Versions Compared

Version Old Version 7 New Version Current
Changes made by

Russell Smith

Russell Smith

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Panel
bgColor#B3D4FF

Participant Info

Clicking on the “Participants“ tab directs the user to a list

of existing Study Participants.Image Removed

of study participants.

Users can also be search for using the search bar at the top of the page. Users can be searched by their Subject ID, Status, or Group Name.

image-20240516-225244.pngImage Added

Selecting “+ Add Participant“ opens the form to create a new

Participant

participant. Required fields are marked with “*”.

Selecting

“Edit“

the edit icon for an existing

Participant

participant opens the same form but with the information populated from the existing

Participant

participant.

After adding the

Participant

subject ID and selecting a

Group

group, select

“Next“

“Next“ to go to the next page to create the

Participant Schedule

participant schedule. A pop-up window will ask you to confirm the changes. Select “Yes“ to continue.

Panel
bgColor#FFBDAD

It is imperative that the participant's

Sleep Time

sleep time is NOT set past 11:30 pm. A

Sleep Time

sleep time beyond 11:30 pm will interfere with the assessment schedule.

Selecting a

Time Field

time field allows the option to set the

Participant Schedule for Wake Time, Sleep Time, and Preferred Time

participant schedule for wake time, sleep time, and preferred time for each day of the week. The times selected for a

Participant

participant can be used to set their survey times, events, assessments, and offsetting their surveys as related to these times.

Panel
bgColor#B3D4FF

Wake Time

Participant

Wake

wake time is a time the participant has indicated in which they usually wake up.

Panel
bgColor#B3D4FF

Sleep Time

Participant

Sleep

sleep time is a time the participant has indicated in which they usually go to sleep (should not be later than 11:30 PM).

Panel
bgColor#B3D4FF

Preferred Time

Participant

Preferred Time

preferred time is a time indicated by the participant in which they prefer to receive an assessment.

Info

The Participant Schedule form uses a 12-hour time format.

Image Added

The default time values for new participants are

Wake Time 07:00 (

wake time of 7:00 am

), Sleep Time 22:00 (

, sleep time of 10:00 pm

)

, and

Preferred Time 18:00 (

preferred time of 6:00 pm

)

.

Image Removed

When all of the times have been set for the

Participant

participant, select “Next“ to continue to the PHI page (only for

Studies

studies that collect PHI). An additional pop-up window will ask to confirm the changes. Select

“Yes“

“Yes“ to continue.

Please note PHI fields can be piped into assessments and tailored messages.

image-20230523-160916.pngImage Removed

Additional information can be viewed here https://mhealthotrc.atlassian.net/wiki/spaces/EDCW/pages/2313388035/Useful+EDC+Formulas#Display-PHI-information.

image-20230523-160916.pngImage Added

Registration Code Form - When the participant installs and opens the application, the app will generate a

Registration Code

registration code that will need to be entered into the “Registration Code” field as shown below. The code will be a series of letters without any special characters.

Please note the participant can be created in the EDC without the

Registration Code

registration code, but the participant will not be able to start the

Study

study on their phone until their unique code is entered here.

image-20240129-142811.pngImage Removedimage-20241119-194128.pngImage Added

Selecting “Done“ and selecting “Yes“ saves all of the updated information for the

Participant

participant.

Panel
bgColor#B3D4FF

Participant Activity

When viewing the participant’s activity log, the Research Team has the option to change the timezone. By default, the Participant Activity will be” Your Local Time” which is the Research Team timezone. The other two options available are UTC (which shows the time as per the Coordinated Universal Time) and Participant Local Time (which shows the activity according to the timezone for that participant for that activity).

Panel
bgColor#B3D4FF

Activity

To view the participant activity, click on the

“View” button

view icon next to the participant.

image-20230911-183506.pngImage Removedimage-20240522-211507.pngImage Added

A list of assessments appears with

schedule

component time(s) which indicate when an assessment is scheduled to alert the participant, start time(s) which indicate when the participant started the assessment, completion time(s) which indicate when the participant completed the assessment, and the response count(s) which indicate how many questions were recorded from the participant for that specific assessment.

If the start and completed times are blank, it could be that the components are scheduled for a future time.

image-20240429-201008.pngImage Removed

image-20240918-160112.pngImage Added

When viewing the participant’s activity log, the research team has the option to change the timezone. By default, the participant activity will be ”Participant Local Time.” The other two options available are UTC (which shows the time as per the Coordinated Universal Time) and your local time.

image-20240918-160313.pngImage Added

Panel
bgColor#ABF5D1

Notification Limit

Insight is only able to schedule less than or equal to 64 events at any one time. Events that are included in the total are Random, Fixed, Offset, and Rescheduled Events. Please note, the number of days Insight schedules out for is subject to the study design and is in no way a one design fits all approach.

