From cb43ee12b71784ff94fba5a6b66af1e52ad9e859 Mon Sep 17 00:00:00 2001 From: hayat Date: Mon, 8 Nov 2021 18:15:49 +0200 Subject: [PATCH 1/4] guide to add subjects to studies --- source/features.rst | 2 +- source/guides/subject-management.rst | 49 ++++++++++++++++++++++++++++ 2 files changed, 50 insertions(+), 1 deletion(-) diff --git a/source/features.rst b/source/features.rst index 109b92e..a528e0b 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 8511502..66e2110 100644 --- a/source/guides/subject-management.rst +++ b/source/guides/subject-management.rst @@ -307,3 +307,52 @@ 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 recruitment guide + (starting with point 4.) + + :ref:`recruitment` + + +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 **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 recruitment guide + (starting with point 4.) + + :ref:`recruitment` + +.. NOTE:: + + Please note that this search doesn't differentiate between active and finished studies. + Matching filters are not checked either. -- GitLab From 603e2f7a2a88453b4939b8a2cb99eefac9da440f Mon Sep 17 00:00:00 2001 From: hayat Date: Tue, 9 Nov 2021 11:49:47 +0200 Subject: [PATCH 2/4] describe correct workflow for Add to any study --- source/guides/subject-management.rst | 8 ++------ 1 file changed, 2 insertions(+), 6 deletions(-) diff --git a/source/guides/subject-management.rst b/source/guides/subject-management.rst index 66e2110..924c8e3 100644 --- a/source/guides/subject-management.rst +++ b/source/guides/subject-management.rst @@ -345,12 +345,8 @@ To add a subject to any study, proceed as follows: 2. Under **Add to study**, enter the name of the study you want to add the subject to. -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 recruitment guide - (starting with point 4.) - - :ref:`recruitment` +3. Clicking on the button named **Add to study** will set this subject as participating + in the study. .. NOTE:: -- GitLab From a18fd967f723d9da998ce05bc9e3026793902e31 Mon Sep 17 00:00:00 2001 From: hayat Date: Tue, 9 Nov 2021 11:58:30 +0200 Subject: [PATCH 3/4] add note about use of Add to any study feature --- source/guides/subject-management.rst | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/source/guides/subject-management.rst b/source/guides/subject-management.rst index 924c8e3..d8da77c 100644 --- a/source/guides/subject-management.rst +++ b/source/guides/subject-management.rst @@ -351,4 +351,5 @@ To add a subject to any study, proceed as follows: .. NOTE:: Please note that this search doesn't differentiate between active and finished studies. - Matching filters are not checked either. + Matching filters are not checked either. This feature is intended to support migrating + from other tools that previously tracked study participations. -- GitLab From 8d75069e18b3de6e1d6041631b3521412862c5d3 Mon Sep 17 00:00:00 2001 From: hayat Date: Tue, 9 Nov 2021 12:40:53 +0200 Subject: [PATCH 4/4] inline reference to recruitment guide --- source/guides/subject-management.rst | 6 ++---- 1 file changed, 2 insertions(+), 4 deletions(-) diff --git a/source/guides/subject-management.rst b/source/guides/subject-management.rst index d8da77c..b5ea955 100644 --- a/source/guides/subject-management.rst +++ b/source/guides/subject-management.rst @@ -333,10 +333,8 @@ proceed as follows: 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 recruitment guide - (starting with point 4.) - - :ref:`recruitment` + 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: -- GitLab