Creating a new study ==================== 1. Log in to Castellum by using your username and password - Make sure you are connected to the WiFi and use your right username and password 2. Click on **Studies** on the front page - In **My studies** you will see the studies you created - Under the field **All studies** you can see all studies that have been created - In the field **Search** you can look for a certain study 3. Click on **Create new study** 4. Fill in all empty fields on the page: - **Name** describes the name of the study you want to create - **Responsible contact person** is the person who can be contacted if any questions regarding the study occur - Define the person who is the lead researcher as **Principal Investigator** - Determine all scientists that take part in the study as **Affiliated Scientists** - Determine all research assistants that take part in the study as **Affiliated Research Assistants** - Please enter all methods you would like to use in your research in the field **Description** - **Keywords** may include main issues of the desired scientific findings 5. Select the type of study you are going to use - You may choose between studies that take place **Online**, **Behavioral lab**, **MRI**, **Simulation**, **EEG** or **3rd Party** studies - Decide whether the study **Contains sensitive data** or not 6. Upload the **Consent** form 7. Assign the **Required number of subjects** to your study 8. Enter the **Expense allowance** that each subject should receive 9. Enter as many **Test sessions** as you like by clicking on **Add session** - When adding a test session, always specify the duration of each meeting - By clicking on the red button **Delete**, you can erase any test session you created 10. Define both the **Start of test sessions** and the **End of test sessions** 11. Click on **Save** to record your progress Your study is now scheduled Setting up the recruitment process ---------------------------------- In order to limit the search for subjects in castellum, filters, inclusion and exclusion criteria should be defined. Remember to **Stop** the study first in order to be able to edit filters and criteria. 1. Go to **Studies** on the front page, click **Details** next to the study you wish to set up filters and criteria for 2. Click on **Recruitment Settings** 3. By clicking on **General** the **Recruitment text** will be shown to you You can: - edit the **Recruitment text**, - decide whether you wish to set up the **Advanced filtering**, - set the function **Exclusive subjects** and - decide whether **Complete filter matches only** will be shown to the recruiters of your study or or there will be some subjects displayed, in which certain characteristics still have to be queried. Start and finish your study --------------------------- When you created a study, it has not yet started and the recruiting process has not been initiated yet either. 1. Go to **Details** next to the study you want to start or finish 2. You can find the button **Start** in the left upper corner under the study name - By clicking on **Start** you initiate the recruiting process - In this mode, you are not able to change any characteristics or talking points that are needed for the recruitment - When you click on **Stop**, you can edit information needed for the recruiting process. *In order to approve the persons who are supposed to carry out the recruitment process, follow the steps in the explanation **Share studies with your recruiters** (see second next instruction)* 3. When you click on **Finish study**, Castellum will register your study as completed and the recruitment process is stopped Assign access rights and allocate roles --------------------------------------- To delegate roles amongst different people, proceed as follows: 1. Follow steps 1-5 of the section **Share studies with your recruiters** below - Even if the section is about **Recruiters**, you can use it to assign any role you like 2. Select the user for whom you want to change access rights and/or roles and click **Add** - Some users are already assigned to certain global roles in advance. This can be recognized by the fact that the role description is highlighted in grey. - Roles with blue background can be flexibly defined and changed by the **Study coordinator**. 3. After clicking **Manage groups** next to the selected person, you can assign up to six different roles for the specific study: **Study coordinator**, **Subject manager**, **Recruiter**, **Study conductor**, **Data protection coordinator** and **Receptionist** 4. Select the role you want to assign to the selected person and press **Save** Share studies with your recruiters ---------------------------------- If you receive a request for access from 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 WiFi and use your right username and password 2. Click on **Studies** on the front page - You will see a list of the studies you have created by clicking on **My studies** 3. Click on **Details** of the study for which you want to change access rights or role redistribution 4. Go to **Member management** on the upper edge 5. 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 7. Press **Add** 8. Press **Manage groups** next to the person you chose 9. Select **Recruiter** and press **Save** - If you did not start the study yet, the selected person has still no access to the study, unless you press **Start** on the upper left side - The study is now in progress and the recruiter has now access to the study and can begin to recruit - Of course, you may select several persons as recruiters