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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 copy Forms or Instruments from one project to another

    3. Promis & CATs (Computer Adaptive Tests)

  4. Plan your Surveys 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

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