The "By participant" tab

The "By participant" tab is designed to give you important information to manage your participants and your project at a glance. You can quickly see who's logged into your project, who's answering questions, and which participants you might need to start prodding and reaching out to.  At the top of the "By participant" tab you will see the total number of respondents that have logged in to the app over the total number of participants that were invited to the project.

 

The key components of the "By participant" tab are:

  1. Participant name.
  2. A green "check" mark indicates that this participant has successfully logged into the Over the Shoulder app.
  3. A red "x" indicates that this participant has not yet logged on.
  4. The blue bar indicates the participant's response status, or how many of the assignments they've been sent that they've submitted an answer to.
  5. The fraction on the right of the Response percentage bar is a numerical indicator of how many assignments the participant has completed. The denominator indicates that this participant has been sent one assignment. The numerator indicates that this participant has completed one assignment. Participants may have different denominators if they have received a different number of assignments based on the program of your project.
  6. The "Export" button will export an .xl formatted spreadsheet with key information on your participants including first name, last name, email address, username and password in the Over the Shoulder system, their response rate, the time they initially logged into the app, the last assignment they submitted, and the time that response was submitted.
  7. The "Filter" button allows you to filter the Participant list according to different criteria, explained below.

If all of your participants don't fit onto the first page of the "By participant" tab, you can scroll down within the tab and the page will load your remaining participants until it reaches the end of the list.


Filtering your "By participant" list

Click on the "Filter" button, and you'll see the filter options below.

To filter, first select a "condition type" you want to filter. These include login status, name, email address, questions they have answered or have not answered, received and unanswered questions and others.

Once you've chosen a condition type, fill in the "value" you want to filter against that condition type, and click "Apply filter." Your "By participant" panel will now include only participants who fit the filter parameters you've set up.

You can add multiple filter layers, and even "Or" condition filters by clicking on "Add filter" and "Add OR condition" buttons to refine your filter further.


Click here to move on to the "By activity" tab.