Introduction

This page deals with multi-subject level responses when managing TouchPoints, Collection Types (sometimes referred to as "Collections Level Responses), and Referral Forms. This option is not available for Manage Approvals.

This setting allows questions on a form to be collected once for all subjects in a multiple-subject response (Family, Collection, Multiple Participants, or Multiple Entities). The setting can also be managed at the question level by editing each question individually.

In-Depth Instructions

  1. Navigation Bar > "Site Administration" > "Manage TouchPoints" or "Manage Referral Forms"

  2. Click on the Question Settings button and select Multi-Subject Level Responses from the drop-down menu.

  3. Check the box(es) associated with the question(s) that you would like to apply to multiple subjects.

    • A check indicates that the question will be answered once and applied to all when taken for multiple subjects as the same time.

    • You can also uncheck a box that you no longer wish to apply to multiple subjects.

  4. Click the "Save" button to save any changes.


Viewing Multi-Subject Level Responses

Multi-subject level responses show as two subject icons stacked on top of one another, as seen in the red circle.

Single-subject level responses show as a single subject icon, as seen in the green circle.

When completing a multi-subject touchpoint (multiple participant, multiple entity, collection, or family) the All tab can be used to complete all subjects answers.

When returning to a multi-subject touchpoint, the multi-subject level response will show the responses on the All tab as all participants retain the same answer.

Single-subject level responses will show NULL on the All tab. Single-subject level responses will show on the individual tabs for each participant, as their answers can and may vary.

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