After IRB Approves e-Consent Survey

Update Name of Instruments

1. Online Designer → Click Choose action next to Informed Consent Form V1.00 App mmddyyyy → Rename

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2. Replace mmddyyyy with the 6-digit approval date located in the IRB stamp on the approved .rtf form

   1. Click Yes, also change the survey title

3. Repeat this for Fully Executed Consent Forms V1.00 App mmddyyy

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Update IRB Stamp Field

1. Online Designer → Informed Consent Form V1.00 App mmddyyyy → click Edit icon on irb_stamp field

2. Update to match the exact information on the IRB stamp on the approved .rtf form

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   1. The REDCap irb_stamp field will look different than the actual IRB stamp on the .rtf form, but the IRB number, approval date, etc. must match exactly

3. Update the approval date on the consent_version_info field as well

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Update PDF Snapshot Trigger

1. Online Designer → e-Consent and PDF Snapshot → PDF Snapshots of Records → Edit Settings for the Fully Executed Consent Upload App mmddyyyy

2. Step 2: Scope of Snapshot → click pencil icon → choose informed_consent_v100_app_mmddyyyy → Update

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3. Ensure settings for steps 1, 3, and 4 remain correct:

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Update Alerts & Notifications Form Link

1. Alerts & Notifications on left-hand menu → Edit

2. Scroll to Message and change the mmyydddd in the form-link smart variable to match the date of the informed consent instrument

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