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Help Center
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What are the different account types (Practitioner/Resident/Assistant/Association/Industry)Five types of accounts are available on Doqboard. Three are intended for individuals, and two others for organizations. • Practitioner: these accounts are made for Doctors of Medicine (submitted to verification). On Doqboard, Practitioners can create projects and join others, in which they collaborate according to the Rights granted to them. They can also create, and join a Team. 💡 Check out this article to learn more about teams. • Resident: these accounts are made for medical interns (submitted to verification). Residents can join Practitioners' projects and collaborate according to the Rights granted to them. They can also join Teams of Practitioners and create projects on behalf of those Teams. For security reasons, Resident accounts must be renewed annually upon presentation of a new school certificate. • Assistant: these accounts are designed for technical personnel assisting a Practitioner in its projects (Clinical Research Associates, secretaries, nurses, non-intern students, etc.). Assistants cannot create projects but can join and participate in them depending on the Rights granted to them. They can also join Practitioners' Teams. • Association: these accounts are made for medical associations (learned societies, research groups, etc.). Associations can create projects, invite their members to collaborate, and manage their rights. They centralize the anonymized data of all the participants in their projects and can use them via the Doqboard statistical interface. • Industry: these accounts are made for the healthcare industry. Industrials can create projects, invite investigators to participate, and manage their rights. They centralize the anonymized data of all the participants in their projects and can use them using the Doqboard statistical interface. If you need to change your account type, please contact us via this form. 💡 To learn more about teams, visit the "team" section of the Help Center.
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How do subscriptions work in Doqboard?Subscriptions are offered for individual users as well as organizations to meet their different needs. ➡️ Practitioners Doqboard offers Personal and Team Subscriptions for different purposes. Individual subscription applies to your Personal Projects. The team subscription applies to your Team Projects (to collaborate with residents, CRA, and non-medical staff of your team). 💡 For multicentric use of Doqboard, subscribe to the multicentric option to allow you to invite external investigator centers. There are 3 types of individual subscriptions: PRO (free) ADVANCED* EXPERT* There are also 3 team subscriptions: TEAM PRO (free) TEAM ADVANCED* TEAM EXPERT* *Paid subscriptions can be billed monthly or annually (subscribing to an annual subscription gives you a reduced rate). 💡 See all our offers here In TEAM subscriptions, the number of users is unlimited. 💡 You can find the details of your subscription(s) at any time in your account, subscription section. ➡️ Organizations Doqboard offers a subscription for Associations (ASSOCIATION) and a subscription for Industrials (INDUSTRY). The subscription can be billed monthly or annually (subscribing to an annual subscription entitles you to a reduced rate). Contact us for more information
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What can I do with PRO subscription?Doqboard's PRO subscription is available for Practitioner accounts, individually or as part of a team (TEAM PRO). It allows you to use for free and for an unlimited period of time the platform's basic functionalities to conduct and participate in an unlimited number of studies (joined and created). The projects you create can include up to 25 questions and 100 inclusions of patients. As with all Doqboard subscriptions, the PRO subscription includes automatic statistical processing of data and results access (including aggregate results for multicentric projects). All results are presented in an interactive graphical interface. 💡 Find the details of the PRO subscription features here. The PRO subscription also gives you the possibility to invite your team to participate for free in the projects to which you are invited. ➡️ Use Doqboard in multicentric with the PRO subscription If you wish to conduct projects with external investigator centers, you can subscribe to the corresponding option. 💡 The number of external investigator centers subscribed applies to all of your projects. When a project contains an additional external investigator center to the number subscribed, then the project is deactivated (it becomes read-only). Only centers that have agreed to join the project are counted. You are reminded of this number within each project, in the general tab, at the level of Participations. 👇🏻 💡 To learn more about teams, see the "teams" section.
