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Participant Profile - Appointments Tab

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Participant Profile - Appointments Tab

 

  1. Contact List
  2. Participant Profile
  3. Add Appointment Button
  4. Add Appointment Table
  5. Appointment Message Information

 

 

1. Contact List 

The numbered items in Image 1 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 1: Contact List
 
screenshot_-_finding_ppt_profile.png
 
  1. Contacts: Selecting "Contact List" from the Contacts menu will send you to the page seen above, this is the first step in finding the Participant Profile > Appointments tab. Next you can either do step 2 or 3.
  2. Actions: Clicking on the Action button will open this dropdown menu, here you will find the "Participant Profile" link.
  3. Participant Icon: A secondary way to access the Participant Profile is by selecting the participant icon (ppt_guy.png).

 

 

2. Participant Profile

The numbered items in Image 2 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 2: Participant Profile
 
screenshot_-_new_appointments_tab_circled.png
 
  1. Appointments: If you visit a participant's profile who has a storyline associated with them, you will see the tab called "Appointments."

 

 

3. Add Appointment Button

The numbered items in Image 3 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 3: Add Appointment Button
 
screenshot_-_add_appointments_tab.png
 
  1. Add Appointment Button: Clicking this button will open up the table to enter in the appointment information.

 

 

4. Add Appointment Table

The numbered items in Image 4 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 4: Add Appointment Table
 
screenshot_-_add_appointments_table.png
 
  1. Appointment Date / Send Date:
    * Appointment Date: When you click inside the text field, a calendar will show up so you can pick the date and time for the appointment.
    * Send Date: When you click inside the text field, a calendar will show up so you can pick the date and time to send the message to the participant.
  2. Message: This is the message that will be sent to the participant.
  3. Yes Response / No Response:
    * Yes Response: The message sent to participant when they reply YES to the message.
    * No Response: The message sent to participant when they reply NO to the message.
  4. Survey Configuration: Select survey(s) to add to appointment message.
  5. Update / Cancel Editing:
    *  appointments_tab_-_check_mark_update_button.png: This button will save the appointment information that has been inputted into the table.
    *  appointments_tab_-_x_cancel_editing_button.png: This button will close the Add Appointment table without saving changes.

 

 

5. Appointment Message Information

The numbered items in Image 5 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 5: Appointment Message Information
 
screenshot_-_message_module_2.png
 
  1. Message: The message content of the appointment.
  2. screenshot_-_pencil_edit_icon.png: Edit the message content of the appointment.
  3. Appointment Date: The date of the appointment.
  4. Send On: The date the message will be sent to the participant.
  5. Status: The three buttons (each will be explained below) show the status of the participant's response.
  6. appointments_tab_-_check_mark.png: Accept appointment on behalf of participant (status = confirmed).
  7. appointments_tab_-_circle_with_line.png: Decline appointment on behalf of participant (status = declined).
  8. appointments_tab_-_x.png: Delete appointment (removes appointment from table).

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