Booking Projects

To book a project, users need Research Coordinator permissions.

First, navigate to the “Projects” tab and click “New Project”.

If you are not seeing the “New Project” button, please contact [e-mail] or use the chat widget at the bottom right corner of the page.

Booking a project on the Digital Interviews platform requires just four steps.

1. Entering project information in the “General” section.
2. Adding project stakeholders in the “People” section.
3. Entering billing information in the “Billing Details” section.
4. Specifying project permissions in the “Privacy Settings” section.

These sections can be edited at any time once the project has been booked.

1:  Entering General Information

1. Project Name:  Enter the name of your study. This is how your project will be identified to your stakeholders and on your list of projects within the platform. Each project is also automatically assigned a four digit identification number as well. 

2. Description:  Enter a brief description of your study (optional). This information is only visible to project stakeholders, never to Respondents.  

3. Using Webcams:  Select if the study will utilize Respondent webcams. If “No” is chosen, Respondents will not have the option to activate their webcams upon entering the Meeting Room.

4. Recording Layout:  Choose the layout of your recordings from a variety of options.

5. Duration:  Choose a Start and End date of the project

6. Number of sessions:  An approximate number of sessions that will take place. This can be a rough estimate.

Note: General information can be edited at any time after the project is booked.

2:  Adding Project Stakeholders

1. Research Coordinator(s):  Research Coordinators are added by entering their email address in the field. If the person creating the project is also a Research Coordinator for the project, they can click “Assign Self” to automatically populate their email address. Any number of Research Coordinators can be added to a project.

Note: Any person added as a Research Coordinator can edit the project once it is booked.

2. Moderator(s):  Moderators are added by entering their email address in the field. If the person creating the project is a Moderator for the project, they can click “Assign Self” to automatically populate their email address.

3. Recruiter(s):  Recruiters are added by entering their email address in the field. If the person creating the project is a Recruiter for the project, they can click “Assign Self” to automatically populate their email address.

4. Observer(s):  These are usually the end-client representatives. Their permissions and access can be controlled in the “Privacy” section. If your project does not utilize “Observer Quick Access Links”, enter your Observers’ emails here. If your project will utilize “Observer Quick Access Links”,  you can leave this field blank as the Observers will not need to create accounts.

Note: Stakeholders can be added or removed at any time, even after the project has been booked. If you do not have their contact details, you can proceed with the booking and enter them at a later stage.

Note: To proceed to the next step, at least one Research Coordinator needs to be added. The other roles can be empty.

3:  Entering Billing Details

1. Booking on behalf of a customer:  Choose whether you will serve as the billing contact or if you are booking the project for someone else.

2. Contact and Company Details:  These are pre-populated from our records. If any of the information listed is incorrect, please contact [e-mail].

3. PO Number:  Specify whether a Purchase Order number is required.

4. Job Number:  Specify whether a Job Number is required.

If you have selected “Yes” on "Booking on behalf of a customer", you must specify the billing details for your customer.

Note:  Billing details can be edited at any time after the project has been booked.

4:  Specifying Privacy Settings

The “Privacy Settings” section allows you to specify the permission levels of end-client Observers.

1. Image Anonymization: If “Yes” is selected here, upon entering the Meeting Room, the client Observers will see the following pop-up, asking them to confirm that they have permission to view participant (respondent) webcams.

2. Observer Quick Access Links: If “Yes” is selected here, a shareable link will be generated upon project creation. This link can be distributed to end-client Observers, allowing them to enter the project and live sessions without creating an account.

Note: If “Quick Access” links are enabled, there is no need to add the Observer emails in the people section.

Note: We always recommend “Quick Access” links to be enabled unless the requirements of your project specifically require that Observers need to register accounts on the platform.

Note: “Quick Access” links need to be distributed by the client team to Observers. This is done outside of the platform, typically via email.

Note: If, due to a security concern, you need to change your “Quick Access” link, this can easily be done once the project is created by clicking “Generate New Link”. This will void the previous link and the new one needs to be distributed to the Observers.

Note: Moderators, Recruiters and Research Coordinators should NOT use these links to access the project.

3. Observer Permissions: These control what the Observers have access to within the project. Selecting “Full Project Permissions” is the equivalent of checking all the boxes. See Research Coordinators can control what project content Observers can see, depending on the privacy needs of the project. for descriptions of the permissions.

Note: Even with “Full Project Permissions” enabled, Observers cannot edit any of the project details or view Respondent Personally Identifiable Information.

Note: The “Privacy Settings” section can be edited and amended at any time after the project has been booked.

4. Terms and Conditions:  This box needs to be checked before the booking can be placed.

5. Create Project:  Click this button to book your project.