Engage Help Center
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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.
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.
Read more in the section Best practice for screening activity creation.
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.
Read more in the section Best practice for screening activity creation.
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.
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.
Read more in the section Best practice for participant consent documentation.
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.
Read more in the section Best practice for survey activity creation.
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.
Read more in the section Best practice for feedback activity creation.
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.
Read more in the section Best practice for participant consent documentation.
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.
Read more in the section Best practice for survey activity creation.
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.
Read more in the section Best practice for feedback activity creation.
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.
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.
Read more in the section Best practice for custom activity creation.
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.
Read more in the section Best practice for custom activity creation.
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.
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.
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 of the available question types is found under the button Add Question. 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 toolbox of the available question types is found under the button Add Question. 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.
Once the activity setup has been completed, the option Save will allow you to finally create it.
The activity will be automatically published along with saving it.
It can be unpublished with the boolean button in the top right corner of the Engage window. All of the unpublished activities can be seen in the project Activities view as drafts. Drafts and published activities can be edited at any time.
It can be unpublished with the boolean button in the top right corner of the Engage window. All of the unpublished activities can be seen in the project Activities view as drafts. Drafts and published activities can be edited at any time.
Manage and sort the created activities
The control panel at the top of the Activities page allows the Administrator to overview and sort the activities added to the project. It is possible to either see all of the project activities or view only a specific group.
All: select this tab to view all of the activities added to the project.
Published: select this tab to view only the published activities of the project.
Draft: select this tab to view only the activities that are unpublished and do not have any participant responses submitted.
Deactivated: select this tab to view only the activities that have been unpublished and have at least one participant response submitted.
The control panel at the top of the Activities page allows the Administrator to overview and sort the activities added to the project. It is possible to either see all of the project activities or view only a specific group.
All: select this tab to view all of the activities added to the project.
Published: select this tab to view only the published activities of the project.
Draft: select this tab to view only the activities that are unpublished and do not have any participant responses submitted.
Deactivated: select this tab to view only the activities that have been unpublished and have at least one participant response submitted.