Form Layout
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:
- Family Information
- Participant Information
"Family Information," includes:
- Address (there are two fields available)
- Town or City of residence
- State of residence
- Postal Code of residence
- Country of residence
- Family's phone number* (this is a required field)
- Family's email address
"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
- There are check boxes for selecting any, or all, of the following:
- Medications
- Dietary Restrictions
- Health Conditions
- "Contact Information," asks for caller's
- Various phone numbers at which to contact caller
- Mobile Carrier
- 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"
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You can hover over to to see what is the field for. |
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"
- The required fields for creating the record are indicated in the list above with italics and asterisks, and within the form itself with asterisks
- All the information needs to be filled out 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
- (1) Calling the family and filling out the form with them
- Should this not happen at the first point of contact with the family, there are two alternate ways to gather this information:
Examples
Bad Form
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Good Form
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Avoiding Duplicates within the Database
- After you hit the "Create Record" button, Revolution will search through its database comparing this new record to previously entered records on the basis of:
- Caller first name
- Caller last name
- Caller date of birth
- Caller 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