Create a New Family

GATHERING INFORMATION

Start filling out the General Information in the caller's name
- If you list them as, "Self," this indicates they are the "Head of Household"
Researchers need to know basic participant information to greet them, identify who they are, confirm they are an adult, and determine it's appropriate to contact them again. Thus, First and Last Name are required to greet them, Date of Birth confirms the person is an adult, Sex helps us better identify the person, and the participant permission is needed to continue to contact them in the future.
- Required fields for creating the record are indicated in the list above with italics and asterisks, and within the form itself with asterisks
Collect as much information as you can in order to determine whether families are eligible for various studies within the lab
- Should this not happen at the first point of contact with the family, there are two alternate ways to gather this information:
  - (1) Calling the family and filling out the form with them
    - Using the phone script (Interested Recruits Phone Script), you can call the family and then go through the form gathering their information
  - (2) Emailing the family a link to the survey, such that they can fill out the form themselves
    - Using the email script (Interested Recruits Email Template), you can email the family a survey link that will populate their information into Revolution

After clicking on the "Create New Families" button on the "Participants'" Page, you will be directed to the "Create a New Record" Page.

Questions regarding the families will be organized the in the following categories:
1. Family Information
2. Participant Information

"Participant Information," includes

"General Information," asks for caller's
- Name* (first and last names are required fields)
- Date of birth* (this is a required field)
- Sex* (this is a required field)
- Race
- Ethnicity
"Body Composition," asks for caller's
- Height
- Weight
- Date measurements were taken
- Measurement type (i.e. where the measurements were taken-- medical office, DBM, or self-weight)
"Other Demographics," asks for caller's
- Marital status
- Education Level
- Education Grade
- Whether their family needs Public Assistance
"Health," asks for caller's
- Health Conditions
  - There are check boxes for selecting any, or all, of the following:
    - Physical
    - Psychiatric
    - Neurological
    - Metabolic
    - Heart/Lung
    - Smoking
    - Other
  - Should any of the boxes be selected, a corresponding text box will pop up prompting acquiring more information
- Medications
- Dietary Restrictions
"Contact Information," asks for caller's
- Various phone numbers at which to contact caller
- Mobile Carrier
- Email
- Preferred Contact Time
- Preferred Contact Day
- Preferred Contact Method
- Whether family would like to be contacted in the future* (this is a required field)
"Notes" box, which allows you to write out additional information
"Study Name"

You can hover over to to see what is the field for.

After you hit the "Create Record" button, Revolution will search through its database comparing this new record to previously entered records based on the participant's:
- First Name
- Last Name
- Date of Birth
- Sex
If there is another record sharing the exact same information in all four of these criteria, you will be re-directed to the duplicate record

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