A study needed a process. I helped give it one.
Resonate Life Water · Participant portal & workflow design
I created the Jotform participant portal and developed the workflows supporting an observational study. The work called for thinking through both the participant’s journey and the team’s responsibilities behind it.
- Mapped intake, consent, review and follow-up
- Created participant forms and portal structure
- Organized project information in Notion
- Tested participant and administrator workflows
Explore the project
The decisions behind the screens
What information belongs in intake? Who reviews a submission? What happens when something is missing? How does someone know which step comes next? I worked through those questions as part of defining the participant experience.
One concrete example: combining the application and medical-history intake into a single form. Another: documenting participant actions separately from administrator review, so both sides of the process could be followed and tested.
My contribution
Portal creation in Jotform, workflow planning, forms, participant communication, Notion documentation and user/admin testing. I worked with the project’s developer on technical delivery and helped document and coordinate issues across the systems involved.
A look at the work
These excerpts show the project’s participant workflow and phased form library.
Open participant workflow →
Open phased form library →