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Recruit subjects via phone
==========================
1. Click on **Studies** on the front page. Then click on **Execution** in the
field **Status** to only show studies that are currently recruiting.
2. Click on **Recruitment** next to the study you want to recruit subjects for
3. By clicking on **Add**, relevant probands will be shown to you
4. Press the **Contact** button to contact the person you want to reach
- **Email**, **Phone number**, a potential **Phone number alternative**
and / or the **Address** will be shown to you in the tab **Contacting details**.
5. Contact the potential subject using the specified method
- Please have a look at the **Talking points** that the study coordinator has
6. When you received a response from the potential subject, select a **Status
- **awaiting response**
(This may apply if you left a message on the answering machine or if you
sent an e-mail.)
(This may apply if recruitment attributes of the person do not comply with the
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)
.. _recruitment-mail:
Recruit subjects via mail
=========================
Recruitment via mail is only possible if it has been :ref:`configured
<study-recruitment-settings>` by the study coordinator.
1. Click on **Studies** on the front page. Then click on **Execution** in the
field **Status** to only show studies that are currently recruiting.
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**
.. _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
you to set up appointments of the participants:
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.
.. hint::
Study execution provides the same feature to make appointments with
participating subjects. Thus, this can also be done by study conductors.
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
to a study session (see :ref:`study-sessions`).
.. warning::
Castellum only detects appointment collisions for connected resources! In
other words Castellum allows you to save various concurrent appointments if
the session doesn't have a resource connected.