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Create or Edit a Stage |
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When creating the Participant Offset schedule type, a schedule name needs to be added, an assessment selected, the groups the assessment will be given to, and the Notification Timeout (minutes) needs to be set.
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After completing the fields, click
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“Next.” The Scheduling Details form will appear in to fill out the days and times for the assessment to be scheduled.
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After completing the Scheduling Details, click ‘Done’.
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Notification Rescheduling |
When a notification for an assessment is missed, a rescheduling option can be added to remind the participant of the missed assessment notification. This reminder can be set for a specific number of times
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or specific time interval.
Rescheduling can be added when creating a Schedule for a specific Stage by clicking ‘+ Add Schedule’.
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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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The above example settings will cause the assessment to ring at the scheduled time and 3 additional times 15 minutes apart for a total of 4 times over 45 minutes. |
The Schedule will appear in the list of created Schedules under that specific Stage. If edits need to be made, simply click on ‘Edit Schedule’ to make changes to the Schedule. Be sure to click save when prompted to avoid losing changes made.
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One Click Phone Call |
The One Click Phone Call feature is used to initiate a phone call
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from the Participant phone to a specific phone number (e.g., research staff, nursing staff). Please note, this feature will only work if there is
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an active service plan and cell phone reception.
To get started,
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click the
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“Stages” tab.
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Click on
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“Add Schedule.”
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A dialog box will populate. Enter information in the appropriate fields and select
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“Phone Call” as the Schedule Type.
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After selecting
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“Phone Call,” select the group in which the phone call schedule will be presented and click
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“Next.”
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After the phone number has been entered, select
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“Done.”
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If changes need to be made to the phone number, simply click on the
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“Edit Schedule.”
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