Setting Your User Preferences

Preferences and Personal Profile Settings That Can Be Set By Each User

 

 

The system will ask each user to set or verify specific information as a new user when signing in  the very first time. These are:

  • Preferred time format
  • Timezone
  • Privacy Policy agreements

A prompt will display until those are set. To later change preferences, access them as shown below for both the web and the app.

As an option, a phone number can be saved for the purpose of receiving 2-factor authentication codes if the study is configured for added security.

NOTE: By default, if preferences are not updated, users will see date fields in DD-MON-YY format and time fields in 24-hour format. Time zones are required to be set by each user when signing in for the first time. If a timezone is not set, the system will default to GMT.

The date and time format must be set by each user individually. It cannot be forced as a single format for all users in a study.

 

Web Browser:

 

 

Mobile App:

Some devices, including Android, may display the user profile icon in the upper left corner.

 

FAQ

Q. Why does the visit date on some forms not match the time in the audit trail

A. Visit dates can have different meanings depending on how the form is configured by the study Builder. In many cases, it's intended to equal the date of collection. Some Builders will even have it auto-populate with the current date and time of the user who is entering the form, based on that user's timezone. On the other hand, the audit trail date and time get stamped when the form is saved - which is displayed in server time on the web browser or the viewer's own timezone on the mobile app.

 

Q. We set my own date format to be DDMMYYYY as a guideline. But after completing the questionnaire, the date viewed in a colleagues system is  YYYY-DD-MM 

A. Each user can set their own preference for date format. It does not impact the date and can be changed at any time by the person viewing the data.