NOTE: This article should only be used to modify your E-Consent survey in Production in order to apply version updates as necessary. If you are looking to create a e-consent survey for the first time, see: E-Consent Initial Setup
Initial Considerations
Design changes after the Production phase are discouraged but sometimes needed. If a new version of the consent is needed, it is critical to modify the project in such a way as to not lose existing data nor compromise the audit trail of the REDCap e-Consent.
There are two ways to implement new versions of e-consent:
Creation of new instruments
Branching Logic
If you are using a public survey as your e-consent you must use the branching logic methodology provided below
The Process
The optimal way to add a new version to an existing E-consent Public Survey project is to modify the current instrument using branching logic:
Keep the existing public survey instrument as the first instrument in the project
Create new fields for each updated section of the consent.
Updated fields should sit directly under the original field
Create a field in the public survey to denote Consent Version.
Use Action tags to ensure that only the current version of the e-consent is selected.
Use the @Default to ensure only the most current version is presented and @HIDDEN SURVEY)
Use of branching logic makes the new fields visible only when the appropriate current version of the e-consent is selected.
Open survey settings to preform the below updates:
Update version number from 1 > 2 (you do not have to use the number 2, but the value listed MUST be different from the first version)
Below is an example of the issue that occurs if you do NOT update your version number:
participant #3 actually filled out Version 2 but because the survey settings were not updated, the accurate version is not shown in the PDF file display. (However if you open the PDF it will be second version signed by the participant)
After saving your survey settings, the next participant consented will accurately reflect consent version
Additional Considerations
Q. What is the optimal way to handle multiple signatures? For instance, the parent or participant consents and then our PI would need to sign the consent. Usually this is all done in person, however, with e-Consent what is the best workflow? I know the records are locked, so what is the best way to have that signed?
A. Use a two-part system.
Survey 1 – e-Consent, signed, reviewed, and submitted within the e-consent framework.
Survey 2 – is triggered by submission of survey 1 and is emailed to the study coordinator or PI. The survey is an attestation that has the participant's information piped in and can be signed by the PI, reviewed, and also submitted within the e-consent framework.
A guide to setting up the 2 part e-consent with a second survey capturing the second signature is outlined in the knowledge article titled Remote Contactless e-Consent & Attestation