Knowledge Base for Investigators

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Knowledge Base for Patients


Surveys can be assigned delegates that will receive a survey task and due date. Assigned delegates will have their own role in the completion of a particular survey. Defining survey delegates is discussed when constructing the observational protocol for a circle.

A survey assigner will see all assigned surveys, their delegates, and statuses on their dashboard. If required, they can reassign/close a task, send a reminder to a delegate, or complete it themselves.

A Survey may be assigned to the follow:

On a survey due date, the system will notify the survey delegate about their task:

Clinicians/Service Providers


To learn more about how to set reminders for surveys, see our article on Scheduling.

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