Standard Operating Procedure for Managing Participants in T32 Workspace
Objective
This SOP outlines the steps to manage faculty members in the T32 workspace, including adding, editing, and removing participants.
Key Steps
1. Accessing the Participants Tab 0:03
- Navigate to the T32 workspace.
- Locate and click on the 'Participants' tab at the top of the page.
2. Managing Participants 0:11
- Use the options available to:
- Add participants.
- Send notifications to all participants.
- Activate or deactivate selective participants.
3. Understanding Participant Information 0:40
- Review the participant table which includes:
- Name
- Email address
- Assigned department
- Role
- Biosketch status
- Admin staff assignment
- Last questionnaire sent date
- Last interaction date.
4. Using the Actions Menu 1:04
- Click the 'Actions' button next to each participant to access:
- View their full researcher profile.
- Manage alternate proxies.
- Connect their biosketch.
- Send reminders.
- Edit participant details.
- Copy link to their questionnaire.
- View submitted responses.
- Manually record questionnaire data.
- Remove them from the workspace.
5. Adding New Participants 2:16
- Click the 'Add Participant' button.
- Use the search bar to find existing faculty records:
- If found, select and click 'Add Selected Participant'.
- If not found, choose 'Create New Faculty'.
- Fill out the form with:
- First name
- Last name
- Email address
- Click 'Create and Apply as Participant' to add them to your workspace.
6. Final Review 2:52
- Ensure all faculty members are tracked properly, including their questionnaires and biosketch connections.
Cautionary Notes
- Ensure that activated participants are not included in reporting unless necessary.
- Double-check participant details before saving changes to avoid errors.
Tips for Efficiency
- Regularly review the participant list to keep it updated.
- Use the search function to quickly find existing faculty records.
- Utilize the actions menu to streamline communication and updates.