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Automatic Survey Sending Rules Example

OpenSpecimen survey module supports sending the automatic survey invites to the participants based on the validation configured. Refer to the wiki page to set up the survey rules.

The user can set validation rules based on Participant Custom Fields, Participant Custom Form, Visit Custom Fields, and Visit Custom Form fields. The below table has some examples illustrating the same.

Form Level

Description

Code

Form Level

Description

Code

Registration Custom Field

Send English Survey based on Language Field selection

#cpr.participant.extensionDetail?.getAttrsMap()?.get('RB38') == 'English'

‘RB38' is nothing but the variable name of the custom field, that is visible in forms.
Refer 'Field Properties’ section on the wiki page to know more.

 

Registration Custom Field

Send a survey to the 18-year-old patient. (used Age as a custom field)

#cpr.participant.extensionDetail?.getAttrsMap()?.get('age_of_participant') != null && T(Integer).parseInt(#cpr.participant.extensionDetail?.getAttrsMap()?.get('age_of_participant')) > 18

Participant Field

Send English(Custom Field) Survey based on Language Field selection and Age(DOB/Reg. Date) calculation.

Can use below Date functions

  1. yearsBetween(start, end)

  2. monthsBetween(start, end)

  3. daysBetween(start, end)

  4. cmp(date1, date2)

#yearsBetween(#cpr.participant.birthDate, #cpr.registrationDate) < 18 && #cpr.participant.extensionDetail?.getAttrsMap()?.get('RB38') == 'English'

Registration Forms

Send invite prior two days of Surgery.

Form Name ['diagnosis_date_testing']

Field Name

['date_of_surgery']

 

 

Consent Statement

Send Survey Invitation, when the consent statements is null for the participant.
(I.e. No Response is recorded for ‘C0003' and 'C0013’)

Refer this page, to know how you can add Coded Statement

Consent Statement

Send Survey Invitation, when the either consent statements is null for the participant.
(I.e. No Response is recorded for either ‘C0003' and 'C0013’)

Visit Field

InProgress

 

Visit Custom Field

InProgress

 

Visit Form

InProgress

 

 

 

 

 

 

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