Participant Lists

Participant lists for survey and studies contain key pieces of information, or participant properties, on survey and study participants.  The lists can contain up to # values on a participant that can be used in both surveys, studies and emails to personalize communications and survey questions through piping in data or setting conditions based on participant properties

Within DatStat there are two types of Participant Lists: Master and Derived.

Master Participant Lists

Master participant lists hold the Global Pool of Participants that may be selected for participation in multiple Studies or Surveys.  

NOTE: A Master List must be created prior to being able to create a derived list

Derived Participant Lists

Derived lists are subsets of Master lists.  For example, a particular study may only need male participants.  From the Master List a subset is created of only the male participants for that study.  This subset is a “Derived” list.

NOTE: Study creation in DatStat Discovery requires a Derived List.

NOTE: All Customers upgrading from a 4.x version of DatStat Illume will find that the Global Participant List that was visible to Administrators within the Web Console will be converted to a Master List, and all existing Participant Lists will be converted to Derived Lists of that Master List.

Creating a Master Participant List

1. Log in to Enterprise Manager as either the Local Administrator or a User with sufficient permissions to work with Participant Lists and the projects they are in.
2. Expand the appropriate Project
3. Select the Participant Lists icon
4. Select Take Action/Add Participant List
5. Enter the Participant List Name
6. Select the Project where the List will reside
7. Select 'Master'
8. On the Participating Sites Tab, select the Sites and Site Groups to be available for all Derived Lists of this Master List
9. Click Save and OK

NOTE: Participant Properties on Derived Lists can be inherited from the Master List. If creating a Derived List, a list of Custom properties will be made available and the User will be able to select which Custom Properties they would like to inherit.

Inherited properties will automatically be populated with the values from the master list and if changed, will be propagated back up to the Master List field.

Creating a Derived Participant List

1. Log in to Enterprise Manager as either the Local Administrator or a User with sufficient permissions to work with Participant Lists and the projects in which they are located.
2. Expand the appropriate Project
3. Select the Participant Lists icon
4. Select Take Action/Add Participant List
5. Enter the Participant List Name
6. Select the Project where the List will reside
7. Select 'Derived'
8. Select the Master list it is associated with
9. On the Participate List Columns Tab, select the Custom Properties that will be inherited from the Master List
10. On the Participating Sites Tab, select the appropriate Sites to be used if desired. NOTE: Sites must be created in the Enterprise Manager by an System Administrator prior to this step
11. Click Save and OK

Editing a Participant List

1. Log in to Enterprise Manager as either the Local Administrator or a User with sufficient permissions to work with Participant Lists and the projects they are in.
2. Expand the appropriate Project
3. Click on the Participant Lists link
4. Click the Edit Participant List icon for the list to edit
5. User can modify the Name and Project of the Participant List
6. User may choose to enable the use of Relations in the Participant List
7. If Custom Properties are available the list of inherited properties can be modified
8. Click Save and OK to commit any changes

Using Relations in a Discovery Study

When a Master or Derived Participant list is created Users may Add relations, and contact attempts made with those relations, from the participant summary view.

Relations are different people who may have a relationship to the Participant. For example, some studies might have individuals (father, aunt, teacher, etc) who will be contacted to help locate the participant for a follow up interview if their contact information changes.  The Relations field is a scale value list that is viewed as a drop-down menu in the Relations panel when adding to/updating relations information for a Participant (e.g. 1=father, 2=sister, etc.). Relations must be created and enabled in a Master list in order for them to be enabled in the Derived List.

Enabling and Defining Relations In a Master List

1. Log in to Enterprise Manager as either the Local Administrator or a User with sufficient permissions to work with Participant Lists and the projects they are in.
2. Expand the appropriate Project
3. Click on the Participant Lists link
4. Click the Edit Participant List icon for the list to edit
5. Check Uses Relations
6. Click on the Participant Relation Types tab
7. Click Add New Scale Value
8. Enter the Code and Name for the Scale Value - For instance 1 = Father  - Value= numeric and Label = text
9. Continue adding values until complete
10. Click Save and OK to commit

Selecting Relations In a Derived List

When creating a Derived List from a Master List with Relations, Users are able to select the Relations to make available in the Study.

1. On the Edit Participant List screen
2. Check Uses Relations
3. The defined relations from the Master List will be displayed
4. Check the Relationships that should be enabled
5. Click Save and OK to enable the selected Relationships

 Identifying Sites for a Derived Participant List

Derived Lists inherit the Sites that were selected in the Master list. Sites are created at the Enterprise Manager level and are then associated to the Master Participant List. This is found in the DATSTAT_SITE Standard Participant Column.

To Modify the List of Sites for the Derived List:

1. Log in to Enterprise Manager as either the Local Administrator or a User with sufficient permissions to work with Participant Lists and the projects they are in.
2. Expand the appropriate Project
3. Click on the Participant Lists link
4. Select the Participant List Details Icon for the Derived List to edit
5. In the Participant List Columns Pane, scroll down to find the DATSTAT_SITE Property
6. Click on the Edit Property Icon
7. Click on the Participating Sites Tab
8. There will be a list of all Sites and Site Groups that have been selected for possible Use in the Master Participant List
9. Check the Sites and Site Groups to use for this Derived Participant List
10. When finished Click Save and OK