|Pre-Requisites (this feature might be disabled on your system)
||If there are studies a participant must participate in before participating in your study, choose them here. You may select multiple studies.
You may specify that participants must have participated in at least one, if not all of the studies specified.
The system will handle enforcement of the pre-requisites in a strict or lenient fashion, depending on how your system is configured. In strict enforcement mode, the participant must have received credit for (participated in) the pre-requisite studies. In lenient enforcement mode, the participant must only be scheduled to participate in the pre-requisite studies (it is presumed that they will go on to complete the pre-requisite studies). You can ask your administrator how this is configured, if it is of concern. If your system is in lenient enforcement mode and a participant cancels a necessary pre-requisite for your study (they are warned of this), and your study is configured so that the researcher will receive notifications of cancellations or sign-ups, then the researcher will receive notification of the pre-requisite problem and can contact the participant if necessary.
Depending on how your system is configured (Pre-Requisite/Disqualifier Display setting), participants may or may not see which studies you have specified as pre-requisites when they view your study.
|Disqualifiers (this feature might be disabled on your system)
||If there are any studies that a participant must not have participated in, please select them here. You may select multiple studies. The system will handle enforcements of the restriction during the sign-up process. If a participant has signed up for, or participated in, at least one of the studies specified as a disqualifier, then they will not be eligible to sign up for your study.
Depending on how your system is configured (Pre-Requisite/Disqualifier Display setting), participants may or may not see which studies you have specified as disqualifiers when they view your study.
|Course Restrictions (this feature might be disabled on your system)
||If you would only like participants enrolled in certain courses to participate in your study, select the eligible courses here. Participants who are not in at least one of the courses you selected will not see the study when they view the list of available studies. You may choose No Restrictions if you would like to make the study available to participants in any course.
There is a limit to how many courses can be listed as course restrictions for a study, and the limit is somewhere between 60 and 80 courses. The limit is varied depending on a few factors, and the system will simply not save the course restrictions for any courses that would take it over the limit.
Note that course restrictions do not function as a disqualifier but rather as a qualifier. For example, if a participant is in both Course A and Course B, and the study is restricted to only those in Course A, the participant is eligible because they are in Course A, despite the fact Course B is not listed as a course restriction. In addition, using the same example above, the participant may assign the credit from the study to any of their courses, including those courses not listed in the course restriction (Course B in this example). Course Restrictions function solely to qualify participants for a study, and not to restrict their ability to assign credits to courses.
|Age Restrictions (this feature might be disabled on your system)
||If you would like to limit to participants within a certain age range, you can specify it here, and participants who do not qualify will not see the study at all.
For lab studies, the age restriction is enforced based on the date of the timeslot. For example, if a study has a minimum age limit of 18, and a participant is currently 17 but will turn 18 next week, the system will allow them to sign up for any timeslots that will take place after they have turned 18.
For web studies, the age restriction is enforced based on their age at the time they sign up for the study.
You may enter age restrictions up to two decimal points, for example 18.25 to 21.99. You may enter values as low as 0.01, for research with babies.
For the maximum age limit, keep in mind that if you do not specify any values after the decimal point (for example, entering in just 29), then the system will interpret this as 29.00. What this means is that a participant who turned 29 three few months ago would be ineligible to participate because their age is now 29.25. If you want to include all 29 year olds, you can set the maximum age limit to 29.99.
|Invitation Code (this feature might be disabled on your system)
||If you would like to have a special sign-up password for this study, enter it here. This is known as an invitation code and applies just for this study. Participants must know the invitation code to sign up for this study. This is often used in cases where the researcher wants to personally select participants, so the researcher only provides the invitation code to the desired participants. Invitation codes are not case sensitive, and are in no way connected to any passwords users use to log in to the system.
If you do not need an invitation code, leave this field blank.
|Is this a web-based study? (This feature might be disabled on your system)
||This will list if the study is an online study, and the type of online study. This setting cannot be changed after a study is created.
|Should participants be identified only by a unique, random ID code?
||If enabled, then researchers will not see participant names, but instead an ID code to identify them. This setting only applies for online studies, and only if ID codes aren’t already enabled system-wide by the administrator. For external web studies, this setting is useful primarily in conjunction with placing %SURVEY_CODE% in the Study URL. Once this setting is enabled (to show ID codes), it cannot be changed back to showing names again, even if you remove %SURVEY_CODE% from the Study URL.
||The URL (web address, usually starting with https://) for your study. This is only required for web-based studies administered outside the system.
