How to Invite People to a Study | Scribe

    How to Invite People to a Study

    • Ace Lee |
    • 17 steps |
    • 42 seconds
      1
      Click "Studies"
      2
      Click "Add New Study"
      3
      Provide a Benchmark Name.
      4
      Select from one of the available Study Methods.
      5
      Select the Areas Covered within the Study.
      information ordinal icon
      Prevue Tip! The Areas Covered within a Study must match the Areas Covered within it's corresponding Position.
      6
      Choose from one of our available languages.
      7
      If you have already created a Position, select it from the 'Link to an Existing Position" dropdown. If not, skip this step.
      information ordinal icon
      Prevue Tip! Don't worry about the order - You can make either a Position or a Study first and have the option to link them together later.
      8
      Click "Next".
      9
      Select from Existing Users to setup notifications for this Study, then click "Next".
      10
      Click "Create Study".
      11
      Click "Participants"
      12
      Click "Add Participant To Study".
      13
      Choose whether to select from existing people or create a brand new participant.
      14
      If 'Select from Existing People' is chosen, select a Participant from your People list.
      information ordinal icon
      Prevue Tip! The "Select from Existing People" can be navigated by scrolling or typing the First Name, Last Name, or email of the person you wish to add.
      15
      Click "Add Person".
      information ordinal icon
      Prevue Tip! PrevueHub is made of some smart stuff - If you're adding a Participant to a Study, and they have already completed all the necessary sections, instead of sending a new invitation it will simply add the current results.
      16
      Click "Send".