Creating Projects
Modes
Modes are the different types of bookings your project offers. For example, if you offer a focus group and a telephone interview, you need two modes. You can add as many modes as you like. For example, different modes could be:
- Focus groups
- In-depth interviews
- Quantitative surveys
- Telephone/Online interviews
You can also add a duration to each mode. Duration is the time it takes to participate in your study. For example, a focus group can take 90 minutes, while a quantitative survey can take 30 minutes. This information can be used when you create the PDF invitation for your respondents.
Click on "Create modes" on the onboarding screen and then on "Add new mode". Enter a name for your mode and click on "Save". You can add as many modes as you like.
You have now created your first mode.
Going back to the dashboard, you see that the mode has been added to your project and you can continue with adding your products.
Editing Modes
To edit an existing mode:
- Go to Modes.
- Click "Edit" next to the mode you want to change.
- Update the name or duration.
- Click "Save".
Deleting Modes
You can only delete a mode if it has no associated products or slots. This safeguard prevents accidentally removing a mode that is still in use.
If you try to delete a mode that has products or slots, Olivia will show an error message. You must first remove all slots and product quota entries for that mode before it can be deleted.
To delete a mode, click "Delete Mode" next to the mode you want to remove. The delete button is only visible when the mode has no dependencies.
Related
- Products — products are linked to modes with quotas
- Slots — each slot is assigned to a mode
- Onboarding — modes are the first step in project setup
- Core Concepts — how modes fit into the project structure