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Create or Edit a Stage

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After naming the Schedule, a Schedule Type can be set for the Assessment.

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Existing Stage Schedules

To see existing schedules in a stage, click the “+” button to the left of the row.

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The row will expand and show the existing schedules within the stage.

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Edit a Schedule

To edit a schedule, click the ‘Edit Schedule’ button next to the schedule that needs to be edited.

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A dialog box will open where changes can be made. After changes are complete, click next.

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Click ‘Done’ to save any edits made.

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Notification Timeout

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Before going any further, it is important to understand Notification Timeout.

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After completing the Scheduling Details, click ‘Done’.

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Existing Stage Schedules

To see existing schedules in a stage, click the “+” button to the left of the row.

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The row will expand and show the existing schedules within the stage.

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Edit a Schedule

To edit a schedule, click the ‘Edit Schedule’ button next to the schedule that needs to be edited.

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A dialog box will open where changes can be made. After changes are complete, click next.

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Click ‘Done’ to save any edits made.

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One Click Phone Call

The One Click Phone Call feature is used to initiate a phone call in the Participant’s device. Please note, this feature is contingent of an active service plan and cell phone reception.

To get started, head to the ‘Stages’ tab.

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Click on ‘Add Schedule’.

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A dialog box will populate. Enter information in the appropriate fields and select ‘Phone Call’ as the Schedule Type.

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After selecting ‘Phone Call’, select the group in which the phone call schedule will be presented and click ‘Next’.

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After the phone number has been entered, select ‘Done'.

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If changes need to be made to the phone number, simply click on the ‘Edit Schedule’.

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