Testing your forms


  • When you have finished building your study, we recommend testing it before going live. 
  • Make sure to test all parts of the study
  • For example the forms, randomization settings, reports and surveys. 
  • It is important to check that the structure and content of the study are logical, as a clear structure will make the data entry process more efficient
  • We recommend creating several test records in which you can test all aspects of the study just as in a standard record. 
  • You can create up to 5 test records before going live, so it's possible to add other users to the study and ask them to create some test records as well. Don’t forget that the added users will need to be assigned the Manage Records right if the study is not yet live. You can then revoke this right after the testing phase is finished
  • To create a record, navigate to the Records tab and click the New record
  • Once created, the new record will open so you can start data entry.
  • If you plan to use surveys in the study, create a test survey. 
  • To create a survey, open a record, navigate to the Surveys tab and click the Create survey invitation button
  • Select a survey package and add an email address - you can also link the package to a phase by clicking Belongs to field if preferred.
  • You can send the test survey to your own email address to make sure the email text is displayed correctly, and can also open the survey link for testing.
  • It is possible to open a survey by clicking on the cogwheel and choosing the option Open survey in new window
  • In this way you will be able to see the survey from the participant perspective
  • If you plan to use automations, test these to make sure that the automations are executed properly.
  • When you are finished testing your study and want to start collecting data, you can delete all of your test records. 
  • You can do this by conducting a "hard delete" (this only can be done if your study has never been set to live).  
  • When your study is live it’s not possible to delete records, it is only possible to archive them. 
  • We recommend keeping 1 test record in order to test any potential adjustments to your study forms after it is set to live. 

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