diff --git a/source/guides/recruitment.rst b/source/guides/recruitment.rst index 24b6fe758d6234138ea4e39d7e30025dfa846640..ad93526818263ba9c827275270a3d8892a06740c 100644 --- a/source/guides/recruitment.rst +++ b/source/guides/recruitment.rst @@ -117,3 +117,33 @@ you to set up appointments for the participants: Castellum only detects appointment collisions for connected resources! In other words Castellum allows you to save various concurrent appointments if the session doesn't have a resource connected. + +.. _recruitment-cleanup: + +Cleanup open list in recruitment +================================ + +The open list in study recruitment can become quite large and noisy if you are +waiting for many responses and/or failed to reach many potential participants. +Therefore, Castellum provides a cleanup feature: + +1. Scroll down to the end of the open list in recruitment and click on + **Cleanup** +2. Decide if you want to cleanup the *complete* open list (**All**) or + only those potential participants whose status is marked as + **Awaiting response** for more than 10 days. The third option allows you to + run potentially modified recruitment filters on the list (**Mismatch**). This + allows to cleanup those who do not match anymore. A click on either of these + buttons will start the cleanup process. +3. After cleaning up the affected potential participants will be moved to the + **Excluded** list with the additional tag **Excluded by cleanup**. This may + allow you to reconsider contacting some of them. + +The open list also gets quickly populated by mail recruitment (if set up) with +many potential participants with the status **Awaiting response**. Thus, +Castellum additionally allows to cleanup by mail batches: + +1. Go to the **Mail** tab in recruitment and select an appropriate entry of the + **Previous mails** list. Select **Cleanup**. +2. Confirm that you want to cleanup all potential participants of the mail batch + who did not respond.