Surveys

This page shows a table listing the different versions of a study's consent survey, and icons indicating possible actions.

A published consent survey cannot be modified. To make changes, a new consent survey version must be published. This ensures it is clear precisely which version of a consent survey a participant answers.

The top row of the consent survey versions table contains the current draft. It has two actions:

• 'Edit Current Draft' (described below)
• 'Export to PDF' generates a PDF of the draft consent survey:
  • Logo of Organisation (optional) and study logo (optional)
  • Name of study
  • Date and time that the PDF was created
  • Consent survey version number
  • Each step, each question in each step, and the possible answers for each question

Each subsequent row lists a published version of the consent survey. Each row has three actions:

• 'View survey questions' for that specific version - Opens a version of the consent survey editor, but with edit options disabled. Admins can navigate between each step and view the:
  • Step title,
  • Step description,
  • Step questions and question tooltips, and response options.
• 'View responses' for that specific version of the survey (view responses table described below)
• 'Export to PDF' for that specific version (as described above)

Above the table of survey versions, there are two buttons:

• 'View All Responses' - displays a table of all responses to the currently published survey
• 'Edit Current Draft' - opens the consent survey version editor with draft content inherited from the last published consent survey form.

'View Responses' tables have a row per study participant and a column per consent survey question. Each row cell contains a participant's response to a specific question. The table also includes:

• Columns for ParticipantId, Family Id (to make it easy to identify rows from related participants).
• A checkbox to optionally include the participants First and Family names and birthdate concatenated together into one additional column in the table (checkbox is unchecked by default).
• An arrow icon in each column header to sort the contents of the table by that column (in ascending or descending order).
• A three-dot menu icon within each column header with options to:
  • Sort Ascending order
  • Sort Descending order
  • Filter (only one column can have filtering applied at a time)
  • Hide the column from the table
  • Manage columns (opens a 'select column' window, described below).
• At the top right hand corner of the table are four options:
  • 'Select Columns'
  • 'Filter Rows' - select a column, and operator (from: 'contains', 'does not contain', 'equals', 'does not equal', 'starts with', 'ends with', 'is empty', 'is not empty', 'is any of', and enter a value if required (e.g. no value needed for 'is empty').
  • 'Export current view as csv' - triggers a download of the current view of the table to csv. Note, this doesn't include pagination. All records that match the filters will be downloaded, not just the rows in currently viewed page.
  • 'Search' - search for text in any of the rows of the table and filter to rows that contain that text
• At the bottom of the table there are options to specify the number of rows per page (Options: 25, 50, 100. Default 100), and arrows to cycle between different pages.
• The width of each column can be resized by clicking on the dividing line in the header row.
• There is a horizontal scroll bar to view all of the questions and responses in a consent survey.

'Edit current draft' opens a page with:

• A thin column on the left listing the name of each survey step, a button to add a new survey step. The currently selected survey step is highlighted.
• A wider column on the right with details and contents for the currently selected survey step. Selecting a different step in the left-hand column changes the data in the right-hand column. This column includes:
  • A form element to change the title of the currently selected consent survey step
  • A form element to change the description of the currently selected consent survey step.
  • A list of elements within the currently selected survey step. There are four types of elements:
    • 'Checkbox question'
    • 'Multichoice question'
    • 'Subheading'
    • 'Video/embedded'
  • There are buttons to add one of these four types of elements to the list of elements within the the survey step. Each of these buttons adds a new element to the bottom of the list. Each element has a button to delete the step element; and a button to drag the step element to a different location within the list of step elements; and some content specific to that type of element.
  • Video/embedded link elements render in a full-width embedded player (iframe) with a fixed height of 500 pixels and https enforced. There is a form element for Admins to specify the URL of the embedded video.
  • Subheading elements contain text only, and serve to organise the elements within a step or provide more context to the subsequent elements. There is a form element for Admins to specify the Subheading text.
  • Checkbox questions display question text; an optional question description (displayed as a tooltip when hovering over an information icon); and a checkbox for participants to mark that they agree with the question text.
  • Multi-choice questions are the same as checkbox questions, with the exception of having multiple options (with radio buttons and text) for participants to select from. There are form elements to add question and tooltip text, and a '+' icon to add choice options for participants to choose between. A checkbox question must have at least one option (but really it should have at least two options to be a multi-choice question)
  • Both Checkbox and Multi-choice questions have an 'Advanced options' button.
  • For checkbox questions, there is an advanced option to mark the question as mandatory. If a participant saves a step without marking a mandatory checkbox question, a modal appears with the text 'Are you sure? You have not selected a required statement. If you choose "Proceed", a Genetic Counsellor will contact you to talk about your options. It may take 7 days for the study genetic counsellor to contact you. [Proceed][Review answers] Please click "Review Answers" if you would like to go back and change your responses.' and buttons for Proceed and Review answers. Participants can either proceed, or return to the step review page.
  • For both Checkbox and Multi-choice questions there is an option to associate an ontology code to a response (e.g. each multiple choice option can have a different code associated to it). Selecting the 'DUO code' button opens a modal where the administrator can select from a subset of DUO and SNOMED codes, and then select which answer option this code applies to (either true or false for the checkbox questions, or for each option for multi-choice questions). These ontology codes are used with the 'Elsa data' integration described below.
  • At the top of the right column there is a 'Publish' button. Pressing this opens a modal saying "Publish new version. Only a published survey can be viewed/answered by participants. Once you publish a version it can't be edited. You can continue editing this survey in draft mode after publishing". There are two buttons: publish (which runs validation checks and attempts to publish the entire consent survey (not just the specific step).
  • 'Settings' cog at the top of the column with options to move a survey step up or down in the list of survey steps, or to delete a survey step (and all its data). There is no warning for deletion of a survey step, and this action is not able to be undone.