Save a Screener to the Screener Library

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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