Project Configuration

Configure your project's settings, sensor & EHR data, schedules, and more.

Basics

Testing Your Project
It is essential to perform testing on your project before beginning to enroll participants, as ...
Creating and Renaming a Project
Table of Contents Creating a Project Renaming a Project Creating a Project When you create...
Configuring Project Settings
Project settings allow you to control how your project is displayed to participants from the Ab...
Copying and Deleting a Project
You may find the need to copy and delete projects as you test your MyDataHelps projects. Table...
REDCap Integration Overview
If you are using REDCap as your primary system to manage your study, you might benefit from the...

Enrollment Overview
MyDataHelps Designer provides several different methods to enroll participants. This article wi...
Open Enrollment
A common method for enrolling participants is by providing them with a QR code, 6-digit code, o...
Enrollment by Recruitment Survey
Within the Enrollment Settings, you can choose to define specific surveys as Recruitment Survey...
Enrollment by Invitation
Participants can join your project in a few different ways, as described in the enrollment over...
Enrollment by Search
For certain projects, allowing MyDataHelps users to find your project via search is productive ...
Collecting Participant Demographics
Table of Contents Collection Methods Collecting Demographics in a Survey Collection Meth...

Sensor Data Services
You can collect sensor data from a variety of data services. They are described briefly below, ...
Electronic Health Record (EHR) Data
Collecting EHR data from participants requires approval from CareEvolution. Please contact us. ...
Collecting Sensor Data
When creating a project, you have the option of selecting which pieces of passive sensor data y...
Viewing Sensor Data
Once you've set up sensor data collection for your project, you can configure exports to includ...
Sharing Sensor Data from MyDataHelps
MyDataHelps can collect certain sensor data from a participant's device, provided that: The pr...
Enabling SensorKit
Table of Contents About SensorKit Implementation of SensorKit About SensorKit SensorKit is...

Scheduling Playbook
Schedules allow you to automatically deliver content (i.e., surveys and notifications) to parti...
Creating Schedules to Deliver Project Content
Schedules allow you to automate the following actions for your project: Deliver surveys Delive...
Schedule Types
Table of Contents Schedule Type Overview On Enrollment On Entering Segment On Meeting Criteri...
Schedule Actions
The final step in configuring the schedule is determining which action(s) to take based on the ...
Viewing, Editing, Copying, Deleting, and Testing Schedules
Table of Contents Viewing Schedules Editing Schedules Copying Schedules Deleting Schedules Te...

Configuring the Participant-Facing App
You may wish to customize what your participants see in the MyDataHelps app to suit your specif...
View Builder
The View Builder is a drag-and-drop tool that uses standard MyDataHelps components, allowing yo...
Symptom Shark: Symptom Tracker Component
The Symptom Shark view builder component enables your participants to keep a customizable log o...

Participant Fields Overview
While most project teams are familiar with survey fields (variables collecting survey responses...
Types of Participant Fields
MyDataHelps Designer has a few different field types that can store participant information as ...
Populating Participant Fields
You have a few different options to populate your participant fields, which are outlined in thi...
Using Participant Fields
Once you have your participant fields configured and populated with values, you can begin to le...
Custom Field: Picklist
Unlike other custom fields, a custom picklist field can only have certain pre-specified values,...
Expressions
In addition to dynamic text replacement for participant fields, MyDataHelps supports an express...