From 5b2f67ac01d6aed8b7382424da1b7381462f5f33 Mon Sep 17 00:00:00 2001 From: Tobias Bengfort Date: Mon, 8 Feb 2021 18:24:17 +0100 Subject: [PATCH 1/3] fix study filter instructions --- source/guides/recruitment.rst | 4 ++-- source/guides/study-management.rst | 3 --- 2 files changed, 2 insertions(+), 5 deletions(-) diff --git a/source/guides/recruitment.rst b/source/guides/recruitment.rst index 2428002..f0e692d 100644 --- a/source/guides/recruitment.rst +++ b/source/guides/recruitment.rst @@ -5,8 +5,8 @@ Recruit subjects via phone 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 + - When you click on **Execution** in the field **Status**, you will be + shown a list with studies for which you should recruit 2. Click on **Recruitment** next to the study you want to recruit subjects for diff --git a/source/guides/study-management.rst b/source/guides/study-management.rst index 8ca0aa5..ed61d18 100644 --- a/source/guides/study-management.rst +++ b/source/guides/study-management.rst @@ -140,9 +140,6 @@ please follow the steps below. 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** - 2. Click on **Details** of the study for which you want to change access rights or role redistribution -- GitLab From 5ccc36cc4dd466c347e3ae78a52aaac918bcb981 Mon Sep 17 00:00:00 2001 From: Tobias Bengfort Date: Mon, 8 Feb 2021 18:25:23 +0100 Subject: [PATCH 2/3] add guide for mail recruitment --- source/features.rst | 2 +- source/guides/recruitment.rst | 24 ++++++++++++++++++++++++ source/roles.rst | 2 +- 3 files changed, 26 insertions(+), 2 deletions(-) diff --git a/source/features.rst b/source/features.rst index 1d2f4bf..394c59e 100644 --- a/source/features.rst +++ b/source/features.rst @@ -37,12 +37,12 @@ Relevant guides: - :ref:`consent-document` - :ref:`subject-consent` - :ref:`recruitment` +- :ref:`recruitment-mail` - :ref:`study-recruitment-settings` .. TODO:: - manage attribute descriptions - - mail recruitment - attribute download Appointments diff --git a/source/guides/recruitment.rst b/source/guides/recruitment.rst index f0e692d..31cc82f 100644 --- a/source/guides/recruitment.rst +++ b/source/guides/recruitment.rst @@ -40,3 +40,27 @@ Recruit subjects via phone sent an e-mail.) - Click on **Save** + + +.. _recruitment-mail: + +Recruit subjects via mail +========================= + +.. NOTE:: + + Recruitment via mail is only possible if it has been :ref:`configured + ` by the study coordinator. + +1. Click on **Studies** on the front page + + - When you click on **Execution** in the field **Status**, you will be + shown a list with studies for which you should recruit + +2. Click on **Recruitment** next to the study you want to recruit subjects for + +3. Go to the **Mail** tab + +4. Enter the number of subjects that you want to contact + +5. Click **Send** diff --git a/source/roles.rst b/source/roles.rst index f3a8293..52f6d22 100644 --- a/source/roles.rst +++ b/source/roles.rst @@ -143,10 +143,10 @@ Relevant guides: - :ref:`subject-search` - :ref:`recruitment` +- :ref:`recruitment-mail` .. TODO:: - - mail recruitment - make appointments Study Conductor -- GitLab From 5234a55fa29bdf9a67831151311b7d44454f6d1b Mon Sep 17 00:00:00 2001 From: Tobias Bengfort Date: Tue, 9 Feb 2021 11:53:29 +0100 Subject: [PATCH 3/3] refine study filter explanation --- source/guides/recruitment.rst | 11 ++++------- 1 file changed, 4 insertions(+), 7 deletions(-) diff --git a/source/guides/recruitment.rst b/source/guides/recruitment.rst index 31cc82f..e8ebd0c 100644 --- a/source/guides/recruitment.rst +++ b/source/guides/recruitment.rst @@ -3,10 +3,8 @@ Recruit subjects via phone ========================== -1. Click on **Studies** on the front page - - - When you click on **Execution** in the field **Status**, you will be - shown a list with studies for which you should recruit +1. Click on **Studies** on the front page. Then click on **Execution** in the + field **Status** to only show studies that are currently recruiting. 2. Click on **Recruitment** next to the study you want to recruit subjects for @@ -52,10 +50,9 @@ Recruit subjects via mail Recruitment via mail is only possible if it has been :ref:`configured ` by the study coordinator. -1. Click on **Studies** on the front page - - When you click on **Execution** in the field **Status**, you will be - shown a list with studies for which you should recruit +1. Click on **Studies** on the front page. Then click on **Execution** in the + field **Status** to only show studies that are currently recruiting. 2. Click on **Recruitment** next to the study you want to recruit subjects for -- GitLab