Surveys

• Send survey reminders

  You can send survey reminders to participants who have not yet completed their survey after a certain period of time.  Automatic survey reminders It is possible to set up an automatic reminder when cr...

• Create and modify a new survey package

  Create a survey package In order to send out your survey to participants, you must create survey packages.  In the 'Structure' tab, open the 'Survey Packages' sub-tab. Click '+ Add' to create a new su...

• Create survey questions

  Each survey contains one or multiple steps. Each step will appear as a different page in the survey where users can navigate through using the Previous/Next buttons.  You can group the survey question...

• Create a general survey link to share with multiple participants

  It is possible to create one general survey link using Open Survey feature. This feature currently is available upon customer request. To enable it please contact Castor support via support@castoredc....

• Copy a survey or survey steps

  You can copy a whole survey by clicking on the cogwheel next to a survey in the 'Structure' tab: You can also copy single survey steps into the same or another survey. This will copy all the existing ...

• Format the survey (package) intro text

  Castor EDC allows you to format the text of some fields and survey intro and outro texts. To edit the survey intro formatting, go to the 'Structure' tab and navigate to the 'Surveys' sub-tab: Editing ...

• Test a survey you have created

  Once you have created a survey form and package you can proceed with testing your survey. First you need to create a test record and add your own email address to the record. In that record, create a ...

• Send individual surveys

  In Castor, surveys are sent out by creating survey invitations. In order to send a survey you must first have created a survey form and a survey package.  Surveys are always sent in the form of survey...

• Send surveys in bulk

  This article shows how to send multiple surveys to study subjects. If you prefer to send surveys to an individual subject/record, see the article: Send individual surveys. If you haven't sent any surv...

• Schedule surveys

  If you want to repetitively send a survey at certain intervals, for example if you want to send the same survey every month, you will need to create a survey schedule. Create a survey schedule From th...