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Creating a new study
====================

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

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   -  In **My studies** you will see the studies you created
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   -  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**
    -   **Keywords** may include main issues of the desired scientific findings
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5. Select the type of study you are going to use

   -  You may choose between studies that take place **Online**, **Behavioral
      lab**, **MRI**, **Simulation**, **EEG** or **3rd Party** studies
   -  Decide whether the study **Contains sensitive data** or not
6. Upload the **Consent** form
7. Assign the **Required number of subjects** to your study
8. Enter the **Expense allowance** that each subject should receive 
9. Enter as many **Test sessions** as you like by clicking on **Add session**
    -  When adding a test session, always specify the duration of each meeting
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    -  By clicking on the red button **Delete**, you can erase any test
       session you created
10. Define both the **Start of test sessions** and the **End of test sessions**
11. Click on **Save** to record your progress
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Your study is now scheduled
Setting up the recruitment process
----------------------------------

In order to limit the search for subjects in castellum, filters, inclusion and
exclusion criteria should be defined.
Remember to **Stop** the study first in order to be able to edit filters and 
criteria.

1.  Go to **Studies** on the front page, click **Details** next to the study
    you wish to set up filters and criteria for
2.  Click on **Recruitment Settings**
3.  By clicking on **General** the **Recruitment text** will be shown to you
    You can:
    -  edit the **Recruitment text**,
    -  decide whether you wish to set up the **Advanced filtering**,
    -  set the function **Exclusive subjects** and
    -  decide whether **Complete filter matches only** will be shown to the
       recruiters of your study or or there will be some subjects displayed, in
       which certain characteristics still have to be queried.

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Start and finish your study
---------------------------
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When you created a study, it has not yet started and the recruiting process has
not been initiated yet either.
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1.  Go to **Details** next to the study you want to start or finish
2.  You can find the button **Start** in the left upper corner under the study
    name
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    -  By clicking on **Start** you initiate the recruiting process
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       -  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.

          *In order to approve the persons who are supposed to carry out the
          recruitment process, follow the steps in the explanation **Share
          studies with your recruiters** (see second next instruction)*
          
3.  When you click on **Finish study**, Castellum will register your study as
    completed and the recruitment process is stopped
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Assign access rights and allocate roles
---------------------------------------
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To delegate roles amongst different people, proceed as follows:
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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
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2. Select the user for whom you want to change access rights and/or
   roles and click **Add**
   -  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**. 
3. After clicking **Manage groups** next to the selected person, you can assign
   up to six different roles for the specific study: **Study coordinator**,
   **Subject manager**, **Recruiter**, **Study conductor**, **Data protection
   coordinator** and **Receptionist**
4. Select the role you want to assign to the selected person and press **Save**
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Share studies with your recruiters
----------------------------------
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If you receive a request for access from a person who is supposed to recruit
participants for your study, please follow the steps below.

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

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   -  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 **Member management** on the upper edge
5. If you click on the field under **User**, you will be shown all
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   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 **Manage groups** next to the person you chose
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9. Select **Recruiter** and press **Save**

   -  If you did not start the study yet, the selected person has still no
      access to the study, unless you press **Start** on the upper left side
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      -  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