1. Navigate to Circles and select the required one from the list  

2. In the Circle Analytics field, select Compliance and Adherence → SURVEYS

Set the graph according to your preferences:

ASSIGNEES/ COHORTS

Check the boxes to filter the surveys by the desired assignee:

• Patient
• Investigator
• Service Provider

While filtering, the survey’s main assignee is taken into account.
Surveys assigned to patients always calculated into patients' surveys completed regardless of who actually completed it.

Each type of the assignee has its color with a corresponding line on the graph to easily identify the required type of data:

Under the name of each cohort you'll find the total of completed surveys by this particular cohort.

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To switch off/on the required column on the graph, click the corresponding eye icon on the right of the graph.

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GRAPH VIEW

At the top of the graph you can select:

• The preferred graph view: line graph or bar chart

• The amount of data you’d like to see on the graph:

            WEEKLY - displays data in a one-week periods. Useful for monitoring the current activity

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Use arrows on the right and left of the graph to switch the weeks back and forth.

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         CUMULATIVE - displays all data for the whole time based on survey due periods. Useful for having the general picture of Circle activity

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HOW TO UNDERSTAND THE GRAPH

When the graph is all set, you can get down to analyzing it.

DATA INCLUDED INTO THE STATISTICS

Data included into the statistics:

• All surveys from the active cases created for the selected Circle as Primary Circle
• For actual statistics:  due and completed surveys
• For expected statistics: due + completed or incomplete  
• Surveys which are currently not in use but contain data

In a Weekly data presentation, the statistics is shown ONLY for the current week. Overdue and not completed surveys from the previous periods are not added to this statistics.

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Data excluded from the statistics:

• Not completed surveys when the case was completed manually
• Archived cases

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MONITORING SURVEY COMPLETION RATE ‍

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ACTUAL VS EXPECTED

To view the actual and expected number of completed surveys, simply place your cursor over the desired column.

Actual #: the total number of surveys completed during the specified period that were either due or overdue + the compliance rate compared to the expected number.

Expected #: the sum of all due or overdue surveys which are planned to be completed for the given period.  

For example, looking at the image, we can see that 4 surveys have been completed, while the expected number of surveys to be completed is 12, resulting in a completion rate of 33.33%.

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Gray color of the column means there’s no completed surveys for this period yet.

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MONITORING NON-COMPLIANT SURVEYS

To export non-compliant surveys:

1. In the Circle Analytics field, select Compliance and Adherence → SURVEYS  

2. Click EXPORT NON-COMPLIANT SURVEYS at the top right of the Circle Analytics field  

3. Select the period you’d like to export the non-compliant surveys for (From survey - To survey)

3. Click EXPORT STATISTICS

Feel free to move to any other tab if required. When the report is ready, you’ll see a notification banner at the top of the page.  

Clicking VIEW on the banner will take you directly to the Reports tab where you can find your report at the top of the reports list and download it.  

Or you can click CLOSE on the banner to close it and access your report later.  

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HOW TO READ THE REPORT?  

There are three tabs in the downloaded Excel:  

1. Non-compliant surveys

*named after the Circle and contains the information on the non-compliant tasks for the selected period

2.  Legend

3. Empty Cases

The downloaded report can be interpreted as full raw data report:

• “Non-compliant surveys” tab refers to “Cohort” tab
• “Legend” and "Empty cases" refer to the corresponding tabs in the Circle Raw Data Export

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