Question 1

What are the different account types (Practitioner/Resident/Assistant/Association/Industry)

Accepted Answer

Five types of accounts are available in Doqboard. 3 are intended for individuals and two others for organizations.  • Practitioner: this type of account is 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 they granted to them. They can also create and join teams.  💡 You can read this article to know more about teams.   • Resident: this type of account is made for medical residents only (submitted to verification).  Resident can join Practitioners' projects and collaborate according to the Rights granted to them. They can also join Practitioners Teams and create projects on behalf of those Teams. For security purposes, Intern accounts must be renewed every year upon communication of new proof.  • Assistant: these accounts are made for technical personnel assisting a Practitioner in his/her projects ( Clinical Research Associates, secretaries, nurses, non-internal students, etc.). Assistants cannot create projects but can join and participate in them according to the rights granted to them. They can also join Practitioners' Teams.  • Association: these accounts are made for medical associations (research 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 reserved for Healthcare Industrials. Industrials can create projects, invite investigators to participate, and manage investigators' rights. They centralize the anonymized data of all the participants in their projects and can exploit them thanks to the statistical interface of Doqboard.   If you wish to change your account type, please contact us via this form.   💡 To learn more about teams, visit the "team" page of the help center.

Question 2

How do subscriptions work in Doqboard?

Accepted Answer

Subscriptions are offered for individual users as well as organizations to meet their different needs.  ➡️ Individual user  Doqboard offers personal subscriptions and team subscriptions for individual users for different purposes. The individual subscription applies to your Personal Projects. The team subscription applies to your Team Projects.  There are 3 types of individual subscriptions: PRO (free) ADVANCED* EXPERT*  There are also 3 team subscriptions: TEAM PRO (free) TEAM ADVANCED* EXPERT TEAM*  Paid subscriptions can be subscribed monthly or annually (reduced price). In TEAM subscriptions, the number of users is unlimited. 💡 See all our offers here   In TEAM subscriptions, the users' number is unlimited.  💡 You can find your subscription(s) details at any time in your account , subscription section.   ➡️ Organization   Doqboard offers a subscription for Associations (ASSOCIATION) and a subscription for Industrialists (INDUSTRY).  The plan can be subscribed monthly or annually (subscribing to an annual subscription entitles you to a reduced rate).  Contact us for more information

Question 3

What can I do with a PRO subscription?

Accepted Answer

The Doqboard PRO subscription is available for Practitioner accounts, individually or in teams (TEAM PRO).  It allows free use and for an unlimited period of the basic functionalities of the application to conduct and participate in an unlimited number of studies (joined and created).  The projects you create can have up to 25 questions and 100 patient inclusions.  As with all Doqboard subscriptions, the PRO subscription includes automatic statistical data processing as well as access to results (including global results for multicentric projects). All results are presented in an interactive graphical interface.  💡 Find the details of the features of the PRO subscription here.   When you join a project with a PRO subscription, you can also invite your Team to participate for free.     💡 To find out more about the teams, visit the teams  section.

Question 4

What can I do with an ADVANCED subscription?

Accepted Answer

Doqboard ADVANCED subscription is available for Practitioner accounts, individually or as a team (TEAM ADVANCED).  It allows the design of advanced forms, to invite users to join projects and to use 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 within the limit of 3 pages maximum.  The number of patient inclusions is unlimited.  This subscription also gives access to advanced features (automatic calculations between dates or quantitative questions, comments on the choice of answers, etc.) and allows you to invite up to 3 investigating centers per project.   Statistical filters are also available with the ADVANCED subscription. They allow you to select sub-populations among all the patients included in your project and to analyze their specific statistical results.       💡 Find the details of the features of the ADVANCED subscription here.

Question 5

What can I do with an EXPERT subscription?

Accepted Answer

Doqboard EXPERT subscription is available for Practitioner accounts, individually or as a team.  It gives you access toall application features.  The projects created with this subscription can include an unlimited number of questions and pages per form.  All form conception features are available with this subscription (pop-up comments, optional questions, information blocks...), and up to 50 participants can be invited per project.       This subscription also allows you to give Advanced rights to the users you invite into your projects: right of editing form and documentation right of accessing and using all project inclusions right of inviting external participants right of giving advanced rights to his/her guests  💡 Find out how rights work here.   Data export features are also available with the EXPERT subscription. This feature allows exporting the data of your choice (filtered data, anonymization...) in .CSV format, compatible with office software (spreadsheets) and statistical analysis.

Question 6

What can I do with TEAM subscriptions?

Accepted Answer

TEAM subscriptions allow teams created in Doqboard to access additional features, including members of the same team to collaborate in projects to include patients.  These subscriptions are applicable for teams, such as TEAM PRO, TEAM ADVANCED, and TEAM EXPERT subscriptions.  💡 See our subscription plans here.   TEAM subscriptions are reserved for medical teams because they allow members of the same Team to share their patient inclusions: access and modification to inclusions files, and access to patient identifying data if applicable.  The number of members in a Team is unlimited. Team members can be of different profiles: practitioners, residents, CRA, assistants, nurses...  When a Practitioner creates a Team, they automatically become its Team leader and can invite an unlimited number of members to their  Team.  Each member can then be added to participate in projects through the Team.   💡 Find more information about teams in the "Teams" tab of the Help Center.

