Commit 99d05214 authored by TiG's avatar TiG
Browse files

add section on cleanup in recruitment

parent 64ab3624
Pipeline #11356 passed with stage
in 32 seconds
...@@ -117,3 +117,33 @@ you to set up appointments for the participants: ...@@ -117,3 +117,33 @@ you to set up appointments for the participants:
Castellum only detects appointment collisions for connected resources! In Castellum only detects appointment collisions for connected resources! In
other words Castellum allows you to save various concurrent appointments if other words Castellum allows you to save various concurrent appointments if
the session doesn't have a resource connected. the session doesn't have a resource connected.
.. _recruitment-cleanup:
Cleanup open list in recruitment
================================
The open list in study recruitment can become quite large and noisy if you are
waiting for many responses and/or failed to reach many potential participants.
Therefore, Castellum provides a cleanup feature:
1. Scroll down to the end of the open list in recruitment and click on
**Cleanup**
2. Decide if you want to cleanup the *complete* open list (**All**) or
only those potential participants whose status is marked as
**Awaiting response** for more than 10 days. The third option allows you to
run potentially modified recruitment filters on the list (**Mismatch**). This
allows to cleanup those who do not match anymore. A click on either of these
buttons will start the cleanup process.
3. After cleaning up the affected potential participants will be moved to the
**Excluded** list with the additional tag **Excluded by cleanup**. This may
allow you to reconsider contacting some of them.
The open list also gets quickly populated by mail recruitment (if set up) with
many potential participants with the status **Awaiting response**. Thus,
Castellum additionally allows to cleanup by mail batches:
1. Go to the **Mail** tab in recruitment and select an appropriate entry of the
**Previous mails** list. Select **Cleanup**.
2. Confirm that you want to cleanup all potential participants of the mail batch
who did not respond.
Markdown is supported
0% or .
You are about to add 0 people to the discussion. Proceed with caution.
Finish editing this message first!
Please register or to comment