diff --git a/source/features.rst b/source/features.rst index 109b92e0878071ff21098df46201e581f1d28b89..a528e0b93f6b217da88477cb4db89e9b14ae0435 100644 --- a/source/features.rst +++ b/source/features.rst @@ -17,6 +17,7 @@ Relevant guides: - :ref:`subject-get-pseudonym` - :ref:`subject-to-be-deleted` - :ref:`subject-delete` +- :ref:`subject-add-to-study` - :ref:`study-create` - :ref:`study-domains` - :ref:`study-delete` @@ -25,7 +26,6 @@ Relevant guides: .. TODO:: - - add subject to study - maintenance Recruitment diff --git a/source/guides/subject-management.rst b/source/guides/subject-management.rst index 8511502f96cb6deaf719b7b64355b382c3526841..b5ea9554bd61aabcad097c3c425348961055967b 100644 --- a/source/guides/subject-management.rst +++ b/source/guides/subject-management.rst @@ -307,3 +307,47 @@ please proceed as follows: delete the corresponding legal representatives. However, if there is no other reason to keep the legal representatives in Castellum, they will appear in the data protection dashboard. + + +.. _subject-add-to-study: + +Add a subject to a study +======================== + +.. NOTE:: + + Please note that these are instructions on how to add a specific subject to a study. + If you have a study and are looking for subjects, please use the recruitment process + (:ref:`recruitment`) + +There are two similar but different ways to add a subject to a study. + + +To add a subject to an active study whose filters match the attributes of the subject, +proceed as follows: + +1. In the subject details, go to the **Study participations** tab + +2. Clicking on **Matching studies** will show a list of studies whose filters match on + this subject's attributes. + +3. Clicking on the button named **Contact** will take you to this subject's contact page + in the recruitment for the selected study. + For further information on how to proceed from there, please see the please see the + :ref:`recruitment guide ` (starting with point 4). + + +To add a subject to any study, proceed as follows: + +1. In the subject details, go to the **Study participations** tab + +2. Under **Add to study**, enter the name of the study you want to add the subject to. + +3. Clicking on the button named **Add to study** will set this subject as participating + in the study. + +.. NOTE:: + + Please note that this search doesn't differentiate between active and finished studies. + Matching filters are not checked either. This feature is intended to support migrating + from other tools that previously tracked study participations.