WIP
Typical scenarios related to family & child information
Table of contents
- Search a family or child
- Create a family
- Edit information
- Add a note to a family
- Note down a conversation
- Remove a family from the system
- Batch import family information
Search a family or child
Typical Scenario
Most often you will search for a family or a child when you are updating their information while calling them or if they have responded to a call or email with a confirmed study time.
How-to
- Navigate to the Family Information page
- Select search
- Type in full or partial information into any of the contact information
- Navigate through families that meet the criteria using the arrows at the top
- View the child’s sensitive information by selecting edit under the child’s name
Demo
Create a family
Add a new family to the system
Typical Scenario
We have a form on the lab website for families who are interested in participating to fill out. We use the information they provided to add new fmailies to the DRDB system so that researchers know they are available to participate in studies. We may also receive emails from families who are interested in participating.
How-to
- Navigate to the Family Information page
- Click the blue + button
- Complete the guardian’s contact and demographic information
- Use the white + to add their children individually
Demo
How to add a child to a family
Typical Scenario
Once the family is created and the parent and guardian’s contact information is entered, the child’s information needs to be added to that family.
How-to
- Navigate to the Family Information page
- Search for the desired family
- Click the + in the white box
- Fill in the child’s information
Demo
Edit information
How to edit the child’s information
Typical Scenario
Before scheduling a study with a family, it is important to verify the family’s contact and demographic information. If any of this information is incorrect or needs to be updated, you will have to update their information accordingly in the system.
How-to
- Navigate to the Family Information page
- Search for the desired family
- Select edit under the child’s name
- Make the desired changes and select save
Demo
How to edit the guardian’s information
How-to
- Navigate to the Family Information page
- Search for the desired family
- Select the blue pencil icon
- Make the desired changes and select save
Demo
Add a note to a family
Typical Scenario
Families sometimes provide information that is important for future participation. For example, the family may state that they prefer to only be contacted via email. The notes tab allows experimenters to add information about the family to their file.
How-to
- Navigate to the Family Information page
- Search for the desired family
- Use the notes tab on the right-hand side to type any additional information ex. Parent prefers email communication
- OR use the CONV tab – type in the box and select the arrow to complete the conversation
Note down a conversation
Typical Scenario
When families are contacted, a record of what was discussed can be added using the conversation tab to ensure that other researchers don’t call back with the same information.
How-to
- Navigate to the Family Information page
- Search for the desired family
- Use the CONV tab – type in the box and select the arrow to complete documenting the conversation
Demo
Remove a family from the system
Typical Scenario
Sometimes when families are contacted they state that they are not interested in participating in any future studies. In this case, their information can be removed from the system.
How-to
- Navigate to the Family Information page
- Search for the desired family
- Press the red hand to select no more contact
Demo
Batch import family information
You can use this spreadsheet as template to upload multiple participant information at once.
- Any information should be formatted as TEXT in the spreadsheet (including phone numbers, DoB, etc.).
- Date of birth (DoB) has to be entered in DD/MM/YYYY format.