Setting Up a Project

A project is the vehicle that lets you invite participants, schedule delivery of surveys to them, and report data collected in the surveys. An workspace can have multiple projects, and surveys can be re-used among them freely.

Creating the Project

When you create an workspace, you will also be prompted to name the first project. Upon creation, you will be taken to the project dashboard, where you can navigate to various project settings, try out your project, or add participants and segments. 

Click on the various tabs within the Project Setup section to navigate to different settings or components of your project:

• App Layout - configure the look and feel of the participant-facing app (Android, iOS, or Web). These can either be from the MyDataHelps View Library or you can create your own custom view URL. 
• Enrollment Survey - navigate to settings related to enrollment in the project (e.g., Enrollment Survey, Enable for Platforms, Invitation Email, Allow Enrollment via Code, New Participant Survey Links).
• Surveys - create, edit, or publish surveys to your project.
• Schedules - create schedules to deliver surveys and notifications to participants.
• Sensor Data - select what sensor data participants should be able to share with the project.
• Electronic Health Records - enable EHR data to be collected for the project.
• Custom Fields - define data fields specific to your project that you wish to record, e.g., for the Sleep Study you may want to track SleepMachineUsed or MattressFirmness.
• Last Data Export - jump to the Export History tab to download recent data exports.

Make sure to click Save each time you update project settings!

Scheduling Surveys

Once you've created surveys for your project, you can easily navigate to Schedules to automate the delivery of those surveys (e.g., deliver the Baseline Survey to the participant immediately after they complete enrollment).

There's no need to schedule the enrollment survey, as the user is automatically prompted to complete it after creating their MyDataHelps account.

For the sample sleep project, you can schedule the the sleep time survey to be delivered once a week, starting on a specific date.

Enabling Sensor Data

When creating a project, you have the option of collecting passive sensor data from participants who join your projects.

The availability of sensor data depends on what device the participant is using, and requires that the participant agree to share the data with the MyDataHelps app.

For the sample sleep projects, you might be interested in collecting the participant's physical activity (steps and distance) or sleep analysis from Apple Health.

Creating Notifications

MyDataHelps Designer allows custom notifications to be sent to participants via SMS/text, email, or the MyDataHelps app (a "push notification"). You may create any number of custom notifications for your workspace, share them across all your projects, and make them available in multiple languages.

You can create notifications by clicking "Notifications" along the top navigation bar, then clicking "Add Notification." There you can define a notification's type (SMS/text, email, or push) and content.

For more information, see Using Participant Notifications (SMS, Push, Email).

Testing the Project

Once you've configured the project settings, schedules, and notifications, you will want to begin testing. You can quickly invite a participant via email, click the open enrollment link, or scan the open enrollment code from the project dashboard.

Monitoring Participant Segments

Once your project is in motion, you can view participant segments in the right panel of the project dashboard. The segments will appear alphabetically, so we recommend naming them using numerical prefixes if you wish them to display in chronological order. 

If you have not added any participants yet, this section will prompt you to add participants; if you have not created any segments, this section will prompt you to create a segment.