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userzone:userdoc:creating_a_track [2013/02/06 15:21]
menno [Adding rounds]
— (current)
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-====== Creating a track ====== 
-===== Creating a new track ===== 
-  * Go to 'Track builder'​ in the navigation bar on the left 
-  * Under ‘Track builder’ go to '​Tracks'​ 
-  * Go to '​New'​ 
-  * Enter the name and starting date of the study 
-  * Choose the option '​Previous survey'​ 
-  * Choose the right organisation(s) ​ 
-  * Press '​**__Add new track__**'​ 
- 
-===== Adding rounds ===== 
-  * Go to ‘Rounds’ in the navigation bar 
-  * Go to ‘New’ ​ 
-  * Select a survey 
-  * Enter a number at '​order'​ (use this to order the list of surveys per track) 
-  * Enter a description like ’6 months follow up’ 
-  * Select one of de modes at ‘Date Source’ for the activation 
-    * '​Answers':​ Gremstracker uses a previous answer to determine when a surveys becomes active ​ 
-      * To use this mode; 
-        * 'Date source: Answers 
-        * 'Round used': select the Round in which the date is asked 
-        * ‘Date used’: select the question in which the date is given 
-        * Enter at 'Add to date’, the amount of time unites added to the date (for example: 6) 
-        * Select one of the time units at 'add to date unit' (for example: weeks ) 
-    * '​Token':​ GemsTracker uses a token of a different round to detirmen the activation date of this round (like when it was filled or deactivated ) 
-      * To use this mode 
-        * 'Date source':​ Token 
-        * 'Round used': Select the round on wich you want to base this round  
-        * 'Date Used': Select the token wich you would like to use 
-        * Enter at 'Add to date’, the amount of time unites added to the date (for example: 6) 
-        * Select one of the time units at 'add to date unit' (for example: weeks ) 
-    * '​Track':​ GemsTracker uses the start or end date of the track to determine when the survey becomes active 
-      * To use this mode 
-        * 'Date Source':​ Track 
-        * 'Date used’: Track start or end 
-        * Enter at 'Add to date’, the amount of time unites added to the date (for example: 6) 
-        * Select one of the time units at 'add to date unit' (for example: weeks ) 
-  * Select one of the modes at ‘Date Source’ for deactivation 
-    * See the activation for ‘Answers’,​ ‘Token’ and ‘Track’ 
-    * 'Does not expire':​ once activated the round will remain active until manually deactivated or the end of the track is reached 
-      * To use this mode 
-        * ‘Date source’: Does not expire ​ 
-  * Check '​Active' ​ 
-  * Press '​**__Save__**'​ 
- 
-==Add a round for each survey at every follow up moment == 
- 
-===== Activating a track ===== 
-  * Go back to '​Tracks'​ under 'Track builder'​ 
-  * Press '​**__Edit__**'​ 
-  * Tick '​Active'​ 
-  * Press '​**__Save__**'​ 
  
userzone/userdoc/creating_a_track.1360160493.txt.gz · Last modified: 2020/03/12 12:08 (external edit)