Managing participants in LimeSurvey
- 1 Background
- 2 Instructions for CPD Coordinators
- 3 Instructions for LimeSurvey Administrators
- 4 Related articles
The participant list is a list shared by the department to send invites. Most physicians will already be on this list, but you may need to add nurses, administrators, physicians from other departments, new physicians etc.
Instructions for CPD Coordinators
To add a participant that is not currently on the participant list, email the LimeSurvey Administrators .
Changing email addresses or which sessions attended for participants
CPD Coordinators can edit the participants' email address or the letter codes that designate which sessions they attend as follows:
- in LimeSurvey, click on "Configuration" in top right corner, then on "Central Participant Database"
- find the participant
- click on the "Edit this participant" button under the action buttons
- click "Save"
Including yourself as a participant
As a CPD Coordinator, it is a good idea to include yourself as a participant for any surveys you send out. This allows you to confirm that the email did go out, and that it looked as it needs to. Including yourself will not harm the system.
Don't add Pharma reps
Do not add Pharma reps to this list, they should not be invited to any accredited events as per department policy.
Why can admins no longer edit their own participants?
We used to have a problem with multiple participant entries being made for the same participant. This caused problems during CPD Reporting when participants would receive broken up reports.
As of the start of 2019 only Herman Aubel and Tina Tenbergen are able to create new participants in the CPDB. We asked the Survey Administrators to send me an email if they need to create someone that way I can check for duplicates. Once the new entry has been created, the Survey Admins can edit it but not delete it.
Instructions for LimeSurvey Administrators
|Hiding details to not confuse CPD Coordinators, click expland for more|
If you have many participants to add, you may consider importing participants. If you only need to add a few then:
Do not delete participants. We may need to stop sending future invites to participants. However, we may already have answers for that participant, which we would need to report at the end of the year. So, do not delete participants! To stop sending invites, edit their custom attributes and take out the letters for any sessions for which the participant should no longer receive invites.