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What can I do with the ADVANCED subscription?Doqboard ADVANCED subscription is available for Practitioner accounts, individually or as part of a team (TEAM ADVANCED). It allows to design advanced forms, invites users to join projects, and uses advanced statistical features. Projects created via the ADVANCED subscription can include up to 50 questions per project, spread over one or more pages of the same form, up to a maximum of 3 pages. The number of inclusions of patients is unlimited. This subscription also gives access to advanced features such as statistical filters, that allow you to select sub-populations among all the patients included in your project and analyze their specific statistical results. 💡 See the details of the ADVANCED features subscription here. Use Doqboard in multicentric with the ADVANCED subscription: If you wish to conduct projects with external investigator centers, thus you can subscribe to the corresponding option. 💡 The number of external investigator centers subscribed applies to all of your projects. When a project contains an additional external investigator center to the number subscribed, then the project is deactivated (it becomes read-only). Only centers that have accepted the invitation to join the project are counted. You are reminded of this number within each project, in the general tab, at the level of Participations. 👇🏻
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What can I do with the EXPERT subscription?Doqboard EXPERT subscription is available for Practitioner accounts, individually or as part of a team (TEAM EXPERT). It provides access to all features of the application. Projects created with this subscription can have an unlimited number of questions and pages per form. All form creation features are accessible in this subscription (interactive comments, optional questions, information blocks...) and you can invite up to 50 participants per project. The data export feature is also available in the EXPERT subscription. This allows you to export the data of your choice (filtered data, anonymization, etc.) in .CSV format, compatible with office software (spreadsheets) and statistical analysis. This subscription allows you to give Advanced rights to the users you invite to your projects to: edit the form and documentation exploit all inclusions of the project invite external participants give your guests advanced rights 💡 Find out how rights work in the "Projects/Studies" section of the Help Center. ➡️ Use Doqboard in multicentric with the EXPERT subscription If you wish to conduct projects with external investigator centers, thus you can subscribe to the corresponding option. 💡 The number of external investigator centers subscribed applies to all of your projects. When a project contains an additional external investigator center to the number subscribed, then the project is deactivated (it becomes read-only). Only centers that have accepted the invitation to join the project are counted. You are reminded of this number within each project, in the general tab, at the level of Participations. 👇🏻
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What can I do with a TEAM subscription?TEAM subscriptions allow teams created in Doqboard to access additional features, including members of the same team to collaborate on projects to include patients. These subscriptions are applicable only for Teams, in TEAM PRO, TEAM ADVANCED, or TEAM EXPERT subscription. 💡 See all our offers here. TEAM subscriptions are specially designed for medical teams because they allow members of the same Team to share their patient inclusions: access to files, modification of inclusion data, and access to patient identifiers (if necessary). Members' number in a Team is unlimited. Team members can be of different profiles: practitioners, interns, CRA, assistants, nurses ... When a practitioner creates a Team, he/she automatically becomes the Team leader and can invite an unlimited number of members to his Team. Each member can then be added to participate in projects via the Team. 💡 Find more information about teams in the "Teams" section of the Help Center.
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What can I do with the ASSOCIATION and the INDUSTRY subscriptions?The ASSOCIATION and INDUSTRY subscriptions are Organization type subscriptions. They are dedicated to research studies promoters such as research groups, associations, and the healthcare industry. These subscriptions allow associations and industrials to conduct an unlimited number of clinical projects, to invite collaborators and research teams*, and facilitate the collection and use of the collected data. * The number of external investigator centers subscribed applies to all of your projects. When a project contains an additional external investigator center to the number subscribed, then the project is deactivated (it becomes read-only). 💡 Only centers that have accepted the invitation to join the project are counted. The number of inclusions is unlimited in each of the projects. These subscriptions also make it possible to distribute projects to all practitioner users of the same specialty. 💡 To do this, you must have enabled sharing by specialty in the general tab of the project. Projects created with these subscriptions can have an unlimited number of questions and pages per form. All form creation features are also accessible in these subscriptions (interactive comments, optional questions, information blocks ...). These subscriptions also allow you to give rights to guest users in projects: to include patients in the study to edit the form and documentation to exploit all inclusions of the project to invite external participants to give your guests advanced rights 💡 To learn more about rights, see the answer to the question How do rights work in the section "Projects/Teams" The data export feature is also available in Organization subscriptions. It allows you to export the data of your choice (filtered data or not) in .CSV format, compatible with office automation and statistical analysis software.
