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Using Inclusion Criteria on Ripple Surveys

Ripple Surveys provide enhanced control over participant status assignment based on survey responses. Previously, inclusion criteria had to be configured on the study’s Requirements page, with screener forms limited to simple pass/fail scenarios. Survey Creator allows for more granular decision-making, enabling researchers to assign participants to multiple statuses based on their responses rather than just a pass/fail outcome.

Adding a Hidden Participant Status

To use surveys for inclusion criteria, you must first add Participant Status as a question and ensure it remains hidden, preventing participants from altering it.
🛠 Permissions Required: Study Admin or Site Admin

Step 1: Access the Survey Creator

  1. Navigate to the Study Settings tab.

  2. Select Survey Creator.

  3. Open the survey you want to modify.

Step 2: Add a Question

  1. Open the Toolbox.

  2. Select the Dropdown question type.

    • (Alternatively, a Radiogroup question type can also be used.)

Step 3: Configure the Question Properties

  1. Open the Dropdown Question Properties panel.
  2. Under the Survey Variable dropdown, select “Status”.
  3. Toggle Is Visible to OFF to keep the question hidden from participants.

By following these steps, you ensure that participant status is set automatically without their input, enabling controlled status assignments based on survey responses.

 

Adding Logic to Populate Status Automatically

Once the Status question is hidden, you can create automated logic to assign participants to different statuses based on their survey responses.

Steps to Set Up Status Logic:

  1. Navigate to the "Survey Logic" Tab in the Survey Designer.

  2. Click “Add New” to create a new logic rule.

  3. Define Inclusion/Exclusion Conditions:

    • Under Define Conditions, specify the questions and answers that determine whether a participant meets inclusion criteria.
    • Use “And” or “Or” operators to combine multiple conditions.

  4. Set Status Based on Conditions:

    • Under Define Actions, select “Set Question Value”.
    • Choose the Status question.
    • Assign the appropriate status based on the defined conditions.

  5. Save the Logic Rule:

    • Click “Save and Return”.
    • Repeat these steps as needed to create paths for different statuses.

  6. Finalize and Save the Survey:

    • Navigate to the Survey Designer tab.
    • Click “Save Survey” to apply all changes.

By following these steps, participants will be automatically assigned to the correct status based on their survey responses, improving efficiency and precision in study enrollment.