Welcome to Castellum’s documentation!

• Overview
  • Features
  • What Castellum is not
  • Which features get integrated?
  • Installation
  • Contact
• Features
  • Subject management
  • Recruitment
  • Appointments
  • Misc
• 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 Measures
  • Account restrictions
  • Permissions
  • Database separation
  • Audit Trail
• 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

• Two factor authentication
  • Smartphone apps (TOTP)
  • Hardware Keys (FIDO2)
  • Blocking lost or stolen devices
• Subject management
  • Search for a subject
  • Create a subject
  • Edit Subject Data
  • Clear unnecessary recruitment data
  • Mark a subject for deletion
  • Delete a subject
  • Report a subject
  • Block a subject
  • Add a subject to a study
• Study management
  • Create a study
  • Set up sessions
  • Set up the recruitment process
  • Manage study pseudonym lists
  • Manage study members
  • Start and stop a study
  • Finish a study
  • Delete pseudonym lists
  • Delete a study
  • Find your study
  • Check whether the database contains enough subjects for your reasearch project
• Study execution
  • Export attributes of participants
  • Conductor Annotations on participants
  • Get a list of today’s appointments
• Pseudonym management
  • Find subject by study pseudonym
  • Find subject by pseudonym from a general pseudonym list
  • Get the pseudonyms of a subject
• Data protection workflows
  • Use the data protection dashboard
  • Export all data related to a subject
• Managing recruitment consents
  • Set Recruitment Consent for a Subject
  • Maintain Recruitment Consents
• Study recruitment
  • Recruit subjects via phone
  • Recruit subjects via mail
  • Make appointments for sessions
  • Cleanup open list in recruitment
• Appointments: External scheduling
  • Set up an external scheduler for appointments
  • Make appointments with the external scheduler
• Subscribe to Castellum calendars
  • Find the available calendar feeds
  • Reset user tokens
  • Privacy and cloud based calendars
• Administration
  • Manage Users
  • Unlock locked Users
  • Important steps when a user account has been compromised
  • Customize Roles
  • Manage Attributes
  • Upload a consent document
  • Manage general pseudonym lists