Enrolling Participants¶
There are three ways to participants can be enrolled in a job, self-enrollment, via the “Participants” table, or when a user is created or modified.
Self-Enrollment¶
Adding Participants to a Job¶
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Enrolling A User from User Profile Page¶
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Enrolling a Participant¶
- Install CHAT app
- iPhone: [insert instructions]
- Android: [insert instructions]
- Add new user to Survos
- Click “participants” on left-hand column
- Click “Create new user”
- Enter their mobile phone #!!!
- Enter user name (same as baseline ID number)
- Enter password (same as user name)
- Click “save”
- Click “Add new device”
- Enter their chat number and click on the search button
- Select “chat-iOS” for type
- Click “save”
- Enroll participant
- Click on the “random” study
- Click on the “enrollees” tab
- Click “add new participant”
- Select the user by clicking on the box to the left of their name/id
- Enter the start date (if left blank it will start today)
- “Verbosity” – choose “normal”
- Click “ADD”
- Go back to the home page
- Click on “cig” study
- Click on the “enrollees” tab
- Click “add new participant”
- Select the user by clicking on the box to the left of their name/id
- Enter start date
- Verbosity – normal
- Click add
- Send test survey
- Click on the “random” study
- Click on the “enrollees” tab
- Select the box to the left of the participant’s user name
- Action > Initiate Right now
- Click “Do action”
- Schedule survey
- Click on the “cig” study
- Click on the “enrolles” tab
- Select the box to the left of the participant’s user name
- Click on the pencil icon
- Enter start date
- Enter number of days: 7
- Verbosity: normal
- Frequency: 6
- Enter start and end time (8 hours)
- Click submit”
- Program phone numbers into participants phone
- 202-688-0658 “Cig Survey”
- 202-601-3699 “Random Survey”
- Explain incentives
- Give them a copy of the incentives chart