Add raters to a published project
Raters can still be added to a project after it has been published. There are two methods that can be used depending on how your project has been configured.
Before following these instructions, make sure you have added the raters to your rater datasource. For more information on updating a datasource, consult the following topic: Data Import Guidelines.
- When a user is added to an evaluation after the subject has already started, the user's start date becomes the date they were added. All subsequent relative dates (reminders, deadlines, etc.) will use the date the user was added as the subject start date.
- Note: This does not apply if dates are set by teachers/employees in the subject management UI. In this instance, all participants for that subject will share the same start and end dates set by the teacher/employee.
Automatic update
If the project is being automatically updated, additional raters will be added automatically to the project within 24 hours, according to the established sync schedule. If you want the project to create the tasks immediately, simply edit the project and save it.
One of the key functions of Automatic Field Synchronization is the ability to change task dates. Here are two tables that detail the impact of Subject management, Project Advanced Settings and Live Demographic Sync results when adding subjects to a published project.
Functions/settings that can change default task dates
| Functions/Setting | Description |
|---|---|
| Subject management task | Used to change the default task date by subject management task owner |
| Subject management administration | |
| Project evaluation timing | Found in Project - Info - Advanced settings. Evaluation timing condition override settings are used if certain conditions are not met by certain dates. |
| Automatic field synchronization | Used to update the task date automatically if the task date setting refers to the demographic field |
When multiple settings and functions have an impact on task dates, certain settings will take priority over others. The following table demonstrates which settings take precedent over the others.
Matrix of the impact of different functions/settings that can change default task dates
| Task management | Subject management task | Subject management administration | Automatic field synchronization (AFS) | Project evaluation timing | Result |
|---|---|---|---|---|---|
| OFF | OFF | OFF | Regular Blue behavior | ||
| OFF | ON | OFF | AFS | ||
| ON | ON | OFF | SM | ||
| OFF | ON | ON | PAS | ||
| ON | ON | ON | SM (Until PAS conditions are met) |
Manual update
If the project is not set up to be automatically updated, the project can be updated manually by following the steps below:
- Verify that the raters exist in the rater datasource by searching through Record Management.
- Edit the project.
- Navigate to Members.
- Select Populate all Groups or select the proper group from the Select Group drop-down list.
- Select Populate.
- Save the project.
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