Key Concepts

Looking to get started with MyDataHelps? This quick overview of key concepts will help you jump right in to configuring, testing, and deploying your project.

Workspaces

Workspaces are where you collaborate to create your surveys and notifications which are shared across all projects in your workspace. Set up team-based permissions and invite your colleagues.

Surveys

Stored within your workspace and shareable across all projects, surveys and eConsent can be imported from REDCap and the NIH CDE or created from scratch using the survey builder. Surveys are typically delivered with schedules.

Notifications

Similar to surveys, notifications are available to all projects. You can create email, SMS, and push notifications, and even use pre-existing template email notifications. Most project teams use automated notifications to remind participants to complete study activities, triggered by schedules.

Projects

Projects are created within a workspace. They are where you define enrollment, enable wearable/EHR data collection, customize the participant experience, and set up schedules—automated actions, such as delivering surveys and notifications, that occur based upon specified triggers.

Enrollment

Whether you're recruiting with an email, an online link, or in-person, you'll want to make sure you enable the right enrollment settings to allow participants to join your project.

Schedules

Automate study actions, such as survey and notification delivery, with your project’s schedules. You'll define the criteria (e.g., “On Enrollment” or “no Fitbit data collected within 2 days”) that must be met before your actions occur and you can even set up actions to occur on a repeated basis, such as daily.

Participant Fields

Store key participant data as demographic or custom fields, such as first name, smoking status, or a surgery date. These fields can be used for survey navigation, schedule criteria, or dynamically displayed in a notification or survey.

App Layout

Customize the participant experience to create an engaging app experience. Use the App Designer to create project-specific views and determine which tabs you want within the App Layout settings.

Exports

Determine your data export files and frequency within Export Settings. Use the Export Explorer, or an external connection, to query your export database.

Production

We recommend creating a dry run (test) project to have in parallel to your production (live) project. This allows you to test changes in your dry run project before rolling them out to participants in your production project. When your production project is ready for prime-time, you’ll want to move it out of Development mode into Production mode.

Segments

Monitor your participants by creating criteria-based lists of your participants, such as participants who are within 1 week of surgery or participants who are in the experimental arm. Customize your columns and even display buttons to quickly launch coordinator surveys.