Question 7

What do ASSOCIATION and INDUSTRY subscriptions allow?

Accepted Answer

ASSOCIATION and INDUSTRY subscriptions are Organization type subscriptions. They are dedicated to research promoters such as research groups, associations, and health industrial.  Organization subscriptions allow associations and industries to conduct an unlimited number of clinical projects, invite investigative teams, and facilitate the collection and use of collected data.   The number of inclusions is unlimited in each project.   These subscriptions also make it possible to distribute clinical projects to all practitioner users of the same specialty.  💡 For this, you must have activated sharing by specialty in the general tab of the project.     The projects created with this subscription can include an unlimited number of questions and pages per form.   All form design features are available with this subscription (pop-up comments, optional questions, information blocks...).   This subscription also allows you to give Rights to the users you invite into your projects: right to include patients in the study right of editing form and documentation right of accessing and using all project inclusions right of inviting external participants right of giving advanced rights to his/her guests  💡 To learn more about rights, see the answer to the question "How entitlements work" in the "Projects/Teams" section   The data export feature is also available in organization subscriptions. It allows you to export the data of your choice (data filtered or not) in CSV format, compatible with office software (spreadsheets) and statistical analysis software.

Question 8

What are the differences between a Personal Project and a Team Project?

Accepted Answer

➡️ Team project 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. 💡 Discover all our team subscriptions here    The project manager, as well as authorized members, can choose and set up roles for each project participant. 💡 Read more about the rights    Collaboration in a Team Project allows participants to: ✅ access the inclusions of the other members of the Team without anonymizing identifying data, ✅ edit the inclusions made by the other members of the Team.  ➡️ Personal projects A Personal Project uses the individual subscription of its creator. It allows a user to carry out their own project (any subscription), to invite external participants (ADVANCED and EXPERT subscriptions) but does not allow to invite members of one of their Teams.

Question 9

How do the Rights work?

Accepted Answer

➡️ What are Rights?  Rights are available in Doqboard and applicable to each participant in a project.  This setting allows the project manager to precisely define the type of collaboration he wishes to set up with each of the participants: editing of the form, inclusion of patients, invitations of participants, ...        Without assigned rights, a participant can see the general project information and documentation. They can also view the overall statistical results and invite members of their Team for free.  The rights assigned can be "basic" rights or "advanced" rights.   ➡️ Basic Rights The basic rights are usable by all Doqboard users (regardless of the subscription plan). They include:  ✅ Can include patients: This right allows the participant to make inclusions and edit them.  💡 In a Team project, they can also see and edit the inclusions of other members of their Team.  ✅ Can manage invitations in this team": This right is specific to projects shared as a Team.  💡 It allows a Team member to invite other members of this team and manage their rights. These are the rights to check first in the list of rights to assign:       ➡️ Advanced Rights Advanced rights are available for users with EXPERT or TEAM EXPERT subscriptions. 💡 See all the subscription plans here  ✅ Can edit form and documentations: This right allows the participant to modify the form and the project documentation.  ✅ "Can access and use all project inclusions: This right allows the user to see the inclusion sheets and the statistical results of each participant. They can also export all the project data (.csv format).  ✅ Can invite external participants": In addition to invite members of their Team(s) (default right), this right allows the user to invite participants who do not belong to their Team(s) in the project.  ✅ Can give advanced rights to his/her guests": this right can only be given by the project manager and if the right "can invite external participants" is ticked. It allows the manager's guest to give their own guests the following advanced rights: -> Can edit form and documentation ->Can access and use all project inclusions -> Can invite external participants The manager can thus delegate the ability to assign advanced rights to guests.          The manager is the only one able to edit the rights of each guest. The other users can only edit the rights of members they invited.

Question 10

Manage projects' results visibility

Accepted Answer

From the general tab of a project, you have the ability to manage project results visibility.*   * depending on your role in the project. For this, it is necessary to be a project manager.   3 possibilities are then offered to you:   visible to all The results are then visible to all: all participants can see their results in real-time as well as the overall results of the project.   not visible to attendees 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 not revealing them until the end of the entry step.

Question 11

How to create and organize pages in a form? 🎬

Accepted Answer

Learn how to manage pages in a Doqboard form:

Question 12

How to move elements in a form? 🎬

Accepted Answer

Learn how to move elements in a form while editing it:

Question 13

How to manage logic links between elements in a form? 🎬

Accepted Answer

Learn how to manage logic links in a Doqboard form:

Question 14

How to use the "Calculation" feature in a form? 🎬"

Accepted Answer

Learn how to use the "Calculation" feature while editing a form:

Question 15

Convert single/multiple select variables

Accepted Answer

At any time, you can convert a multiple-select variable to a single-select one and vice versa.   ➡️ How to convert single/multiple select variables?   From the form to modify (and through the form edition mode) here is the procedure to follow:   Click on the button "convert to [single/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 a single response are kept; - multiple responses will be DELETED, irreversibly.

