Learn how to save, use, edit, and delete screeners within the Screener Library to manage and reuse them across different studies efficiently. |
This article applies to: UserZoom
On this page:
- About the Screener Library
- Saving a Screener to the Screener Library
- Using a Saved Screener
- Editing a Saved Screener
- Deleting a Screener from the Screener Library
About the Screener Library
- Purpose: The Screener Library allows you to save screeners and reuse them in different studies, ensuring consistency and efficiency.
- Contents Saved: All questions, qualifying logic, conditions, and screener groups (if any) are saved.
- Exclusions: Redirects from screener questions or groups to specific questions are not saved due to varying study structures.
- Legacy Screeners: Screeners using the legacy Next/Screenout/End Screener format cannot be added to the Screener Library. Update them to the new format before saving.
Saving a Screener to the Screener Library
- Navigate to the Recruitment section of your study.
- Select Screener from the left-hand menu.
- Configure the screener as needed.
- Click Add to Screeners Library.
- Provide a descriptive name.
- Click Save to store the screener in the library.
Using a Saved Screener
- Navigate to the Recruitment section of your study.
- Select Screener from the left-hand menu.
- Click Screener Library
at the top right.
- Choose a saved screener from the list.
- Click Use Screener.
- If a screener already exists, confirm replacement when prompted.
Editing a Saved Screener
- Load the screener you wish to edit.
- Modify the screener as needed.
- To update the library version, click Add to Screeners Library
, provide a name, and save.
- Both the original and edited versions will be available unless the old version is deleted.
Deleting a Screener from the Screener Library
- Navigate to the Recruitment section of your study.
- Select Screener from the left-hand menu.
- Click Screener Library
at the top right.
- Hover over the screener you wish to delete.
- Click the Delete icon next to the screener.
- Caution: Once deleted, the screener cannot be recovered.
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