Make Manage Participants work for you! The Way to Health admin portal has the option for the additions of features that can streamline the participant management experience.
- Note: making changes will impact all users, not just your view.
- In Manage Study, navigate to 'Settings' located in the left side bar navigation. Once in settings, click the blue 'Advanced' button.
- Don't see the Advanced button?? Put in a JIRA 'Help' ticket explaining that you need Project Manager credentials in order to access the Advanced Settings.
- Don't see the Advanced button?? Put in a JIRA 'Help' ticket explaining that you need Project Manager credentials in order to access the Advanced Settings.
Manage Participants
- In this section, you can customize what will display and how it will display in the Manage Participants view.
- Don't need to see Access Groups? Uncheck the box? Make it hidden.
- Want arm to be prominently displayed? Make it it's own column.
- Want to show participant status and start date? Make it compressed so that it will display under the participant's ID or name.
- To activate the adherence snapshot, check the 'select 'visible' on the Adherence Snapshot ' boxdrop down.
- Want more info on setting up the Adherence Snapshot? See Adherence Snapshot Set Up for guidance!
- Want more info on setting up the Adherence Snapshot? See Adherence Snapshot Set Up for guidance!
- You can also hide the filters behind the 'Filters' button. This will give you a better view of your participants.
- Check out your changes! Click the 'Save' button and Navigate to Manage Participants.
- Set your default participant preferences view to either show or hide participant names every time you log in!
- Tip! This feature is particularly useful for clinical teams or providers!
- Navigate to your profile
- Scroll down to the 'User Preferences' section.
- Default to show participant names: 'yes'
- Default to show participant IDs: 'no'
- In your profile, you can also indicate how you would like to receive study notifications.
- Tip! Typically email is preferred, but text can also be used if your project receives high priority incidents or messages.
- Want to receive text messages? Be sure that your cell phone number is entered into your profile!
- In your profile, you can also indicate which types of incidents you want to receive.
- Tip! Does your study use a device? Uncheck the 'equipment' incident box.
Otherwise you will receive notifications every time late device data comes over!
- Tip! Does your study use a device? Uncheck the 'equipment' incident box.
- Once you have finished updating your profile, click 'Save Profile'.
Required Participant Profile Fields
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