Portlets that use case status information to display current distribution of cases by various standard categories e.g, not started, in process, complete, etc.
This portlet shows day by day of the protocol the cumulative completion counts and the effectiveness of each communication.
In this example, the cases flowed into the protocol on different calendar dates. The case communications were aligned such that they all start at day zero. Most of the interventions saw a small uptick in completions, but are barely visible. The day 39 communication was a FedEx package with an incentive. This showed the largest uptick.
This portlet will help to identify the best and worst hours of each day of the week to successfully complete a task. This analysis helps the study to target the hours that tend to get the most completes and the fewest refusals, and to avoid the hours that tend to get more refusals than completes.
The metrics portlet can be configured to show single counts or percentages. These can be color coded, and can include footnotes to better describe the metrics. The first example shows the current week's count of completes compared to the best week of completes.
This portlet can be configured to show the top x and bottom x performers of a given category. The example shows the response rates of the top three and bottom three states.
Pd3 has a variety of portlets to help monitor response rates. The example shows response rates for two surveys given to different populations and a combined total response rate. This portlet can also be configured to response rate goals for each survey. Other variations of this portlet show response rates by collection mode, primary sampling units (PSUs), or regions.
This portlet can be configured to show how a project's collected data compares to state-by-state expectations. The example below was used for an election study and shows the collected response distribution by state compared to the adult citizen population in each state. This is color coded based on a previous election cycle with the difference in distribution heat mapped with zero being the lightest shade. This portlet allows project managers to make adaptive design decisions to adjust collection efforts to better meet geographic distribution goals.
As a case moves through the various steps of a study's protocol, a rollup status can be calculated. Some studies may have dozens of statuses. This portlet can be configured to show all statuses or only the Top X grouping the remaining statuses into an "other" category.
Pulling data from multiple external systems tends to bring in dozens if not hundreds of different status codes. These portlets categorizes the various status codes into groups and displays counts of the status groups for each primary sampling unit (PSU) in a given region or across all regions.
This portlet shows the weekly completes and weekly goals along with the cumulative completes and cumulative goals. It also can show the likelihood of a region or the study to meet goals based on best and average weekly completes, so early in a study’s field periods, staffing needs or field periods can be adjusted.
This portlet groups the statuses and outcomes of various tasks into simpler categories such as Completes, Finals, Interims, Ineligibles, or Refusals. Then for specified activities the portlet shows the outcome group breakdowns. This defaults to showing the completes, but users can click on other categories in the legend to see counts.