recruitment.rst 4.23 KB
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=================
Study recruitment
=================


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.. _recruitment:

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Recruit subjects via phone
==========================
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.. figure:: /_images/recruitment-contact.png

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1.  Click on **Studies** on the front page. Then click on **Execution** in the
    field **Status** to only show studies that are currently recruiting.
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2.  Click on **Recruitment** next to the study you want to recruit subjects for
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3.  By clicking on **Add**, relevant probands will be shown to you
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4.  Press the **Contact** button to contact the person you want to reach
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    -   **Email**, **Phone number**, a potential **Phone number alternative**
        and / or the **Address** will be shown to you in the tab **Contacting details**.

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5.  Contact the potential subject using the specified method
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    -   Please have a look at the **Talking points** that the study coordinator has
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        provided
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6.  When you received a response from the potential subject, select a **Status
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    of participation**
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    -   Choose between:
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        -   **not reached**
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            (Please note the appointment in the calendar)
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        -   **follow-up scheduled**
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            (Determine the date and time of the recall appointment below)
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        -   **awaiting response**
            (This may apply if you left a message on the answering machine or if you
            sent an e-mail.)
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        -   **participating**
        -   **excluded**
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            (This may apply if recruitment attributes of the person do not comply with the
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            requirements of the study, if a person is not interested in the
            particular study or if a person is not available during the data 
            collection of the study)
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    -   Click on **Save**
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.. _recruitment-mail:

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

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


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1.  Click on **Studies** on the front page. Then click on **Execution** in the
    field **Status** to only show studies that are currently recruiting.
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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**
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.. hint::
    The section **Previous mails** will appear after you have sent your first 
    batch of mails. It lists all contacted groups allowing you to remind those 
    potential participants of a group who did not respond yet. Please note, that 
    this reminder can only be triggered once per group. It will send out the 
    current invitation mail text with a prefixed e-mail subject indicating it as 
    "Reminder/Erinnerung".
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.. _recruitment-appointments:

Make appointments for sessions
==============================

.. note::

    This describes setting up appointments **for** the participants manually by 
    Castellum users. There is also a guide on how to use the optional external 
    scheduler feature in Castellum that offers potential participants to select 
    appointments by themselves: :ref:`make-appointments-with-external-scheduler`.

If you are recruiting for a study that has at least one session Castellum allows
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you to set up appointments for the participants:
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1. In recruitment click on **Contact** in the *Open* list or on **Review** in the 
   *Participating* list to get the details of the participant. Go to the tab 
   **Appointments**.

2. The tab **Appointments** offers a date and time field for every session of 
   the study. Click and populate those session fields that need to be appointed
   at this moment.

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   .. hint::
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       Study execution provides the same feature to make appointments with 
       participating subjects. Thus, this can also be done by study conductors.
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3. The **Calendar** button in the **Appointments** tab opens a new window and 
   allows you to have a look at all already appointed sessions of the study. 
   This calendar will also show appointments of resources if they are connected 
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   to a study session (see :ref:`study-sessions`).
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.. warning::

    Castellum only detects appointment collisions for connected resources! In 
    other words Castellum allows you to save various concurrent appointments if 
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    the session doesn't have a resource connected.