Table of Contents What is SONA? Benefits of using SONA How to access SONA? How to create/add study on SONA? How to manage study on SONA?

1. What is SONA? SONA Systems® software Administrators and researchers cloud-based research participant management solution for universities Administrators and researchers recruit participants set up studies prescreening manage participant pools

1. What is SONA? Multi-language Support Over 1,000 customers English, Chinese (Simplified), Japanese, French, German, etc. Over 1,000 customers serving top 50 universities in the US top 10 in Canada 75% of the world’s top business schools including 7 universities in Hong Kong

2. Benefits of using SONA For researchers to wisely recruit participants and manage studies they can also do this if the email is targeted to a subset of the pool e.g. meet a certain demographic characteristic (Prescreening questions)

2. Benefits of using SONA Prescreening function Participants fill in prescreening questionnaire when they register the account ONLY Researchers restrict project to specific participants by selecting some of the prescreening answers e.g. only males, only year 1 students, only aged 18

3.How to access SONA? Any Internet connected device Desktops, laptops, tablets and smartphones Apple App Store or Google Play Store SONA Mobile https://hsmc-rib.sona-systems.com/

Announcement can be made in the front page

Click “Request Account” Link to SONA: https://hsmc-rib.sona-systems.com/Default.aspx?ReturnUrl=%2f

3.How to access SONA? ---Registration steps For both researcher and participant Click “Request Account” Fill in “Account Information” User ID (SONA login ID) Researcher information will be shown to all participants: Email address Student ID Number / Staff ID Telephone (Office / Mobile) Press “Request Account” to submit The system will assign researcher role and login password to you after the registration

Prescreening questions First Login: Change password Answer prescreening questions researchertest 123456

4. How to create/add study on SONA? Overview Log in Select “Participant” or “Researcher” “Add New Study” Manage study via “My Studies” See other researchers’ studies via “All Studies”

4. How to create/add study on SONA? Click “Add New Study” Select “Study Type” Standard Study Multi-Part Standard Study Online Internal Survey Study Online External Study

4. How to create/add study on SONA? Standard Study Cross-sectional offline study (one shot study) Eligibility Requirements (only description, not prescreening) Preparation (anything that participants should prepare for) Pen and paper Researcher (you and colleagues) Approved (Yes to activate the study) ethical review Make sure your research has gained ethical approval before the activation Active Study (Yes to activate the study) Add This Study

4. How to create/add study on SONA? Standard Study Prerequisites (participated another study before joining this one) Disqualifiers Invitation Code

4. How to create/add study on SONA? Multi-Part Standard Study Multi-sessions offline study (more than one shot offline study) e.g. Panel study, Longitudinal study Two / Three / Four - part Difference to “Standard Study” Part 2 Study Settings (or 3 / 4)

4. How to create/add study on SONA? Online Internal Survey Study Online survey (set questionnaire in SONA) Create questionnaire after “Add This Study” Create questionnaire under “Update Online Survey”

4. How to create/add study on SONA? Online External Study Online survey (set questionnaire outside SONA) e.g. Qualtrics, SurveyMonkey Add the external questionnaire on “Study URL”

5. How to manage study on SONA? My Studies All Studies (from all researchers) Active / Inactive Use Prescreening Results (in addition: view response summary) Click into the study Study Menu Prescreen Restrictions (Top-Right corner) Study Menu  View/Administer Time Slots

5. How to manage study on SONA? Study Menu  View/Administer Time Slots “Add A Timeslot” (At the top) “Add This Timeslot” To modify the timeslot / cancel participants Modify Update timeslot Cancel participant Attendance

5. How to manage study on SONA? Study Menu you can go to other pages View/Administer Time Slots Contact Participants Update Online Survey (edit questionnaire) Change Study Information (settings) Participant Study View (Preview Participants’ site) Delete Study

5. How to manage study on SONA? Contact participants Send out reminders Set Prescreen Restrictions Able to send invitation email to qualified participants

5. How to manage study on SONA? Participants’ view

5. How to manage study on SONA? Participants’ view “Timeslots Available” Researcher (information from your profile) “View Time Slots for This Study” “Sign Up” Click “Sign Up” again System Message: Sign-up Successful (Top-Left Corner)

5. How to manage study on SONA? Participants’ view If Participants want to Cancel “My Schedule/Activity” “Cancel?” “Yes, I want to cancel” System Message: Cancellation Successful. Confirmation email sent.

5. How to manage study on SONA? Participants’ view Click “Participate” Click “Participate” again “Yes, Start Survey” “withdraw” (top-right corner)  “Complete Survey Withdrawal” Cannot participate again (join again by closing the page) “Record Responses” “No, Decline to Participate” (can join again)

5. How to manage study on SONA? Track participation The system uses timeslots to track participation i.e.: 1 session = 1 participant participates in 1 timeslot No-shows and cancellations are not counted towards session usage