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Creating a new study
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1. Log in to Castellum by using your username and password
2. Click on **Studies** on the front page
- 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
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3. Click on **Create new study**
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**
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
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**
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
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***
3. When you click on **Finish study**, Castellum will register your study as completed
Assign access rights and allocate roles
---------------------------------------
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**. 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**
3. After clicking **Edit** next to the selected person, you can assign
up to four different roles: **Study coordinator**, **Subject
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.
1. Log in to Castellum by using your 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 **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 four different roles to the person
- If you did not start the study yet, the selected person has still no access to the study, unless you
- 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