C: Assigning a Nurse to a Study: Steps and Follow-Up Tasks

After completing the nurse search and nurse selection tasks, you can proceed to add a nurse to the study.

Role: Human Resource Manager (HR)
Objective: Understanding of how to assign a nurse to a study after selection and what the follow up tasks are.

Select a Study

1. Navigate to the "Studies" Overview:

   • Go to the Network page and click on a row to select the study.

2. Assign Member to Study:

   • Select the "Bulk actions" button.
   • Choose the action "Assign member to study".
   • Select the member (nurse) that needs to be added.
   • Set the role to "Nurse".
   • Set "Has access to all sites" to false.
   • Assign the appropriate site and patient. (crucial step to do both ensure tasks are generated))
   • Press "Save".

Verify Tasks

1. Go to "Study Management":

   • Navigate to the "Study Management" section of the selected study.
   • Click on "Tasks".
   • Search for the ParticipantID to see the tasks.

2. Check Created Tasks:

   • Tasks such as "Nurse Contract Details", "Send Confidentiality Agreement", "Upload Documents" and ''List of Content {{Name Nurse}}'' are created for the added nurse.

Outcome:

• The nurse is successfully assigned to the study, and all necessary List of Contents tasks are created and linked to the participant.