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Create or Edit a Stage

To add a new Stage, click on “Add a New Stage” or to edit a Stage, click

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“Edit Stage.”

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Stage Duration Type can be

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“TimeBased” (in days) or

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“Formula Based.Time Based

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causes a participant to remain in a stage for a specified number of days

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.

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Formula Based is triggered by a variable set in the study design.

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Create a Schedule

To create a new schedule in a stage, click

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the “+ Add Schedule” button.

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

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Edit a Schedule

To edit a schedule, click the

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“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

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“Next.

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Click “Next” to save any changes that may have been made.

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Notification Timeout

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

Notifications for Scheduled Events (Fixed, Random, or Offset) will appear in the Notification Section of the phone. Notifications can allow participants to access assessments to be completed or reviewed.

A fixed time (in minutes)

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is required so the Notification will only be

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available for a set amount of time. After the

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time

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expires, the notification will no longer be valid

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and the assessment will not be able to be completed.

If

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an assessment notification is clicked after the time has expired, the app will open but no assessment will be displayed.

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After

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saving the schedule, the Notification Timeout will be

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located under Schedule Name (shown below). Any

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edits to Notification Timeout can be made by clicking

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“Edit Schedule.

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Self-Initiated Schedule Type

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Fill out the appropriate fields that are required denoted by '*' on the first section of creating a Schedule.

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The last section of the form is where Rescheduling can be enabled or disabled depending on the study design. Fill out fields required denoted by ‘*' and click 'Done’. A dialog box may pop-up asking to save changes made.

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