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What are the differences between a Personal Project and a Team Project?➡️ Team Projects A Team Project is a project allowing members of the same Doqboard Team to collaborate. To be able to create a Team Project, the Team must have a TEAM ADVANCED or TEAM EXPERT subscription. 💡 See all team offers here The project manager, as well as authorized members, can choose and set up roles for each project participant. 💡 See the article about rights Collaboration in a Team Project allows participants to: ✅ access the inclusions of other Team members without anonymizing identifying data; ✅ edit inclusions made by other Team members. ➡️ Personal Projects A Personal Project uses the individual subscription of its creator. It allows you to create your own project (from your PRO or ADVANCED or EXPERT subscription), and to invite external participants (if you have an ADVANCED or EXPERT subscription) but does not allow you to invite members of one of its Teams.
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The test inclusions mode➡️ The different inclusion modes In Doqboard, you can test your form before inviting participants to your project using the test inclusion mode. You can activate and deactivate it according to your needs at any time, directly from the general tab of the project by selecting “test mode” or “open inclusions” according to your choice. This mode, set by default when you create a new project, allows you to test your form without impacting the numbering of inclusions and the audit trail during the inclusion period.
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Manage invitationsInvite and manage invitations In Doqboard, depending on your rights and the subscription used, you can invite external participants or members of your team to collaborate on projects. ➡️ Invite a project participant and member of your team By default, for any new invitation, the box "Members of my team" is checked. select the team in which the member will be added type the participant's name or email address assign participant rights for the project ➡️ Invite an external participant (not a member of your team) type the email address assign participant rights for the project 💡 You can invite several people at the same time via the invitation field by separating the email addresses with a space, a comma, or a semicolon. ➡️ Resend invitations For simplified invitations management, you can resend all pending invitations (thus which have not been accepted by the participants) in one click 👇🏻
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How do Rights work?➡️ What are the Rights? Rights are available in Doqboard and are applicable to each participant of a project. This setting allows the project manager to precisely define the type of collaboration he/she wishes to set up with each of its guests: the form edition, the patients' inclusions, the invitations of participants, .. Without assigned rights, a participant can see the project's general information and documentation. He can also view the overall statistical results and invite the members of his/her Team for free to join the project. The assigned rights can be "basic" or "advanced". ➡️ Basic rights Basic rights are usable by all Doqboard users (they do not take into account the subscription). They include: ✅ "May include patients": this right allows the participant to make inclusions and edit them. 💡 In a Team Project, he can also see and edit the inclusions of other members of this Team. ✅ "Can manage invitations to this Team: this right is specific to shared projects in Team. 💡 It allows a Team member to invite other members of this Team and manage their rights. ✅ "Can access team inclusions" It allows the participant to see the Team results (and so the project results if the project is multi-centric). 💡 For an external participant, he/she can share the invitation for free with members of its medical team, giving he/she access to its own team's results. These are the rights to check first in the list of rights to assign: 💡 These basic rights allow access to the inclusion mode of a project, whether you are the manager or a participant. ➡️ Advanced Rights Advanced Rights are available for users with EXPERT or TEAM EXPERT subscriptions: See all available subscriptions here ✅ "Can edit the form and the documentation": this right allows the participant to modify the form and the documentation associated with the project. ✅ "Can use all the inclusions of the project": this right allows the user to see the inclusion sheets as well as the statistical results of each participant. It can also export all the data of the project in .csv format. ✅ "Can invite external participants": in addition to inviting members of its Team for free (default right), this right allows the user to invite into the project external participants to its Team. ✅ "Can give its guests advanced rights": this right can only be given by the project manager and if the right "can invite external participants" is checked. It allows the manager's guest(s) to give their own guests the following advanced rights: - "Can edit the form and its documentation"; - "Can exploit all project inclusions"; - "Can invite external participants". The manager can thus delegate the ability to assign advanced rights to guests and keep a supervisor role. 💡 The manager is the only one who can edit the rights of each guest. Other users can only edit the rights of participants they have invited.
