Commit 27e9f550 authored by Karolina Mader's avatar Karolina Mader
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Update subject-management.rst

parent 291f8b67
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......@@ -17,7 +17,7 @@ least the following:
- Information on whether the person is **Full of age** or **has legal guardian**,
If the subject has a legal guardian, you will need to **Add guardian** (see
instruction 8.b.)
- **E-mail** address and/or **Phone number** and/or full postal address or
- **E-mail** address and/or **Phone number** and/or full postal address and/or
contacting details of the legal guardian,
- **Handedness**,
- **Language** (Mother tongue) and
......@@ -45,15 +45,18 @@ In order to create a potential subject in Castellum, please proceed as follows:
4. Click on **Submit**
4.1. If there is a **Match** found, the subject is already created in the database. You may edit or add information by clicking on **Details** next to the subject
4.1. If there is a **Match** found, the subject is already created in the database.
You may edit or add information by clicking on **Details** next to the subject
4.2. If **No matches can be found**, click on **Create**. If you notice that you made a spelling mistake with the names, please do not go back and create the person again, but change the name in the following process
4.2. If **No matches can be found**, click on **Create**. If you notice that you
made a spelling mistake with the names, please do not go back and create the
person again, but change the name in the following process
5. Define the **Privacy level**
- 0 (regular) describes an adult person without extraordinary features
- 1 (increased) indicates children or adults with a legal guardian
- 2 (high) presents a famous personality and their children
- 2 (high) presents a famous personality and/or their children
6. Click on **Create new subject**
......@@ -71,9 +74,15 @@ In order to create a potential subject in Castellum, please proceed as follows:
- Define the **Gender** of the person
- Fill in the **Date of birth**
8.1. If the person is of an adult age, select **Full of age** and continue with step 7
8.1. If the person is of an adult age, select **Full of age** and continue with
the following steps:
- Define at least one of the following contact details: **Email**, **Phone
number** and/or **Postal address**
- You may want to add **Additional information**, such as c/o details
- Specify the **Preferred contact method**
8.2. If the person is not of an adult age or has a guardian for example due to a disability or illness, select **Has legal guardian** > **Add guardian**
8.2. If the person is not of an adult age or has a guardian for example due to a
disability or illness, select **Has legal guardian** > **Add guardian**
- A new window will open
- Fill in the first and last name of the subject's legal guardian > **Submit**
......@@ -88,14 +97,25 @@ In order to create a potential subject in Castellum, please proceed as follows:
9. Click on **Save** and then on **Attributes**
- Fill in the **Handedness**, **Language**, **Date of birth** and **Highest
degree**
- Fill in the **First Language**, **Highest educational degree**, **Handedness**,
if the subject **Has hearing aid?**, **Date of birth** and **Sex**
.. note::
Although you already entered the **Date of birth** before, it must be
redefined again due to data protection reasons
- If the person **Does not want to participate in the following study types**,
select one or more
- Click on **Save**
10. By clicking on **Additional Info**, you can define the **Availability** of
the person
10. In **Data protection** you can:
- redefine the **Privacy level**,
- indicate whether the subject has consented to the recruitment,
- initiate an **Export request** and
- specify whether the subject is **To be deleted**
11. By clicking on **Additional Info**, you can define the **Availability** of
the subject
.. note::
......@@ -105,7 +125,7 @@ In order to create a potential subject in Castellum, please proceed as follows:
- Hold the Shift-button and
- Click on **11** under **Tuesday**
11. Below you can enter a point in time when a person is available again
12. Below you can enter a point in time when a person is available again
.. note::
......@@ -113,20 +133,21 @@ In order to create a potential subject in Castellum, please proceed as follows:
- Select **Not available until** today in 6 months
12. You may also want to select whether the subject is **Hard of hearing**,
13. You may also want to select whether the subject is **Hard of hearing**,
**Difficult to understand** or uses **Abusive language**
It is also possible to **Add a note** on your own
It is also possible to **Add a note** on your own. Important contact tracking
information that is visible to other recruiters can be noted here.
Please be aware that the use of note fields should be very sparing
13. Define from which **Data source** the data comes from and click on **Save**
14. Define from which **Data source** the data comes from and click on **Save**
14. In **Study Participations** you can add any studies in which the subject has
15. In **Study Participations** you can add any studies in which the subject has
participated
- By clicking on **Finished studies**, a list of previous study participations
is displayed
- Click **Add to finished study**
- By clicking on **Add to study**, a list of current studies is displayed.
You can add the subject to one or more of these studies
- Click on **Add to finished study**
- Hold the **CTRL** key on your keyboard while pressing **F** to open the
search function of the browser
- When you found the study the subject participated in, click on **Add to study**
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