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Configuration

# Pre Screen Econsent
Last updated: 04/14/2026

A guide to configuring Pre-Screening and eConsent features based on the actual interface, including the access path, main configuration sections, and step-by-step e-Consent signing workflow.

Introduction​

Pre-Screening and eConsent supports 2 main functions within a single application:

  • Configure the collection of participant screening data.
  • Manage informed consent forms (ICF) and track electronic signature status.

This page has been validated against the actual interface on the test-2025 environment and includes a complete step-by-step guide with screenshots for signing e-Consent.

Access Path (Based on Actual Interface)​

  1. From Home, navigate to the Current study area on the My Tasks page.

Step 1 - My Tasks and Current study

  1. Open the study you need to configure.

Step 2 - Study Home

  1. Select the Pre-Screening and eConsent application from the Applications list.

Step 3 - Open Pre-Screening and eConsent application

  1. Go to the Screening Settings tab to configure the screening code and personal data.

Step 4 - Screening Settings tab

  1. Go to the e-Consent Settings tab to configure consent forms and auto invite.

Step 5 - e-Consent Settings tab

note

On the current environment, the system displays a message: To set it up, please change the status of Study to Design. This means if the study is not in Design status, many configuration fields will be read-only.

Main Configuration Sections​

The application has 2 main configuration tabs:

  • Screening Settings Configure the screening code format, reject options, personal data, document attachments, and supplementary CRF.
  • e-Consent Settings Enable/disable e-Consent, manage consent forms (Draft/Published/Archived), and configure auto invite.
  1. Open the Screening screen to view the list of participants.

Signing Step 1 - Screening list

  1. In the participant row that needs action, click View to open the record and the Consent Information section.

Signing Step 2 - Participant record and Consent Information

  1. Click View consent to open the ICF form content.

Signing Step 3 - Consent form screen

  1. In the Subject Signature section, fill in the required fields (Date, Full Name).

Signing Step 4 - Fill in signature fields

  1. Sign in the Signature area.

Signing Step 5 - Signature area

  1. Return to the participant record and confirm that the Consent status is now Consented.

Signing Step 6 - Consented status

Operational Notes​

  • A consent form must be in Published status to be used in the signing workflow.
  • Assign appropriate permissions for screening/eConsent operations to relevant roles in the system authorization settings.
  • If you cannot access certain fields, verify the study status and user permissions before proceeding.
Pre-Screeninge-ConsentConfiguration
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