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Schedule Actions

  • Updated

The final step in configuring the schedule is determining which action(s) to take based on the schedule type and settings previously defined. 

Table of Contents

For more information on how to determine which schedule actions you may need for your project, as well as an advanced schedule example, see the Scheduling Playbook article.

Add Survey to Deliver

Use the “Add Survey To Deliver” action to deliver a published survey to a participant.

If participants already have the selected survey, the existing survey will be closed and a new one will be delivered. This has no effect on the participant experience, but is captured in the data export.

Schedule_Action-Deliver_Survey.png

Add Notification to Send

Use the “Add Notification To Send” action to send a push notification, SMS message, or email to the targeted participants. Select from notifications that are defined and published in the notification library.

Schedule_Action_-_Send_Notification_-_Push.png

There may be instances where you need to send an SMS notification to multiple phone numbers, or an email notification to multiple email addresses. To accomplish this, first you need to create custom fields with a data type of phone or email. Once the custom fields are defined, you can add the notification under the schedule actions as many times as necessary and select which custom fields to use.

Scheduler_Action_-_Send_Notification_-_2_phones.png

Add Survey to Close

Use the “Add Survey To Close” action to set the status of “Incomplete” surveys to either “Complete” or “Closed.” Once a survey is closed, it is no longer available for applicable participants to complete.

Any survey tasks with status “Complete” or “Closed” at scheduled time will be unaffected by this action. To better understand the different survey statuses, visit the Viewing and Closing Survey Tasks article.

Schedule_Action_-_Close_Survey.png

Add Custom Field to Update

Use the “Add Custom Field to Update” category to populate a previously defined custom field when the schedule triggers. Depending on the custom field type (e.g., Text, Date, etc.), you can update your custom field to a variety of values using schedules - see the table below for more details.

Set Value To Description Supported Custom Field Types
A Specific Value Always sets the custom field to the same value when the schedule is triggered, e.g., update ParticipantStatus to "Enrolled" on enrollment. All Types
An Expression Sets the custom field value based on the specified expression, e.g., update DailySurveyCounter to "CustomField.DailySurveyCounter+1" every time a participant completes their daily survey. All Types
Current Date / Time Sets the custom field value to the current date and/or time. Date, Timestamp
Random Value From List Sets the custom field to a random value from the specified list, e.g., assign a Cohort on enrollment. See the Project Randomization Playbook article for more information. Text
When using expressions in schedules to update custom fields, the expression does not need to be contained within <%=></%=> and %, - this formatting is only required when coding expressions into surveys or notifications. Additionally, expressions must be enabled by CareEvolution. Contact us if expressions are not working in your surveys or notifications.

The example schedule below randomly assigns each participant to either cohort A, B, or C on enrollment. 

Schedule_-_Set_Custom_Field_to_Random_Value.png

Add Webhook to Call

If you have configured a scheduled webhook, you can add a call to it as an action for your schedules. Please refer to the webhook article for more information.

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