Setting up Profile Questions

In cases where you need additional information from participants as they join the project, profile questions can be set up for participants to fill out as they register for the software.  

Navigating to the Manage Profiles area

Profile questions are set up and edited in the Profile Questions area under the Users tab. 

Adding Sections

Once in the Profile Questions section, click the Add Section button to create a section of the profile to add questions to.

Multiple sections can be created with different settings in order to ask questions or expose information to participants or have hidden fields.  Some sections will automatically be hidden, for example,  if you have a technical check process or are uploading information during the participant upload process or are piping in information via screening integration and may appear here automatically.

The Section Header is open-ended and can be anything relevant to the project.  Keep in mind that if the visibility is participant facing, this will be seen by participants, observers and moderators.

The Question Defaults allow you to make the section questions required or not by default and set who can see the questions in this section. 

• Only internal users  - this section is only available to itracks internal staff and recruitment teams
• Moderator and above - this section will only be viewable by moderators, project managers and itracks internal team members
• Profile owner and moderator and above - the participant who owns the profile will see the questions, and be able to answer them, moderators, project managers and tech support will also be able to view the questions and responses.
• Public - everyone will be able to see this section and see the responses of others in this project.  This setting should only be used in community style settings where profiles can be shared.

Adding Questions

Once a section added an Add Question button will appear to start adding questions.

When the Add Question button is clicked, a dialogue will come up in order for questions to be added.

Choose your Question Type from the drop down.

Enter in Question Text and Options (as applicable, options will only come up for close ended polling questions).

Choose your question preferences. 

Required - if checked, will force the participant to respond to the question before they can access the study

Randomized - will only apply to polling questions. If checked, will randomize the question options. When this option is selected, checkboxes appear to the left of the options so you can opt to only have certain options randomize.  

Choose the question visibility. This will default to the section level visibility but can be changed.

Click Save to save the question.