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Study recruitment
=================
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 for 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.
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.