Step by Steps

Include: Wiki link (Insight Study Creation Wiki ) & Troubleshooting (Frequently Asked Questions)

REORDER

1. Adding a CMS User to a Study

2. Adding and Assigning a Role

3. Service Desk Process OK

4. Testing Insight on Phone OK

5. Downloading Insight App & Setting up a Participant OK

6. What Happens Next? (External/Internal) (use drop down option) OK

7. When a Research member leaves

Ordering:

1. What Happens Next? (Internal & External) Mostly Done

2. Downloading the Insight App Mostly Done

3. Creating and Setting up a Participant Mostly Done

4. Testing Insight App on the Phone Pretty Good-Open to recommendations

5. Submitting a Ticket Pretty Good-Open to Recommendations

6. Creating and Assigning a Role

7. Adding a CMS User to a Study

8. When a Research member leaves

9. Rules of Behavior

10. Project Request Form

What Happens Next?

Each section provides an overview of the project process for applicants interested in working with mHealth. Internal is categorized as an individual who is employed through the University of Oklahoma Health Sciences Center or University of Oklahoma; all other organizations are designated External.

Select the correct tab as the Internal and External process varies.

Downloading the Insight App

To download Insight from the Google Play Store and continually receive updates, a participant must have a Google account (Gmail). Insight (or any app) cannot update without an active Google account on the phone. It is recommended participants us their own account. Do not delete the Google account.

Once a Gmail account has been created, follow the steps below to download Insight:

1. From the phone, Click on the Google Play Store app

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2. In the “Search for app & games” search bar type: Insight mHealth Platform

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3. Select Install > Insight will start downloading onto the phone

4. After Insight downloads, choose Open

5. Click Allow to all permissions

   1. Allow Insight to make and manage phone calls?

   2. Allow Insight to take pictures and record video?

   3. Allow Insight to access this device’s location?

   4. Allow Insight to access photos and media on your device?

   5. Allow Insight to record audio?

   6. Allow display over other apps.

6. When the prompt “Let app always run in the background?” appears, select Allow

Creating and Setting Up a Participant

Once Insight is downloaded, there are three (3) methods to reference for setting up a participant on a phone.

Choose a method that is desired.

• Method One: Researcher Login

This option is used only when the researcher sets up the app on a phone. Never give a participant your researcher login credentials.

1. Open Insight

2. Click on Researcher Login (located below the blue Check button)

3. Enter login credentials: Username _____ , Password _____ > Select Log in button

4. Select the Study Name the participant is enrolled in

5. Click Yes to confirm you selected the correct study

6. Click the “+” sign at the top right corner

7. Choose the study Group a participant is designated

8. Enter the Participants unique ID

9. Press the arrow to the top right

10. Enter the Wake and Sleep times for the week (To progress through the days, use the arrows at the top of the screen)

11. Select Add Participant

12. Click Start Study

Method Two: Group Code

Prior to setting up the participant on a phone, you will first need the Group Code from the CMS.

1. Go to the CMS login page “www.insightmhealth.com” and log in > Select Study

2. Find and Select the Groups tab (at the top of the CMS webpage)

3. Click the Open folder (insert folder pic) for the group the participant is envisioned for

4. The Group Setup Code is below the Group Name

   1. The Group Setup Code will be the same for every participant in a particular group.

Setting up a participant using Method Two (Group Code):

1. On the phone, open Insight

2. At the login screen, enter the Group Setup Code into the Code field > Select Check

3. Enter Wake and Sleep times for the week (To progress through the days, use the arrows at the top of the screen)

4. Once done inputting all needed information, click Continue

5. The participant is in the CMS under the next available numeric ID

6. Open CMS Insight > Select the Participants tab (at the top of the CMS webpage) > Select the newly created participant

7. To change the participant to a preferred ID, open the Information tab (to the left)

8. Optional: Add demographics

9. Click the Save icon (insert folder pic) if a participants information is changed

Method Three: Participant Code

1. Go to the CMS login page “www.insightmhealth.com” and log in > Select Study

2. Click on the Participants tab (at the top of the CMS webpage) > Select Add New Participant button (at the top right corner)

3. Under the Info tab, enter a unique ID for the participant

4. From the Status dropdown, select the Status of the participant: Active, Test, Completed, Archived

5. Select which Group the participant is in

6. Optional: Click PHI tab and enter protected health information (PHI must be enabled in Study Settings and enabled for a Role to enter or view participant’s PHI)

7. Click the Schedule tab > Enter Wake and Sleep time for participant.

   1. Default Sleep Schedule times are preset: Wake time is 7 am while Sleep time is 10pm.

   2. Optional: Changing Preferred time (Researcher decides if a study will use this function)

8. Optional: Click the Settings tab to enter additional information

   1. Settings are dependent on what is enabled for the Study

9. Once finished adding all required information, the Create Participant button will be enabled > Click the Create Participant button (at bottom center of CMS webpage)

