study-recruitment.rst

Recruitment of participants for a study
=======================================

1.  Click on **Studies** on the front page

    -   When you click on **All** in **Membership** and **Execution** in the field
        **Status**, you will be shown a list with studies for which you should recruit

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**.

        .. note::
            Compare the data in the "Contact" and "Attributes" tabs for each telephone
            contact for completeness and timeliness.

    -   You might also see the **Preferred contact method**, if the person is
        **Currently available** and some **General recruiting notes**
    -   Please have a look at the **Talking points** that the study coordinator has
        defined

5.  Contact the potential subject using the specified method

6.  When you received a response from the potential subject, select a **Status
    of participation**

    -   Choose between:

        a)  **not reached**

        b)  **unsuitable**
            (This may apply if attributes of the person do not comply with the
            requirements of the study)

        c)  **invited**
            (Please note the appointment in the calendar)

        d)  **follow-up scheduled**
            (Determine the date and time of the recall appointment below)

        e)  **awaiting response**
            (This may apply if you left a message on the answering machine. If you
            sent an e-mail to the person, this **Status of participation** will be
            determined automatically.)

    -   Click on **Save** when you selected the **Status of participant**

Editing contact data, attributes and information
------------------------------------------------

If you wish to edit contact data, attributes and information of a subject,
proceed as follows:

-   Click on **Contact** next to the subject in the area **Recruitment**

-   Select what kind of information you would like to edit by clicking on

    1.  **Edit contact data**,
    2.  **Edit attributes**,
    3.  **Edit data protection** or
    4.  **Edit additional info**

-   Make the necessary modifications and click on **Save** once before leaving
    the page

Approve subjects for deletion
------------------------------

You may want personal data and subjects to be completely deleted because of one
or more of the following reasons:

-   the subjects either requested it,
-   it no longer makes sense to keep them in the database,
-   they cannot be reached due to incorrect or missing contact data or
-   there is no consent.
    The consent may be based on **Recruitment consent**, **Study consent** and/
    or **Guardianship**.

To delete the data and the subject, please proceed as follows:

1.  Click on **Subjects** on the front page

2.  Write in the empty fields first name and surname of the subject to be
    deleted and click on **Submit**

3.  Click on **Details** and then **Data protection** on the horizontal line

4.  Select the checkbox **To be deleted**

    .. note::
        The subject is now cleared for deletion from the database and deletion of
        their associated data. The data protection officer will take care of final
        deletion
        Please note that there may still be data stored in the backup even though
        the person was deleted from Castellum