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Commit 3f68d39e authored by Bengfort's avatar Bengfort
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rm login instructions in guides 

fixes #15
parent 742f2b47
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source/workflows/consent-management.rst
View file @ 3f68d39e
......@@ -15,13 +15,9 @@ Castellum is mainly used for the management of **Recruitment consent**. **Study
consents** must be obtained separately from the database by the respective
**Study conductor** at the execution level
1. Log in to Castellum by entering your username and password
Please make sure you have a stable internet connection and use your right
username and password
2. Click on **Admin** on the front page
1. Click on **Admin** on the front page
3. Go to **Consent documents** in the **Subjects**-field
2. Go to **Consent documents** in the **Subjects**-field
- There you will see a list of all consent documents that have already been
created
......
source/workflows/deleting.rst
View file @ 3f68d39e
......@@ -17,19 +17,14 @@ 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. Log in to Castellum by using your username and password
Please make sure you are connected to the internet and use your right username
and password
2. Click on **Data protection** on the front page
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
3. Click on **Details** next to the subject to be deleted
2. Click on **Details** next to the subject to be deleted
4. Click on **Delete** on the upper right
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
......
source/workflows/study-creation.rst
View file @ 3f68d39e
Study Coordination: Creating a new study
========================================
1. Log in to Castellum by using your username and password
Make sure you are connected to the internet and use your right username and
password
2. Click on **Studies** on the front page
1. Click on **Studies** on the front page
- By selecting **Mine** in **Membership**, you will see studies you created.
Under the field **All** you can see all studies that have been created.
- In the field **Search** you can look for a certain study
- By choosing a **Status** and / or a Study **Type**, you may also filter studies
3. Click on **Create new study**
2. Click on **Create new study**
4. Fill in all empty fields on the page:
3. Fill in all empty fields on the page:
- **Name** describes the name or title of the study you want to create
- **Responsible contact person** is the person who can be contacted if any
......@@ -29,13 +24,13 @@ Study Coordination: Creating a new study
- **Keywords** may include main issues of the desired scientific findings
- Decide whether the study **Contains sensitive data** or not
5. Upload templates of **Consent** form(-s) of your study
4. Upload templates of **Consent** form(-s) of your study
6. Assign the **Required number of subjects** to your study
5. Assign the **Required number of subjects** to your study
7. Decide whether it **Is a one time invitation** or not
6. Decide whether it **Is a one time invitation** or not
8. Click on **Save** to record your progress
7. Click on **Save** to record your progress
Now you can find your study in the list
......@@ -161,31 +156,26 @@ Share studies with your recruiters
If you want to give access to a person who is supposed to recruit participants
for your study, please follow the steps below.
1. Log in to Castellum by using your username and password
Make sure you are connected to the internet and use your right username and
password
2. Click on **Studies** on the front page
1. Click on **Studies** on the front page
You will see a list of the studies you have created by clicking on **Mine**
in **Membership**
3. Click on **Details** of the study for which you want to change access rights
2. Click on **Details** of the study for which you want to change access rights
or role redistribution
4. Go to **Member management**
3. Go to **Member management**
5. If you click on the field under **User**, you will be shown all possible
4. If you click on the field under **User**, you will be shown all possible
users to whom you can assign roles
6. Select the user, who is supposed to take over the recruitment
5. Select the user, who is supposed to take over the recruitment
7. Click on **Add**
6. Click on **Add**
8. Click **Manage groups** next to the person you have chosen
7. Click **Manage groups** next to the person you have chosen
9. Select **Recruiter** and click on **Save**
8. Select **Recruiter** and click on **Save**
If you did not start the study yet, the selected person has still no
access to the study, unless you click on **Start** on the upper left side
......
source/workflows/study-recruitment.rst
View file @ 3f68d39e
Recruitment of participants for a study
=======================================
1. Log in to Castellum by using your username and password
Make sure you are connected to the internet and use your right username and
password
2. Click on **Studies** on the front page
1. Click on **Studies** on the front page
- When you click on **All** in **Membership** and **Execution** in the field
**Status**, you will be shown a list with studies for which you should recruit
3. Click on **Recruitment** next to the study you want to recruit subjects for
2. 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
3. By clicking on **Add**, relevant probands will be shown to you
5. Press the **Contact** button to contact the person you want to reach
4. Press the **Contact** button to contact the person you want to reach
- **Email**, **Phone number**, a potential **Phone number alternative**
and / or the **Address** will be shown to you in the tab **Contacting details**.
