ENGAGE HELP CENTER
Activity management
This guide is aimed to help administrators create new project activities and utilize the options available on the Engage platform.
Once at least one project has been set up, you can add to it activities of several types containing various data entry forms. They will ensure collecting the necessary data from the participants of the project in a dynamic manner.
All the activities of the project can be reviewed and edited from the section Developed projects when choosing the View activities button on the relevant project card.
Available activity types
Screening activity
This activity type is intended for screening the approached audience in order to determine the target group that fits the specific needs of your project.
Having completed the Screening activity, the participants will be immediately informed whether they fit the requirements of the project.

After completing the Screening activity, the Participants will be presented either with the message that they are Qualified or Not qualified to take part in the project and complete the consecutive activities.
This is the message displayed for the participants who will have Qualified to take part in the project.
This is the message displayed for the participants who will have Not qualified to take part in the project.
Consent activity
This activity type allows to create a dynamic method of gathering the participants' consent for taking part in the project. The participants are later empowered to manage their consent and are, thus, able to control their participation at any time.

Survey activity
This activity type allows to create the forms for gathering data that is crucial to the project goals. Various kinds of survey elements are available to help you design the best possible questionnaire for the needs of your project.

Feedback activity
This activity type is designed for gathering feedback from the participants of your project. With help of this activity your participants will be empowered to reflect on their experience and share it with you which, in turn, will enable you to continuously improve the quality of your project.
If a participant will have completed only the Feedback activity of a project, they will not yet be registered as participating in it.

Only after completing other activity types will the participants be displayed with the message I participate that will help them keep track of all of the projects they have enrolled in. This feature enables the administrators to gather feedback from all participants - those who have started on the project journey and those who have not done that yet.
Other activity
This activity type enables administrators to create custom activities that can be applied to add interactive instructions with such elements as embedded videos, images, detailed texts. It can be used to represent activities like interviews, doctor's visits, examinations, daily use of medicines and many other processes in the project.
Create a new activity
In the upper right corner of the Activities page the administrator can add new project elements by selecting the necessary activity type from the drop-down list, for example, a new Survey.
1. Activity title
In this step, the Activity title and Activity description have to be added in as many language variants as necessary. The option to Continue to the next step will become available once all the necessary information will have been inserted.
2. Activity questions and other elements
The toolbox situated on the right side of the page or hidden under the three horizontal dots next to the Add Question option will help you develop the project activity. The activity development options include:
- Adding data input forms, choosing the preferred question types, e.g. Radiogroup, Matrix etc;
- Grouping the questions into pages, assigning page names to guide the participants through the survey flow;
- Adding visuals, languages, question logic, validation;
- Using the Preview tab to make sure the survey looks and works well;
- Using the JSON Editor tab to make adjustments to the JSON code if this option is preferred;
- Using the Translation tab to translate the activity elements to other languages;
- Utilising many other useful options.
The option Continue will allow you to move to the next step of the activity creation.
The activity will not be seen by the participants until it has been published.

Unpublished activities can be seen in the project Activities view as drafts. Drafts and published activities can be edited at any time.
Once the activity setup has been completed, the option Save will allow you to finally create it. The slider situated in the top-right corner of the window next to the Save button will allow you to publish it and make it available on the project timeline.