Highlights
- New User Role: Site Coordinator
- Say No to Notifications
- Add Logic to Auto-Finish Participants
- EMOJIS
- Complete Enrollment Block- Minimum Met
- SMS Inbox, Sends Texts Only
- Additional Participant Filter in Manage Data
Platform-Wide Updates
New User Role: Site Coordinator
The role of site coordinator is similar to the research coordinator role except that they do not have access to modifying logic.
A site coordinator can:
- Add/assign providers and other site coordinators
- if the site coordinator has an access group, I can only invite other users into those access groups
- Can not remove users from access groups
- Create, manage and view participant data in their access group
- Pause/disable feedback on individual participants
- Can create and edit notification groups
- Download reports
A site coordinator can not:
- Add or edit logic
- Edit the user record of project managers or research coordinators
Say No to Notifications
Users can now choose to receive NO incident notifications. A new incident recipient group "No Notifications" will now appear on your personnel page.
Add Logic to Auto-Finish Participants
Auto-Finish participants who have completed your program or intervention using scheduled logic! In your event schedule you can now chose a time to auto-finish participants which will protect the participants from receiving further messaging once the intervention is complete.
EMOJIS
You now have the capability to send emojis to participants! There is an emoji picker on all message boxes, from scheduled logic to the sms inbox.
Complete Enrollment Block-Minimum Met
If you have an enrollment block scheduled for a participant but would like to allow the participant to complete the step earlier then the last day of the scheduled time frame, you can now easily schedule an enrollment block to "complete enrollment block early" when a participant has met certian minimum requirements. This will allow for the participants to move forward through enrollment.
SMS Inbox, Sends Texts Only
Previously, the SMS inbox would send messages to users based on their communication preference. Now, the SMS inbox will only send texts even if the participants communication reference is email.
Additional Participant Filter in Manage Data
In manage data, we added the filter "participant status" to provide the option to view participants based on their status in the intervention.
Internal Updates
Twilio Reconciliation Report
We use this super awesome program called Twilio to send our text messages. We have created a automated report on the back end for reporting purposes that tracks the monthly Twilio charges that each study incurs.