Before a survey package can be made available in the app, it has to be configured specifically for Castor Connect. When creating a survey package or editing an existing one, the "Edit survey package" window will appear where you can configure the details of the survey package:

• Name: This is the name that will be presented to the participant in the header bar of the app when completing an assessment and within their task list, as well as on the platform.
• Castor Connect: Selecting this option saving will convert the survey package invite into either a launch/app invite email (if the participant has not used the app previously OR will be added to the participant's task list (if they have used the app previously). This cannot be edited after the survey package has been sent to a participant.
• Invitation sender: These fields control which email address will be displayed as the sender in the participant's invite email.
• Invitation subject: Configurable email header for any invitation or activation emails sent with the survey package
• Invitation message: Configurable email text for any invitation or activation emails sent with the survey package - this email is only sent for the first Castor Connect survey package sent to an unactivated participant using the Castor Connect app
• Intro and Outro text: If you want specific intro and outro text to be present to the participant - in addition to any intro and outro text configured at the individual survey level - it can be defined here

A dedicated Castor Connect tab will be presented once you have indicated the survey package is specifically for use in the app.

• Training package: Selecting this option means that the survey package must be completed before any other survey package can be completed in-app. Once completed, a copy becomes available in the app settings menu to re-complete at any time. Sending anothe training package will trigger other survey packages to lock until this subsequent training package is completed.
• Mark as 'As Needed': An 'As needed' survey package will be displayed in a dedicated 'As needed' list in the app - this is intended for 'log' or 'ad hoc' diaries
• Repeatable: This allows a survey package to be re-completed indefinitely until the original package expires (defined in the Notifications tab)
• Resumable: This alows participants to use the exit button to exit the survey package at any time and resume later as long as the survey package has not expired or is still available
• Mobile survey display: Determine whether the app will disregard form structure and show all fields one-per-page, or display fields all on the same page per their form structure
  • Each survey contains one or multiple forms. Each form will appear as a different page in the survey where users will need to navigate through (using Next/Previous buttons). You can group the survey questions in different forms in a relevant manner, similarly to the normal study CRF. Each question corresponds to a field. Here is how to create your survey questions.

Survey selection: Define which surveys will be included in the survey package, and in what order they must be completed by the participant. Surveys that have been configured with fields that are not currently supported on mobile, will not be displayed in this list.

Notifications: this section allows to set up an automatic survey package reminder:

• Availability subject/Availability message: Define the header and body text that will be displayed in a push notification on the participant's device when the survey package is made available to the participant
• Expire after [x] hours: Define by when the survey package must be completed after the invitation has been sent (in hours)
• Expiry subject/Expiry message: Define the header and body text that will be displayed in a push notification on the participant's device 2 hours before the survey package expires
• Send reminder if survey not yet completed: Determine if a reminder will be sent (not 100% completion, not locked)
• Send reminder after [x] hours: Determine if a reminder will be sent for completion
• Reminder subject/Reminder message: Define the header and body text that will be displayed in a push notification on the participant's device