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.. _roles:

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Roles
=====
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.. note::
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    This section lists the roles that castellum ships by default. Administrators
    can customize these roles for their organization.
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Study specific roles, in contrast to global ones, only take effect in the
context of a study. They can be assigned in **Member Management** by the
**Study Coordinator**.
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Global roles
------------
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Principal Subject Manager
~~~~~~~~~~~~~~~~~~~~~~~~~
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The **Principal Subject Manager** enters data records of subjects in Castellum
and makes changes to existing ones.
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Relevant guides:

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-   :ref:`subject-search`
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-   :ref:`subject-create`
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-   :ref:`subject-edit`
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-   :ref:`subject-to-be-deleted`
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-   :ref:`subject-consent`
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Study Coordinator
~~~~~~~~~~~~~~~~~

The study coordination is embodied by the **Study Coordinator**. This person
inserts studies into the database and defines the settings for them.
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Relevant guides:

-   :ref:`study-create`
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-   :ref:`study-members`
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-   :ref:`study-sessions`
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-   :ref:`study-recruitment-settings`
-   :ref:`study-finish`
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-   :ref:`study-delete`
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-   :ref:`set-up-external-scheduler`
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Study Approver
~~~~~~~~~~~~~~

Study Coordinators by default cannot start their own studies. Instead, they
have to ask a **Study Approver** to review and start the study.

If you want to be less strict about this, you can either modify the Study
Coordinator role or make all Study Coordinators also Study Approvers.

Relevant guides:

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-   :ref:`study-start`
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Data Protection Coordinator
~~~~~~~~~~~~~~~~~~~~~~~~~~~

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The group of people responsible for data protection should take on the role of
**Data Protection Coordinator**. Castellum supports these users by providing a
**data protection dashboard** that collects all relevant information in a
single place.
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Relevant guides:

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-   :ref:`data-protection-dashboard`
-   :ref:`subject-export`
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-   :ref:`subject-delete`
-   :ref:`study-delete`
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Receptionist
~~~~~~~~~~~~
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We propose to fill the roles of **Receptionists** with people who need a
continuous overview of the ongoing study programme and the respective deadlines
in their daily business. In order to achieve this, these persons can search
specifically for names of subjects to be registered in Castellum. In this way it
is easy to find out for which study a particular subject is registered and when
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they have to be sent to which room.
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Administrator
~~~~~~~~~~~~~

Relevant guides:

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-   :ref:`admin-users`
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-   :ref:`admin-unlock`
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-   :ref:`admin-roles`
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-   :ref:`admin-attributes`
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-   :ref:`admin-consent-document`
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.. TODO::

    -   manage resources


Study specific roles
--------------------

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Recruiter
~~~~~~~~~
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Persons responsible for invitations to studies and the management of appointments
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should take on the role of **Recruiters** in Castellum. For this purpose, the
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**Recruiter** can view the contact details of individual subjects to establish
communication with them. The study co-ordination office will define a recruitment
text and criteria to be clarified in advance, which the **recruiters** should use
when recruiting the respondent. To be able to add study participations, Castellum
provides a calendar which enables consistent appointment bookings.
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If persons take on the role of **Recruiter** and additionally **Subject Manager**,
they can simultaneously ensure data maintenance in Castellum when contacting
subjects for recruitment purposes. For this purpose, characteristics and contact
details of subjects are continuously updated and supplemented.
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Relevant guides:

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-   :ref:`subject-search`
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-   :ref:`recruitment`
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-   :ref:`recruitment-mail`
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-   :ref:`make-appointments-with-external-scheduler`

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.. TODO::

    -   make appointments

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Study Conductor
~~~~~~~~~~~~~~~
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We envisage this role for employees from the study programme who collect
scientific data in a study with or on subjects. In order to implement this with
the help of Castellum, the **Study Conductor** can view the participation
pseudonyms of the respective subjects in the database.
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If a subject is participating in a study for the first time, the **Study
Conductor** can obtain both the study consent and the recruitment consent on site.

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Relevant guides:
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-   :ref:`subject-search`
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-   :ref:`subject-get-pseudonym`
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-   :ref:`make-appointments-with-external-scheduler`

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.. TODO::

    -   attribute download
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    -   make appointments

Subject Manager
~~~~~~~~~~~~~~~

**Recruiters** or **Study Conductors** may be given this role so they can
update subject data as part of their usual worflows.

This role is different from **Principal Subject Manager** in that it is limited
to subjects that participate in the respective study.

Relevant guides:

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-   :ref:`subject-search`
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-   :ref:`subject-edit`
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-   :ref:`subject-to-be-deleted`