Company administrators can define several default participant screens in the RedJade® Suite which are displayed to participants during a test. You can fully customize the text the participants are presented. These default screens are pulled into all new tests; they do not propagate to existing tests. Each screen can be customized for each test, as desired.

In addition to the participant screens, you can customize an email communication for an online test and packing slip text for printed instructions. 

See the following to set up participant screens:

• Set Up the Participant Start Screen
• Set Up the Consent Acceptance Screen
• Set Up the Sample Start Screen
• Set Up the Palate Cleanse Screen
• Set Up the Participant End Screen
• Set Up the Online Event Email
• Set Up the Participant Packing Slips

Set Up the Participant Start Screen

The Participant Start Screen is the welcome screen and is the first screen presented to a participant. 

To set up the Participant Start Screen:

1. From the ADMIN section, select SETTINGS from the left navigation pane.
   
   
   
   
2. Select the DELIVERY INSTRUCTIONS tab along the top of the page. The PARTICIPANT START SCREEN sub-tab displays first.
   
   
   
   
3. English language is chosen by default. To change it, choose the desired language from the drop-down list.
   
   
   
   
4. Enter any instructions to be presented to a participant at the start of a test in the Page Text box. Use the editing tools to format the text as desired.
   
   
   
   
5. In Participant Code Input, enter the text to display to request the participant to enter his or her participation number or leave the default text.
   
   
   
6. In Verification Code Input, enter the text to display to request the participant to enter his or her verification number or leave the default text.
   
   
   
7. When multiple languages are being used you can choose to allow the participant to select which language to view the survey in. Check the box to Disable Multiple Language Selection if you do not want to allow the participant to select the language; the default language for the event will be used.
   
   

   NOTE – The default screen text has been professionally translated for the given languages. The system does not translate any custom text added.

   
   
   
8. Click on [SUBMIT].
   
   You can click on [RESET DEFAULTS] if you need to restore the default text.
   
   

   NOTE – The [SUBMIT] and [RESET DEFAULTS] buttons apply to all tabs. Clicking on [SUBMIT] submits changes made to all tabs. Clicking on [RESET DEFAULTS] restores the default text for all tabs.

Set Up the Consent Acceptance Screen

The consent acceptance screen is optional. Activate and customize it to present your agreement terms to the participant and require their acceptance before proceeding with the test. 

To set up the Consent Acceptance Screen:

1. From the SETTINGS>DELIVERY INSTRUCTIONS tab, select the CONSENT ACCEPTANCE SCREEN sub-tab.
   
   
   
2. The Show Consent Form box is checked by default. To prevent the Consent Form from being presented to participants, uncheck the box.
   
   If you chose to hide the Consent Form, click on [SUBMIT] and do not continue with the rest of this procedure. Otherwise, continue with the next steps.
   
   
   
   
3. Enter any text to be presented at the start of a test to obtain the participant's acceptance of Terms & Conditions in the Consent Form Message box or leave the default text. Use the editing tools to format the text as desired.
   
   
   
   
4. Enter the body of you agreement text to be presented to the participants in the Consent Form Text box or leave the default text. Use the editing tools to format the text as desired. You can also paste text from your agreement form.
   
   
   
   
5. Click on [SUBMIT].
   
   You can click on [RESET DEFAULTS] if you need to restore the default text.
   
   

   NOTE – The [SUBMIT] and [RESET DEFAULTS] buttons apply to all tabs. Clicking on [SUBMIT] submits changes made to all tabs. Clicking on [RESET DEFAULTS] restores the default text for all tabs.

Set Up the Sample Start Screen

Customize the Sample Entry screen with the text to present to the participant before each sample serving and request sample code input.

To set up the Sample Start Screen:

1. From the SETTINGS>DELIVERY INSTRUCTIONS tab, select the SAMPLE START SCREEN sub-tab.
   
   
   
   
2. In the Page Text box, enter the text to display to the participant before receiving a sample or leave the default text. Use the editing tools to format the text as desired.
   
   
   
3. In the Sample Code Input box, enter the text you'd like to display to prompt for the sample code or leave the default text.
   
