Transcript:

• In Castor, surveys are sent by creating survey invitations. 
• Surveys are always sent in the form of survey packages, even if the package consists of only one survey.
• To send a survey to a single participant, first enter the Record for that participant by navigating to the Records tab and open a record
• Within the record, navigate to the Surveys tab and click on 'Create survey invitation'
• select the survey package you want to send and other details of the invitation in the pop-up window
• Add the email of the participant if this hasn't been previously added to the record (please note: this email address will not be saved in the record).
• As an example, this is useful in pediatric studies when surveys need to be sent to both parents and it is not necessary to link the entire record with just one email address
• Select a phase/report of your study, if you want to attach the survey to a certain phase or report. This is optional.
• When selecting a survey package, the subject and invitation text will be automatically filled in
• Check the Lock survey if finished box if you want the survey to be locked after finishing.
• This is convenient if you want to prevent further changes being made when the subject finishes the survey.
• Select when you want to send a survey
• If you choose to send now, click save survey invitation
• The survey will be sent immediately and the survey status will be changed to Sent
• If you would like to link an email address to a record, so that all future invitations sent to a specific email address, you can click on the cogwheel next to a record 
• Then choose the option to update email address
• After entering the password, add the participant’s email address
• Next time when creating a survey invitation, the email address will be automatically used in the survey invitation
• It is also possible to perform a bulk import of email addresses.
• To do this, create a csv file with the list of record ids and the email address for each record.
• Click the Import button and choose the option to upload email addresses
• After uploading, each record will be linked to an email address