Commit 3a8c5b83 authored by Bengfort's avatar Bengfort
Browse files

restructure some guides

parent 5cea4c3d
.. _subject-delete:
Data Protection: Deleting a subject from Castellum
==================================================
Prerequisite
------------
The subject data of a subject should be completely deleted because of three
different reasons:
- the subject either requested it,
- they cannot be reached due to incorrect or missing contact data or
- there is no legal basis for consent.
Deletion of externally and internally stored data
-------------------------------------------------
In order to delete the externally and internally stored data of a subject,
please proceed as follows:
1. Click on **Data protection** on the front page
If the data of a subject should be deleted, you will find the subject assigned
to one or more deletion options
2. Click on **Details** next to the subject to be deleted
3. Click on **Delete** on the upper right
1. When you see a message saying **Are you sure you want to permanently delete this subject and all related data?**, click on **Confirm** and the subject will be deleted
2. If you see a message saying **This subject cannot be deleted because there still is data about them in studies.**, proceed as follows:
- Go to the responsible person of the study
- Ask the responsible person to delete all collected data of the subject concerned
- You can find the responsible person by clicking on **Study details** next to
the study name the subject participated in
- Delete all of these study participations by clicking on **Delete** next to
**Study details**
.. _study-delete:
Data Maintenance: Deleting a study from Castellum
=================================================
Prerequisite
------------
A study should be completely deleted because of one or more of the following
reasons:
- The study is no longer current because it was completed five years or
more ago.
- The study must be discontinued permanently.
- ...
Before you delete the study, make sure all external data from Castellum is deleted
Deleting the study
------------------
1. Go to **Studies** on the front page
2. Click on **All studies** to see all proposed studies
3. Choose the study you want to delete by clicking on **Details** next to it
4. Before clicking on **Delete**, proceed as follows:
- Go to the responsible person of the study and ask them to delete all
collected subject data of the study you want to delete
- You can detect the name of the responsible person in the upper corner under
the study name
5. If all data has been deleted by the responsible person of the study, click on
**Delete** under the study name
- Confirm the notice **I have made sure that all external data related to
this study has been destroyed**
- Click on **Confirm**
\ No newline at end of file
......@@ -69,34 +69,3 @@ proceed as follows:
- 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
\ No newline at end of file
......@@ -128,30 +128,6 @@ In order to limit the search for subjects in Castellum,
Instead, links can be inserted.
Start and finish your study
---------------------------
When you created a study, it has not yet started and the recruiting process has
not been initiated yet either.
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
- By clicking on **Start** you initiate the recruiting process
- In this mode, you will not able to change any characteristics or talking
points that are needed for 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 next instruction)
3. When you click on **Finish study**, Castellum will register your study as
completed and the recruitment process is stopped
Share studies with your recruiters
----------------------------------
......@@ -210,3 +186,70 @@ To delegate roles amongst different people, proceed as follows:
coordinator** and **Receptionist**
4. Select the role you want to assign to the selected person and click on **Save**
Start and finish your study
---------------------------
When you created a study, it has not yet started and the recruiting process has
not been initiated yet either.
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
- By clicking on **Start** you initiate the recruiting process
- In this mode, you will not able to change any characteristics or talking
points that are needed for 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 next instruction)
3. When you click on **Finish study**, Castellum will register your study as
completed and the recruitment process is stopped
.. _study-delete:
Data Maintenance: Deleting a study from Castellum
=================================================
Prerequisite
------------
A study should be completely deleted because of one or more of the following
reasons:
- The study is no longer current because it was completed five years or
more ago.
- The study must be discontinued permanently.
- ...
Before you delete the study, make sure all external data from Castellum is deleted
Deleting the study
------------------
1. Go to **Studies** on the front page
2. Click on **All studies** to see all proposed studies
3. Choose the study you want to delete by clicking on **Details** next to it
4. Before clicking on **Delete**, proceed as follows:
- Go to the responsible person of the study and ask them to delete all
collected subject data of the study you want to delete
- You can detect the name of the responsible person in the upper corner under
the study name
5. If all data has been deleted by the responsible person of the study, click on
**Delete** under the study name
- Confirm the notice **I have made sure that all external data related to
this study has been destroyed**
- Click on **Confirm**
......@@ -150,4 +150,78 @@ In order to create a potential subject in Castellum, please proceed as follows:
- 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**
\ No newline at end of file
- When you found the study the subject participated in, click on **Add to study**
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
.. _subject-delete:
Data Protection: Deleting a subject from Castellum
==================================================
Prerequisite
------------
The subject data of a subject should be completely deleted because of three
different reasons:
- the subject either requested it,
- they cannot be reached due to incorrect or missing contact data or
- there is no legal basis for consent.
Deletion of externally and internally stored data
-------------------------------------------------
In order to delete the externally and internally stored data of a subject,
please proceed as follows:
1. Click on **Data protection** on the front page
If the data of a subject should be deleted, you will find the subject assigned
to one or more deletion options
2. Click on **Details** next to the subject to be deleted
3. Click on **Delete** on the upper right
1. When you see a message saying **Are you sure you want to permanently delete this subject and all related data?**, click on **Confirm** and the subject will be deleted
2. If you see a message saying **This subject cannot be deleted because there still is data about them in studies.**, proceed as follows:
- Go to the responsible person of the study
- Ask the responsible person to delete all collected data of the subject concerned
- You can find the responsible person by clicking on **Study details** next to
the study name the subject participated in
- Delete all of these study participations by clicking on **Delete** next to
**Study details**
......@@ -18,11 +18,11 @@ Welcome to castellum-docs's documentation!
:maxdepth: 2
:caption: Step-by-step guides
guides/study-creation
guides/study-recruitment
guides/deleting
guides/subject-management
guides/study-management
guides/consent-management
guides/recruitment
Indices and tables
==================
......
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