Skipping Steps

There are often times in your research process where you may decide that a workflow step is not applicable for a participant. This often occurs in projects which have multiple steps and data collection points in their project. Some scenarios include:

  • You are completing a survey and interview with a participant but you are unable to complete the interview component
  • You have multiple stages in your project in which you seek independent consent for each stage. Some participants only consent to some stages but you want to record them in the same workflow.

Quadrant now supports these scenarios through the skip step function. The function is available in the workflow status in participant edit or through the bulk participant movement function.  

Steps that have been skipped can be seen in the All Project Participants screen and Edit Participant screen. As always, you can search on all Skipped participants using the Find in Table search box. 


Back to Articles


blog comments powered by Disqus