Using alerts and trackers Download PDF

1 Introduction

  • The following sections describe the main use cases for alerts, how the condition is evaluated in conjuction with the context form and the actions perfomed.
  • See also sections 6. Alerts in Viedoc versions older than 4.37, 7. Alerts in Viedoc version 4.37 or later and 8. Trackers in Study Settings.
  • For details about conditions and variables, see Using JavaScript in Viedoc.

2 Condition and context form

  • The context form is required to be set for an alert, in order to define where the condition will be evaluated, i.e. the saving of which form in Viedoc Clinic will determine the alert condition to be evaluated.
  • There are three possible ways to set up the context form:
    • Any event, Any activity, Specific form - In this case, the condition is evaluated in the context of the saved specified form in Viedoc Clinic, regardless of the event or activity within the save is performed. The event where the form was saved will be considered for trackers.
    • Specific event, Any activity, Specific form - In this case, the condition is evaluated in the specified form, as a result of saving the form in Viedoc Clinic within the specified event. If the context form appears repeatedly in more activities, the form that was just saved is considered for evaluating the condition, regardless of the activity.
    • Specific event, Specific activity, Specific form - In this case, the condition is evaluated in the specified form, as a result of saving the form in Viedoc Clinic within the specified event and activity.

3 New alerts

  • A new alert is saved.

    This can be performed by:
    • adding a new alert.
    • editing the condition and/or the context form of an existing alert, which leads to re-setting the alert and treating it as a new one.
  • After the alert is saved, no action is performed until the context form is saved in Viedoc Clinic.
  • When the chosen context form is saved in Viedoc Clinic, the alert condition is evaluated.
    • If the condition is false, no action is performed. The alert becomes active for the first time when the condition is evaluated to true as a result of the form save.
    • If the condition is true:

        • The True actions are performed, if enabled.

        • The tracking is turned on. This means that the system begins tracking of the items as selected under Tracker actions, i.e. each time one or more of these items are changed within the same event as the context form was saved or within the study start event, the actions configured under Tracker actions will be performed.

4 Existing alerts - condition change from true to false

  • For an existing alert (that was defined, saved and in active state), considering that before performing changes on the context form the condition is true:
    • True actions are performed if enabled, as the condition is true.
    • False actions are ignored, as the condition is true.
    • Tracker actions are on, as the condition is true. This means that every time one or more items marked for tracking is changed within the same event as the context form was last saved causing the condition to turn true or within the study start event, the actions defined under Tracker actions are being performed.
  • The context form is being saved in Viedoc Clinic, and, as a result, the condition is evaluated to false.
  • When the condition becomes false:
    • True actions are ignored, as the condition is false.
    • False actions are performed if enabled, as the condition is true.
    • Tracker actions are turned off. No tracking is performed until the condition becomes true again.

5 Existing alerts - condition changes from false to true

  • For an existing alert (that was defined, saved and in active state), considering that before performing changes on the context form the condition is false:
    • True actions are ignored, as the condition is false.
    • False actions were performed if enabled, as the condition is false.
    • Tracker actions are off, as the condition is false.
  • The context form is being saved in Viedoc Clinic, and, as a result, the condition is evaluated to true.
  • When the condition becomes true:
    • True actions are performed if enabled, as the condition is true.
    • False actions are ignored, as the condition is true.
    • Tracker actions are turned on. This means that every time one or more items marked for tracking will be changed within the same event as the context form was last saved causing the condition to turn true or within the study start event, the actions defined under Tracker actions will be performed.

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