Save a Screener to the Screener Library

Learn how to save, use, edit, and delete screeners within the Screener Library to manage and reuse them across different studies efficiently.

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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. add_to_screeners_library.jpg
  • 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 screener_library_button.jpg at the top right.
  • Choose a saved screener from the list.
  • Click Use Screener. use_screener_button.jpg
  • 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 add_to_screeners_library.jpg, 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  screener_library_button.jpgat 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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