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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 on “Edit Stage”.

Stage Duration Type can be ‘Time Based’ (in days) or ‘Formula Based’. Time Based stays open for the set amount of days once initiated.

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

Create a Schedule

To create a new schedule in a stage, click on the “+ Add Schedule” button.

Self Initiated Schedule Type

Fixed Schedule Type

Random Schedule Type

Participant Offset Schedule Type

To see existing schedules in a stage, click the “+” button to the left of the row.

The row will expand and show the existing schedules within the stage.

Edit a Schedule

To edit a schedule, click the ‘Schedule’ button next to the schedule that needs to be edited.

Notification Timeout

Notifications for Scheduled Events (Fixed, Random, or Offset) will appear in the Notification Section of the phone.

A fixed time (in minutes) can be introduced so the Notification will only be valid for a set amount of time. After the allotted time has expired, the notification will no longer be valid and the assessment will not be able to be completed.

If attempted, the app will open but no assessment will be displayed.

Edit Schedule and Notification Timeout

To Edit the Notification Timeout and other Schedule settings, click on ‘Edit Schedule’ and a dialog box will open where changes may be made. After changes are complete, click next.

Click ‘Done’ to save any edits made.


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