ProofPilot How To

What Does Participant Self Service Mean?

Traditionally, most research studies are done in a clinic, requiring participants to travel (sometimes a very long way) for simple tasks like completing assessments.

By self-service, we mean tasks where the study design allows participants to complete tasks whenever and wherever suits them (as long as it is within the design of the study). They do not need to make an appointment, nor travel to a study visit. Likewise, a study professional doesn’t need to be available to serve that participant.

During the study design process, you may create an experience for a participant that assigns tasks over months and years, or one right after another.

Each task is presented to the participant in various formats. Each task is introduced with an intro page, that may also populate e-mail, and SMS reminders. The task will also be available until completed on the participant task list (unless it is a reward, at which point it is available in the reward wallet).

The SMS message alerting individuals when they have a new task is populated from this task intro page in the following format:

Likewise,  the e-mail pulls from the task intro page. The actual task is always within the application.

If the task has an expiration point based on a time or date (not on behavior), the user will receive a notification at 75% of the window period in exactly the same form reminding them to complete the task. If there is no expiration period. There is no follow-up e-mail.

Finally, a user may navigate to and access their open tasks. They may click on the task and be presented with the task intro page.

Study designers may determine that a task is more appropriately completed with a study professional present. Designers may change who completes a task on the “Who and Where” page of the task setup process. The experience for proctors and participants in a proctor serve environment is outlined here.