Question 16

Monitor data validity

Accepted Answer

In Doqboard, you can set up validity rules to decrease input errors and track invalid data in inclusions.   ➡️ Configure the validity control (form) Within a project form, you can configure validity controls for quantitative, calculation and date variables.*     Click on the AB  icon in the toolbar of the concerned variable. Once configured, the icon will appear in blue near the label of the variable. It indicates the variable is subject to a validity check. By hovering your pointer over the icon, you will see the detail appear (the minimum and/or maximum or expected value, a lower or higher date, etc.).     * depending on your rights in the project. In this case, you must have the advanced right “Can edit form and documentations” or be the project manager.    💡 The validity check function does not block the entry but informs about the data valid or invalid status.   ➡️ 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 AB " icon (red).  Data is entered normally: if it is invalid, the validity icon changes to 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 concerned variables 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 for 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.

Question 17

Track missing data and follow up a project

Accepted Answer

➡️ Track your data:   Within the inclusions sheets, you can quickly identify incomplete data using the progress bar or the missing data button. These evolve automatically as the inclusion is filled out.   💡Easily fill in the missing data using the information in the bar: links redirect you directly to the variables concerned.You can also identify the variables in the form via the "show missing data" button at the bottom of the page.        ➡️ Track projects' progress From any list of inclusions ("All inclusions" section or in the "inclusions" tab of a project), you can see the filling rate of each inclusion as well as the number of missing data.   💡 The number of missing data is displayed when you hover over the progress bar with your cursor. 👇🏻        💡 From the Inclusions tab of a project, you can also view the results by investigator center using filters. 👇🏻

Question 18

Follow the changes made thanks to the audit trail

Accepted Answer

For each of your projects, you have the possibility of consulting a “multi-level” follow-up of the modifications made: at the level of the project, of the inclusion, and of the variable.  ➡️ Project audit trail From the “Inclusions” tab of the project, access its audit trail by clicking on the icon:    A window opens, allowing you to view the actions performed and by whom.  💡 You can sort the modifications made from oldest to newest using the sorting filters.  ➡️ Inclusion of the 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.  ➡️ Variable audit trail  For each variable, track the changes by clicking on the audit trail icon.  As with the audit trail of projects and inclusions, you can sort the modifications by date (from the most recent to the oldest and vice versa).

Question 19

Inclusions table: filter, sort, search for and remove inclusions"

Accepted Answer

Quickly visualize essential information with to the different columns of the inclusion table.   ➡️Filter inclusions   You can filter inclusions to display only your inclusions, the inclusions of investigatorcenters, or individual inclusions of your participants.       ➡️Sort inclusions   You have the possibility to 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 inclusion number by entering the hashtag and the inclusion number.For example, if you are looking for the patient corresponding to the inclusion sheet n°16, you can easily find it in the list by typing "#16" in the search bar.   ➡️ Delete 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 icon.   💡 You can only edit your own inclusions or those of your team members. The other inclusions will appear in read-only mode (indicated by the padlock pictogram 🔒)

Question 20

What are Teams used for?

Accepted Answer

Creating a Team in Doqboard allows a medical team (doctors, residents, assistants...) to collaborate within projects that it creates or in which it is invited.   When a Team member is able to include a patient in a project (see the Rights article), they can see and change the inclusions of other Team members too.   💡 Identifying data from these inclusions can be viewed and modified by their Team members.

Question 21

How do Teams work?

Accepted Answer

On Doqboard, all profiles (assistants, CRAs, interns, doctors...) can join teams. However, only Practitioner 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.      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].  The accesses you have 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.r subscription  By default, a newly created Team uses a TEAM PRO (free) subscription.  With this subscription, a Team can participate in projects in which at least one of its members has been invited. It is then possible to add members and team 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.       TEAM ADVANCED and TEAM EXPERT subscriptions allow a Team to carry out its own projects as a team.    ➡️ Leave 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, his participation in the projects of this Team becomes individual participation: his patient inclusions are kept but are no longer attached to this 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 can confirm its permanent deletion:

Question 22

What are the roles in a Team?

Accepted Answer

There are twopossible roles within a Teamon Doqboard: Team leader or member.   ➡️ Team leader: The Team leader can add Team members, remove them and change their role through the assigned rights. They can also edit the Team settings or delete it.   The Team creator is automatically assigned this role. Once the Team has been created, they can add users to it by choosing their role.      ⚠️ Only Practitioner accounts can be Team leaders.  A Team can have several Team leaders.   ➡️ Member: The member is invited by a Team leader. They can have a Resident, Assistant, or Practitioner account. A member cannot change the Team settings but they can leave the Team if they want to.  ➡️ GeneralityAll Team members and leaders can participate in Team projects. Only Resident and Practitioner accounts and Team leaders can create projects on behalf of the Team.