Move from External Module to Built-in Tools
Purpose: Guide to moving from the Multi Signature Consent external module to the PDF Snapshot built in feature.
Webinar Recording with Step-by-Step demonstrations
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Copy Logic from Multi Signature Consent External Module
Log in to REDCap and navigate to e-Consent project
Select Manage next to External Modules in the left-hand menu then Configure
Highlight and copy the logic in the Update Logic box:
Click Cancel to exit module
e-Consent and PDF Snapshot
Online Designer → select e-Consent and PDF Snapshots
Click the PDF Snapshots of Records tab
Click +Add new trigger
Name of Trigger: Fully Executed Consent Upload App mmddyyyy
Step 1: Trigger conditions
Every time the following survey is completed: → ---select a survey---
When the following logic becomes true (only once per record): à Paste logic from Multi Signature Consent Module
This logic box does not say whether the logic is valid
STEP 2: Scope of the snapshot
Click pencil → select deselect all then check only “Informed Consent Form V2.00 App mmddyyyy” and click Update
Check Save as Compact PDF (includes only fields with saved data)
If using Multi-language Management, check Store the translated version of the PDF
Step 3: Location(s) to save the snapshot
Check Save to File Repository
Check Save to a specified field → select “signed_consent_form_v1”
STEP 4: Snapshot file name
File name: → remove “_id[record-name]”
File name: pid[project-id]_form[instrument-label]
Click Save
Screenshot of completed settings:
Disable Multi Signature Consent External Module
Select Manage next to External Modules in the left-hand menu
Click Disable next Multi Signature Consent – V1.1.3 then Disable module
Test e-Consent Project to ensure the process works correctly.