Touchpoints

This element is for TouchPoints that require follow up. Users will be notified via the To Do List that a follow up is expected. Administrators can set the follow up to automatically occur after a specified number of days, weeks, or months.

This form question is not available for approval forms.

Editing

Step 1 - Enter the question text in the text box.

Step 2 - Check the box if you would like the TouchPoint to configure an automatic follow-up date when a user submits a response.

  • If yes, select the number of days/weeks/months after the submission the follow-up should be scheduled for and if it should be any day of the week or only weekdays from the drop-downs.

Step 3 - Select if you would like to use a pseudonym.

Step 4 - Select if you would like to capture one response for multiple subjects.

  • This is used for participant (multiple), entity (multiple), family, and collection subject types.

Step 5 - Select if this question requires an answer before being saved.

Step 6 - Set the question placement options.

Step 7 - Click the Save button.

Assessments

When building an Assessment through the Assessment Wizard you will be given the choice to set up Follow-up Alert Checkboxes. Turn these on to allow reminders to be place on Staff To Do Lists.

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