Newer
Older
Study Coordination: Creating a new study
========================================
1. Log in to Castellum by using your username and password
- Make sure you are connected to the WiFi and use your right username and
password
- In **My studies** you will see the studies you created
- Under the field **All studies** you can see all studies that have been
created
- In the field **Search** you can look for a certain study
- **Name** describes the name of the study you want to create
- **Responsible contact person** is the person who can be contacted if any
questions regarding the study occur
- Define the person who is the lead researcher as **Principal Investigator**
- Determine all scientists that take part in the study as **Affiliated Scientists**
- Determine all research assistants that take part in the study as **Affiliated
Research Assistants**
- Please enter all methods you would like to use in your research in the field
**Description**
- **Keywords** may include main issues of the desired scientific findings
- You may choose between studies that take place **Online**, **Behavioral lab**, **MRI**,
**Simulation**, **EEG** or **3rd Party** studies
- Decide whether the study **Contains sensitive data** or not
7. Assign the **Required number of subjects** to your study
8. Enter the **Expense allowance** that each subject should receive
9. Enter as many **Test sessions** as you like by clicking on **Add session**
- When adding a test session, always specify the duration of each meeting
- By clicking on the red button **Delete**, you can erase any test session you
created
10. Define both the **Start of test sessions** and the **End of test sessions**
Setting up the recruitment process
----------------------------------
In order to limit the search for subjects in castellum, filters, inclusion and
exclusion criteria should be defined.
Remember to **Stop** the study first in order to be able to edit filters and
criteria.
1. Go to **Studies** on the front page, click **Details** next to the study
you wish to set up filters and criteria for
3. By clicking on **General** the **Recruitment text** will be shown to you
You can:
- edit the **Recruitment text**,
- decide whether you wish to set up the **Advanced filtering**,
- set the function **Exclusive subjects** and
- decide whether **Complete filter matches only** will be shown to the
recruiters of your study or or there will be some subjects displayed, in
which certain characteristics still have to be queried
4. By clicking on **Filters** you are able to set them
- select whether you want to create a filter regarind the **Handedness**,
**Language**, **Age** or **Highest degree**,
- click **Add**,
- define the filters and
- click **Apply**
> You may set as many filters as you like.
> If you wish to create more than one filter group, proceed as follows:
- click on **General**,
- select **Advanced filtering** and
- press **Save**
- When you click on **Add new** in **Filters**, you are able to set another
filter group with specific filters
> More than one filter group is necessary, for example, if you need subjects both
at the age between 20-30 and 50-60.
5. In **Excluded studies** you can select certain studies in which your
subjects must not have participated
6. When you clicking on **Inclusion/exclusion criteria**, you can add
**Additional subject characteristics that should be verified during
recruitment**
> If it is a MRI-study, the criteria are pre-set for checking during recruitment
- define an **E-mail subject**,
- add an **E-mail body** and
- indicate a **Reply e-mail-address**
> This is relevant if study recruitment is to take place by e-mail or if information
is to be sent by e-mail in addition to telephone contact
Start and finish your study
---------------------------
When you created a study, it has not yet started and the recruiting process has
not been initiated yet either.
1. Go to **Details** next to the study you want to start or finish
2. You can find the button **Start** in the left upper corner under the study
name
- By clicking on **Start** you initiate the recruiting process
- In this mode, you are not able to change any characteristics or
talking points that are needed for the recruitment
- When you click on **Stop**, you can edit information needed for the
recruiting process
> In order to approve the persons who are supposed to carry out the
recruitment process, follow the steps in the explanation **Share
studies with your recruiters** (see second next instruction)
3. When you click on **Finish study**, Castellum will register your study as
completed and the recruitment process is stopped
Assign access rights and allocate roles
---------------------------------------
To delegate roles amongst different people, proceed as follows:
1. Follow steps 1-5 of the section **Share studies with your recruiters** below
> Even if the section is about **Recruiters**, you can use it to assign
any role you like
2. Select the user for whom you want to change access rights and/or
roles and click **Add**
> Some users are already assigned to certain global roles in advance.
This can be recognized by the fact that the role description is
highlighted in grey.
> Roles with blue background can be flexibly defined and changed by
the **Study coordinator**.
3. After clicking **Manage groups** next to the selected person, you can assign
up to six different roles for the specific study: **Study coordinator**,
**Subject manager**, **Recruiter**, **Study conductor**, **Data protection
coordinator** and **Receptionist**
4. Select the role you want to assign to the selected person and press **Save**
Share studies with your recruiters
----------------------------------
If you receive a request for access from a person who is supposed to recruit
participants for your study, please follow the steps below.
1. Log in to Castellum by using your username and password
- Make sure you are connected to the WiFi and use your right username and
password
2. Click on **Studies** on the front page
- You will see a list of the studies you have created by clicking on **My
studies**
3. Click on **Details** of the study for which you want to change access rights
or role redistribution
4. Go to **Member management** on the upper edge
5. If you click on the field under **User**, you will be shown all possible
users to whom you can assign roles
6. Select the user, who is supposed to take over the recruitment
7. Press **Add**
8. Press **Manage groups** next to the person you chose
9. Select **Recruiter** and press **Save**
- If you did not start the study yet, the selected person has still no
access to the study, unless you press **Start** on the upper left side
> The study is now in progress and the recruiter has now access to the
study and can begin to recruit
> Of course, you may select several persons as recruiters