Monitoring

How to set up monitoring in eWizard (KPI)

Unlike regular presentations, e-Detailers allow the monitoring to gather the KPI.

By default, an e-Detailer provides common KPI: time on a slide, demonstration start and end time, etc.

If you need to analyze any other characteristics, for example patients' age, number, medicine dozing, or how many patients read their prescriptions, you can do via eWizard with slide components.

Components with KPI customization support are the following: Checkboxes, Input, Radio buttons, Slider, Textarea, Pop-up, and Video:

Each of these components comes in handy for the certain values: text, number, and boolean.

You can add a component to a slide and enable its monitoring without customization. The statistics are gathered as per the predefined schemes.

The configurable properties

Find the configurable properties under Monitoring with Enable selected:

Not every component's property is available for the KPI collection. The available properties of each component are described below.

Component	Property	KPI
Input	Value	Records the input's value to KPI
Textarea	Value	Records the textarea's value to KPI
Slider	Name / Value	Records the label to KPI / Records the slider's value to KPI
Checkbox	Indexes / Values	Records the checked element's index to KPI/ Records the checked element's value to KPI
Radio buttons	Index / Selected	Records the selected element's index to KPI / Records the selected element's value to KPI
Pop-up	Was-opened	Records the fact of pop-up opening to KPI
Video	Playing Duration	Records the time of video playback to KPI

5 steps to set up monitoring

1. Add a component for the monitoring purposes.

2. Enable monitoring.

3. Pick the property to be recorded to KPI.

4. Select CLM scheme to specify the monitoring pattern.

5. Set up the KPI scheme in any of two ways:

• EITHER: select the preset KPI scheme

• OR: configure your individual scheme

The algorithm of the KPI monitoring setting up is as follows:

The above mentioned steps are detailed in the below sub-sections of this documentation.

How to enable monitoring

1. Open an e-Detailer in the edit mode.

2. Place a component to a slide.

3. Go to Monitoring.

4. Unfold Monitoring.

5. Check the Enable box.

Property and the CLM scheme selection

1. Select Property [1] (to specify what data to collect).

2. Unfold the CLMs list [2] and pick the CLM scheme.

3. Click Add [3].

The pre-set KPI scheme setting up

To specify the selected CLM's KPI scheme:

1. Add a CLM scheme:

• After adding a scheme, its name appears below the CLMs list.
• Click it to open the KPI scheme related to the selected CLM scheme.

2. Select the required KPI scheme [1]:

• Pick the Key to define a KPI to be monitored while interacting with the component (when you will be demonstrating this e-Detailer during a call). The Default key values [2] stand for the rest of the properties added to the selected KPI scheme (consider one of the KPI scheme's properties you have already picked for monitoring).

3. Click Save [3].

If you enter any symbols in Default Key values, they will be transferred to your call's report as they are. You can leave this field empty as well. If you don't see any default key values here, it means the KPI scheme includes only one property which is already picked.

As an example, let's add the General scheme and pick the patientAge KPI scheme as a part of the selected CLM scheme:

1. Unfold CLM.

2. Select General.

3. Click Add [1].

4. Its settings appear below. Unfold them, click KPI scheme, and pick patientAge [2].

To choose a value for monitoring and record:

1. Unfold Key.

2. Select label [3].

So, the label property of the patientsAge KPI scheme will be monitored when a doctor will have selected one of the radiobuttons on this slide during the call (in our example we are setting up monitoring for the Radiobuttons slide's component). Optionally, you can enter the other key's default value (it is the value key in our example) [4].

How to configure an individual scheme

In case the required KPI scheme is not pre-set (when you cannot find it in the KPI scheme dropdown), you can configure your specific KPI scheme. To configure a KPI scheme:

1. Click Configure scheme

2. Select a CLM scheme [1].

3. Click Add scheme [2].

A new scheme with a random name appears. Click its name to rename as you see fit.

4. Set the KPI scheme [3]: add or change keys and options.

5. Click the key's type dropdown to select the required type (string, number or boolean). The key type selection depends on a parameter it is capable to pass

6. You can Add a new key:

7. Define the key's type

8. To set any Additional options, click Add. It defines how the information will be stored and updated:

• updateBy – every component's value change is recorded to KPI as a new key

• unique – the component's value updates the same key in KPI

9. Click Save

Note the fields names:

Label is the KPI's name displayed in the report

Type is the KPI's type: text, number or boolean