How to Set up Routines

With Routines, you can collect supplementary data that can be considered covariates to further inform study results.

To add a new a Routine: 

1. Log in to Zamplo Research and select your study profile from the top dropdown. 
2. From the dashboard, navigate to the left side of the screen and click on the “Study Setup” dropdown 
3. Then click “Routines” 
4. Click on “Add New Routine” 
5. Create a Routine Name and add a Description
6. You have the option to customize the routine by adding a logo or customized image, or choosing a colour
7. Decide what data types you will be tracking and add them to the routine (watch the data types video here)

For data types that are being added in place:

1. Click on the “+ Add” button

2. Enter the data type name and select it from the dropdown list options. 

3. Alternatively, if you do not find the data type in the dropdown list, you can create a custom data type, select the quantity and unit of measure. 

For data types that have already been set up using the data type features:

1. Click on the “+ Add” button and select the data type from the dropdown “User List” option

2. Repeat the same steps for the other health data types you would like to add to the routine

Once you have added the data types, you can choose to set routine reminders for participants

Set up automatic participant routine reminders: 

1. Reminders can be sent out through the app as push notifications and as email reminders. You can choose one or both options
2. Select whether you want the frequency of these reminders to be daily, weekly, or monthly
3. Choose the time you want participants to receive reminders
4. If you would like participants to receive routine reminders for only a specific period, you have the option to add a reminder end date. If this is the case, select the date you would like participants to stop receiving routine reminders, such as at the end date of the study (if known)

To select what participants to share the routine with: 

1. Choose all participants or if you have set up study groups, you can select participants that are in a specific study group
2. Study groups can be useful in the event that you want a specific group to be sent the routine. To learn more, watch our tutorial on study groups
3. Participants can record open text notes to their routine journal entries. You can choose whether you would like to include participant notes in your routine export when you extract data from the routine.  
4. Once you have completed setting up the routine, click on “Save” 

Your routine has now been saved and can be found under “Inactive” routines.

Navigating through the Routines menu options: 

• To activate a routine, click on the 3 dots on the right-hand side of the routine and click on “Activate” 
• To deactivate a routine, click on the 3 dots and select “Deactivate” 
• To edit a routine, click on the 3 dots and select “Edit” - both activated and deactivated routines can be edited

• If you choose to edit an activated routine, you can make the changes available to participants right away or publish the changes later

• To make a copy of a routine, click on the 3 dots and select “Copy to new” 
• To delete a routine, it must first be deactivated. Once deactivated, click on the 3 dots and select “Delete” 

You now know how to create, copy, activate, and deactivate a Routine.