Tags are customizable keywords or flags that help classify participants based on study-related criteria. They assist teams in quickly identifying participant characteristics, follow-up needs, risk factors, or study eligibility.
Important Considerations Before Adding Tags
✔ New tags will not overwrite existing tags—multiple tags can exist per participant.
✔ Only one tag can be added per survey submission.
✔ Tags are case-sensitive – e.g., "Follow up needed" and "follow up needed" will be treated as separate tags.
Adding a Tag to a Survey
1. Access the Survey Creator
🔹 Navigate to the Study Settings tab (red).
🔹 Go to the Survey Creator module (green).
🔹 Click "Add New Survey" (purple) to create a new survey or edit an existing one.
2. Add a Tag Input Field to the Survey
🔹 Scroll down to the Survey Designer section.
🔹 Open the Toolbox (red) and select:
✅ A Single Input question (for user-entered tags)
✅ OR an Expression (Read-Only) question (for automated tag assignment).
3. Configure the Tag Field
🔹 Click on the Properties of the question (red).
🔹Add a Name and Title for the question (green).
🔹 Scroll down to the Survey Variable dropdown and select “Tags” (purple).
4. Save and Test the Survey
🔹 Click Save Survey to apply the changes.
🔹 Run a test survey to ensure that tags are correctly assigned to participants.
Best Practices for Using Tags
✔ Use consistent naming conventions to avoid duplicate tags due to case sensitivity.
✔ Limit survey-assigned tags to key classification needs (e.g., eligibility, follow-up status).
✔ Review participant tags regularly to ensure accuracy and relevance.
By integrating tags into surveys, teams can streamline participant classification, enhance follow-up tracking, and improve study management in Ripple.