Setting up your project

Click on +Add Criteria

Open

• You can search for, and add from JBI Criteria:

  • To find audit criteria linked to a JBI Evidence Summary, type your keywords into the search box, press enter or click search

  • Show/hide audit criteria by clicking on the blue arrow to the right of the JBI Evidence Summary title

  • Select the audit criteria you wish to use by clicking the checkbox. Selected audit criteria will appear to the right of screen.

OR

• Create own custom criteria:

  • Click Create Custom Criteria

  • In the pop-up window that opens:

    • Select the Type of Answer

    • Enter your Question or Inquiry

    • Enter/Edit the Answer fields if the defaults are not relevant

    • (Optional) Enter a Source Link if relevant

    • (Optional) Enter Criteria Guide

    • Click Create Custom Criteria

  • Custom audit criteria will appear to the right of screen.

• Click Continue.

• At this point, you have the opportunity to do the following by hovering over and selecting the following icons:

  • Document icon (paper) - Add a criteria guide:

  • Edit icon (pencil) - Edit the audit criteria

  • Delete icon (bin) - delete audit criteria

• If you do make any changes, be sure to Save

• Click Next when done.

Add the site (or sites) that will be data collection sites for your implementation project.

• Click on drop down arrow for existing sites,

• Either Select an existing site from the list or click Create New Site

• If you selected "Create New Site", enter the required details in the pop-up window, click Add Site

• To add more sites, click + Add Site and repeat the above process as many times as required.

• Once you have added all the required sites, click Next.

IMPORTANT NOTE(S):

Adding sites during a project:

Additional sites can be added whilst a project is in progress, including when data collection has already begun/concluded for at least one cycle. This is a Project Administrator level role, and is a manual process.  Adding additional sites requires the Project Administrator to go into the project, choose settings from the menu, and then sites from the left side of page, the drop down enables a Project Administrator to add extra sites to the project at this point. 

Note: new sites will only be able to contribute data in future data collection cycles. Groups can ‘work around’ this by, creating an additional data collection period to replace a ‘current/active’ data collection period. Any data that had already been added will need to be manually re-added by the Project Administrator.

• If you are the only one entering data, click Next.

• If you have members of your project team helping with data collection, click + Add Participants.

IMPORTANT NOTE(S):

• When inviting a Project Administrator or a Project Coordinator, they will need fully licensed access to PACES (with their own username and password).  Please refer to Permissions Table, under the Frequently Asked Questions section of the Basics of JBI PACES page, and also the How Can I Access JBI PACES?

• Data Collectors, however do not require a subscription to access and, when invited to a project for data entry only will be emailed a Tokenized URL and the project key to allow data entry.

To Add Participants:

• Click + Add Participants

• In the pop-up window that opens:

  • Enter their Email

  • Select a Role from the list (refer to Permissions Table)

  • Select a Site from the list or leave it set to the default selection for All Sites

  • Click Add Participant

• Repeat the above for all participants required.

• Once you have added all the required participants, you have the opportunity to do the following by hovering over and selecting the following icons:

  • Edit icon (pencil) - Edit the participant's email, role and/or site(s)

  • Delete icon (bin) - delete participant

• Once you are confident your participant list is correct and complete, click Next.

The Project Type is essentially where you choose how you will be collecting your data:

• One-off (Create a one off project for a specified data collection period).

  • Select the Start Date by clicking on the Calendar tool

  • Select the Sampling Type - either Target Sample Size / Ad-Hoc / Consecutive

• Ongoing (Create an ongoing project where data collection happens continuously over weeks, months or years).

  • Select the Start Date by clicking on the Calendar tool 

  • Select the Sampling Type - either Target Sample Size / Ad-Hoc / Consecutive

Multiple Data Collection Periods (Create multiple data collection periods for comparison such as a pre-test post-test study, as part of an audit and feedback project, or quality improvement cycles).

• Select the Start Date by clicking on the Calendar tool 

• Select the Sampling Type - either Target Sample Size / Ad-Hoc / Consecutive

• Under Schedule Data Collection Period

  • Enter the frequency of data collection

  • Enter the total number of Data Collection Periods

  • Select your Baseline Data Collection period (or date range) using the Calendar tool

• Once you have chosen your Project Type and entered the required information:

  • Click Create Project