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Castellum
Documentation
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bfe5e010
Commit
bfe5e010
authored
Sep 21, 2021
by
Bengfort
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Merge branch 'explain-make-appointments' into 'master'
Explain make appointments by Castellum users See merge request
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source/features.rst
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bfe5e010
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@@ -61,13 +61,13 @@ rooms or machines that can not be used in more than one appointment at a time.
Relevant guides:
- :ref:`study-sessions`
- :ref:`recruitment-appointments`
- :ref:`set-up-external-scheduler`
- :ref:`make-appointments-with-external-scheduler`
- :ref:`access-calendar-feeds`
.. TODO::
- make appointments
- manage resources
Misc
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source/guides/appointments-external-scheduler.rst
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@@ -54,8 +54,8 @@ the dates for appointments for study sessions themselves.
.. _make-appointments-with-external-scheduler:
Make appontments with the external scheduler
============================================
Make appo
i
ntments with the external scheduler
============================================
=
Castellum allows the use of an external scheduler. That way subjects can select
the dates for appointments for study sessions themselves.
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source/guides/recruitment.rst
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@@ -70,3 +70,43 @@ Recruit subjects via mail
4. Enter the number of subjects that you want to contact
5. Click **Send**
.. _recruitment-appointments:
Make appointments for sessions
==============================
.. note::
This describes setting up appointments **for** the participants manually by
Castellum users. There is also a guide on how to use the optional external
scheduler feature in Castellum that offers potential participants to select
appointments by themselves: :ref:`make-appointments-with-external-scheduler`.
If you are recruiting for a study that has at least one session Castellum allows
you to set up appointments for the participants:
1. In recruitment click on **Contact** in the *Open* list or on **Review** in the
*Participating* list to get the details of the participant. Go to the tab
**Appointments**.
2. The tab **Appointments** offers a date and time field for every session of
the study. Click and populate those session fields that need to be appointed
at this moment.
.. hint::
Study execution provides the same feature to make appointments with
participating subjects. Thus, this can also be done by study conductors.
3. The **Calendar** button in the **Appointments** tab opens a new window and
allows you to have a look at all already appointed sessions of the study.
This calendar will also show appointments of resources if they are connected
to a study session (see :ref:`study-sessions`).
.. warning::
Castellum only detects appointment collisions for connected resources! In
other words Castellum allows you to save various concurrent appointments if
the session doesn't have a resource connected.
source/guides/study-management.rst
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@@ -62,7 +62,7 @@ When adding a test session:
- Always give the session a **Name** and specify the **Duration of a session
in minutes** (duration will be used for appointment booking)
- Additionally, select the **Type** of the session and (if applicable at your
institute) select a **Res
s
ource**
institute) select a **Resource**
- **Additional text for reminder emails** allows you to provide information
to subjects prior to the actual appointment. You can send yourself a test
mail to check the appearance of session reminders by using the
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source/roles.rst
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@@ -127,13 +127,9 @@ Relevant guides:
- :ref:`subject-search`
- :ref:`recruitment`
- :ref:`recruitment-mail`
- :ref:`recruitment-appointments`
- :ref:`make-appointments-with-external-scheduler`
.. TODO::
- make appointments
Study Conductor
~~~~~~~~~~~~~~~
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