Subject entered forms are forms which can be self-completed by the subject. See the specification page to see if this feature is enabled and information on email templates and information shown to subjects when logging in.
Subjects must be invited to complete their forms for a particular visit. To do this the subject must be selected from the subject list and the Invite subject to complete forms for this visit link used. The “Subject invitation summary” section shows if the subject has been invited previously. Links to invite subjects will only be displayed when the visit is due. In some cases sending out invitations to complete forms for follow-up visits is automated - see the specification page for details.
The form to invite the subject requires the subject name and their personal email address. These fields will be pre-populated on second and subsequent invites. An invitation will be sent to the email address provided containing a unique URL that the subject must visit within 30 days to complete the forms. The subject will also require a password that you have agreed with them in advance.
Once a subject goes to the URL in their email invitation and enters the correct password they will see a list of forms to complete. Clicking on the name of the form takes them to that form where they can complete their answers. Unlike data entry of forms by investigator and administrator accounts, subjects cannot override the validation checks on fields. They also will not see the review step - once they press the save button the form is saved immediately and cannot be viewed or edited by the subject. Entered forms are shown as completed in the list of forms.
The subject can return to complete the forms at any time until the unique link in their email expires. Once all the forms are completed a thank you message is displayed.