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Subject Management: Creating a subject in Castellum
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Prerequisite
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You have a person on the phone or their contact information and other important
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attributes are available. This person is interested in participating in
studies at the MPIB.

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The information you need to create the subject in the database should include at
least the following:
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- **First name** and **Last name**,
- **Gender**,
- **Date of birth**
- Information on whether the person is **Full of age** or **has legal guardian**,
  If the subject has a legal guardian, you will need to **Add guardian** (see
  instruction 8.b.)
- **E-mail** address and/or **Phone number** and/or full postal address or
  contacting details of the legal guardian,
- **Handedness**,
- **Language** (Mother tongue) and
- **Highest degree** (in educational manner)
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You can either ask for this information during a telephone call or you can transfer
it from another source.
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In order to create a potential subject in Castellum, please proceed as follows:
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-------------------------------------------------------------------------------
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1.  Log in to Castellum by using your username and password
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    Please make sure you are connected to the WiFi and use your right username
    and password
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2.  Click on **Subjects** on the front page
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3.  Enter the first name and surname of the person
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    - The second first name can be specified, but does not have to be
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    - Keep the order as indicated
    - First letters capitalized
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    - No comma needed
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4.  Click on **Submit**
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4.1. If there is a **Match** found, the subject is already created in the database. You may edit or add information by clicking on **Details** next to the subject
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4.2. If **No matches can be found**, click on **Create**. If you notice that you made a spelling mistake with the names, please do not go back and create the person again, but change the name in the following process
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5.  Define the **Privacy level**
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    - 0 (regular) describes an adult person without extraordinary features
    - 1 (increased) indicates children or adults with a legal guardian
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    - 2 (high) presents a famous personality and their children
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6.  Click on **Create new subject**
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    In this tab, different legal basis for consent can be found
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7.  Add the consent that applies:
    - **Recruitment consent**,
    - **Study consent** and/or
    - **Guardianship**
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8.  Click on **Contact**

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    - Optionally you can enter the **Title** here
    - You can edit the **First name** and **Last name**
    - Define the **Gender** of the person
    - Fill in the **Date of birth**
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8.1. If the person is of an adult age, select **Full of age** and continue with step 7
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8.2. If the person is not of an adult age or has a guardian for example due to a disability or illness, select **Has legal guardian** > **Add guardian**
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       - A new window will open
       - Fill in the first and last name of the subject's legal guardian > **Submit**
       - If a **Match** is found, select it
       - If **No matches found** applies, click **Create** > Enter necessary information
         in the fields provided > **Create new subject**

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       The legal guardian is now added. You can also create several guardians. By clicking on **Remove** next to the guardian's name, you can delete them as the guardian of the subject
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9.  Click on **Save** and then on **Attributes**
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    - Fill in the **Handedness**, **Language**, **Date of birth** and **Highest
      degree**
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    - If the person **Does not want to participate in the following study types**,
      select one or more
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    - Click on **Save**
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10.  By clicking on **Additional Info**, you can define the **Availability** of
     the person
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     .. note::
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        Example: The person can be reached by phone between 9 and 11 a.m. on tuesdays.

        - Click on **9** under **Tuesday**,
        - Hold the Shift-button and
        - Click on **11** under **Tuesday**
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11.  Below you can enter a point in time when a person is available again
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     .. note::

        Example: The person is abroad for 6 months.
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        - Select **Not available until** today in 6 months
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12.  You may also want to select whether the subject is **Hard of hearing**,
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     **Difficult to understand** or uses **Abusive language**
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     It is also possible to **Add a note** on your own
     Please be aware that the use of note fields should be very sparing
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13. Define from which **Data source** the data comes from and click on **Save**
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14. In **Study Participations** you can add any studies in which the subject has
    participated
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    - By clicking on **Finished studies**, a list of previous study participations
      is displayed
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    - Click **Add to finished study**
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    - Hold the **CTRL** key on your keyboard while pressing **F** to open the
      search function of the browser
    - When you found the study the subject participated in, click on **Add to study**