Skip to content
study-execution.rst 2.15 KiB
Newer Older
TiG's avatar
TiG committed
.. _study-execution:

===============
Study execution
===============

Study execution lists all particpating subjects of a list. Most importantly it 
allows you to obtain pseudonyms for each participant as described here: 
:ref:`subject-get-pseudonym`.

The **List** tab simply shows all participants regardless of whether they have 
an appointment. For each entry it will present a color coded reliability score, 
the appointment states and assigned tags. The **Calendar** tab allows you to 
view all participants with appointments (week, month and list views). The 
**By pseudonym** tab offers a search for participants by specifying study 
specific pseudonyms (see :ref:`subject-by-pseudonym`).

The **News** tab offers a mail form to contact all interested participants on 
recent study outcomes, study specific events or similar. After sending such a 
message and if applicable Castellum will send you an additional mail that 
lists all participants who want to be informed via postal mail.

The **Tags** tab allows you to edit, add or delete tags that should be used to 
tag participants during study execution in order to support your workflows or 
the like.

The **Progress** tab gives insights on the current number of participants and 
appointments.

TiG's avatar
TiG committed

.. _execution-annotations:

Conductor Annotations on participants
=====================================

The participant details in study execution allow you to add additional hints 
that may be important for you or other conductors when working with this 
participant. The **Hints** tab offers you 

- to specify the interest in future study outcomes. All interescted participants 
  can be contacted later via the **News** tab in study execution.
- to assign a conductor who should be working with the participant.
- select **Execution tags** that may help to comply with processes or similar. 
  If the standard tags are not sufficient for your workflow click on 
  **Manage tags** to add, edit or delete them.
- mark the participant as unreliable. This information will be used for future 
  study recruitments or study executions allowing other Castellum users to 
  assess a potential subject and take precautions if necessary.