Enrolling in Projects with MyDataHelps

Participants can enroll into MyDataHelps projects in a variety of ways. Please refer to the Enrollment Overview for further details. This article will cover enrollment from the participant’s perspective.

Finding a Project

Depending on the project settings, the participant can find a project in a few ways, captured in the following sections.

Accepting an Invitation

You can send an invitation to a participant, giving them a direct link to the project in MyDataHelps. Here is the process:

1. The coordinator sends an invitation. See inviting participants for more information. The participant will receive an email inviting them to download the MyDataHelps app and join the project.
2. The participant registers with MyDataHelps and logs in. They will see the invitation in the Invitations section of the MyDataHelps home screen.
   
3. The participant selects the invitation and reviews the project information.
4. The participant completes enrollment as described in Joining a Project, below.

Using a Project Code

If you've enabled "Allow Open Enrollment" in the project settings, participants can scan the QR code, enter that code, or use the url to join your project. Here is the process:

1. The coordinator gives the project's alphanumeric code, QR code, or join url to the participant. This can be found in the project settings under Open enrollment.
   
2. The participant registers with MyDataHelps and logs in.
3. The participant selects "Scan Code" on the home screen.
   
4. To scan the code with the camera, the participant will need to allow MyDataHelps to access the camera.
   
5. If the participant denies access to the camera or does not have the code image, they can still select "Manual Entry" and enter the project's alphanumeric code or use the join url.
6. The participant reviews the project information.
7. The participant completes enrollment as described in Joining a Project, below.

Searching for a Public Project

If you've enabled "Show in Search" in the project settings, participants can find your project by searching in the public directory. Please contact us if you need this feature enabled.

To find a public project:

1. The participant registers with MyDataHelps and logs in.
2. The participant selects "Search for a Research Study" on the home screen.
   
3. The participant browses the projects shown or uses the search box at the top to find a specific one.
   
4. The participant selects the project and reviews the project information.
5. The participant completes enrollment as described in Joining a Project, below.

Completing a Recruitment Survey

Prior to officially joining a project, participants may be invited to complete a recruitment survey, which adds them to the list of project participants within MyDataHelps Designer. This method does not require them to access the app, create an account, or log in; however, depending on the purpose of the web survey, they may be directed to either create an account or complete another survey after completing the initial survey.

This survey should capture the participant’s demographic and contact information (i.e., first name, last name, email address), as this is the information that will be stored in MyDataHelps Designer, and is needed if you wish to contact them further.

Joining a Project

No matter how the participant finds a project, they will come to a screen showing the project details. From here, they can learn about the project and choose to accept an invitation or enroll.

1. The participant reviews the project information, which is drawn from the project settings and workspace settings.
   
2. If the participant received an invitation, they can select "Accept Invitation" to join the project, or decline the invitation. For a project they found via the public directory, they can select "Join."
3. The participant will be prompted to review and complete the project's consent survey.
   

The participant is enrolled when the consent survey is complete. If they cancel from the survey at this point, they will not be enrolled as a participant.

Allowing Sensor Data Collection

If the project has enabled sensor data collection, MyDataHelps may prompt the participant for additional permissions depending on the data being collected. The default Home tab will display the option to connect any sensor data services that are enabled for the project, depending on the participant's device (i.e. Apple Health will only appear using the iOS app, Fitbit will display on all platforms, etc.). Sensor data can also be enabled from the participant Account section in MyDataHelps, through a "Connect Device" View Builder component in any views you create, or the Connect Device step included in surveys after enrollment.

More detail on the participant experience of enabling and modifying sensor permissions can be found in Sharing Sensor Data from MyDataHelps.