You can add a test to an existing project or start by creating a new project. A test must have one or more events, one or more questionnaires and one design block. An onsite test is conducted in your own facilities and testing rooms. When you schedule the test, the calendar displays the time for the location selected. The system prevents room reservation conflicts. 


NOTE – This document details the steps to add a test to an existing project. Instead, you can also choose to Add a New Event to a Test, for which begin with step 6 below. If you are creating a test as a continuation from the Create a Project wizard, begin with step 4 below.



See the following:



Add an Onsite Test


To add an onsite test:

  1. Select PROJECTS from the main drop-down menu or select the Projects tile from the home page dashboard.



  2. From the Projects list, click on the [PID], Name, or [SUMMARY] button to open the project.



  3. From the Test Dashboard, click on [ADD TEST].



  4. In the Create Test popup, select a test type from the drop-down menu. This example shows setting up an Acceptance test.



  5. Enter a Test Name (optional). Additionally, enter a Consumer Visible Name (optional) to display on the Event Select screens for participants.

    SEE ALSO – Edit Test Type, Name, or Consumer Visible Name for additional details about the Consumer Visible Name.



    Click on [CONTINUE WITH WIZARD] to continue.


  6. The system takes you into the Test Wizard to complete the test details.

    In the Location step, under Where will you administer this Acceptance test? choose On Site.



  7. Under Tell us about your On Site event choose the location for the test from the drop-down list.

    SEE ALSO – Set Up Locations for additional details.




  8. Select the Check-in Type for the test. See Check-In Method for additional details.


  9. Indicate whether you will be Using RedJade to Recruit participants for the test.

    Additionally, when Using RedJade to Recruit with Assisted Check-In, RedJade offers two sub-options for "Who can participate?":

    • Scheduled (default) – Subjects must have a "Scheduled" Outcome from a Recruiting Campaign in RedJade or Participants imported/added to the test. See Campaign Outcomes.
    • Scheduled or Qualified – Allows Subjects with "Alternate" or "Qualified Accepted" Outcomes from RedJade Recruiting in addition to "Scheduled" Outcomes or Participants imported/added to the event. See Campaign Outcomes and Add Participants.



  10. Click on [NEXT] to go to the Participants step.


  11. On the Participant Groups tab, complete the Number of Participants field and the First Participant Code. Optionally, enter a Name for the group.



  12. If you are using panels, select it from the Panel drop-down list.


  13. To include additional Participant Groups at this time, see Set Up Participant Groups. Otherwise, continue to the next step.


  14. If you are using Assisted Check-In, select the Participants tab and see Add Participants to add participants at this time. For all others, go to the next step.


  15. Click on [SAVE & EXIT] to quit or [NEXT] to go to the Schedule step, see next topic.



Schedule an Onsite Test


To schedule an onsite test:

  1. Select PROJECTS from the main drop-down menu or select the Projects tile from the home page dashboard. Otherwise, skip to Step 4 if you are continuing with the wizard from working with a test.



  2. From the Projects list, click on the [PID], Name, or [SUMMARY] button to open the project.



  3. From the Test Dashboard, select the tab for the Event you want to schedule, then select the Day tile to go to scheduling.



  4. From the Schedule step, click on the day for which you wish to schedule the test.



  5. In the Create Reservation window, select the Rooms from the drop-down list. You can select more than one.



  6. Select the start time and end time for the reservation.


  7. To create a copy of the reservation for multiple days, select a Repeat option from the drop-down list, then configure the repeat settings in the fields below.



  8. If the event requires additional reservations, repeat steps 4-8 for each reservation.


  9. Click on [SUBMIT].

    The reservation is added to the calendar. Hover your cursor over the reservation to see details or click to open and view, edit or delete the reservation.



  10. Click on [SAVE & EXIT] to quit or [NEXT] to continue with the Questionnaires step.

    Next, create a questionnaire, create and approve a design block, then return to the Test Dashboard to launch your test. See Preview or Launch a Test).