Commit dd854993 authored by Bengfort's avatar Bengfort
Browse files

Merge branch 'add-subject-to-study' into 'main'

guide to add subjects to studies

See merge request !95
parents a50e6b69 8d75069e
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......@@ -17,6 +17,7 @@ Relevant guides:
- :ref:`subject-get-pseudonym`
- :ref:`subject-to-be-deleted`
- :ref:`subject-delete`
- :ref:`subject-add-to-study`
- :ref:`study-create`
- :ref:`study-domains`
- :ref:`study-delete`
......@@ -25,7 +26,6 @@ Relevant guides:
.. TODO::
- add subject to study
- maintenance
......@@ -307,3 +307,47 @@ please proceed as follows:
delete the corresponding legal representatives. However, if there is no
other reason to keep the legal representatives in Castellum, they will
appear in the data protection dashboard.
.. _subject-add-to-study:
Add a subject to a study
.. NOTE::
Please note that these are instructions on how to add a specific subject to a study.
If you have a study and are looking for subjects, please use the recruitment process
There are two similar but different ways to add a subject to a study.
To add a subject to an active study whose filters match the attributes of the subject,
proceed as follows:
1. In the subject details, go to the **Study participations** tab
2. Clicking on **Matching studies** will show a list of studies whose filters match on
this subject's attributes.
3. Clicking on the button named **Contact** will take you to this subject's contact page
in the recruitment for the selected study.
For further information on how to proceed from there, please see the please see the
:ref:`recruitment guide <recruitment>` (starting with point 4).
To add a subject to any study, proceed as follows:
1. In the subject details, go to the **Study participations** tab
2. Under **Add to study**, enter the name of the study you want to add the subject to.
3. Clicking on the button named **Add to study** will set this subject as participating
in the study.
.. NOTE::
Please note that this search doesn't differentiate between active and finished studies.
Matching filters are not checked either. This feature is intended to support migrating
from other tools that previously tracked study participations.
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