ProofPilot How To

Creating an Activation Rule

Rules are among the most important features of ProofPilot. You’ll find rules in

  • Every single task you create.  Activation & expiration criteria determine when the tasks are available to participants and study tasks to complete.
  • Eligibility. Use rules to determine who belongs in your study and who doesn’t.
  • Arm Assignment. Determine when and how participants are assigned to different study arms.

The rule as a sentence
Don’t let the diagram fool you. You’re creating a sentence. They aren’t even “then” sentences. If the statement is true, then the task you are creating will activate, the user will be eligible, and the arm assignment will be made.

Your Trigger Options

You can trigger off the following:

  • Data already collected. Could be an answer to survey question, a result from a lab test, or information from an electronic medical record.
  • Prior task status. Trigger-based on whether a prior task has been assigned, started or completed.
  • Study Start Point. Trigger a rule based on when/if the participant has started the study
  • This task. Trigger on the status of this task. Has it been started or completed?
  • Function. Trigger on a calculation.

Your Options

Is it equal to? Less than, greater than? Not equal to? Contains? Set requirement using the drop down menu.

Your Result Options

Your result options are going to depend on the trigger you’ve selected. It could be a blank field, or it could be a drop-down menu.

One of the most common results will be task status when you’ve selected to trigger a task based on a prior task status. There are several options:

  • Assigned: the task has been assigned to participants, but not necessarily started or completed.
  • Completed: the task has been fully finished by the participant.
  • Dismissed: a participant has dismissed an assigned task without completing it.
  • Pre-Assigned: For use only in study visit experiences. When a task is part of a study visit that a participant has checked in for, but the specific task has not yet been assigned.
  • Processed: participant has completed a task, but results have not yet been processed (used infrequently).
  • Started: A participant has started, but not yet completed a task.

Your Timing Options

Your tasks will activate when the rule statement is true. So you can set time delays from prior tasks.

So, in this example to the left, if a trigger is completed for 14 days an activation will occur because the statement is true.

Multi-Part Rules

You may set if statements with multiple parts…“AND” and “OR”. For example, you may wish to set users eligible if sex is “Male” OR if sex is “Female” AND if country is “USA”.