ExpiWell: Rolling Schedule for EMA and ESM

Rolling Schedule for EMA and ESM

How to Utilize Rolling Schedule for EMA and ESM

The rolling schedule allows you to schedule your ecological momentary assessment (EMA) and experience sampling method (ESM) surveys based on when your participants start the project. We recommend using this when you want to have a flexible start date for participants. This often occurs when you have participants join on a rolling basis.
Scheduling Tab

Unlike the CALENDAR schedule, which ties the surveys to specific calendar dates, a researcher may seek to collect the same time length data from participants regardless of when participants start the project. The "Rolling Schedule" helps researchers to schedule and collect, for example, 2 weeks' worth of data from participants, beginning whenever the participant starts the project.

When you choose the rolling schedule, you will see your surveys on the left side and the layout comprising weeks (Wk.) and days (1-7), as shown below.
Rolling schedule type

To schedule your surveys, drag the survey into the desired day and then choose window times. In the example below, the survey starts on the first day when participants add the project.
Survey open and close window times option                               
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"Week 1, Day 1" refers to when a participant enters the access code to start the project on their mobile device. Therefore, if a survey begins on "Week 1, Day 1" (where the "Start" is on the scheduler), a participant starts receiving notifications to take surveys on the same day.

It is possible for participants to miss surveys if they start the project past the time slot of the survey. For example, if a researcher sets a survey time slot to 9am-10am on Week 1, Day 1, a participant entering the access code and starting the project at 11am will miss the first survey time slot from 9am-10am.

If there is concern that participants add the project at a later time on the first day and miss the first survey day, we recommend that researchers start the project on Week 1, Day 2.

You can also toggle 'Make Survey Static', and this survey will always be available for a specific number of days, which you can set. You also have an option to let participants respond one time or multiple times in a day.
Making a survey static option

Flexible Start Date
For the ROLLING schedule, you can further personalize when participants want to start their project. There may be several reasons for this choice.
It provides flexibility to participants to choose when they want to start the project - and not just when they add the project to the ExpiWell app.
This is useful if you are interested in having participants start on a specific day of the week (e.g., Monday). When you onboard participants, you can have them add the project and request that they choose to start it on a specific day of the week (e.g., Monday).
The toggle for "Flexible Start Date" is shown below.
Flexible Start Date                                                                                                                                                                    

After toggling the "Flexible Start Date", participants will be prompted to select their start date after they entered the access code.
Flexible Start Date - Participant's mobile view

Scheduling options
Rolling schedule type - survey options

Randomize notifications: The default setting is that mobile app notifications will always be sent out at the beginning of the time slot.

Toggling the randomization option does three things: 

  • Randomize the notification within the time slot. The randomization is also individualized across all participants.
  • Closes the survey from when the notification is sent (default is 5 minutes but can be adjusted; e.g., 20 minutes)
  • Shows that the initial notification will be sent between the open and close window times, minus the minutes you allowed your participants to respond.

Fixed reminder: Toggling this option sends a reminder notification to the participant if they have not yet responded to the survey. You can customize response time.

Snooze reminder: This works like an alarm clock, where participants can re-snooze at a later time. (available options for participants to re-snooze is 15 and 30 minutes)

Survey repeat: One can create repeats of the "Survey" across days by also using the "Repeat Survey" toggle in the "Options" tab. One can decide the frequency of the repeat and also the number of the total additional days. The survey will repeat until the total additional days are reached.

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Repeating Surveys Across Times in a Day: One can also repeat the same survey across times in a day by dragging the survey to the date and setting the appropriate time slot.

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