Add a survey to the SSG survey queue

Step 1: Enable “Save & Return Later” on the Instrument

Before adding a survey to the queue, confirm its survey settings allow participants to pause and resume.

1. In the Online Designer, open the instrument's survey settings.

2. Under "Save & Return Later," select Yes.

3. Select both of the options that appear:

   • Allow respondents to return without needing a return code

   • Allow respondents to return and modify their completed responses

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4. IMPORTANT: Scroll to the bottom of the page and click Save Changes. Settings will not apply if you navigate away before saving.

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Step 2: Set the Instrument Order

The actual run order of the Survey Queue is controlled by the settings you configure directly in Edit Survey Queue (Step 3), not by the Online Designer list itself. However, keeping the Online Designer instrument list — starting from "Start Here - Caregiver Independent Surveys" — in the same order as the queue makes the project much easier to manage: it keeps the structure intuitive, makes branching logic easier to follow, and reduces the chance of activating the wrong instrument or version in the wrong spot.

1. In the Online Designer, the instrument list starting from "Start Here - Caregiver Independent Surveys" reflects the survey order in the queue.

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1. Before editing the Survey Queue itself, arrange the new instrument into the correct position in this list.

2. Keep the following as the first 3 surveys, in this order:

   1. Start Here

   2. Focus Group Survey

   3. ABS Pre/Post Surveys

3. Place your new instrument after these, in the position where you want it to run.

Step 3: Activate the Survey in the Queue for a Specific Timepoint

1. In the Online Designer, click "Survey Queue" , then click "Edit Survey Queue."

2. Scroll to the timepoint you want to add the survey to — timepoints are labeled in blue.

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3. Find your survey within that timepoint's section and click Activate.

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4. See the image below for steps 4-6. Select "When the following is completed."

5. In the search field, type Encuestas and select:

   • "Encuestas Independientes para Cuidadores - Caregiver Independent Surveys" [Start Here - Caregiver Independent Surveys]

6. IMPORTANT: Make sure you select the version of that instrument that matches the timepoint you're currently editing — each timepoint has its own version, and picking the wrong one will break the trigger.

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Step 4 (Optional): Add Branching Logic So a Completed Survey Doesn't Reappear

Complete this step when the following apply:

• Some participants have already completed the survey, and you don't want it to appear again in their queue, but still want the survey to appear for the other participants who haven't completed it.

• You don't want a specific survey to be completed by a particular participant at all, so you have marked it complete in their record (e.g., someone has withdrawn from a specific measure).

To set this up:

1. Still within the survey's queue settings, check "When the following logic becomes true."

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2. In the logic text box, enter the form name in brackets, followed by _complete, then <> '2':

3. To find the exact form name, open the instrument in the Online Designer — the form name is listed directly under the instrument's display name.

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4. Example: For the Zarit Burden Interview, the logic would be:

5. When finished, click Save.

Repeat for Additional Timepoints

Repeat Step 3 (and Step 4, if needed) for each additional timepoint where this survey should appear. Steps 1 and 2 only need to be done once per instrument, since Save & Return Later settings and instrument order apply project-wide, not per timepoint.