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Compyle Documentation

Compyle Documentation

Knowledge base articles that demonstrate how to use Compyle.

Compyle Overview

User Interface

Participants

Organizations

Data Collection

Analytics

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Participants and Organizations

What are Participants and Organizations?

Creating a Participant

Creating an Organization

Importing Participants and Organizations

Automatic Participant Setup

Participant and Organization Lists

Filtering the Participants or Organizations List

Editing or Deleting a Participant or Organization

Folders: Viewing Participant or Organization Activity

Participant and Organization Groups

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Data Collection

What are Data Collections, Surveys, and Instances?

My Downloads

Data Collection List

Creating a Data Collection

Creating a Survey / Data CollectionTool

Adding Questions to a Survey / Data Collection Tool

Adding Participants to a New Survey / Data Collection Tool

Survey/Data Tool Responder Types

Survey Forms and Note Forms - Form Management Folder

Starting the First Survey / Data Collection Tool Instance, and Emailing Participants

Notifying Participants of a Survey / Data Collection Tool Instance via URL

Participant Survey / Data Collection Tool Responses

Completing a Survey / Data Collection Tool on Behalf of Participants

Creating Additional Survey / Data Collection Tool Instances

Editing Survey / Data Collection Tool Details or Questions

Adding or Changing Participants for a Survey / Data Collection Tool Instance

Anonymous Responses

Receiving External Referrals

(Prior to June 2022) Participant Instructions

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Analytics

What is a Compylation?

Compylations List

Creating a Compylation

Creating One or More Calculations

Types of Calculations

Editing a Calculation

Filtering Calculation Results

Segmenting Calculation Results

Creating a Compylation from a Note Type

Creating Participant Outcomes

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Administration

Instance Settings

Manage Users

Manage Roles

Restricting Access with Groups

Manage and Merge Duplicates

Clear Impact Control

Data Downloads

Alert Templates

Email Templates

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Administration - Forms and Fields

Organizing Information in Compyle

Participant and Organization Fields

Standard Participant and Organization Fields

Custom Participant and Organization Fields

Compyle Field Types

Duplicate Check for Participants and Organizations

Form Logic Rules: Conditional Logic for Survey Forms and Note Forms

Form Logic: Tips & Tricks

Form Logic: Troubleshooting

Note Type Forms

Public Forms: Custom Participant/Organization Intake Forms

Time Periods and Frequencies

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Scorecard Feeds

What is a Scorecard Feed?

Setting Up Scorecard Measures

Setting up Calculations for Scorecard Feeds

Creating a Scorecard Feed

Scorecard Feeds List

Feeding Data to Scorecard

Scorecard Measures with Scorecard Feeds

Archiving a Scorecard Feed

Troubleshooting Scorecard Feeds

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Compyle Release Notes

Compyle Spring Cleaning Release Notes - April 2024

Compyle Release Notes: Form Logic & Form Management Layout - February 2024

Compyle Form Logic Upgrade Webinar Slide Deck - Feb. 2024

Compyle Release Notes - Sections for Survey Forms and Note Forms: Nov. 2023

Compyle Nov. 2023: Fields, Formatting, and Files - Upgrade Webinar Slide Deck

Compyle Release Notes - Hotfix Mini Release: Sept. 2023

Compyle Release Notes - Fields, Files, and Formatting: August 2023

Compyle Aug. 2023: Fields, Formatting, and Files - Upgrade Webinar Slide Deck

Compyle Duplicate Check Upgrade Webinar Slide Deck

Compyle Release Notes - April/May 2023

Compyle Release Notes - February 2023

Compyle Upgrade February 2023 Webinar - Slide Deck

Compyle Release Notes - Winter 2022

Compyle Upgrade Winter 2022 Webinar - Slide Deck

Compyle Hotfix Release Notes Sept. 2022

Compyle Release Notes - September 2022

Compyle Upgrade Webinar Slides - Sept. 2022

Compyle Release Notes - Summer 2022

Compyle Upgrade Webinar Slides - Summer 2022

Compyle Release Notes - Spring 2022

Compyle Release Notes - Winter 2021-2022

Compyle Upgrade Webinar Slides - Winter 2021-2022

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FAQ

Sending Out Surveys

Printing Compyle Forms and Records

Accessing Compyle Downloads and Exports

Data Migration Process

Free Tier Compyle Sites

Adding Organizations to My Site

Why is the Field Count Different for the Same Form in Different Places

Translating Forms in Compyle

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Referral Network (Compyle-to-Compyle Referrals)

Managing the Referral Network: Compyle-to-Compyle Referrals

Making Referrals: Referring Participants Through the Compyle-to-Compyle Referral Network