Compliance - Form Gadgets / Progressive Disclosure

Overview

When creating a Template you have the option to setup certain fields and sections that only display when earlier questions on the form are answered a specific way. This allows an institution to setup forms that only display the questions that a researcher needs to answer, thereby reducing the administrative burden of completing the protocol process.

Progressive Disclosure

When you create a gadget in a template you can specify the Progressive Disclosure logic at the bottom of the gadget configuration window. Any gadget with Progressive Disclosure logic configured will only display in the form if the statements listed are true.

Setting Up Progressive Disclosure

In the Progressive Disclosure section of your gadget there is a + button. When you press it a dropdown list will display.  When you click on the dropdown list you can scroll and find any gadget listed in your form. Once you have selected a gadget the options that are available based on the type of gadget you are referencing will display and you can define the rest of your logic. When you are done entering your logic you will have a statement such as 'Are Children Included' 'is' 'Yes' or 'Submission Type' 'does not include' 'IACUC Waiver Form'. If you have a single statement and the statement is true, then the gadget you are configuring will display.

You can also add multiple statements to your Progressive Disclosure logic. When you add your second statement a dropdown will appear above your Progressive Display entries with the options Any or All. If you select Any then the gadget will display if any of your statements are true. If you select All then your gadget will only display if all of your statements are true.

Below is a description of the logic you can build out for each gadget type.

The initial gadget you select must be at the same level of your form as the gadget you are configuring. So a field on the main form can only reference other fields on the main form.  It can reference a list gadget using the logic below if that list is on the main form, but you cannot reference a list within a list from the main protocol form. If you are setting up progressive display on a gadget in a list it can only reference other gadgets within the same list.

Radio Buttons and Dropdown Lists: These gadgets can be compared against is or is not. The third dropdown in the Progressive display statement will display all available answers for the gadget you've selected.

Filtered Dropdown Lists: Filtered Dropdown Lists can be compared against is or is not. The third dropdown in the Progressive Disclosure statement will display all available answers for the gadget you've selected. If  there is an option available in multiple filtering scenarios each option must be included as a line in the Progressive Display options. For example, in the PHI example listed in the Filtered Dropdown example above, if Other is an option for a University or External PHI source then Other will appear in the Progressive display options for this gadget twice. You will have to enter 2 statements in your Progressive Disclosure configuration, one for each version of "Other" if you want a followup gadget based on this answer.

Check Boxes: This gadget can be compared against has, does not have, has at least, or has less than. If you select has or does not have then the third dropdown in the Progressive Disclosure statement will display all available answers for the gadget you've selected.  If you select has at least, or has less than the third dropdown in the Progressive Disclosure statement will display a number field and you can check against the number of answers on the checklist.

Text Input, Text Area, Rich Text, and Static Gadget: These gadgets can be compared against contains or does not contain. When you select this option a free text field will display. These fields cannot be checked against a pre-determined set of answers, but you can trigger progressive display based on strings of characters within the answers. As an example if you have a free text sponsor field and a followup question about FCOI if the sponsor field includes "NIH, or National Inst, or Natl. Inst, or Natl Inst" you would catch most ways a researcher would list NIH. For Progressive Display rules that use these types of gadgets you should have your compliance admins check for typos and other odd spellings that might prevent the display of your field, but the option is available.

Person Typeahead, Unit Select: These gadgets can be compared against contains or does not contain. When you select this option a free text field will display as the third field in the Progressive Disclosure statement. Unlike the text input fields these gadgets do have fixed datasets that they pull from, but the potential for very large external datasets makes it impractical to display all possible answers in the Progressive Disclosure interface. Unit Select statements are based on the Unit Number field in the Group Hierarchy. Person Typeahead statements are based on the School ID of the selected user.

File Attachment: This gadget can be compared against exists and does not exist. This will check if an attachment has been added, but cannot check any additional details about the attachment.

Funding Sources: This gadget can be compared against has at least, or has less than. If you select has at least, or has less than the third dropdown in the Progressive Disclosure statement will display a number field and you can check against the number of grant documents linked to the protocol.

List: When you select a list gadget for progressive disclosure the first dropdown will allow you to select one of the gadgets within the list. The second dropdown will give you the following options

• All: Do all entries in the list fulfill the defined logic
• None: Do none of the entries in the list fulfill the defined logic
• One: Does at least one entry in the list fulfill the defined logic.

Card List: When you select a card list gadget for progressive disclosure the first dropdown will allow you to select one of the gadgets within the list. This gadget is typically only used in COI projects. The second dropdown will give you the following options:

• is not empty:  Value present in field and not empty.
• is empty:  No entry is present
• all rows have:  Do all entries in the list fulfill the defined logic
• no rows have:  Do none of the entries in the list fulfill the defined logic
• some rows have:  Does at least one entry in the list fulfill the defined logic.

Sponsor Name, Sponsor Typeahead, and Prime Sponsor:  When you select one of these COI Project sponsor gadgets the options in progressive display allow you progressive display logic based on Sponsor, Sponsor Type, or within a Sponsor Hierarchy of the Sponsor on a project.  The options for comparison are as follows:

• includes - if a project includes a specific sponsor (i.e. 000340, etc.).
• does not include - if a project does not include a specific sponsor (i.e. 000340, etc.).
• is sponsor type - if a project contains a sponsor with a specific sponsor type (i.e. Federal, State, etc.)
• is not sponsor type - if a project does not contain a sponsor with a specific sponsor type (i.e. Federal, State, etc.)
• has sponsor in hierarchy - if a project includes a sponsor within a specific hierarchy (i.e. COI Disclosure, NIH, etc.)
• does not have sponsor in hierarchy - if a project includes a sponsor not within a specific hierarchy (i.e. COI Disclosure, NIH, etc.)

The third field will populate with the appropriate progressive disclosure options for the gadget you've selected as detailed in the earlier entries in this article. The 4th field will allow you to enter the value you are evaluating against as detailed in the earlier entries in this article.

Example of Progress Disclosure Setup