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.

To add a new Stage, click on “Add a New Stage” or to edit a Stage, click “Edit Stage.”

Stage Duration Type can be “TimeBased” (in days) or “Formula Based.”

Time Based - Allows you to set how long (by number of days) a stage will last. The app will automatically move to the next stage (in order) when each stage ends. Type the number of days for the stage in the “Stage Duration Type” textbox.

i. Check the “Ends at Midnight” checkbox if you would like a stage to advance to the next stage at midnight on the last day of the stage. If this box is not checked, the stage will advance at the same time of day as when the participant downloaded the app and started the study (this will result in some participants starting a new stage at 5:00 PM, and others at 8:00 AM). In most cases, the Ends at Midnight checkbox should be checked for Duration Stages.

Formula Based - Allows you to end a stage when specific formula criteria are met (e.g., Participant indicates that they have not smoked in the past 7 days; Participant indicates exercising 3 or more days in the past week).

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

After naming the Schedule, a Schedule Type can be set for the Assessment.

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.

To edit a schedule, click the “Edit Schedule” button next to the schedule that needs to be edited.

A dialog box will open where changes can be made. After changes are complete, click “Next.”

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

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.

After saving the schedule, the Notification Timeout will be located under Schedule Name (shown below). Any edits to Notification Timeout can be made by clicking “Edit Schedule.”

The Self-Initiated schedule type allows participants to manually start an assessment from the main menu in the Insight application. These assessments will be in the form of a button that can be colorized, if desired.

To change the color, click on the color itself, then a color palette will appear. The assessment button color and assessment text color can then be changed.

The Fixed Schedule type allows assessments to be scheduled for the participant anytime between their wake and sleep times. These wake and sleep times are set when adding a participant to the Study.

When creating the Fixed 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.

After completing the first form, the second form will allow the selection of days and times for the assessment to be scheduled. An optional Random Offset can be established to the assessment so that the assessment can be schedule before or after a set amount of minutes (i.e., before will be a negative value such as -30 and after a positive value such as 30).

The Random Schedule type allows assessments to be randomly scheduled between their participant wake and sleep times. These wake and sleep times are set when 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.

After filling out the required fields and clicking “Next”, the Schedule Details form will have two types of Random schedules. Fixed and Participant Offset (further details below):

Fixed Type for a Random Schedule provides the participant with a random assessment. This Random assessment can be set to occur more than once and with a set number of minutes between each assessment occurrence. It is required to set a time between the participant’s wake and sleep schedule and not outside of these times. Days of the week can be manually selected or can be selected using the “Quick selection.”

Participant Offset Type for a Random Schedule provides the participant with a random assessment delivered by an offset in minutes from the Wake, Preferred, and/or Sleep times. This Offset assessment can be set to occur more than once between the provided time offsets. It is required to set the number of occurrences. Days of the week can be manually selected or can be selected using the “Quick selection.”

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.

After completing the fields, click “Next.” The Scheduling Details form will appear in to fill out the days and times for the assessment to be scheduled.

After completing the Scheduling Details, click “Done.”

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 or specific time interval.

Rescheduling can be added when creating a Schedule for a specific Stage by clicking “+ Add Schedule.”

Fill out the appropriate fields that are required denoted by “*” on the first section of creating a Schedule.

The next section is Scheduling details such as days of the week and time of the day. Random Offset is optional and is used to create a buffer range of possible times to notify that has been set by the time of day.

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.

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.

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 cell phone reception.

To get started, click the “Stages” tab.

Click on “Add Schedule.”

A dialog box will populate. Enter information in the appropriate fields and select “Phone Call” as the Schedule Type.

After selecting “Phone Call,” select the group in which the phone call schedule will be presented and click “Next.”

After the phone number has been entered, select “Done.”

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