Email-Alerts for Questionnaire Scores

Aim

This article briefly describes how to configure (add, edit and delete) email alerts for notifying about score values achieved for a questionnaire.

Procedure

Creating a new email alert

Step 1: Go to the menu section “Alerts” (Figure 1).

Step 2: Choose a site from the drop-down list. If you have access to more than one site you can either configure the alerts to be sent for one specific site or for all sites. The latter however is only possible if you have have access to all sites assigned to this study. If you have access to more than one site (but not to all sites) you will need to configure the email alerts for each site that you have access to separately.

Please note: Definition of site-specific alerts is only possible if the corresponding questionnaire is assigned site-specifically.

Step 3: Click on the blue button “Add alert” (Figure 2).

Step 4: From the dropdown menu “Type” choose the alert “Questionnaire score”, the corresponding “Questionnaire” and the “Examination period(s)” for which you want to create this alert.

Step 5: From the drop-down menu “Score” you can choose a questionnaire- or dimension-specific score and the condition, e.g. “< 5” in a PROM if you want to have an alert sent if a patient achieves a score of 4 or less (Figure 3).

Step 6: Click on the blue button “Add condition”. If you like, you can add further conditions which trigger an alert for this questionnaire’s scores.

Step 7: Choose who shall receive this alert. You can either select from UNITY Platform users which have access to the study/site and add them to the “Recipients” via drag and drop or you can add an external recipient by clicking on the blue button “Add external recipient” and enter the email address to which this alert will be send (Figure 4).

Step 8: Click on “Save” in the lower right corner.

Step 9: If you want to test the alert, you can trigger it by clicking on the turquoise button “Trigger alert” (Figure 5). This will send an email to everybody on the recipients' list.

The email to be sent contains a table with the following information (Figure 6):

Editing an existing alert

To edit an existing condition, you have to remove it (red button “Delete”) and add a new one. Modifications to the list of recipients can be done by clicking on “Remove” in the field of the user to be deleted (Figure 7) or by adding other recipients as described in Step 7.

Deleting an existing alert

If you want to remove an alert, click on the red button “Remove alert” in the lower right corner.

Updated on 14 Jun 2021