Schedule Settings

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Each schedule type in Inclivio has unique settings that allow you to customize how pings are sent and how the schedule behaves for your participants.

  • Automatic vs. Manual Schedule application

    Do you want to apply this schedule to all participants when they enroll? If yes, toggle this on (Toggle on icon). If no, toggle this off (Toggle off icon). Manual schedule application is most useful when you have schedules you want to apply only to a subset of participants (e.g., participant-specific schedules, experimental designs with different assessment schedules in each arm).
  • Screenshot of the manual vs automatic schedule application toggle in the dashboard
  • When to start sending pings

    Participants can start receiving pings immediately after they enroll in your study (defaults to the following day). Use this field to control when participants begin receiving pings. This is very useful in implementing measurement burst designs. For example, suppose you want to implement a design wherein you ping participants 5x/day for 14 days, wait 30 days, then ping again 5x/day for 14 days. To automate this within Inclivio, you would create two ESM/EMA schedules, one that begins 1 day after enrollment, the other that begins 45 days (15 + 30) after enrollment.
  • Interface for setting the start delay after participant enrollment
  • When to stop sending pings

    How many days do you want this schedule to run? Use this field to control the length of your schedule.
  • Configuration field for the total duration of the schedule in days
  • Conditions upon which to stop sending reminders

    Choose whether to send reminders until the participant clicks on their ping (i.e., is routed to the survey) or until they complete their survey.
  • Dropdown menu showing options to stop reminders upon survey click or completion
  • Survey expiration

    Use this field to control when pings expire. When participants click on an expired ping, they are not redirected to the survey. Instead, they will reach a page informing them that the ping has expired.
  • Field for setting the survey expiration duration
  • Buffer between random pings

    If you are using a random interval design (i.e., sending pings randomly within pre-defined intervals of time), you may want to prevent pings from being sent too close together. Use this field to control the minimum amount of time random pings are separated by. If you attempt to create random pings with intervals larger than the value in this field, the ping box will turn red and you will not be able to save your schedule.
  • Input for defining the minimum buffer time between randomized pings
  • Schedule Mode

    This field gives you control of when your pings are sent.
    • Select Same every day to send the same set of pings every day the schedule is applied.
    • Select By day of the week if you want your pings to differ by day-of-the-week. This is useful, for example, if you want to send a different ping schedule on certain days of the week, or if you want to adjust the ping schedule to match sleep/wake times as they vary across the week.
    • Select By study day for full customization over the ping schedule. Allows you to set a unique ping schedule for every day the schedule is applied.
  • Comparison of schedule mode options including Daily, By Day of Week, and By Study Day
  • Random sequence

    Numeric value used to implement within-person experimental designs, sent as a survey parameter. If (total number of pings) is selected, a value between 1 and the total number of pings contained within that schedule will be sampled without replacement. If (total number of days) is selected, a value between 1 and the total number of days contained within that schedule will be sampled without replacement (if multiple pings per day, each will contain the same randomSequence on any given day).
  • Random sequence sampling configuration interface
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