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Assigning a Status

Site Admin, Study Admin Permissions Required to access Study Settings

Steps to Assign a Participant's Status via a Survey

Step 1: Access the Survey Settings

  1. Navigate to Study Settings.

  2. Select Survey Creator.

  3. Choose the survey you want to modify.

Step 2: Add a Dropdown Question

  1. Open the Toolbox.

  2. Add a Dropdown question to your survey.

Step 3: Configure the Question Properties

  1. Select the Dropdown question.

  2. Open the Properties panel on the right.

  3. Under the General Properties category:

    • Locate the Survey Variable dropdown.

    • Select “Status” (this will automatically display all study statuses).

  4. Toggle the Is Visible switch OFF to hide the question from participants.

Step 4: Set a Default Status

  1. With the question still selected, go to the Data Properties category.

  2. Under the Default Value dropdown, choose the Status you want all participants to be assigned to upon survey completion.

Step 5: Save the Survey

  • Click Save to apply the changes.

By following these steps, participants will be automatically assigned a predefined Status based on survey completion.

NOTE:  If you need participants to be assigned different statuses based on their responses to other survey questions, refer to the "Using Inclusion Criteria on Surveys" section