Survey Submit Events

Survey Submit Events are triggered the same whether used with a Study Item or in a Stand Alone survey.

Most of the configuration will be similar.

See Global Survey Submit Events

Creating a Survey Submit Event in the Study Editor

1. Select Administration/Edit Study
2. Expand the Study list to the Survey Study Task
3. Click on the Item in the Tree

4. In the Study Task Events Pane click on the Survey Submit Events Tab
5. Click on the Add Survey Submit Event icon in the top right of that pane.
6. Select the Types of Survey collection methods to trigger the event

7. Click Save and OK
8. There is a default Action Group that gets created under the Survey Submit Item Event Tab.

9. Click on the Edit Action Group Icon
10. The name of the Action Group defaults to "Action Group: #1" Change this if desired
11. Click on the Action Conditions Tab to add conditions if desired
12. Click the to Add a Condition - if applicable
    1. Select the Variable Type
       1. Participant Data - Allows Users to base an action on a specific Participant Variable Value
       2. Survey Variables - only applies to Survey Submit Events.  Base an action on Survey Submit using a Variable from the Survey
13. Click the Saveicon to add the condition, Edit to edit the condition, or Cancel to cancel that condition
14. Repeat as needed for multiple conditions

15. If Applicable - In the Action Condition Comparison Type field set, specify:

    1. Or - If any condition is true the actions will be executed
    2. Complex - If selected use the Advanced box to specify Complex Logic for action
    3. And - If all conditions are true the actions will be executed

NOTE: Click the Red to delete an Action Group once created or the Edit Icon to modify

16. Click on the Actions tab

17. Click the to add and Event Action

18. There are eight Actions that can be performed on Survey Submit Event:
    1. Email Alert - Send an email to Participant, Case Owner, or any RMS /Illume User with an email address specified
    2. SMS Alert Action - Enter the SMS information and Click the Save SMS Alert Action button See SMS Alerts for more information
    3. Add Participant - Allows Users to Add a Participant to Discover from an Unauthenticated Survey and set Participant Properties using values from the Survey
    4. Update Participant ( Event Data) - Allows Users to set/update a value of a Participant Property using a value from a Survey
    5. Update Milestone - Allows Users to update the current Milestone, move the Participant to another Milestone, Create an Ad hoc Milestone, or Iterate Existing Ad hoc Milestone
    6. Add Study Task - Allows Users to add an Ad hoc Study Task for a Participant
    7. Update Study Task - Allows Users to set Status, Scheduled Date - If Applicable, Due Date, and/or an Update Comment for a Study Task that exists for a Participant
    8. Randomize Participant - Move a Participant to a different study arm based on a specific Randomization Schedule

19. Click Save and OK when complete