Survey layout

Transcript:

  • Surveys are questionnaires sent to participants through their email addresses.
  • Surveys enable you to add additional patient reported outcomes to the outcomes you have defined for your own data entry. 
  • Surveys are sent as part of a survey package and consist of one or multiple steps.
  • Let’s take a look at how the survey participant sees the survey
  • This will help to understand how certain features can be used when creating a survey
  • When a user opens the survey, they see the title of a survey package
  • The survey consists of steps which you can see in the left panel, called ‘Step Navigator’
  • Each step is a separate page of a survey
  • Further, a survey consists of an introduction to a survey package and an introduction to a survey
  • The text here is an introduction to the entire survey package
  • It is also possible to add a logo to your study
  • Here you can see a Castor logo
  • Underneath the steps is the progress bar which calculates the progress of a survey 
  • Only the required questions are taken into account when calculating a survey
  • In the right upper corner click the flag icon to change the language of the interface.
  • Buttons and navigation elements such as Steps will change
  • The names of the steps themselves can be created in any language
  • There are two options to navigate between different pages of a survey
  • You can click on a step in the step navigator
  • Alternatively you can use the Next button
  • In this survey you can see that a pop-up message warns that it is only possible to use the Next button to navigate to the next page
  • This is a special setting of  a survey package which I will show you later
  • Here we have an introduction to our survey, in addition to the introduction to the entire survey package
  • You can add information or instructions or links related to your survey in this introduction section
  • Here you can see the list of questions
  • Orange circle next to a question indicates that this is a required question and whether it has been completed or not
  • Once the question is answered, the survey progress is updated and the status turns green
  • The answers are immediately saved, so there is no need to additionally submit the survey
  • There is an option to allow the participant to proceed to the next step only after all the required questions are filled in
  • If not all the required questions are filled in, a warning will appear
  • After filling in all the questions, the progress is updated to 100%
  • The cogwheel allows to clear the answer
  • Now I am able to proceed to the next step which is an Outro
  • In this section you can add information relevant for the participant after they filled in all the required questions
  • Clicking the Finish survey button will warn the user that they are not able to change their answers anymore
  • This is another survey package setting to automatically lock the survey to prevent participants from changing their survey answers
  • It is also possible to set up automatic redirection to a website
  • This survey redirects to Castor EDC website
  • A survey package can consist of several surveys
  • This survey package consists of two surveys - SF36 and Mental Health Screening
  • This time, the survey package does not include an introduction and an outro for the survey package, only for each survey
  • In this case, a setting to force step completion is disabled and participant can simply switch between different steps
  • It is also possible to format introductory text - add a list and change font size
  • The progress will also be updated when filling in a survey
  • This step contains a remark field allowing to provide certain information related to the questions