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study-recruitment.rst 3.78 KiB
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Recruitment of participants for a study
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1.  Log in to Castellum by using your username and password

2.  Click on **Studies** on the front page 
    - When you click on **All studies**, a list of all studies will be shown to
      you. 
3.  Click on **Recruitment** next to the study you want to recruit subjects for
    
4.  By clicking on **Add**, relevant probands will be shown to you
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5.  Press the **Contact** button to contact the person you want to reach
   
    - **E-Mail**, **Phone number**, a potential **Phone number alternative**
      and the **Address** will be shown to you in the tab **Contacting details**.
      Remember that every telephone contact with a test person requires a comparison
      of these data.
    - 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
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6.  Contact the potential subject using the specified method
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7.  When you received a response from the potential subject, select a **Status
    of participation request**
    
    - 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 sent an e-mail to the person or if you left a
         message on the answering machine)
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    -   When you select the **Status of participant request** and click on
        **Save and show next**, the next contact person will be shown to you
        automatically
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Editing contact data, attributes and information
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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 press **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 him or her in the database,
    - he or she 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.  Log in to Castellum by using your username and password
    
    - Make sure you are connected to the WiFi and use your right username and
     password
       
2.  Click on **Subjects** on the front page

3.  Write in the empty fields first name and surname of the subject to be
    deleted and press **Submit**
    
4.  Click on **Details** and then **Delete** on the horizontal line
5.  Confirm that **you want to permanently delete this subject and all related
    data**
    - The subject is now cleared for deletion from the database and deletion of
      its 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