diff --git a/Roles and Tasks b/Roles and Tasks new file mode 100644 index 0000000000000000000000000000000000000000..6a57c46101235df126ebe85809f05cc59e943182 --- /dev/null +++ b/Roles and Tasks @@ -0,0 +1,108 @@ +Roles and their relative tasks/functions in Castellum +====================================================== + +Distinction of global and study specific roles +----------------------------------------------- +- Global roles are comprehensive roles predefined by Castellum, which are + assigned to specific users. +- In contrast, study specific roles are not global but can be defined in **Member + Management** by the **Study Coordinator** (the role then refers to the particular + study only). + + .. note:: + This means, for example, that people with the global role **Recruiter** can + recruit for all upcoming studies. + In contrast, the study specific role of the **Recruiter** ensures that the + appropriate rights are only available within the defined study to recruit + potential subjects for this study. The study specific role is assigned by the + study coordination at study level. + +Particular roles and their tasks +-------------------------------- +Data Protection Coordinator +~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +The group of people who deal with data protection issues in the workplace should +take on the role of **Data Protection Coordinator** in Castellum. Technically, +Castellum provides a Data Protection Dashboard for this purpose. In this +dashboard, the **Data Protection Coordinator** can see subjects divided into +four categories: +- Subjects that requested information regarding their personal data, +- Subjects that have been marked as **To be deleted** by a **Subject Manager**, + - This applies when a subject demanded a deletion of all scientific data + related to him/her. + - The **Data Protection Coordinator** can see all studies the subject + participated in. He will contact all **Principal Investigators** and demand + the deletion of collected study data (provided that these are still + attributable to the respective subject). + - Once all links to studies have been removed, the subject can be deleted + from the database. +- Subjects for whom there is no (or no longer any) legal basis for keeping + them in the database and +- Subjects who cannot be contacted due to missing or wrong information regarding + their contact details. +The **Data Protection Coordinator** has the task of cleaning up the dashboard by +initiating follow-up steps for each category. +To initiate such follow-up actions, the **Data Protection Coordinator** is enabled +to perform the following functions in the database: +- See and delete study participations, +- See and modify studies and their modulations, +- Delete studies, +- Upload consent documents for recruitment and +- Make changes to the characteristics and data records of subjects. + +Receptionist +~~~~~~~~~~~~ +We propose to fill the roles of **Receptionists** with people who need a +continuous overview of the ongoing study programme and the respective deadlines +in their daily business. In order to achieve this, these persons can search +specifically for names of subjects to be registered in Castellum. In this way it +is easy to find out for which study a particular subject is registered and when +he/she has to be sent to which room. + +Recruiter +~~~~~~~~~ +Persons responsible for invitations to studies and the management of appointments +should take on the role of **Recruiters** in Castellum.For this purpose, the +**Recruiter** can view the contact details of individual subjects to establish +communication with them. The study co-ordination office will define a recruitment +text and criteria to be clarified in advance, which the **recruiters** should use +when recruiting the respondent. To be able to add study participations, Castellum +provides a calendar which enables consistent appointment bookings. +In practice, it may happen that positions and tasks require a +combination of the roles **Recruiter** and **Subject Manager**. + +Subject Manager +~~~~~~~~~~~~~~~ +The **Subject Manager** enters data records of subjects in Castellum and makes +changes to existing ones. Castellum offers the **Subject Manager** the following +possibilities: +- Search for individual subjects in the database, +- See, add and edit contact data and attributes ob individual subjects and +- Obtain recruitment consents of subjects. +If persons take on the role of **Recruiter** and additionally **Subject Manager**, +they can simultaneously ensure data maintenance in Castellum when contacting +subjects for recruitment purposes. For this purpose, characteristics and contact +details of subjects are continuously updated and supplemented. + +Study Conductor +~~~~~~~~~~~~~~~ +We envisage this role for employees from the study programme who collect +scientific data in a study with or on subjects. In order to implement this with +the help of Castellum, the **Study Conductor** can view the participation +pseudonyms of the respective subjects in the database. +If a subject is participating in a study for the first time, the **Study +Conductor** can obtain both the study consent and the recruitment consent on site. + +Study Coordinator +~~~~~~~~~~~~~~~~~ +The study coordination is embodied by the **Study Coordinator**. This person +inserts studies into the database and defines the settings for them. To fulfil +this task, the **Study Coordinator** can perform the following functions in +Castellum: +- Generate, start, break and stop studies, +- See and edit filters for study recruitment, +- Allocate a role within the study to certain persons via **Member management** + (e.g. define recruiters for the study), +- Define **Recruitment texts** and +- Upload templates of study consent documents for studies. \ No newline at end of file