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Create or Edit a Stage

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After naming the Schedule, select the Schedule Type from the dropdown.

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After selecting your Schedule Type, select

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

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which Assessment to include (Assessment must be created prior to adding).

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Next, select which Group(s) will receive the Assessment (multiple Groups can be added).

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After selecting your Group(s), set the Notification Timeout (minutes).

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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) is required so the Notification will only be available for a set amount of time. After the time expires, the notification will no longer be valid and the assessment will not be able to be completed.

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

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Click “Next” to save and move to the next section.

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After

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selecting the day(s) to schedule,

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select the time for scheduling.

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Next is the option to add a random factor to the assessment. The Random Offset (optional) acts as a buffer range of when the assessment will be scheduled (i.e., adding a Random Offset of 15 minutes to a Schedule time of 5:00 PM means the Assessment can be scheduled any time between 4:45 PM and 5:15 PM).

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Click “Next” to save and move to the Notification Details section. Here you can customize the Title and Description of the Notification the participant will see on their device. There is also the option to customize reminder Notifications, so the participant knows to complete their assessment.

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After the details have been added to the Title and Description fields, click “Done.” Other available Question Types can be viewed below:

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

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Existing Stage Schedules

To see existing schedule details 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, Event Type, Groups, Assessment Name, and Notification Timeout within that Schedule.

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