labeled "Display on Questionnaires. When checked, the form ...
Managing Supplemental Forms
You can create as many supplemental forms as you need. Presumably, you will at least create one for your consent release authorization form. For each form, prepare your document and create a new Supplemental Form item. Fill in all of the entries and ...
Uploading Files
Candidates only update Supplemental Forms.
Importing Candidates
You can import candidates in bulk from a comma separated values (csv) formatted spreadsheet. Each column must have a header that correctly identifies it using the database's own terms. A list of valid column headers is provided at the end of this ...
Deleting Candidates
You can delete a candidate but we make it difficult. First, only users in the Manager role can delete. To delete a candidate, go to the Organization Setup menu from the pull-out sidebar. Select the Investigators tab, then open the Investigator to ...