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Invite an external investigator center to my projectWhat is an external investigation center? In Doqboard, an external center is by definition, an individual user or a team other than yours benefiting or having benefited from the right to include patients within one or more projects. How the investigation centers work The number of external investigators centers to which you have access to depends on your subscription and the option subscribed. 💡 Find more about the subscriptions in the dedicated article of the "Accounts/Subscriptions" section of the Help Center.
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Manage visibility of project resultsFrom the general tab of a project, you can manage* the visibility of the project results. *depending on your role in the project. For this, it is necessary to be a project manager. 3 possibilities are offered to you: Visible to all The results are visible to everyone: all participants can see their results in real-time as well as the overall results of the project. Visible to the manager and the participants with the right "Can access ad use all project inclusions" Only the manager and users with the right to use the project's inclusions can see the results. Not visible Allows you to block access to the results for everyone, including the manager(s). 💡 Ideal for temporarily blocking the real-time display of results and only revealing them at the end of the inclusion period.
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How to monitor data validityIn Doqboard, you can set up validity rules to reduce input errors and track invalid data in inclusions. ➡️ Configure validity checks (form) Within the form of a project, you have the possibility* to configure validity checks for quantitative variables, calculations, and dates. Click on the “AB ” icon in the toolbar of the concerned variable. Once configured, the icon will appear in blue near the variable label, indicating that the variable is under a validity check. By hovering over the icon, you will see the detail appear (the minimum and/or maximum or expected value, a lower or upper date, etc.). *depending on your rights in the project. In this case, you must have the advanced right “Can edit the form and documentation” or be the project manager. 💡 The validity check function does not block the entry but informs about the valid or invalid status of a data. ➡️ Enter and correct data subject to a validity control (inclusion) Within an inclusion sheet, the validity of a value is indicated by the color of the icon “AB ” (red). Data entry is done normally: if it is invalid, the validity icon turns red and the data is plotted as invalid. 💡 Invalid data is traced in the header of the inclusion form using a dynamic link. You can directly access the variables concerned by using the links to consult or correct the data. If the data is valid (immediately or after being corrected), the validity icon disappears. Invalid data appears under the progress bar, in the inclusion sheet, and in the inclusions table. ➡️ Valid and invalid data in Results In the Results tab, you can access the invalid data of each variable. Click on the button “see the detail ” after the mention “calculation obtained on X inclusions ”. 👇🏻 💡 The over-window shows you the number of inclusions taken into account for the calculation of the results and as well as the inclusions containing missing and invalid data. You can access the inclusion sheets quickly to correct them: hover over the inclusions to obtain more information and click on the "access inclusion" link.
