Commit ff328458 authored by Bengfort's avatar Bengfort
Browse files

split subject search from create

parent 9d0c1298
......@@ -10,6 +10,7 @@ e.g. to export or delete all of it on request.
Relevant guides:
- :ref:`subject-search`
- :ref:`subject-create`
- :ref:`subject-to-be-deleted`
- :ref:`subject-delete`
......
.. _subject-search:
Search for a subject
====================
1. Click on **Subjects** on the front page
2. Enter the first name and surname, or the email address, or the phone number
- The second first name can be specified, but does not have to be
- Keep the order as indicated
- First letters capitalized
- No comma needed
3. Click on **Submit**
The search results will also include guardians and, depening on your
permissions, study participations.
.. _subject-create:
Create a subject
......@@ -27,16 +47,7 @@ it from another source.
In order to create a potential subject in Castellum, please proceed as follows:
1. Click on **Subjects** on the front page
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
3. Click on **Submit**
1. :ref:`subject-search`
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
......@@ -45,23 +56,23 @@ 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
4. Define the **Privacy level**
2. 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
5. Click on **Create new subject**
3. Click on **Create new subject**
In this tab, different legal basis for consent can be found
6. Add the consent that applies:
4. Add the consent that applies:
- **Recruitment consent**,
- **Study consent** and/or
- **Guardianship**
7. Click on **Contact**
5. Click on **Contact**
- Optionally you can enter the **Title** here
- You can edit the **First name** and **Last name**
......@@ -90,7 +101,7 @@ 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
8. Click on **Save** and then on **Attributes**
6. 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**
......@@ -103,14 +114,14 @@ In order to create a potential subject in Castellum, please proceed as follows:
select one or more
- Click on **Save**
9. In **Data protection** you can:
7. 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**
10. By clicking on **Additional Info**, you can define the **Availability** of
8. By clicking on **Additional Info**, you can define the **Availability** of
the subject
.. note::
......@@ -121,7 +132,7 @@ In order to create a potential subject in Castellum, please proceed as follows:
- Hold the Shift-button and
- Click on **11** under **Tuesday**
11. Below you can enter a point in time when a person is available again
9. Below you can enter a point in time when a person is available again
.. note::
......@@ -129,16 +140,16 @@ In order to create a potential subject in Castellum, please proceed as follows:
- Select **Not available until** today in 6 months
12. You may also want to select whether the subject is **Hard of hearing**,
10. 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
13. Define from which **Data source** the data comes from and click on **Save**
11. Define from which **Data source** the data comes from and click on **Save**
14. In **Study Participations** you can add any studies in which the subject has
12. 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.
......
......@@ -23,13 +23,13 @@ and makes changes to existing ones.
Relevant guides:
- :ref:`subject-search`
- :ref:`subject-create`
- :ref:`subject-to-be-deleted`
- :ref:`consent`
.. TODO::
- Search for individual subjects in the database
- See, add and edit contact data and attributes ob individual subjects
Study Coordinator
......@@ -141,6 +141,7 @@ details of subjects are continuously updated and supplemented.
Relevant guides:
- :ref:`subject-search`
- :ref:`recruitment`
.. TODO::
......@@ -161,6 +162,8 @@ Conductor** can obtain both the study consent and the recruitment consent on sit
Relevant guides:
- :ref:`subject-search`
.. TODO::
- get a subject's pseudonym
......@@ -178,4 +181,5 @@ to subjects that participate in the respective study.
Relevant guides:
- :ref:`subject-search`
- :ref:`subject-to-be-deleted`
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