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Modify E-Consent: (version control)
- Mary Irion
- Alyssa Hill
NOTE: This article should only be used in order to apply a version update to your already active E-Consent survey. If you are updating your consent version from e-consent 1.0 > 2.0 please follow: E-Consent Transition Guide
If you are looking to create a e-consent survey for the very first time, see: E-Consent Initial Setup
Initial Considerations
When 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.
When you have multiple, separate, consent survey(s) in your project, each survey instrument will have it’s own unique set-up options as shown below for an ICF & Assent and Parental Permission Surveys.
How to version and update e-consent document:
IMPORTANT NOTICE
Upon clicking the "Add new consent form" button (in step 4e) the new consent form will GO LIVE IMMEDIATELY within your project and cannot be un-done.
If an error is made, correct by adding a new version with the correct file/settings.
For example, let’s say you were at version 2.0 but uploaded the wrong document, you would update to 2.1 or whatever version number you see fit with the correct document.
Navigate to the ‘online designer’ page
Rename your instrument to include the updated expiration date.
To do so enter ‘draft mode' > ‘rename’ instrument > then 'submit changes for review’
If your title doesn’t include an expiration date, we suggest adding it as a visual reminder to upload your new version when the time comes.
Review the new version document against the document currently in your project to identify if any additional questions need added into the survey instrument.
Add new fields if applicable
Click ‘Submit Changes for review’
Navigate to e-consent framework feature via the ‘online designer’ page
Click ‘+Add Consent Form’ for the applicable survey
Input new version number
Choose new PDF file
Verify updated inputs are correct
Make sure the file selected is correct before submitting
After verifying the desired version and correct file have been input, click ‘Add new consent form’
Consent version update is now live and complete!
Old versions of consent forms can be viewed by selecting “View all versions”