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CMS FAQs

1. How to reset a password

2. How to create CMS credentials

3. How to add team members to a study

4. How to create and assign a role for a study

   1. Includes the hierarchy of permissions

5. How to clear a set-up code error

6. What to do is CMS tabs do not load

7. What to do if double assessments are scheduled for a participant

8. How to address a blank notified column for an assessment

9. Notification times

10. How to change a participant’s sleep and waking times

11. Adding events to a stage consecutively

12. How to address Greenphire card(s) not processing

13. Removing double events from participant display

14. Ensuring no duplicates appear in the CMS

15. Inputting branching logic in the CMS

App FAQs

1. How to manually update to the latest Insight app version

2. Allowing all permissions

3. What to do if “Start Study” does not disappear from the app home screen

4. How to resolve app freezes

5. How to address assessments notifying later than expected

Other FAQs

1. How to request a change to a project

CMS FAQs

How to reset a password

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Follow the steps below to reset your Insight password:

1. An email from “donotreply-insight@insightmhealth.com” is sent notifying the User to reset their password.

2. Go to the CMS login page “www.insightmhealth.com” and click on Reset Password

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3. Type in the Username or email address and click Send Password Reset Link

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To request a new CMS user be created, please submit a ticket through the Service Desk; include the individual’s email address where the creation invitation will be sent. Once an invitation is received follow the instructions below:

1. An email invitation is sent from the email address 'donotreply-insight@insightmhealth.com” with the heading ‘Insight App’ and subject line of ‘Confirm Email’ > Click on Link

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2. A new window opens to the below screen > Input the desired username and password into the designated field

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The Principal Investigator needs the individual’s CMS username to input into the Search bar.

1. Go to the CMS login page “www.insightmhealth.com” and log in > Select Study

2. Select the Permissions tab (at the top of the webpage) > Click Study Users

3. In the Search Username or Email field, input the individuals Insight CMS username > Select them from the search bar

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4. Select the Role drop-down > Click on the desired Role > Select Add to Study

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5. The newly added User will appear at the bottom of the Study Users list

Have the individual verify they were added to the correct Study with the accurate Role by logging into Insight.

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The researcher will need to have a list of permissions associated with the role; although, permissions can be edited at any time.

Creating Role:

1. Go to the CMS login page “www.insightmhealth.com” and log in > Select Study

2. Select the Permissions tab (at the top of the webpage)

3. Select Group Rights > Click Add New Role button

4. New Role will appear > Select Open to display a hierarchy of permissions

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   1.  Edit the “New Role” title by selecting the field and inputting a desired name.

5. Hierarchy of Permissions:

   1. View: Role is able to view checked tabs

   2. Edit: Role is able to make changes for a specific permission

   3. Delete: Role is able to delete item(s) in a study

   4. Admin: Role is able to view, edit, and delete the permission it is enabled for

      • A check mark indicates the permission is enabled.

        • From the example below, permission “Questions” is enabled on a View level; individuals assigned this role will be able to view but not edit or delete questions in the study.

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6. Click Save when enabling permissions is completed

Assigning Role (New User): Research member has not been added to the Study.

1. Go to the CMS login page “www.insightmhealth.com” and log in > Select Study

2. Select the Permissions tab (at the top of the webpage) > Click Study Users

3. In the Search Username or Email field, input the individuals Insight CMS username > Select them from the search bar

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4. Select the Role drop down > Click on the desired Role > Select Add to Study

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   1. If a Role is not created, follow “Creating Role” instructions before attempting to assign the role.

5. New User will appear at the bottom of the list with its associated Role

Assigning Role (Current User): Current research member switching to a different Role.

1. Go to the CMS login page “www.insightmhealth.com” and log in > Select Study

2. Select the Permissions tab (at the top of the webpage) > Click Study Users

3. Find the desired Research member from the Study User list

4. Find and Select the Role drop down > choose the envisioned Role

   1. If a Role is not created, follow “Creating Role” instructions before attempting to assign the role.

5. Select Save

6. The User is assigned the new Role

How to clear a set-up code error

When experiencing an error message while setting up a participant on a phone.

1. Uninstall Insight App > Reinstall App > Reset participant code in CMS > Enter participant code on phone

• To reset a participants code (one (1) time): Select the study the participant is registered in > Click on Participants tab and find the desired participant > find Setup Code at the top center of the Activity tab > an unlocked lock will appear by the Setup Code > Click the lock > type in “Reset” when prompted and select “Confirm Reset”

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What to do if CMS tabs do not load

1. Click on a different tab > Click back to the tab you were initially trying to open

2. If the above does not work, Click on “Switch” > Click your study > Click back to the tab you were initially trying to open

What to do is double assessments are scheduled for a participant

1. (Time zone) when assessments appear to be scheduled twice after moving from one time zone to another.

   1. If you do not want the duplicate assessments to appear, submit a ticket through our Service Desk; mHealth will remove the double assessments.

2. (Sleep time changed) when the same assessment appears to be scheduled twice after changing a participants sleep schedule. The double assessments will stop appearing after a stage change. The participant is not being notified twice of the same assessment, but rather the CMS remembers the old and new assessment schedule simultaneously.

   1. If you do not want the duplicate assessments to appear, submit a ticket through our Service Desk; mHealth will remove the double assessments.

How to address a blank notified column for an assessment

When there is not a time displayed in the notified column for a Fixed, Random, or Follow-Up assessment.

1. Verify a participant’s sleep time is set at 11:30 PM or before.

   1. Having a sleep time after this interferes with scheduling and notifying assessments.

2. Verify the quantity and time of syncs before and after the assessment(s). If a participant is not syncing for a day+ or less than four (4) time a day, the phone is off/shut down, not connected to WiFi or data network.

