D: Follow-Up After Nurse Assignment to Study

Modified on Mon, 18 Aug at 2:26 PM

Introduction

After successfully assigning a nurse to the study, the system will automatically generate tasks for:

  1. Sending the confidentiality agreement
  2. Planning the nurse interview 
  3. Nurse contract details

Objective: How to completed the follow up tasks after a Nurse is assigned to the study.

Below are the detailed steps for each task.

1. Confidentiality Agreement


Role: Main CC


Send Confidentiality Agreement

Open the "Send Confidentiality Agreement" Task:
  • Navigate to the "Tasks Overview" section.
  • Open and submit the "Send Confidentiality Agreement" task.


Outcome:
  • This action creates the task "Upload Confidentiality Agreement".


Upload Confidentiality Agreement

This task must be completed before you can proceed with the tasks related to the interview process.


Open the "Upload Confidentiality Agreement" Task:
  • Navigate to the "Tasks Overview" section.
  • Open and submit the "Upload Confidentiality Agreement" task.


Outcome:

  • The confidentiality agreement is stored in the nurse file overview.
  • Important: The system generates based on completion of this task the ''Plan Interview'' task. 


2. Nurse contract details


Role: Human Resource (HR)

Open the "Nurse contract details" Task:
  • Navigate to the "Tasks Overview" section.
  • Open and submit the "Nurse contract details" task.


Outcome:

  • The nurse contract details are stored.

3. Upload documents


Role: Human Resource (HR)

Open the "Upload documents" Task:
  • Navigate to the "Tasks Overview" section.
  • Open and submit the "Upload documents" task.


Outcome:

  • Documents are stored under the Nurse details. 


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