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How to qualify missing data➡️ What is missing data? A data is called “missing” when no data value is represented for a variable. ➡️ Why qualify missing data? By qualifying the data, these are no longer considered as missing but as Not Applicable or Not Available by the software, and therefore allow the completion of the inclusion (progress bar will ignore NA/ND data). ➡️ Qualify missing data In your inclusion sheet, for the variable concerned, click on the actions icon (represented by 3 dots). You can then choose to declare the data as not available, not applicable. The action is saved automatically. A sentence under the variable indicates the data has been declared unavailable or not applicable. Once qualified, the data remains modifiable: click again on “actions” then cancel the qualification by clicking on the corresponding label. 💡 Easily find the NA/ND data thanks to the information present under the progress bar: the links redirect you directly to the variables concerned. 💡 From the Inclusions tab of a project, you can also view results containing NA/ND data using the filters. 👇
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Track your missing data and follow the progress of a project➡️ Track your data: Within the inclusions themselves, you can quickly identify incomplete data thanks to the progress bar. This one evolves automatically as the inclusion is completed. 💡Easily fill in missing data using the information in the bar: the links redirect you directly to the concerned variables. You can also identify the variables in the form via the "show missing data" button at the bottom of the page. ➡️ Follow up with a project's progress From any list of inclusions ("All inclusions" section or in the "inclusions" tab of a project), you can view the filling rate of each inclusion as well as the number of missing data. 💡 The number of missing data is displayed when you hover your cursor over the progress bar. 👇 💡 From the Inclusions tab of a project, you can also view the results by investigating center using the filters. 👇
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Follow the changes made thanks to the audit trailFor each of your projects, you can consult a “multi-level” follow-up of the modifications made: at the level of the project, of the inclusion, and the variable. ➡️ The Project Audit Trail From the “Inclusions” tab of the project, access its audit trail by clicking on the icon: A pop-up window opens, allowing you to view the performed actions and by whom. 💡 You can sort the modifications made from oldest to newest using the sorting filters. ➡️ The Inclusion Audit Trail Within an inclusion, access the audit trail via the icon. View the actions carried out in the inclusion sheet and sort them according to your preferences. ➡️ The Variable Audit trail For each variable, track the changes by clicking on the audit trail icon. As for the audit trail of projects and inclusions, you can sort the modifications by date (from the most recent to the oldest and vice versa). 💡 The audit trail of identifying variables is only visible to authorized investigators.
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Inclusions table: filter, sort, search and delete inclusionsQuickly view essential information through to the different columns of the inclusions table. ➡️ Filter inclusions You can filter inclusions to display all inclusions, only your inclusions, the inclusions of the investigator centers, or your participants' individual inclusions. And to help you search for a center or a participant, you can use the search field.👇🏻 ➡️ Sort inclusions You can choose the inclusions display order according to their latest modification date, their filling rate, or the number of invalid data. 👇🏻 ➡️ Search for inclusion Via the search bar, you can find an inclusion according to the identifying data it contains or via the number of the inclusion by typing hash and the number of the inclusion. For example, if you are looking for the patient corresponding to inclusion sheet no. 16, you can easily find it in the list by typing "#16" in the search bar. ➡️ Remove an inclusion From the inclusions table or in the "inclusions" section of a project, you can simply delete your inclusions by clicking on the trash can icon. 💡 You can only edit your own inclusions or those from your team members. The other inclusions will appear as read-only (indicated by the padlock icon 🔒)
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Results: sort, filter and export themThe results tab of a project allows you to obtain real-time descriptive statistics in a dynamic interface. The results are presented by page, each variable being represented graphically by a bar, a pie chart, ... Depending on your role in a project and your assigned rights, you can manage the visibility of results. As in the inclusion table, you have the ability to sort and filter your results. ➡️ Sort Results Whatever the project (created or joined), you can sort the results to view all of them (which correspond to the aggregated results of all the participants in the project), yours only, or if you are invited and participate in the project as a team, your team's results. Remember to use the search field to save time. 💡 Managers can also sort the results to view the results of each participant and investigator center independently. ➡️ Filter results To study subpopulations, you can add filters. To do this, simply click on an answer item and then on the "add as filter" button. 👇🏻 💡 Depending on the response elements selected, you may be offered to filter the sub-population by value or by an interval. if you choose to filter by an interval, this will have to be configured (lower and/or upper limit, include or exclude limit values). You can manage filters independently from each variable subject to a filter or globally from the corresponding button at the top of the results page.
