ASSIGNING A STATUS VIA SURVEYS

Users with Site Admin or Study Admin permissions can configure a survey to automatically assign participants to a specific Status upon survey completion. This is done by adding a hidden Dropdown question to the survey, linking it to the Status survey variable, and setting a default Status value. Once saved, participants who complete the survey will be assigned the selected Status automatically. If participants need to be assigned different Statuses based on their survey responses, use Inclusion Criteria to manage the Status assignment logic.

Steps to Assign a Participant's Status via a Survey

Step 1: Access the Survey Settings

1. Navigate to Study Settings.

2. Select Survey Creator.

3. Choose the survey you want to modify.

Step 2: Add a Dropdown Question

1. Open the Toolbox.

2. Add a Dropdown question to your survey.

Step 3: Configure the Question Properties

1. Select the Dropdown question.

2. Open the Properties panel on the right.

3. Under the General Properties category:

   • Locate the Survey Variable dropdown.

   • Select “Status” (this will automatically display all study statuses).

4. Toggle the Is Visible switch OFF to hide the question from participants.

Step 4: Set a Default Status

1. With the question still selected, go to the Data Properties category.

2. Under the Default Value dropdown, choose the Status you want all participants to be assigned to upon survey completion.

Step 5: Save the Survey

• Click Save to apply the changes.

By following these steps, participants will be automatically assigned a predefined Status based on survey completion.