Panel Restriction

Panel Restriction

Introduction

Panel Restrictions allow you to filter out panellists based on their past or future appointments or their participation in specific projects. This feature helps you create more targeted panels by excluding panellists who may not be suitable for your current project.

How to Access Panel Restrictions

  1. Navigate to Panel Creation: Go to the panel creation screen as you normally would.
  2. At the bottom of the selection options, you’ll see a new field called "Select Restriction" with a dropdown menu.
  3. Click on the Dropdown: You’ll see the following restriction options:
    1. Exclude Panellists with Past Appointments
    2. Exclude Panellists with Future Appointments
    3. Exclude Panellists from Specific Project Participation

Restriction Options

1. Exclude Panellists with Past Appointments

This option allows you to exclude panellists who have participated in past appointments within a specific time frame.
How to Use:
  1. Select "Exclude Panellists with Past Appointments" from the dropdown menu.
  2. A new input box will appear where you can enter the number of days for exclusion. You can enter any number up to 1000 days.
  3. By default, the current day (“today”) is included.
What Happens Next?
  1. Panellists who had appointments during the specified time period will be excluded from your panel.
  2. You’ll also see the number of panellists affected by this restriction.
Example:
You are planning a feedback session and want to exclude panellists who participated in a similar session within the last 14 days.
  1. Enter 14 in the input box in number of days for exclusion.
  2. Panellists who attended appointments in the past 14 days are excluded.

2. Exclude Panellists with Future Appointments

This option lets you exclude panellists who have upcoming appointments within a specific time frame.
How to Use:
  1. Select "Exclude Panellists with Future Appointments" from the dropdown menu.
  2. An input box will appear for you to enter the number of days. You can enter any number up to 1000 days.
  3. By default, the current day (“today”) is included.
What Happens Next?
  1. Panellists who have future appointments within the specified period will be excluded from your panel.
  2. You’ll also see the number of panellists (#) affected by this restriction.
Example:
You’re setting up a new study and want to exclude panellists who already have scheduled appointments within the next 7 days to avoid scheduling conflicts.
  1. Enter 7 in the input box in number of days for exclusion.
  2. Panellists who attended appointments in the past 14 days are excluded.

3. Exclude Panellists from Specific Project Participation

This option allows you to exclude panellists based on their participation in specific projects.
How to Use:
  1. Select "Exclude Panellists from Specific Project Participation" from the dropdown menu.
  2. A new dropdown will appear, allowing you to select the projects you want to exclude panellists from.
  3. Use the search function to find the relevant projects.
  4. Click the + icon to add multiple projects.
What Happens Next?
Panellists who participated in the selected projects will be excluded from your panel.

Example:
You are running a follow-up study and want to exclude panellists who already participated in the "Product Feedback - Phase 1" project.
  1. Use the search function to find and select "Product Feedback - Phase 1".
  2. Panellists who participated in the selected project are excluded.

Combining Restrictions

You can combine all these restriction. When combined, the panel list will include panellists who meet any one of the exclusion criteria (OR condition).
Scenario:
You are organizing a product testing session and want to ensure the following:
  1. Exclude panellists who participated in any session within the last 30 days.
  2. Exclude those who already have appointments scheduled in the next 7 days.
  3. Exclude panellists who participated in "Beta Testing - Phase 1" to avoid biased feedback.
How to Use Combined Restrictions:
Select "Exclude Panellists with Past Appointments"
  1. Enter 30 in the input box.
  2. This ensures that panellists who participated in any appointment within the last 30 days are excluded.
Select "Exclude Panellists with Future Appointments"
  1. Enter 7 in the input box.
  2. This excludes panellists who have appointments scheduled in the next 7 days, preventing scheduling conflicts.
Select "Exclude Panellists from Specific Project Participation"
  1. Search for "Beta Testing - Phase 1" and select it.
  2. This ensures that those who participated in the earlier phase won’t be included, ensuring unbiased feedback.

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