Welcome to Castellum’s documentation!

• Overview
  • Features
  • What Castellum is not
  • Which features get integrated?
  • Installation
  • Contact
• Roles
  • Global roles
  • Study specific roles
  • Overview
• Legal basis
• Pseudonyms
  • Using study pseudonyms
  • Using pseudonyms from general pseudonym lists
  • Deleting pseudonym lists
  • How pseudonyms are generated
• Security Considerations
  • General Threats
  • Threats From Participants
  • Threats From Users
  • Database Separation
  • Audit Trail
  • Annex: Full List of Permissions
• Comparison to other Systems
  • Decentralized Excel Sheets
  • Sona Systems
  • Prolific
  • Castellum
• FAQs
  • How can I contact subjects by pseudonym after the study is finished?
  • What should I do if a subject doesn’t show up for their appointment?
  • How can I use pseudonyms with LimeSurvey?
  • Why are recruiters not allowed to add new subjects to the database?

Step-by-step guides

• Subject management
  • Search for a subject
  • Create a subject
  • Edit Subject Data
  • Mark a subject for deletion
  • Delete a subject
  • Report a subject
  • Block a subject
  • Add a subject to a study
  • Use the data protection dashboard
  • Export all data related to a subject
  • Clear unnecessary recruitment data
• Study management
  • Create a study
  • Find your study
  • Manage study members
  • Start and stop a study
  • Finish a study
  • Delete a study
• Pseudonym management
  • Manage study pseudonym lists
  • Delete study pseudonym lists
  • Manage general pseudonym lists
  • Find subject by study pseudonym
  • Find subject by pseudonym from a general pseudonym list
  • Get the pseudonyms of a subject
• Study recruitment
  • Set up a study for recruitment
  • Set Recruitment Consent for a Subject
  • Maintain Recruitment Consents
  • Manage consent documents
  • Manage Attributes
  • Recruit subjects via phone
  • Recruit subjects via mail
  • Cleanup open list in recruitment
• Geo Filters
  • GeoJSON format
  • How to convert a shapefile to GeoJSON
  • Optimize GeoJSON for performance
• Study execution
  • Export attributes of participants
  • Conductor Annotations on participants
• Appointments
  • Set up sessions
  • Make appointments for sessions
  • Manage resources
  • Get a list of today’s appointments
  • External scheduling
  • Subscribe to Castellum calendars
• Account management
  • Manage Users
  • Unlock locked Users
  • Important steps when a user account has been compromised
  • Customize Roles
  • Two factor authentication