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VIDEO: How to define events (5 min)

This application allows you to define 'events' for your project that allow for the utilization of data collection forms multiple times for any given project record (often used when collecting longitudinal data). An 'event' may be a temporal event in the course of your project, such as a participant visit or a task to be performed. After events have been defined, you will need to designate the data collection instruments that you wish to utilize for any or all events, thus allowing you to use a form for multiple events for the same project record. You may group your events into 'arms', in which you may have one or more arms/groups for your project. Each arm can have as many events as you wish. You may use the table below to create new events and/or arms, or modify existing ones. (One arm and one event will be initially defined as the default for all projects.)

STEP #1:
To add new events below, provide an Event Name for that event, and then click the Add new event. Once events have been added, you can easily change their order by dragging and dropping the event using the up-down arrow icon on the far left for a given row in the table.

STEP #2:
Once you have defined your events on this page, you may navigate to the Designate Instruments for My Events page, where you may select which data collection instruments that you wish to utilize for each event you defined.

Don't forget to designate your instruments once you have defined your events.
Drag event up or down to move it
You can add new arms to the project or update the arm name of any existing arms by uploading a CSV file with a new arms configuration. The format for the CSV upload file can be acquired by exporting the CSV file of your existing arms. NOTE: Arms can be renamed by simply changing the arm name in the CSV file. Arms cannot be deleted using the CSV file. If you wish to delete an arm or change an arm's number, please do so using the specified links for each arm on this page.
Select your CSV file of Arms to be added or renamed:
Displayed below is a preview of all the changes you are about to commit. Please look over the changes, and then approve them by clicking the Upload button. A value with a gray background denotes that the value will not change. If it has a green background, it is being added. If yellow, it is being modified.
You can add new events to the project or update the event name or event order of any existing events by uploading a CSV file with a new events configuration. The format for the CSV upload file can be acquired by exporting the CSV file of your existing events. NOTE: If you wish to modify an existing event, you *must* provide its unique event name. If the 'unique_event_name' column is not provided, it will simply create the event as a new event. You cannot delete events using the CSV file but can only do that by clicking the delete icon next to a given event.
Select your CSV file of Events to be added or modified:
Displayed below is a preview of all the changes you are about to commit. Please look over the changes, and then approve them by clicking the Upload button. A value with a gray background denotes that the value will not change. If it has a green background, it is being added. If yellow, it is being modified.



Arm name:  Arm 1



Event #
[event-number]
 Event Label
[event-label]
 Custom Event Label
(optional)
Unique event name
(auto-generated)
[event-name]
 Event ID
(auto-generated, unchangeable)
[event-id]
Edit 1 Registration form (7th month) registration_form_arm_1 58
Descriptive name for this event
Custom Event Label (optional)
Example: [visit_date], [weight] kg



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