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CRN North East and North Cumbria PRES user guide


PRESApp User Guide



This guide refers to PRESApp version 4. PRESApp has been updated to both enhance the functionality and to restructure the data to allow the application to scale better. 

PRESApp can be accessed at or alternatively, if your organisation is blocking that site, try this alternative link to PRESApp.

All queries regarding PRESApp should be directed to

PRESApp landing page

The PRESApp landing page is available to all visitors, i.e. researchers and participants.

Landing page

  • Participants: Select ‘I have a survey code’ and enter their 8 character code. NOTE: participants who receive a survey link via email will access their survey form directly and will not see the Landing Page
  • Researchers: Either select ‘Researcher: Sign in’ if they have an account or ‘Researcher: Sign up’ to get an account. On completing the registration details, an account will automatically be created for a researcher if their email address is on the approved list (i.e., + local Trust domains). A verification email will be sent and the user should select the verification link to complete the sign in process.

Sign In

Sign Up

Researcher home page

On successfully signing in, researchers will see their home page. The menu will display a variety of options as per the image below (select the menu icon (next to the NIHR logo) if the menu is not visible)

Menu options include:

Sign out: Returns the user to the Landing page and ends the user’s session

Create Survey: Options for creating a survey invite

User Settings: Displays the User Settings page from where the user can manage their account

Reports: Enabled by your CRN and will show links to CRN\organisation specific reports

Create a survey

There are a variety of options for inviting a study participant to complete a survey. Select ‘Ways to invite’ to see a list\description of the many ways to invite participants to complete a survey (the list\descriptionto is also shown in the final section of this document).

Before any of the invite options can be chosen, a Study, Site and Survey Form must be selected. The image below shows an example selection and available invite options

Select Study

Select a study from the Study list. The Study list shows studies that you’ve added to your account. If a study isn’t listed, select the Add Study button to..

  • Add a Study (image below): Locate and select a study either by browsing the list or by typing any part of the CPMS ID, Title or Specialty (e.g. typing ‘stroke’ will show all studies with ‘stroke’ in the title or specialty). Select ‘Add Study’ to add it to your Study list. Note: Studies can also be added to your account by selecting ‘User Settings’ from the user menu.

Select Site

Select a site from the Site list. The Site list shows sites that you’ve chosen previously. If a site isn’t listed, select the Add Site button to..

  • Add a Site (image below): Locate and select a site either by browsing the list or by typing any part of the site name. PRES response data is linked to site and parent organisation so ensure you choose the correct Parent Organisation shown in brackets after the site name. Select ‘Add Site’ to add it to your Site list. Note: Sites can also be added to your account by selecting ‘User Settings’ from the user menu.

Select Survey Form

Select a survey form from the list of active surveys.

Note: Use a test survey (select 'Show test surveys') if you’re just trying things out. Don’t use an active survey as any invite\response data will be included in reports.

Survey Form Options

The option buttons are detailed below and become visible after a Study, Site and Survey Form has been selected.

Load Survey Form 

This will load and immediately display the survey form on the current device allowing the participant to complete the survey on site. A sample survey form is shown below for information

  • Privacy Policy: The participant can select the ‘Privacy Policy’ button to see details of the local and national (NIHRs) privacy policy


Should the participant try to exit the survey without submitting it (e.g. using the Browser’s ‘Back’ button), the confirmation message shown below will be displayed.

On submitting the survey, the participant will be shown the message below.  

Selecting ‘Close’ or selecting the Browsers ‘Back’ or ‘Reload’ button will display the ‘Confirm PRES Email’ message. The researcher confirms their sign in email address to return to the home page. This confirmation step is to prevent a participant from accessing the researchers\app’s home page

Participants who complete their survey off site (i.e. on their own device) are shown a different message (below)


Create Survey Code

This option allows a participant to complete a survey in their own time and on their own device. Copy the unique code to a card and give it to the participant. The card should have the URL of the app printed on it ( as the participant will have to access the app on their device and choose the 'I have a survey code' option to access their survey.

Email Survey Link

A unique survey link can be emailed to the recipient by completing the details as shown below. An automatic reminder will be sent after 5 days if a survey response has not been received. The participant’s email address will be removed from the system immediately upon a survey response being received or immediately following the sending of a reminder - whichever is earlier.

Accessibility and language options

When enabled, the app shows the Recite Me accessibility assistive toolbar (image below).


The assistive options include:

  • Screen Reader - to read aloud the website’s text
  • Reading - the reading ruler, screen mask and magnifier can assist users with reading and learning disabilities
  • Styling - to change the way the website looks. Colours, font size and style can be changed to assist neurodivergent users
  • Translation - translates the website’s content into the chosen language for users who don’t have english as their first language

Options guidance

The ‘Guidance’ option on  the ‘Accessibility’ menu (image below) will open the Recite Me guidance in a new Browser tab. 

Enabling and disabling

The accessibility options toolbar should only be enabled when required

Either the researcher or participants who want to complete the survey form on site may require assistance and they will need to be informed and guided if they want to use any of the accessibility toolbar options to assist them in completing the survey form.

The accessibility options toolbar is disabled by default and can be enabled via the ‘Accessibility’ menu.

Once enabled, the toolbar will remember your chosen preferences and make them available next time you access the app.

Select the close button on the toolbar to hide or disable the toolbar.

Participants who complete the survey form in their own time, i.e. off-site, can enable the accessibility toolbar and also access the guidance as above.

Ways to invite

There are several ways to invite a participant to complete a survey..

On site: The participant completes the survey on site using a site\researchers device device. See option 'Load Survey Form’

Card with Survey Code: The participant is given a card with a unique survey code on it. The participant uses this code to complete the survey in their own time. See option ‘Create Survey Code’

Email a link: The participant supplies their email address and the system generates a unique survey link and emails it to the participant. The participant uses the link to access and complete the survey in their own time. See option ‘Email Survey Link’

Email link to a specific number of participants: The researcher provides their respective CRN PRES team with a list of email addresses, a study ID (CPMS or IRAS), a site and a survey name. The list must relate to a specific study, site and survey and contain 10 or more participants. The participant uses their unique link to access and complete the survey in their own time.

Email prefabricated link to unknown number of participants: The relevant CRN PRES team will create a link for a specific study ID (CPMS or IRAS), site and a survey name. A template email containing the ‘prefab’ link is then provided to the researcher for them to email to participants. The participant uses their ‘prefab’ link to access and complete the survey in their own time.