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Creating a new study
====================

1. Log in to Castellum by using your username and password
2. Click on **Studies** on the front page

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   -  In **My studies** you will see the studies you created
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   -  Under the field **All studies** you can see all studies that have
      been created
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      -  In the field **Search** you can look for a certain study
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3. Click on **Create new study**

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.. note:: 
   Bei “Name” vielleicht lieber “Studienname” oder “Studienbezeichnung”
   schreiben? Sonst könnte man denken, dass man in dem Feld seinen eigenen
   Namen eintragen soll.
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4. Fill in all empty fields on the page:

   -  **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**

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.. note:: 
   Sind mit*\ **Keywords**\ *die grundlegenden Beschreibungen bzgl. des
   Forschungsgegenstands gemeint?
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5. Select the type of study you are going to use

   -  If you choose between an **online study**, **Behavioral lab**,
      **Simulation**, **EEG** or **3rd Party**, you have to determine
      whether the study will contain **sensitive data** or not
   -  If you choose **FMRI**, it is already determined in advance that
      the study contains sensitive data

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.. note:: 
   Wieso gibt es hier auch*\ **———**\ *als Auswahl? Wählt man das aus,
   wenn man sich über die Studienform noch nicht ganz sicher ist?
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.. note:: 
   Ist mit*\ **Consent**\ *die Zustimmung der Probanden zur Datenerhebung/
   -verarbeitung gemeint?
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6. Assign the **number of subjects** you will need for your study
7. Enter the budget you may use for the study in the field **Expense
   allowance**

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.. note:: 
   Die Aufwandsentschädigung, die an dieser Stelle festgelegt wird, wird 
   dem Rekruiter im Recruitingprozess*\ **pro Person**\ *angezeigt. Deshalb
   sollte an dieser Stelle vielleicht*\ **Expense allowance per
   participant**\ *stehen, damit hier niemand die Summe aller
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   Aufwandsentschädigungen einträgt? Außerdem kommt es doch auch manchmal vor,    dass die Entschädigung keine Bargeldauszahlung ist, sondern Gegenstände        oder Geschenke. Kann man das noch irgendwie hinzufügen?   
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8.  You can add a **Test session** by clicking on **Add session**

    -  You can add any number of test sessions and must always specify
       the duration of each session
    -  By clicking on the red button **Delete**, you can erase any test
       session you created

9.  Enter the start and end of the test sessions in the two following
    fields
10. Click on **Save** to record your progress

    -  Your study is now scheduled
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Start and finish your study
---------------------------
When you created a study, it is not started and the recruiting process is not yet initiated either.
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1.  Go to **Details** next to the study you want to start or finish
2.  In the right upper corner are two buttons: **Start** and **Finish**

    -  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
*To release those responsible for the recruitment process for the study, follow the steps in the **Share studies with your recruiters***
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3.  When you click on **Finish study**, Castellum will register your       study as completed
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Assign access rights and allocate roles
---------------------------------------
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Some users are already assigned to certain global roles in advance. 
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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**.
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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To delegate roles amongst different people, proceed as follows
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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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
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2. Select the user for whom you want to change access rights and/or
   roles and click **Add**
3. After clicking **Edit** next to the selected person, you can assign
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   up to four different roles: **Study coordinator**, **Subject
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   manager** and **Recruiter**
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.
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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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1. Log in to Castellum by using your username and password
2. Click on **Studies** on the front page

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   -  You will see a list of the studies you have created by clicking        on **My studies**
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3. Click on **Details** of the study for which you want to change         access rights or role redistribution
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4. Go to **Manage members** on the lower edge
5. If you click on the field under **Users**, 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 **Edit** next to the person you chose

   -  You can now assign one to three different roles to the person

9. Select **Recruiter** and press **Save**

   -  The selected person has still no access to the study, unless you
      follow the next steps:
   -  Go **Back**
   -  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