recruitment.rst

.. _recruitment:

Recruit subjects via phone
==========================

1.  Click on **Studies** on the front page. Then click on **Execution** in the
    field **Status** to only show studies that are currently recruiting.

2.  Click on **Recruitment** next to the study you want to recruit subjects for

3.  By clicking on **Add**, relevant probands will be shown to you

4.  Press the **Contact** button to contact the person you want to reach

    -   **Email**, **Phone number**, a potential **Phone number alternative**
        and / or the **Address** will be shown to you in the tab **Contacting details**.

5.  Contact the potential subject using the specified method

    -   Please have a look at the **Talking points** that the study coordinator has
        provided

6.  When you received a response from the potential subject, select a **Status
    of participation**

    -   Choose between:

        -   **not reached**
        -   **unsuitable**
            (This may apply if attributes of the person do not comply with the
            requirements of the study)
        -   **invited**
            (Please note the appointment in the calendar)
        -   **follow-up scheduled**
            (Determine the date and time of the recall appointment below)
        -   **awaiting response**
            (This may apply if you left a message on the answering machine or if you
            sent an e-mail.)

    -   Click on **Save**


.. _recruitment-mail:

Recruit subjects via mail
=========================

.. NOTE::

    Recruitment via mail is only possible if it has been :ref:`configured
    <study-recruitment-settings>` by the study coordinator.


1.  Click on **Studies** on the front page. Then click on **Execution** in the
    field **Status** to only show studies that are currently recruiting.

2.  Click on **Recruitment** next to the study you want to recruit subjects for

3.  Go to the **Mail** tab

4.  Enter the number of subjects that you want to contact

5.  Click **Send**