......@@ -29,9 +24,9 @@ Recruitment of participants for a study
- Please have a look at the **Talking points** that the study coordinator has
defined
6. Contact the potential subject using the specified method
5. Contact the potential subject using the specified method
7. When you received a response from the potential subject, select a **Status
6. When you received a response from the potential subject, select a **Status
of participation**
- Choose between:
......@@ -88,19 +83,14 @@ or more of the following reasons:
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 internet and use your right username and
password
2. Click on **Subjects** on the front page
1. Click on **Subjects** on the front page
3. Write in the empty fields first name and surname of the subject to be
2. Write in the empty fields first name and surname of the subject to be
deleted and click on **Submit**
4. Click on **Details** and then **Data protection** on the horizontal line
3. Click on **Details** and then **Data protection** on the horizontal line
5. Select the checkbox **To be deleted**
4. Select the checkbox **To be deleted**
.. note::
The subject is now cleared for deletion from the database and deletion of
......
source/workflows/subject-management.rst
View file @ 3f68d39e
......@@ -29,21 +29,16 @@ it from another source.
In order to create a potential subject in Castellum, please proceed as follows:
-------------------------------------------------------------------------------
1. Log in to Castellum by using your username and password
1. Click on **Subjects** on the front page
Please make sure you are connected to the internet and use your right username
and password
2. Click on **Subjects** on the front page
3. Enter the first name and surname of the person
2. Enter the first name and surname of the person
- The second first name can be specified, but does not have to be
- Keep the order as indicated
- First letters capitalized
- No comma needed
4. Click on **Submit**
3. Click on **Submit**
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
......@@ -52,23 +47,23 @@ In order to create a potential subject in Castellum, please proceed as follows:
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**
4. 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/or their children
6. Click on **Create new subject**
5. Click on **Create new subject**
In this tab, different legal basis for consent can be found
7. Add the consent that applies:
6. Add the consent that applies:
- **Recruitment consent**,
- **Study consent** and/or
- **Guardianship**
8. Click on **Contact**
7. Click on **Contact**
- Optionally you can enter the **Title** here
- You can edit the **First name** and **Last name**
......@@ -97,7 +92,7 @@ In order to create a potential subject in Castellum, please proceed as follows:
By clicking on **Remove** next to the guardian's name, you can delete
them as the guardian of the subject
9. Click on **Save** and then on **Attributes**
8. Click on **Save** and then on **Attributes**
- Fill in the **First Language**, **Highest educational degree**, **Handedness**,
if the subject **Has hearing aid?**, **Date of birth** and **Sex**
......@@ -110,14 +105,14 @@ In order to create a potential subject in Castellum, please proceed as follows:
select one or more
- Click on **Save**
10. In **Data protection** you can:
9. 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
10. By clicking on **Additional Info**, you can define the **Availability** of
the subject
.. note::
......@@ -128,7 +123,7 @@ In order to create a potential subject in Castellum, please proceed as follows:
- Hold the Shift-button and
- Click on **11** under **Tuesday**
12. Below you can enter a point in time when a person is available again
11. Below you can enter a point in time when a person is available again
.. note::
......@@ -136,16 +131,16 @@ In order to create a potential subject in Castellum, please proceed as follows:
- Select **Not available until** today in 6 months
13. You may also want to select whether the subject is **Hard of hearing**,
12. 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. 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
14. Define from which **Data source** the data comes from and click on **Save**
13. Define from which **Data source** the data comes from and click on **Save**
15. In **Study Participations** you can add any studies in which the subject has
14. In **Study Participations** you can add any studies in which the subject has
participated
- By clicking on **Add to study**, a list of current studies is displayed.
......
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