From the Locations page in the RedJade® Suite an administrator or field site manager can manage the onsite locations for your company and define your testing facilities. The Location page manages all the onsite locations, rooms, and stations in your company. Onsite tests (with no check-in, assisted check-in, or self check-in) and online tests with assisted check-in require locations and stations controlled by your company. Onsite tests have one or more rooms with stations assigned to them.


SEE ALSO – Set Up a Station in a Browser for the steps to activate stations for onsite testing in RedJade.



See the following:




Add a Location

Add address and contact information, testing rooms and seating for all of your locations. You can also include a description of your facility and add photos.


To add a location:

  1. From the ADMIN section, select LOCATIONS from the left navigation pane. You can also go to LOCATIONS from the COLLECTION menu.



  2. Click on [CREATE].



    The Locations form opens.



  3. Complete the following fields to add your first location:

    Name The name of the testing facility that displays to RedJade licensees when browsing testing facilities to request a bid. We recommend naming each facility to include the metropolitan area in which it is located. For example, "Denver Area." Licensees typically browse testing facilities by location.
    AddressThe physical address of the testing location. The Google map updates the location. The address is used to specify the time zone for Onsite tests at the location.
    EmailThe email address of the person who manages the bid requests for the location.
    Country Code, Area Code, Phone NumberThe phone number of the person who manages the bid requests for the location.
    Default LanguageThe default language used for testing at the location.
    Seating CapacityThe total number of computer stations that can be set up and used in a single session.
    Sharing StatusInternal: Only users within the company can see the location. Internal locations cannot receive Hosting Requests from RedJade licensees.
    Partner: Only Authorized Partners can see and request use of the location. See Manage Offsite Partners.
    Public: All RedJade licensees can see the location and send bid requests.
    DescriptionOptionally, complete the description box to tell partners about your testing facility. You can format the text using standard editing tools.
    PhotosOptionally, add photos of your test facility to share with partners. Images can only be added after the location has been create. You can upload files up to 16MB in size.


  4. Click on [SUBMIT], the location is created.


  5. On the right side of the form, the Google map displays the location entered in the address field.

    Optionally, under the Photos section, you can upload up to 6 photos of your test facility. Click the Awaiting Photo thumbnail to Upload Image and click (+) to add more images.



  6. Repeat these procedures for all locations to add.




Edit a Location

You can return to a location to review an update the information at any time. 



To edit a location:

  1. From the ADMIN section, select LOCATIONS from the left navigation pane. You can also go to LOCATIONS from the COLLECTION menu.



  2. Click on [EDIT] of the location you want to view or update.



  3. Under the ABOUT tab, edit any of the form information, as desired.



  4. Click on [SUBMIT].




Add a Room

A room is a group of computer stations that have been registered to collect data for onsite test locations within RedJade. Tests are scheduled based on the room, or group of computer stations, used for the test. A location must have at least one room to collect data at an onsite location.


To add rooms to a location:

  1. Edit the location and select the ROOMS tab. Click on [ADD ROOM].



  2. Enter a Room Name and click [SAVE].



  3. The room is created. Additionally, you can edit the room name or delete a room by clicking on the pencil icon.

    Click [GET ACTIVATION CODE] for the code needed to activation stations for the location's room.

    SEE ALSO – Set Up a Station in a Browser for the steps to activate stations for onsite testing in RedJade.





Delivery Options

Delivery options can be configured for Simultaneous Testing and Check-In Kiosk Stations. 



To edit the delivery options:

  1. Edit the location and select the DELIVERY tab.



  2. See the support articles for further details about each of the configuration options on this tab:




Scripts

Location scripts are used for Simultaneous Tests and Check-In Kiosk Stations. You can fully customize the text the participants are presented.



To edit location scripts:

  1. Edit the location and select the SCRIPTS tab. The KIOSK CHECK-IN sub-tab displays first. 

    English language is chosen by default. To change it, choose the desired language from the drop-down list.



  2. See the support articles linked below for further details about each sub-tab:




Participant Sign-In Strategies

Participant Sign-In Strategies are the fields from a participant record used to sign-in at the Check-In Kiosk Station and Testing Stations. A secondary field can optionally be configured on the strategy, if you wish to require two data fields for sign-in validation. The data for the strategy fields is carried over from the subject's profile when scheduled through recruiting or for Self Check-In. Otherwise, if the participants are imported or added individually the data for the strategy fields needs to be included with the import. The participant must have data for the fields in order to sign-in at a Check-In Kiosk with the configured strategies, otherwise, the participant must check-in through a staff member.

WARNING: The default strategies are "Code or Email" to continue supporting existing Self Check-In sign-in methods. Changing the strategies will impact Self Check-In.


SEE ALSO – Check In Participants for details on how to have a staff member check in participants through the check-in app.


NOTE – A warning message indicating "Selected challenge missing from participants" displays if there are upcoming tests where participants do not have data for the configured strategies.



To edit participant sign-in strategies:

  1. Edit the location and select the PARTICIPANT SIGN-IN tab.



  2. Click on [ADD CHALLENGE] and select a Strategy.

    • Code or Email (default) The email address or subject code can be used to sign-in at stations. When participants check-in through a staff member, the assigned participant code will also work to sign-in at the testing station.

    • Email – Only the email address can be used to sign-in at stations.
    • Code – Only the subject code can be used to sign-in at kiosk stations.
      WARNING: This option will prevent imported or added participants from check-in at a kiosk. When participants check-in through a staff member, the assigned participant code will then work to sign-in at the testing station. It is recommended that you have two or more challenges added if using Code or External ID only.
    • External Identifier – The External ID as entered from the participant record can be used to sign-in at stations.
      WARNING: This option will prevent subjects from recruiting from check-in at a kiosk or to sign-in to Self Check-in tests. It is recommended that you have two or more challenges added if using Code or External ID only.
    • Full Name –The Full Name as entered from the participant record can be used to sign-in at stations.


  3. Optionally, select a Secondary Challenge.
    • None – Only the primary challenge selected above.
    • Date of Birth – The Date of Birth as entered from the participant record must also be entered to sign-in at stations.
    • Phone (any) – Any of the three phone number fields as entered from the participant record must also be entered to sign-in at stations.




Share a Location

Shared locations allows users to to create onsite events at the location. Locations can also be assigned by administrators under the user's profile.

SEE ALSO – Add Users and Assign Roles for more information on managing users.



To share a location with users:

  1. Edit the location and select the SHARING tab.

    • Check the users to add to the location. 
    • Click on the double checkmark icon to add all users.
    • Enter a user's name in the search field to locate specific users. 


  2. Click on [SUBMIT].