Inbox / contactlog

Modified on Thu, 29 Dec, 2022 at 9:10 PM

In the inbox are interactions with and around the participant saved an directly visible for the studyteam in chronological order. When a red dot is shown next to an icon, then there is an unread item.

It is possible to filter in the inbox when you click on the relevant icon, filter the overview by the activities belonging to the icon.

	Communication	An overview of all contact moments incoming and outgoing with the participant.
	Events	A report about the individual participant based on rules that are set up for each study.
	Tasks	Actions to be carried out by the participant and/or the study team. The assets always relate to the individual.
	Agenda	Scheduled appointments with the participant.
	News	News shared by the study team to the participant.
	Chats	Chats that have occurred with the participant

Please note! In the inbox , one or more filters may be active, so that not all available information is shown.

Please note! The above functionalities may be disabled to you and/or your study team. If you want to use a functionality, please contact the administrator within your organization.

Communication

All contact moments with the participant are recorded under communication. These include:

Notes
Mails
Push notifcations
SMS
In-app


Example email	Example note

Event (handling)

Please note! Follow up on events in a timely manner and make agreements with your colleagues about this. Your Research is not responsible for this.

Via the Events icon the red ball you can see will indicate if there are one or more open Events. By clicking on it, the overview to the right of the icon filters on the Events that have arisen.

You can handle an event by clicking on it. This opens a detail screen with:

Information about the origin of the event
Handling of event by:
1. Adjust status to 'pending' or 'new';
2. Indication of reason for change event.

Tasks

Please note! The tasks shown in this overview are only linked to the relevant participant.

Via the Tasks icon in combination with a red dot you can see that there are one or more open tasks. By clicking on it, the overview to the right of the icon filters on the Tasks that are available with the information below:

You can view or handle a task by clicking on it.

Visit / Appointments

Image with night sky

Automatically generated description

Please note! The agreements shown in this overview are only linked to the relevant participant.

By clicking on the Appointments icon you can see in the right overview which appointments have been recorded. The agreements show the following information by default:

By clicking on the appointment it is possible to see what information is shared with the participant.

Chats

Via the Chat icon in combination with a red dot you can see that there are one or more open chats. By clicking on it you can start a chat and also view the history. Within the chat it is possible to share other files in addition to text messages.