   1. The notified column will be blank because the phone was off/shut down.

   2. Confirm the last sync was after the assessment in question; if the latest sync is before the assessment, no data will appear if the participant took the assessment as they need to sync to gather this information off the phone.

      1. Wait until the CMS randomly syncs or advise the participant to randomly sync the phone to gather data if it is confirmed they took the assessment.

      2. Remote syncing using the “Sync” button displayed in the participants Activity Tab will send a signal to the participants phone; green ‘Data Sync Complete’ log will appear minutes later if the phone is on, connected to Wi-Fi or data network.

3. Verify assessment settings.

   1. Participant’s sleep time may not corelate with the Wake and Sleep time offsets for assessment(s).

4. Duplicate assessments.

   1. There are two assessments scheduled for the same day with the same name. The notified column will appear blank for the duplicate assessment, but the participant will be notified of the original assessment (there will be a time in the notified column for this assessment).

5. Verify the geographical location of the participant during the assessment

   1. Participants in a rural area may have additional issues like lack of WiFi or data network or access to an electrical outlet for charging.

6. Verify the participant’s participation history within the study

   1. Participant’s have the right to refuse to take assessments at anytime during the study; in addition to, they are allowed to stop the study at any time for any reason.

   2. If a participant has a history of turning off the phone, dismissing assessments, or starting and stopping assessments prematurely could be considered noncompliant. It is recommended to reach out to the participant to better understand their engagement with the app that the CMS Activity tab can not disclose.

7. Verify the Follow-Up assessments are delayed at least fifteen (15) minutes from the original assessment.

   1. If it is set to a shorter duration the Follow-Up assessment may not be prompted as the original survey could be seen by the app as still in progress.

Notification Times

Typically the Activity Tab in the Content Management System will show the same time in the ‘scheduled’ and ‘notified' column; however, it is not unusual for the participant to be notified a few minutes to 15 minutes later than the scheduled time. The notified time is out of mHealth’s control as it is based on the phones background settings and operation system. In extreme cases the notified column will display a time 30 minutes after the scheduled.

How to change a participant’s sleep and waking times

1. Select the particular participant in the Participant tab

2. Click Schedule, edit necessary category: Wake/Sleep/Preferred > Click Save button in top right corner

3. Find participant > Click on the Stages tab for that participant

4. Reset Current Stage, Click Stage dropdown > select the current Stage the participant is in > Click Reset to the far right

   1. The CMS will show double assessments after changing a participants sleep time because it is recognizing the old and new sleep schedule; however, the participant will only be notified of assessments based on the new sleep schedule. If you do not want the duplicate assessments to appear, submit a ticket through our Service Desk; mHealth will remove the double assessments. Duplicate assessments will appear only in the Stage the participant’s sleep time was changed.

Adding events to a stage consecutively

1. Create and Save the first Event > Click out of the tab > Click back into the Events tab > Find Stage again and open > Create the second Event and Save

How to address Greenphire card(s) not processing

1. Ensure all Protected Health Information (PHI) fields are filled in.

   1. Required Fields:

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2. Confirm the ‘State’ field is in the abbreviation format

   1. For example, ‘Oklahoma’ must be input as ‘OK’.

Removing double events from participant display

1. If a study team created an Event that they no longer want to appear on the app, remove the group(s) from that specific Event.

   • If you create an Event before the study begins, you have the option to delete the Event by selecting the red trashcan beside it.

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Pressing “Save” multiple times saves duplicates of the newly created item (events, questions, assessments)

1. To verify correct changes: Select Save once, navigate to a different tab or refresh the page > Navigate back to the original tab with recent edits.

   1. Delete the duplicates by selecting the red trashcan beside the item.

Inputting branching logic in the CMS

Copying and Pasting formulas have the potential to carry over hidden characters or HTML tags that are not seen in web browsers especially in Microsoft Word. Below are a couple recommendations to utilize instead to avoid hidden characters:

1. Type in the formula for branching logic instead of copying and pasting formulas.

2. Use Notepad to copy and paste formulas because there are no hidden characters.

App FAQs

How to manually update to the latest Insight app version

1. On the phone, find the Google Play Store app and select it

2. > Find the Search bar “Search for apps & games”

3. > Select the Three Horizontal Lines to the left

4. > The screen will slide to the right > Select My apps and games

5. Find Insight mHealth Platform and select Update

6. > After updating, Scroll down to “Recently Updated” > Find Insight mHealth Platform and select Open

   1. The majority of participants' phones will automatically update as it is the default setting.

Allowing permissions

1. Allow all permissions once the Insight app is downloaded.

What to do if “Start Study” does not disappear from the app home screen

1. (Start Study *Ends at Midnight): the Start Study button will disappear at midnight on the day the assessment is answered.

   1. If you want the Start Study button to disappear immediately instead, unselect the *Ends at Midnight box. This change will be implemented for all participants.

How to resolve app freezes

1. Turn off the phone > Turn of the phone

2. If the above does not work, force close the Insight app with the following link.

How to address assessments notifying later than expected

Occurs when an assessment is scheduled 30 minutes or more later than expected.

1. Participant initiated event: If a participant taps a Participant initiated event during a scheduled event, the scheduled event will be pushed back to a later time. The phone reschedules the assessment 30 minutes after the initial scheduled time.

   1. For example, if the scheduled assessment is at 4:00 pm and the participant has a participant initiated event in progress during that time, the scheduled assessment will reschedule to 4:30 pm. The rescheduling happens because the phone recognizes an assessment is in progress. Please see an example of this below.

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