inst/test-data/projects/survey/README.md

survey

Additional (manual) steps to establish the test project on a new server. I don't know how to preserve these states/values in the xml file.

  1. For records 1 & 2:

    1. The prescreening_survey_timestamp field needs to be set and
    2. For both records, click the "Open Survey" button (in the "Survey Options" dropdown) and submit.
    3. Save the record (eg, blue "Save & Stay" button)
  2. For record 1 only:

    1. Delete the entry for the "Participant Morale Questionnaire"
    2. Start a new entry for the "Participant Morale Questionnaire"
    3. Set it to "Incomplete"
    4. In the survey options dropdown box, select "Open survey"
    5. Click "Save & Return Later"
    6. Save the record (eg, blue "Save & Stay" button)
    7. In the Record Status Dashboard, verify the "Participant Morale Questionnaire" status is orange


OuhscBbmc/REDCapR documentation built on Jan. 16, 2025, 3:33 p.m.