There are four ways of sharing participant data with your internal team, each with a unique purpose to support the real life chaos workflow of operations and research teams. All involve getting data out of Ethnio, but for different use cases:
- Emails for confirmed participants sent to any stakeholders automatically
If you have stakeholders that want to be extra up-to-date with every confirmed, cancelled, and rescheduled participants, you can add their email to scheduling alerts for any single screener. You do that in scheduling >> settings. When to use: researchers/observers get email updates - Subscribe to calendar (includes Zoom/meeting details)
Simple feed for iCal, gCal, or Outlook that contains a calendar spot for every confirmed participant. When to use: researchers/observers can see session in their calendar - Participant List
Purely a list of participants, with no other columns. You can hide P.I.I. and you can filter by status (completed, confirmed, cancelled, etc). When to use: security or reception need a simple list of times and names - Combined Calendar
Multiple screeners or studies all in one calendar with week/day/month/list view. When to use: share multiple screeners in one place - Get Feedback
Do you need on input on participants of any kind? Confirmed, potential, invited, etc. You get to choose columns but any question can be included. When to use: give stakeholders a say in choosing participants