Supplemental Forms for Investigators

Supplemental Forms for Investigators

Concept of Operation:
  1. Supplemental Forms are created in your Account Settings (menu with your name., Account Settings, Supplemental Forms tab)
  2. For every form you create, the is a checkbox labeled "Display on Questionnaires. When checked, the form will be presented to all references upon login. The intent is to display a consent authorization form, but you can designate other forms if needed.
  3. When a case is created, the forms related to the position assigned for the case are copied to the case. No changes to the existing supplemental forms library are cascaded to existing cases, only to cases created after the change. 
  4. If you change the position assigned to a case, POBITS will delete all existing supplemental forms for the case, look up the position, and replace them with the supplemental forms assigned to the selected position. Therefore, it is important to assign all cases to a position.
  5. To relate supplemental forms to a position, open or create a position and select the supplemental forms you want to apply.

    • Related Articles

    • 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 ...

    • 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. ...

    • Uploading Files

      Candidates only update Supplemental Forms.

    • Candidate Questionnaire Landing Page

      The questionnaire page is a launching pad for all sections of the personal history questionnaire and supplemental forms. Its configuration is dependent on how the investigator has set up your questionnaire but will include links to all PHS sections. ...

    • Candidate Status

      Candidates can have the following status: Preliminary Active Inactive Hired Withdrew Disqualified Permanent Disqualification Candidates do not necessarily progress through all statuses. However, all candidates begin as Preliminary. When an ...