Changes between Version 8 and Version 9 of LEGACY - NIHR BioResource


Ignore:
Timestamp:
10/03/13 09:51:33 (11 years ago)
Author:
Nick Holden
Comment:

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  • LEGACY - NIHR BioResource

    v8 v9  
    1919For the bioresource in CiviCRM, the following configurations will be needed.
    2020
    21 * New Group for contacts: Bioresource
     21* New Group for contacts: !BioResource
    2222
    2323* Activity: Invitation letter (doesn't need to be !BioResource specific)
    … …  
    2727!CiviCase
    2828
    29 * New Case Type: !Bioresource
     29* New Case Type: !BioResource
    3030
    31 * Activity standard timeline:
     31* Standard timeline:
     32  * Enrol / Open Case
     33
     34* Recruited timeline:
    3235  * Check study consent
    3336  * Check questionnaire * NEW ACTIVITY
    … …  
    4043* Custom Fields for study enrollment:
    4144  * NIHR !BioResource
    42     * !BioResource recruitment ID
    4345    * Consent Q1 Y/N
    4446    * Consent Q2 Y/N
    … …  
    4749    * Consent Q5 Y/N
    4850    * Consent Q6 Y/N
     51    * Date of consent
     52    * !BioResource recruitment ID (must be last for barcode scanning)
    4953  * NIHR !BioResource Withdrawal:
    5054    * NIHR !BioResource Withdrawal status
    … …  
    5559=== Process ===
    5660
    57 Groups of participants in BRICCS, GENVASC and other studies will be identified as being suitable for the NIHR Bioresource, and a bulk mailing despatched inviting them to participate. This will be recorded in CiviCRM as an 'activity', and the participant will be added to the Bioresource group, but not at this point a Study Enrollment. If there is no response, a report can be generated of participants with the bioresource invitation, but no study enrollment, and a reminder can be sent to the result set.
     61Groups of participants in BRICCS, GENVASC and other studies will be identified as being suitable for the NIHR Bioresource, and a bulk mailing despatched inviting them to participate. This will be recorded in CiviCRM as an 'activity', and the participant will be added to the Bioresource group, and a Study Enrolment creatd with status 'Recruitment pending'. If there is no response, a report can be generated of participants with status 'Recruitment pending' and a reminder can be sent to the result set.
    5862
    59 Where a response is received, a Bioresource ID label should be attached to both the questionnaire and the consent form. A Study Enrollment should be created, with the activities and custom data completed as required.
    60 
     63Where a response is received, a Bioresource ID label should be attached to both the questionnaire and the consent form. The Study Enrolment should be updated to status 'Recruited', with the activities and custom data completed as required.
    6164
    6265=== Bioresource ID generation ===