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
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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 DUPLICATE DATABASE ENTRIES
- 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