How to Set Up Participant Events

With Participant Events, you can schedule Surveys with more accurate timing related to events that are relevant to a study, in addition to standard data collection time points.

Participant Events allow you to add time markers for specific events for participants in a study. Examples of participant events may include a clinical appointment, a new medication being started, or a final treatment session.

Participant Events are connected to Survey Schedules within Zamplo Research and allow Surveys to be sent out based on the occurrence of an event.

To add a participant event:

1. From the dashboard, navigate to the left side of the screen and click the “Study Setup” dropdown
2. Then click the “Participant Events” Tab
3. To add a new Participant Event, select the “Add New Participant Event” button
4. Start by giving the event a name, like a specific appointment, a new medication, or a type of treatment
5. Next, you can add a description. This may include details of the event, such as its relation to other events or the location of an appointment
6. Finally, you can select whether the participant event is Enabled or not by toggling the button. This allows you to decide if you want an event to be active for Survey Scheduling. If you toggle this to be disabled, the event won’t show up in drop-down menus
7. Once you are done, select “Save”

How to link a participant event to a survey:

1. From the main menu on the left, select the “Study Setup” dropdown then select the “Surveys” tab
2. Select either “Create New Survey” or “Copy Existing Survey”
3. Now set up the Survey
4. Scroll down to “Survey Schedule”
5. You can select an enabled Participant Event from the drop-down under “Schedule Based on Participant Event Type”
6. Next, set the Start Day Number and Active Days
7. Once you have finalized the details of your Survey, select “Save” 

How to add an event to a participant:

1. From the main menu on the left, select the “Manage Participants” tab
2. Find the participant you want to add the event to
3. Scroll to the right and click on the three dots, then select “Participant Events”
4. Select “Add Event”
5. Here you can choose the event by selecting the “Event Type” dropdown
6. Then add in the "Event Date." Please note that the Survey attached to the event will get sent out right away based on your Survey Schedule
7. Add in any additional notes
8. Once you are done, click “Save”

And that’s it, you now know how to link a Participant Event to a Survey!