We are currently designing our study and spent yesterday writing rules for event scheduling and notifications. We are quite confident our rules are correct but experienced technical issues when we tried to run some tests.
To summarise, we designed a rule where all events are scheduled after a CRC adds a subject as selects the initial CRF. The events scheduled included the baseline CRF (which is selected during the 'add subject' stage), a baseline patient questionnaire (scheduled on the same the baseline CRF, 3 additional shorter patient questionnaires (scheduled one a day for the next three days) and on the 5th and final day a CRF and final patient questionnaire. Please note this is for an internal trial, the actual study itself takes place over several months and events are not scheduled so closely together. With that said, we wondered if scheduling events so close together may cause technical issues because the notification rules seemed to be firing out texts/emails both before and after I had completed the initial patient questionnaire via participate. In addition, I was able to complete all participate elements on the first day, despite the scheduling them as described above.
An example of the expressions used for the events were as follows:
Rule expression - SE_ECRFBASELINE.STARTDATE ne "" (i.e. when baseline CRF is scheduled)
Applies to - SE_PATIENTQUESTIONNAIREBASELINE (i.e. our baseline patient questionnaire)
Value expression - SE_ECRFBASELINE.STARTDATE + 0 (i.e. schedule patient baseline questionnaire when CRF is scheduled).
all subsequent rules used the same format but with a +1, +2, +3, +4 to schedule them.
an example of the expressions used for the notifications action were as follows:
rule expression - SE_PATIENTQUESTIONNAIREBASELINE.STARTDATE eq (_CURRENT_DATE) and SE_PATIENTQUESTIONNAIREBASELINE.STATUS ne "completed" (i.e. when the baseline patient questionnaire is equal to the current data and the the status is not complete).
So in theory this above notification rule should run when the event is scheduled, which is connected to the days since CRF we specified +1 +2 +3.
Any help or insight into why this isn't working would be most appreciated. We were hoping to run a quick week long trial of the study internally next week to highlight any issues for the main study.