10. The participant is created > Find and Select the Participants tab > Search for the unique ID of the participant > Click on the participant

11. Find the participants Setup Code (at the top center of the CMS webpage)

    1. Make note of this Setup Code as it will be used to set the participant up on a phone.

    2. This code is used once, but it can be reset one (1) time for extenuating circumstances.

12. At this point, Open Insight on the participants phone

13. In the Code field, enter the Setup Code from the CMS > Select the Check button

14. Insight will configure the study > Once configuration is done, the participant is now set up on a phone

Testing Insight on the Phone

Once a research team member sets up a participant on the phone, they can test the study. The information below will discuss common techniques and recommendations for team members to utilize while testing their study.

If you have any questions, please submit a ticket through Service Desk and mHealth will address the issue there.

1. Open Insight

2. Swipe across the screen from far left to right > This will provide access to the “Staff Use Only” page

   1. Select Login > Enter CMS login credentials (username;password)

   2. A list of tabs will appear; Ignore all except “View Assessment Schedule” and “Test Assessments”

3. Select Test Assessments

   1. Utilizing the “Test Assessments” option allows a team member to test all the study’s assessments consecutively.

4. Select the desired Event to test

   1. The Event selected will appear as it does for a participant during the actual assessment; the phone will ring or vibrate (depending on the phones notification setting) and prompt the participant to take the assessment.

For the first (1st) round of testing on Insight, it is recommended to do the following:

1. Check to verify the stages are progressing as expected

   1. This is important if these stages are triggered off of calculated fields.

2. When going through assessments, look for the following technical items:

   1. Questions are presented and worded as expected

   2. Correct punctuation and spelling

   3. Correct measure scale for answers

      1. For example, if an answer choice is envisioned to scale from Strongly Agree to Strongly Disagree, verify it displays those choices instead of a typographical error like Strongly Agree to Strongly Agree.

3. Verify branching logic

   1. Start with the simplest answers as you will test the assessment path with the least amount of branching

      1. For instance, if a question states: “Did you take your medication today?” by answering “Yes” may lead the participant to the next question.

      2. However, answering “No” may branch to another question(s) inquiring why the participant did not take their medication.

   2. Start testing more complex branching logic individually

      1. Test the branching logic by answering a question differently to produce different scenarios.

      2. This allows the Tester to verify no questions are branching accidently or incorrectly.

4. Confirm each group is receiving the correct Assessments and Events as assigned

5. If using Call Button(s), confirm the button is connecting to the correct person or place.

Testing using a “live” participant:

In this phase, you will create a test participant to receive assessments as an actual participant in the study would receive them. This allows you to verify assessments are being prompted at the correct time and not during sleep time.

1. Test the scheduling of assessments to confirm all are being prompted when expected

   1. Assessment schedules are based on the assessment settings.

   2. To view when current or future Assessments will be notified for your test participant, researchers are able to use the “Staff Use Only” page > then Select “View Assessment Schedule”

      1. Active participants will not have access to this feature; only Testers with CMS login credentials.

2. Test having the phone launch Insight in different scenarios

   1. When the Insight app is closed

   2. When the Insight app is open

   3. Doing an activity that is extensive, such as, watching a high resolution video

3. Check the data; confirm you are collecting accurate and all intended information

   1. To access a study’s data, Go to the CMS login page “www.insightmhealth.com” and log in > Select Study > Click Reports (at the top of the CMS webpage) > Select Excel button under EMA Data > You will receive an email from “donotreply-insight@ouhsc.edu” when the report is generated

Submitting a Ticket

Reporting a bug or other technical issue is completed through Service Desk by submitting a ticket. If you have not been added to Service Desk, ask the Principal Investigator to submit a ticket on behalf of you. They will need to include the email of the individual that is being added to Service Desk. An update will be provided on the ticket when mHealth has added the person to Service Desk.

Once an individual has been added to the Service Desk, they will receive an email from “mHealth Service Desk” to set up an account.

If for any reason you forget your login or where to submit a ticket, you can reference the original set up email or click this link.

Creating and Assigning a Role

If a Role with its envisioned permissions have not been created for a study, it is the principal investigator's responsibility to create and then assign the Role.

The researcher will need to have a list of permissions associated with the role; although, permissions can be edited at any time.

1. Go to the CMS login page “www.insightmhealth.com” and log in > Select Study

2. Select the Permissions tab (at the top of the webpage)

3. Select Group Rights > Click +Add New Role button

4. New Role will appear > Select its Folder to display a hierarchy of permissions

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5.