For Example:

Day 1

  • Number of
    Fixed SchedulesComponent: 1 (x2 Reschedulereschedule) = 3

  • Number of
    Random SchedulesComponent: 2 (x2 Reschedulereschedule) = 6

  • Number of
    Participant Offset Component: 2 (x2 Reschedulereschedule) = 6

Total Number of Events for Day 1 = 15

Number of days Insight EDC will schedule out: 4 Days = 60 Total Events (if scheduling is consistent for each day of the week)

Another Example:

Day 1

  • Number of
    Fixed SchedulesComponent: 3 (x3 Reschedulereschedule) = 12

  • Number of
    Random SchedulesComponent: 2 (x3 Reschedulereschedule) = 8

  • Number of
    Participant Offset Component: 2 (x3 Reschedulereschedule) = 8

Total Number of Events for Day 1 = 28

Number of days Insight EDC will schedule out: 2 Days = 56 Total Events (if scheduling is consistent for each day of the week).Below the Activity view for the participant is the Stages stages view. Clicking on it will expand the participant’s transition from stage to stage, detailing when they have started a stage and when it has or will end. The default timezone is the user’s timezone and can be changed to the participant’s time zone or UTC.

Notifications will look similar to the following:

Panel
bgColor#FFF0B3

Android

AdobeStock_496695650_samsung.pngImage Added
Panel
bgColor#FFF0B3

iPhone

AdobeStock_496695650.pngImage Added
Panel
bgColor#B3D4FF

Stages

image-20240207-203336.pngImage RemovedFor TimeBased stages, the EndDate

The participant’s stages tab includes a variety of helpful information such as details when a stage starts/ends, the number of scheduled events, the number of participant initiated attempts, and the amount of scheduled events.

image-20240918-153648.pngImage Added

For Time Based stages, the End Date will calculate when the participant will leave the stage they are in. For example, if a Stage is set to last 5 days and a participant enters the Stage on 09/

10

18/2023. The stage’s

EndDate

End Date will calculate to 09/

15

23/2023.

For

FormulaBased

Formula Based stages, the

EndDate will default to 1/1/0001 12:00:00AM. This will stay this way until the formula for the stage is fulfilled

End Date will be blank until the condition is met. For example, if a Stage is set to end when the variable [Begin] == 1 . This occurs when the participant answers the [Begin] variable with the answer that is valued at 1, then the Stage

EndDate

End Date will update to

the current

that date and time the condition was met.

Panel
bgColor#B3D4FF

Participation

image-20240207-212017.pngImage Removed

Panel
panelIconIdatlassian-warning
panelIcon:warning:
bgColor#FFF0B3

In order to see participant progress in this section, a percentage payment log needs to be set up. Additional information on how to set this log up can be found here: ➡️https://mhealthotrc.atlassian.net/wiki/spaces/EDCW/pages/2339405825/Payments+-+Percentage#Percentage-Payment⬅️

image-20241119-171726.pngImage Added

Depending on the

schedule

component(s) included in the

Percentage Payment Scheme applied to this participant

percentage payment scheme, the

Participation

participation tab will show the participant’s progress in the study stage by calculating the percentage of

how many of the requisite events scheduled were

components completed over

the

total

requisite events

components scheduled thus far.

Panel
bgColor#B3D4FF

Uploaded Photos

Uploaded photos from the photo picker question type will be found under the “Uploaded Photos” tab when viewing a participant.

image-20240924-161954.pngImage Added

Panel
bgColor#B3D4FF

Payments

The participant payments tab will identify payments that have been created and/or paid to the participant.

Manual payments can also be created for the participant by clicking on the “Create manual payment” button in the participant’s payment dropdown.

image-20240923-154735.pngImage Added

After clicking the button, enter the amount to be paid and click the “Send Payment” button.

image-20240923-154633.pngImage Added

After creating the payment, the payment will appear under the payment dropdown.

image-20240923-155037.pngImage Added

To manually mark as paid, click the checkbox icon.

image-20240923-155705.pngImage Added

The previous status of payments can be viewed by clicking on the expand icon (+) under payments.

image-20240923-155446.pngImage Added

PreviousButton.pngImage Added
NextButton.png
Panel
bgColor#DEEBFF

Home | Submit a Ticket | SCC | Privacy