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Transfer spreadsheets to .CSV UTF-8 formatTo import data from spreadsheets, you have a secure area to transfer files (on demand). Your files will be stored on our secure servers (HDS certified). ➡️ Export spreadsheets to .CSV UTF-8 format You must export your spreadsheets to .CSV UTF-8 format to facilitate the import and ensure the quality and accuracy of the data they contain. To do so, open your spreadsheet in your spreadsheet software. You use Excel / Open Office Calc: In the menu, click on “File” then on “Save as”. A new window opens. Select the folder where you want to save your .CSV file. Select “CSV UTF-8 (comma delimited) (*.csv)” in the “Save as type” area. Click on “Save”. You use Excel (version > 16): In the menu, click on “File” then on “Save as”. Select the folder where you want to save your .CSV file. A new window opens. Select “CSV (comma delimited) (*.csv)” in the “Save as type” area. At the bottom of the window, click on “Tools”, then on “Web Options”. A new window opens. In the “Encoding” tab, select the option “Unicode UTF-8”. Click on “Ok” and save your file. You use Numbers: In the menu, click on “File”, then on “Export to” and select “CSV…”. A new window opens. In the “Text encoding” area, select “Unicode UTF-8” and click on “Next…”. Choose the file location. Eventually, click on “Export”. ➡️ Upload the spreadsheets to your dedicated area Login to the Doqboard application and go to “Spreadsheets import” in your Account area. If you have not requested it yet, contact support@doqboard.com to activate your file transfer area. Once activated, click on “Upload new files” and select the files to upload. You can upload up to 10 files, each limited to 4MB.
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Create and organize pages in a form 🎬Learn how to manage pages in a Doqboard form:
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The different variables types to add to a formWithin the form, you can choose the elements you want to add to it from the list in the toolbar. 👇🏻 identifying data questions with predefined answers open-ended questions dates and times quantitative questions calculations iterative questions free-text questions information sections For layout, you can also add titles, separators, and line breaks.
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Identifying dataAt Doqboard, we know that the privacy and security of your patient data are paramount. For this, we offer you the possibility of making them identifiable, thus excluding them from statistics and transfers between centers. Insert identifying data in a form From the toolbar, the identifying data icon allows you to select predefined type variables from a list to save time: surname, first name, date of birth, identification number, address, telephone number, or patient email address. By clicking on the label of the chosen variable, it will be added directly to the form with the “identifying data” icon. Turn existing data into identifying data From the form edition mode and within the concerned variable toolbar, you can turn a data as identifying by clicking on "Mark as identifier" via the icon below: Once the icon is clicked, you will then be told that the data is now identifying, and therefore excluded from statistical processing. 👇🏻 💡 You can cancel this action at any time by clicking again on the corresponding icon from the variable toolbar. Identifying data within a project On Doqboard, teams allow you to jointly manage inclusions. As a result, the members of the same team have access to the identifying data of each member since these are shared. 💡 Learn more about teams
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Questions with predefined answersThe questions with predefined options are useful for closed single or multiple-choice questions. You can choose the nature of the question when it is created but also modify it once the variable is created using the conversion.
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Open-ended and free-text questions➡️ Open-ended questions Free-response questions exist in single and multi-selection to allow investigators to write their own answers. 💡 This question makes the answers added while the entry reusable by other investigators. 👇 ➡️ Free text questions These questions allow you to add free text just like open-ended questions but without statistical processing. For instance, this type of variable can be used to leave a comment at the end of the form. 💡 Free text variable data can however be exported if you have an EXPERT or TEAM EXPERT subscription.
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Dates and timesYou can add date and time, date only, or time only variables to your form. Click on the toolbar icon to select the desired variable from the list. 👇🏻 💡 It is possible to apply validity checks to date variables.
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Quantitative questionsQuantitative variables are useful to express numerical values and quantities associated with units. 💡 It is possible to apply validity checks to quantitative variables.