If you are setting up a web-based study outside the system and would like the system to pass a unique identifier in the URL so that you may easily identify participants and even have the system grant credit automatically, add the text %SURVEY_CODE% in the URL where you would like the identifier to be placed. This feature is most commonly used with online survey products like Qualtrics, SurveyMonkey, LimeSurvey, and similar products. This is discussed in further detail in the Web-Based (Online) Studies section of this documentation.
If you are setting up a multi-part online study, you will need to specify the URL for each part of the study, and the URLs should be unique.
|Study URL Display (single-part external web studies only)
||If set to Yes, then participants may still access the Study URL even after they have been marked as having participated in the study. If set to No, the URL will not be available to them.
In all cases for external web studies, the URL will not be displayed until they have signed up for the study. Regardless of this setting, the URL will not be displayed after the timeslot is in the past.
|Participant Sign-Up Deadline (this feature might be disabled on your system)
||Enter the deadline date (before the study is scheduled to occur) that is the last possible date a participant may be allowed to sign up, in whole hours.
|Should the Researcher receive an email notification when a participant signs up or cancels?
||If set to Yes, the researcher for this study will receive an email notification whenever a participant signs up or cancels their sign-up for this study. The email notification will be sent to an email address based on the information the researcher has provided. See the Email Address Options section of this documentation for more information on how the email address is determined. Emails will contain the first 50 characters of the study name as part of the subject line in order to make it easier to sort the emails within an email program.
If set to Yes, researchers will also receive a notification if the system is in lenient pre-requisite enforcement mode; and a participant cancels a study that was a pre-requisite for the current study. Read the section on Pre-Requisites in this table for more information about this situation.
Emails are sent to all researchers specified for the study, unless a specific researcher is assigned to the timeslot that the email notification is being sent about. See Timeslots Linked to Specific Researchers for more information.
Emails are also sent in the case of a manual sign-up or cancellation (when the researcher and not participant performs the action).
|Researchers at Timeslot-Level
||If set to Yes, it will be possible (but not required) to assign a specific researcher from the list of researchers for the study to a specific timeslot. If set to No, then it is presumed that all researchers assigned to the study are responsible for all timeslots. See Timeslots Linked to a Specific Researcher for more information. This option only appears if the system is configured to allow multiple researchers per study.
|Automatic Credit Granting
||If set to Yes, timeslots that are more than a specified number of hours old and still in the Awaiting Action state will be changed to a credit grant. The check for timeslots in this situation is made only once per day. If an automatic credit grant is done, you may still change it later if necessary.
For online external web studies, the credit grant will take place (the specified number of hours) after the timeslot (participation deadline) has occurred (as opposed to being based on when the participant signed up. This feature is generally not useful in this situation (use External Study Credit Granting instead). The option will not appear for online survey studies (within the system) because credit granting generally occurs automatically, immediately after the participant completes the survey.
|Can a participant sign up for this study more than once? (This feature might be disabled on your system)
||If you would like to allow participants to sign up (and receive credit) for your study more than once (at different times), choose Yes. Otherwise, choose No.
If No is chosen, participants may only sign up for the study more than once if they had previously failed to show up for the study (a no-show).
||This is an optional area where you may enter any comments or notes about the study. These are visible to any researchers and PIs in the system, but not to participants. This field is useful if you want to make the technique used in the study visible to other researchers, so they can set your study as a disqualifier if necessary. This field can be up to 1,000 characters in length.
||This is an optional area where you may enter any comments or notes about the study. These are only visible to the researchers (and PI) for this study. These are not visible to participants or to other researchers or PIs in the system. This field can be up to 1,000 characters in length.
||If set to Yes, then this study is considered a research alternative study. For various reasons, some participants may be restricted to participate in regular studies (typically, for accruing too many unexcused no-shows or being unable to consent), meaning that they can only sign up for research alternative studies. Only an administrator may change this value (the default is No).