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
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
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.
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 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