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Use the calculation featureThis functionality makes it possible to automatically perform calculations between date-type or quantitative-type variables and to use the results statistically. 💡 It is possible to apply validity controls to calculation-type variables. Example of a calculation between 2 dates: Example of a calculation between 2 quantitative variables:
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Iterative questionsIterative questions are questions that by definition can be asked several times within the same inclusion. For example, in a follow-up consultation form, an iterative question gives you the possibility of making an entry at each consultation. Once created, you will need to configure the iterative question(s) in a new window. 💡 To facilitate the management of answers to iterative questions, it is possible to rename each entry label while the entry. 👇
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How to move elements within a form 🎬Find out how to move elements within your form while editing it:
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How to manage logical links between the elements of a form 🎬Learn how to manage logical links when editing a Doqboard form:
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How to convert a single/multi-selection variableAt any time, you can convert a multi-selection variable into a single-selection variable and vice versa. ➡️ How to convert multi <=> single selection variables? From the form to modify (and via the form edition mode), here is the procedure to follow: click on the button convert to [mono/multi] selection in the toolbar of the variable concerned, click a second time to confirm your choice. 💡 As part of a multi to single selection conversion, you will be alerted if you have inclusions in your project: - entries with only one answer are kept; - multiple answers will be irreversibly DELETED.
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What are Teams for?Creating a Team in Doqboard allows a medical team of the same specialty (composed of doctors, interns, assistants...) to collaborate on projects in which the team is invited or that it created. When a member of a Team has the right to make inclusions in a project (see the article about rights), he/she can also see and modify the inclusions of other Team members. 💡 The identifying data of these inclusions can be viewed and modified by members of the Team.
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How do Teams work? (creation - exit - deletion)On Doqboard, all profiles (assistants, CRA, interns, doctors, etc.) can join teams. However, only Practitioners accounts can create a Team, regardless of their personal subscription. ➡️ Create a Team To create a team, simply click on Team(s) in the drop-down menu under your account, or directly from your account via the "Team(s)" section. You can view the teams you have joined (as part of your collaboration in several departments in particular) as well as your team. Activate your team by clicking on the “Activate my Team account” button. You will then have to modify the name of your team which is by default, “team of [your NAME] [FIRST NAME]. Accesses you get through this team are reminded below the name of the team. This concerns team participation in projects and the organization of team projects* *this feature requires a TEAM ADVANCED or TEAM EXPERT subscription. 💡 By default, a newly created Team uses a TEAM PRO subscription (free). With this subscription, a Team can participate in projects in which at least one of its members has been invited. You can then add Team members and leaders to complete it. To do this, click on “new invitation”, enter or insert email addresses then assign a role to each member. ⚠️ Only users of the same specialty can form a Team. The TEAM ADVANCED and TEAM EXPERT subscriptions allow a Team to carry out their own projects as a team. ➡️ Leaving a Team At any time, the Team leader(s) can remove members from their Team. Similarly, members can also leave the Team if they wish. 💡 When a user leaves or is removed from a Team, its contribution to its Team projects becomes individual participation: its patient inclusions are kept, but are no longer attached to the Team. ➡️ Delete a Team Only a Team leader can delete a Team. All data inclusions made by its members on behalf of this Team are permanently deleted. An alert message will appear on your screen when deleting your team so that you confirm the permanent deletion of it:
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What are the roles in a Team?There are two roles possible within a Doqboard Team: Team leader or member. Team Leader The Team Leader can add, remove Team members and change their role. He can also edit the Team information or delete it. The creator of a Team is assigned to this role automatically. Once the Team has been created, he can add members to it and assign the role of each one via the rights (member or team leader). A team can have multiple Team leaders. ⚠️ Only Practitioner accounts can be Team leaders. Member The member is a user invited by a Team leader. It can be a Resident, an Assistant or a Practitioner. A member cannot modify the Team information but can leave it if he/she wants to. General All Team members and leaders can participate in Team projects. Only members that are either Residents, Practitioners or Team leaders can create projects on behalf of the Team.
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