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Info

This overview provides you with the information needed to get started with your project build.

Be sure to check out the ‘Overview’ documentation within the other sections of our help desk.

Generalized steps to get started with your build:

  1. Register & Create New Project

  2. Review our Best Practices

  3. Build your Instruments

    1. Field Types & Suggested Coding

    2. How to Copy entire Project & how to OR copy Forms or /Instruments from one project to another

    3. Promis & CATs (Computer Adaptive Tests)

  4. Plan your Survey Setup & Distribution

  5. Test your project. It is critical to TEST your project in the Development Mode.

    1. Details: (Moving a Project to Production - Start to Finish)

  6. Request to move your project to production

    1. NOTE: Per University Policy, real data should NEVER be collected in development mode.

Other considerations:

Is a longitudinal project right for you?

Longitudinal projects provide collection of data over time in order to track changes and progress. Longitudinal projects are useful in the following situations:

  • Long Term Studies

  • Clinical Trials

  • Recruitment & Enrollment Combinations

  • Multi-Site Studies

  • Repeating Surveys

View more information on Longitudinal projects