From 3f68d39eec747d91ee886c926496b871f41cbae6 Mon Sep 17 00:00:00 2001 From: Tobias Bengfort Date: Wed, 13 Jan 2021 15:35:30 +0100 Subject: [PATCH] rm login instructions in guides fixes #15 --- source/workflows/consent-management.rst | 8 ++--- source/workflows/deleting.rst | 11 ++----- source/workflows/study-creation.rst | 40 ++++++++++--------------- source/workflows/study-recruitment.rst | 30 +++++++------------ source/workflows/subject-management.rst | 33 +++++++++----------- 5 files changed, 44 insertions(+), 78 deletions(-) diff --git a/source/workflows/consent-management.rst b/source/workflows/consent-management.rst index 54f76df..a5603b8 100644 --- a/source/workflows/consent-management.rst +++ b/source/workflows/consent-management.rst @@ -15,13 +15,9 @@ Castellum is mainly used for the management of **Recruitment consent**. **Study consents** must be obtained separately from the database by the respective **Study conductor** at the execution level -1. Log in to Castellum by entering your username and password - Please make sure you have a stable internet connection and use your right - username and password - -2. Click on **Admin** on the front page +1. Click on **Admin** on the front page -3. Go to **Consent documents** in the **Subjects**-field +2. Go to **Consent documents** in the **Subjects**-field - There you will see a list of all consent documents that have already been created diff --git a/source/workflows/deleting.rst b/source/workflows/deleting.rst index 66b5d4e..26875bd 100644 --- a/source/workflows/deleting.rst +++ b/source/workflows/deleting.rst @@ -17,19 +17,14 @@ Deletion of externally and internally stored data In order to delete the externally and internally stored data of a subject, please proceed as follows: -1. Log in to Castellum by using your username and password - - Please make sure you are connected to the internet and use your right username - and password - -2. Click on **Data protection** on the front page +1. Click on **Data protection** on the front page If the data of a subject should be deleted, you will find the subject assigned to one or more deletion options -3. Click on **Details** next to the subject to be deleted +2. Click on **Details** next to the subject to be deleted -4. Click on **Delete** on the upper right +3. Click on **Delete** on the upper right 1. When you see a message saying **Are you sure you want to permanently delete this subject and all related data?**, click on **Confirm** and the subject will be deleted diff --git a/source/workflows/study-creation.rst b/source/workflows/study-creation.rst index 3235c1a..e9db8ee 100644 --- a/source/workflows/study-creation.rst +++ b/source/workflows/study-creation.rst @@ -1,21 +1,16 @@ Study Coordination: Creating a new study ======================================== -1. Log in to Castellum by using your username and password - - Make sure you are connected to the internet and use your right username and - password - -2. Click on **Studies** on the front page +1. Click on **Studies** on the front page - By selecting **Mine** in **Membership**, you will see studies you created. Under the field **All** you can see all studies that have been created. - In the field **Search** you can look for a certain study - By choosing a **Status** and / or a Study **Type**, you may also filter studies -3. Click on **Create new study** +2. Click on **Create new study** -4. Fill in all empty fields on the page: +3. Fill in all empty fields on the page: - **Name** describes the name or title of the study you want to create - **Responsible contact person** is the person who can be contacted if any @@ -29,13 +24,13 @@ Study Coordination: Creating a new study - **Keywords** may include main issues of the desired scientific findings - Decide whether the study **Contains sensitive data** or not -5. Upload templates of **Consent** form(-s) of your study +4. Upload templates of **Consent** form(-s) of your study -6. Assign the **Required number of subjects** to your study +5. Assign the **Required number of subjects** to your study -7. Decide whether it **Is a one time invitation** or not +6. Decide whether it **Is a one time invitation** or not -8. Click on **Save** to record your progress +7. Click on **Save** to record your progress Now you can find your study in the list @@ -161,31 +156,26 @@ Share studies with your recruiters If you want to give access to a person who is supposed to recruit participants for your study, please follow the steps below. -1. Log in to Castellum by using your username and password - - Make sure you are connected to the internet and use your right username and - password - -2. Click on **Studies** on the front page +1. Click on **Studies** on the front page You will see a list of the studies you have created by clicking on **Mine** in **Membership** -3. Click on **Details** of the study for which you want to change access rights +2. Click on **Details** of the study for which you want to change access rights or role redistribution -4. Go to **Member management** +3. Go to **Member management** -5. If you click on the field under **User**, you will be shown all possible +4. If you click on the field under **User**, you will be shown all possible users to whom you can assign roles -6. Select the user, who is supposed to take over the recruitment +5. Select the user, who is supposed to take over the recruitment -7. Click on **Add** +6. Click on **Add** -8. Click **Manage groups** next to the person you have chosen +7. Click **Manage groups** next to the person you have chosen -9. Select **Recruiter** and click on **Save** +8. Select **Recruiter** and click on **Save** If you did not start the study yet, the