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Insight conceptualizes Stages as periods of time. The Stage feature allows researchers to present different questions and intervention content and use different Insight features at different time points in their study. There is no limit in the number of stages that can be used.

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After selecting the day(s) to schedule, 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

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for 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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Random Schedule Type

The Random Schedule type allows assessments to be randomly scheduled between

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the participant’s wake and sleep times. These wake and sleep times are set when first adding a participant to the Study.

When creating the Random 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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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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One Click Phone Call

The One Click Phone Call feature is used to initiate a phone call 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 an active service plan and there is adequate cell phone reception.

To get started, click the “Stages” tab.

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