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: 
  1. Family Information
  2. 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"

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

Examples

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