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New Features in V 8.0
Custom Record Status Dashboards
Users can build and save custom versions of the Record Status Dashboard to customize the dashboard to their liking.
Custom Dashboard Configuration Options

  • Header Orientation- Horizontal or vertical
  • Group columns by instrument or event
  • Select instruments/events to display

  • Filter logic – users can set filter logic to filter the records displayed in the dashboard to a specific subset of the total records.

User Privileges for Custom Record Dashboard

  • Only users with Project Setup/Design privileges may create custom dashboards.
  • Once a custom dashboard has been created, it will be viewable and usable by all users in the project.


Survey Settings
Time Limit for Survey Completion
Users may set the amount of time (in days, hours, and/or minutes) that each respondent has to complete a given survey based on when they were initially sent the survey invitation.

  • This feature EXCLUDES public survey links.
  • When enabled, a new column is displayed on the Participant List where it denotes if a participant's survey link has expired. It displays the expiration time if you hover over the icon.

  • Click the icon, the user can permanently override the link expiration time by setting it further in the future or else to expire the link sooner.


Response Limit for surveys
Users may set a response limit for any given survey to prevent respondents from starting the survey once a set number of responses have been collected.

  • It can be set in "Survey settings" page.
  • It can be set so that the response count included either completed responses only or both partial and completed responses.
  • Users may set custom text to be displayed to respondents on the survey page when the response limit has been reached.
  • If the project has the longitudinal module enabled, then the Response Limit will be applied to each event individually where the survey is utilized.


PDF of the survey responses
Attach PDF of responses in confirmation email

  • When using the "Send confirmation email" option on the Survey Settings page for a survey, that section now contains an additional option to "Include PDF of completed survey as attachment", which will add the PDF of their responses sent to the participant in their confirmation email.


  • Note – Since email is NOT considered a secure form of communication, the PDF attachment option is NOT recommended if the survey contains questions asking for identifying information (e.g., PHI)

Allow participants to download a PDF of their responses at end of survey
It can be set in "Survey settings" page.

Note – If auto-continue or survey queue auto start options is enabled, this option will not be available.
New Action Tags
@RANDOMORDER

  • Randomizes the order of multiple choice field options as displayed on survey pages and data entry forms, in which their order will be different each time the page is loaded.
  • It can be used for the following field types: Checkbox, Radio, Drop-down, Yes-No, and True-False. Currently this tag does NOT work for a matrix of fields.

@HIDECHOICE
Hides one or more choices of a multiple-choice field. This action tag is useful if you want to retire choices after utilizing them for a while in data collection.

  • The format is @HIDECHOICE='??', in which the coded values should be inside single or double quotes for the choice(s) you wish to retire. If more than one choice needs to be hidden, then provide all the coded values separated by commas.
  • If the hidden choice has already been selected for a given record, then the choice will not be hidden on the survey or form for that record/event.
  • Hidden choices will still appear in reports and data exports.
  • This action tag can only be utilized for the following field types: Checkbox, Radio, Drop-down, Yes-No, and True-False.
  • This action tag works only in limited fashion with a matrix of fields, in which it will simply hide the checkbox/radio but still display the column for that choice in the matrix.

@MAXCHOICE

  • Disable one or more specified choices for a checkbox, radio button, or drop-down field after a specified amount of records have been saved with that choice
  • The format is the action tag name followed by the choice designations inside parentheses, in which each will follow the format of ChoiceCode=MaxCount with each choice separated by commas.
  • For longitudinal projects, when counting the number of choices saved for records, it will treat all events as separate

@MAXCHECKED

  • Allows a checkbox field to have a maximum number of checkboxes that can be checked.
  • The format is @MAXCHECKED=#, in which # is a positive integer.
  • This action tag can only be utilized by Checkbox fields.

@ NONEOFTHEABOVE

  • This tag makes it possible to have a 'none of the above' option without the risk of users mistakenly having other choices selected at the same time.
  • If a particular option is selected, it will alert the user that all other checked-off choices will be unchecked. And if the 'none of the above' option is already checked when the user checks off another choice, it will automatically uncheck the 'none of the above' option.
  • The format must follow the pattern @NONEOFTHEABOVE=XX, in which XX is the coded value of the 'none of the above' checkbox choice
  • This action tag can only be utilized by Checkbox fields.

@CHARLIMIT
Sets the maximum number of characters that can be entered into a Text field or Notes field and displays the number of characters remaining.

  • The format must follow the pattern @CHARLIMIT=#, in which # is the desired max character count (alternatively, the number value can be inside single or double quotes).
  • This action tag cannot be used at the same time as @WORDLIMIT for the same field.

@WORDLIMIT
Sets the maximum number of words that can be entered into a Text field or Notes field, and displays the number of words remaining.

  • The format must follow the pattern @WORDLIMIT=#, in which # is the desired max word count (alternatively, the number value can be inside single or double quotes).
  • This action tag cannot be used at the same time as @CHARLIMIT for the same field.
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