Creating a Criteria Check Rule Template

Prerequisites

Ensure that you have a criteria check event created. See the Creating a New Event section on the Managing Events page for more information.
Ensure that all survey names, schedule names, event names, group type names, and group name fields are named correctly.
Ensure that the survey and schedule are already created.

Create Check Event

Note: The system will prevent you from creating a new criteria check rule if no check events are available. Each check event can only be used in one criteria check rule.

Complete the following steps to create a criteria check rule:

In ePRO Studio, open the Rules tab.
Select Create Rule.
Select Criteria Check and select Select Template.
Enter a name for the rule in the Name field. For example: Rule_1
Enter a description of what the rule is for in the Description field. For example, Rule_1. The description helps other Studio users identify what the rule is when they see it in the Rules tab.

Example: This rule enables sites to check the average value of select survey answers and see the submission datetime of the surveys associated with the answers.

Select the name of the check event you want to use to trigger the check. For example, hads_check.
Optionally, enter the preconditions using references or variables, and add the data you want to be evaluated as TRUE before the criteria check can be run. For example: (STAT1 = "COMPLIANT") && (STAT2 = "COMPLIANT"). See Creating a Reference and Creating a Variable on the Understanding Rules page for more information.

Note: In the example, using the STAT1 and STAT2 variables requires that two successful submissions of the HADS survey have been received from a participant before you can run the check. The following expression would return TRUE if the HADS survey has had two submissions with compliant statuses.

If you want the system to display a message to users when the preconditions are not met, enter the message in the Missing Preconditions field. For example: This participant must submit at least two HADS survey responses.
Add the Criteria Name, Display Label, and calculated Expression result for each criteria you want to be included in the criteria check, and save them. The label and results are shown to the site users after they run the Check Event. See the following Criteria Check examples:
- Criteria Name: Criteria_1
  Display Label: The average answer for Question one across two instances was:
  Expression: Average(Value(ANS1INST1), Value(ANS1INST2))
- Criteria Name: Criteria_2
  Display Label: The datetime for the submission of the most recent instance of the HADS was:
  Expression: $survey.hads.[*].[*].[-1].datetime
- Criteria Name: Criteria_3
  Display Label: The datetime for the submission of the second most recent instance of the HADS was:
  Expression: $survey.hads.[*].[*].[-2].datetime

Note: To include the pre-translated values that contribute to the expressions, you can use template tokens. To copy and paste the text for the token, in the Rule Tools, select the Template Tokens tab, and select the Copy Variable Name button () next to the token you want to use. The text is copied to your clipboard. You can position your pointer where you want that value to be in the expression and press CTRL+V to paste it there.

Select Save.

Editing a Rule

You can edit a rule when the collection is in a Draft state.

Complete the following steps to edit a rule:

Open the collection, select the Rules tab, and select the Edit Rule icon () next to the rules you want to edit.
Make any changes you want to see, and select Save. Your changes are saved.

Deleting a Rule

You can only delete rules that have not been included in an approved collection. Once a rule is deleted, it cannot be recovered.

Complete the following steps to delete a rule:

Open the collection, select the Rules tab, and select the Delete Rule icon () next to the rule you want to delete. A confirmation box opens.
Select Delete. The rule is deleted.