   
   
   
4. In the Skip Validation Confirmation Text box, enter the text to display for the participant or leave the default text to verify the sample code with the sample and continue with the test. Use the editing tools to format the text as desired.
   
   
   
5. Click on [SUBMIT].
   
   You can click on [RESET DEFAULTS] if you need to restore the default text.
   
   

   NOTE – The [SUBMIT] and [RESET DEFAULTS] buttons apply to all tabs. Clicking on [SUBMIT] submits changes made to all tabs. Clicking on [RESET DEFAULTS] restores the default text for all tabs.

Set Up the Palate Cleanse Screen

Customize the Palate Cleanse Screen with the text to present to the participant between each sample serving, after submitting a questionnaire. 

To set up the Palate Cleanse Screen:

1. From the SETTINGS>DELIVERY INSTRUCTIONS tab, select the PALATE CLEANSE SCREEN sub-tab.
   
   
   
   
2. In the Page Text box enter the text to display to the participant after completing a questionnaire and to proceed to the next sample serving or leave the default text. Use the editing tools to format the text as desired.
   
   
   
3. Enter the seconds to allow for palate cleanse in the Palate Cleanse Time box. This is the amount of time before the next sample can be delivered.
   
   
   
   
4. Check Hide Countdown to not show the palate cleanse seconds countdown to the participant.
   
   
   
5. Click on [SUBMIT].
   
   You can click on [RESET DEFAULTS] if you need to restore the default text.
   
   

   NOTE – The [SUBMIT] and [RESET DEFAULTS] buttons apply to all tabs. Clicking on [SUBMIT] submits changes made to all tabs. Clicking on [RESET DEFAULTS] restores the default text for all tabs.

Set Up the Participant End Screen

Customize the Participant End Screen with the information to display to the participant at completion of the test. 

To set up the Participant End Screen:

1. From the SETTINGS>DELIVERY INSTRUCTIONS tab, select the PARTICIPANT END SCREEN sub-tab.
   
   
   
   
2. In the Page Text box enter the text to display to the participant upon completion of the test or leave the default text. Use the editing tools to format the text as desired.
   
   
   
3. In the Survey Restart Delay box enter the seconds to wait before refreshing the page to allow the next participant to check in.
   
   
   
   
4. Click on [SUBMIT].
   
   You can click on [RESET DEFAULTS] if you need to restore the default text.
   
   

   NOTE – The [SUBMIT] and [RESET DEFAULTS] buttons apply to all tabs. Clicking on [SUBMIT] submits changes made to all tabs. Clicking on [RESET DEFAULTS] restores the default text for all tabs.

Set Up the Online Event Email

Customize the Online Event Email form if you are conducting an online event. Enter the text to include on an email message to participants with survey instructions. 

To set up the Online Event Email:

1. From the SETTINGS>DELIVERY INSTRUCTIONS tab, select the ONLINE EVENT EMAIL sub-tab.
   
   
   
   
2. In the Email Body text box enter the message to the participant inviting them to take an online test. Use the editing tools to format the text as desired.
   
   
   
3. Click on [SUBMIT].
   
   You can click on [RESET DEFAULTS] if you need to restore the default text.
   
   

   NOTE – The [SUBMIT] and [RESET DEFAULTS] buttons apply to all tabs. Clicking on [SUBMIT] submits changes made to all tabs. Clicking on [RESET DEFAULTS] restores the default text for all tabs.

Set Up the Participant Packing Slips

Customize the Participant Packing Slips form with any instructions to be included in a test kit delivered to a participant. 

To set up the Participant Packing Slips:

1. From the SETTING>DELIVERY INSTRUCTIONS tab, select the PARTICIPANT PACKING SLIPS sub-tab.
   
   
   
   
2. In the Packing Slip Instructions text box enter the message to the participant to be printed and included in a home use test. Use the editing tools to format the text as desired.
   
   
   
3. Click on [SUBMIT].
   
   You can click on [RESET DEFAULTS] if you need to restore the default text.
   
   

   NOTE – The [SUBMIT] and [RESET DEFAULTS] buttons apply to all tabs. Clicking on [SUBMIT] submits changes made to all tabs. Clicking on [RESET DEFAULTS] restores the default text for all tabs.