selected person has still no access to the study, unless you click on **Start** on the upper left side diff --git a/source/workflows/study-recruitment.rst b/source/workflows/study-recruitment.rst index 07efe51..bd7f371 100644 --- a/source/workflows/study-recruitment.rst +++ b/source/workflows/study-recruitment.rst @@ -1,21 +1,16 @@ Recruitment of participants for a study ======================================= -1. Log in to Castellum by using your username and password - - Make sure you are connected to the internet and use your right username and - password - -2. Click on **Studies** on the front page +1. Click on **Studies** on the front page - When you click on **All** in **Membership** and **Execution** in the field **Status**, you will be shown a list with studies for which you should recruit -3. Click on **Recruitment** next to the study you want to recruit subjects for +2. Click on **Recruitment** next to the study you want to recruit subjects for -4. By clicking on **Add**, relevant probands will be shown to you +3. By clicking on **Add**, relevant probands will be shown to you -5. Press the **Contact** button to contact the person you want to reach +4. Press the **Contact** button to contact the person you want to reach - **Email**, **Phone number**, a potential **Phone number alternative** and / or the **Address** will be shown to you in the tab **Contacting details**. @@ -29,9 +24,9 @@ Recruitment of participants for a study - Please have a look at the **Talking points** that the study coordinator has defined -6. Contact the potential subject using the specified method +5. Contact the potential subject using the specified method -7. When you received a response from the potential subject, select a **Status +6. When you received a response from the potential subject, select a **Status of participation** - Choose between: @@ -88,19 +83,14 @@ or more of the following reasons: To delete the data and the subject, please proceed as follows: -1. Log in to Castellum by using your username and password - - Make sure you are connected to the internet and use your right username and - password - -2. Click on **Subjects** on the front page +1. Click on **Subjects** on the front page -3. Write in the empty fields first name and surname of the subject to be +2. Write in the empty fields first name and surname of the subject to be deleted and click on **Submit** -4. Click on **Details** and then **Data protection** on the horizontal line +3. Click on **Details** and then **Data protection** on the horizontal line -5. Select the checkbox **To be deleted** +4. Select the checkbox **To be deleted** .. note:: The subject is now cleared for deletion from the database and deletion of diff --git a/source/workflows/subject-management.rst b/source/workflows/subject-management.rst index 34ae027..af67240 100644 --- a/source/workflows/subject-management.rst +++ b/source/workflows/subject-management.rst @@ -29,21 +29,16 @@ it from another source. In order to create a potential subject in Castellum, please proceed as follows: ------------------------------------------------------------------------------- -1. Log in to Castellum by using your username and password +1. Click on **Subjects** on the front page - Please make sure you are connected to the internet and use your right username - and password - -2. Click on **Subjects** on the front page - -3. Enter the first name and surname of the person +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 -4. Click on **Submit** +3. Click on **Submit** 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 @@ -52,23 +47,23 @@ 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 -5. Define the **Privacy level** +4. 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 -6. Click on **Create new subject** +5. Click on **Create new subject** In this tab, different legal basis for consent can be found -7. Add the consent that applies: +6. Add the consent that applies: - **Recruitment consent**, - **Study consent** and/or - **Guardianship** -8. Click on **Contact** +7. Click on **Contact** - Optionally you can enter the **Title** here - You can edit the **First name** and **Last name** @@ -97,7 +92,7 @@ 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 -9. Click on **Save** and then on **Attributes** +8. 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** @@ -110,14 +105,14 @@ In order to create a potential subject in Castellum, please proceed as follows: select one or more - Click on **Save** -10. In **Data protection** you can: +9. 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** -11. By clicking on **Additional Info**, you can define the **Availability** of +10. By clicking on **Additional Info**, you can define the **Availability** of the subject .. note:: @@ -128,7 +123,7 @@ In order to create a potential subject in Castellum, please proceed as follows: - Hold the Shift-button and - Click on **11** under **Tuesday** -12. Below you can enter a point in time when a person is available again +11. Below you can enter a point in time when a person is available again .. note:: @@ -136,16 +131,16 @@ In order to create a potential subject in Castellum, please proceed as follows: - Select **Not available until** today in 6 months -13. You may also want to select whether the subject is **Hard of hearing**, +12. 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 -14. Define from which **Data source** the data comes from and click on **Save** +13. Define from which **Data source** the data comes from and click on **Save** -15. In **Study Participations** you can add any studies in which the subject has +14. 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. -- GitLab