Participant & Project Management

• Managing Participants

  The Participants tab provides a central dashboard where you can manage participants, perform bu...

• Viewing and Editing Participant Information

  In addition to acquiring survey and other export data, you may wish to view more detailed infor...

• Viewing Participant Devices and Linked Accounts

  The Participants screen allows you to view information about a participant's devices and any ex...

• Filtering With Participant Segments

  Segments help you organize your project's participants into meaningful groups, such as “Partici...

• Filter Criteria Types

  Filter criteria allow you to further define which participants should belong in a specific segm...

• Segments Best Practices & Examples

  Segments are a powerful tool that allows you to track participant milestones and drive actions....

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• Promoting Your Project From Testing to Production Mode

  Prior to launching your project, you'll want to configure and test your project. During this ti...

• Configuring Your Project for Multiple Languages

  If your project plans to enroll participants whose primary language is not English, you can con...

• Webhooks

  Webhooks are user-defined HTTP callbacks that are sent in response to an event's occurrence. Wi...

• Project Activity

  The "Activity" tab within a project provides aggregated activity data across the project. This ...

• Managing System Downtime

  Periodically, CareEvolution will have system downtime while we upgrade our servers for new feat...

• Viewing and Closing Survey Tasks

  Survey tasks help you track surveys delivered to a participant. Each task shows the survey name...

• Using Coordinator-Entered Surveys

  Sometimes coordinators may need to enter survey data on behalf of participants. This is similar...

• Viewing and Downloading Survey Results

  You can view and download a PDF of results for completed surveys from a specific participant on...

• Deleting Participant Survey Results

  Occasionally, you may find that you need to delete a participant's survey results - perhaps you...

• Auxiliary Data Files

  You can upload auxiliary data files to capture participant data collected outside of MyDataHelp...