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Creating a Blueprint from scratch

Constantly authoring the same study content over and over? Creating a Blueprint can help!

Tip: If you have a study that has questions you ask in many studies, create it as a blueprint first. This will save you some time later as Blueprints cannot be created from a study.

  • To create a Blueprint, click on ‘+ New Study’ within your dashboard and then click on ‘Manage Blueprint’.

  • Next, click on ‘Create New Blueprint’ in the top right corner of the BLUEPRINTS tile.

  • Select the correct Primary language that your Blueprint will be authored in and then click on ‘Get Started’.

  • Finally, you will see Upsiide’s Manage Blueprint screen where you can create your Blueprint. Click on ‘Add New Section’ and choose to add a statement, question or idea screen section. Once you’ve finished creating your Blueprint click on ‘Done Editing’ and it will now be a blueprint available in your account space. Note: you can name your Blueprint by populating the name text in the top left corner where it says, ‘Blueprint Name’.

Need to make a change to your Blueprint? You can duplicate, edit, share and delete your blueprint from the 'manage blueprints' page.


Creating a Blueprint from an existing study

  • Click the '...' and select 'Make into Blueprint'

  • Make any edits you need to and select 'Done Editing'


Editing and sharing a Blueprint

With the Blueprint feature, you're able to make edits to your saved study blueprints. This can be helpful if diagnostic questions or study methodology has deviated slightly from the preceding study.

Editing your Blueprint:

  • In your account dashboard click on 'New Study' in the top left corner and select 'Manage Blueprints' from the drop-down menu

  • In the Blueprint window select the Blueprint name that you would like to edit in the bottom left tile.

  • Then, click on the 'Edit this Blueprint' button in the top right corner of the right tile to make edits to your current Blueprint.

  • Finally, once you've clicked on the 'Edit this Blueprint' button in the Blueprint window you'll be directed to your study in which you can make edits (add/delete/modify sections etc.) and then click 'Done Editing' in the top right corner of the study.

Sharing your Blueprint:

In your account dashboard click on 'New Study' in the top left corner.

Next, select 'Manage Blueprints' from the drop-down menu

In the Blueprint window, select the Blueprint name that you would like to share and click on the share icon to the right of the Blueprint name.

Finally, you can select to share the Blueprint either 'Account wide' or 'This space only' depending on how many users you would like to give access to the Blueprint.


Duplicating a Blueprint

In 'Manage Blueprints', you can select the 'Duplicate Blueprint' button.


Deleting a Blueprint

To delete a Blueprint, click on ‘New Study’ within your dashboard and then click on ‘Manage Blueprint

Next, in the ‘BLUEPRINTS’ tile click on the previously created blueprint that you want to delete and click ‘Delete’ in the right corner.


Blueprint tips

Blueprints are very useful for saving time if you're creating multiple studies that are similar in design (ie. identical diagnostic questions, the same introduction statements, and similar inputs within Idea Screen or Idea Split sections).

Tips for creating a Blueprint:

  • Recognize the need for creating a Blueprint before creating a study - studies cannot be saved as Blueprints after they've been created.

  • Keep in mind edits can be made to Blueprints so any sections/questions that are similar but not identical can be easily modified.

  • Alert team members who have access to the account/space that the Blueprint exists so they're not duplicating work. Also, feel free to share the Blueprint with them and be sure to give it a distinctive name so users know the correct Blueprint to use.

  • Make sure to regularly manage Blueprints in your cache and decide which ones are still being actively used and which ones that can be deleted to avoid confusion.


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