Creating Participant Lists

Within DatStat there are two types of Participant Lists: Master and Derived.

Master Participant Lists

Master participant lists hold the Global Pool of Participants that may be selected for participation in multiple Studies or Surveys.  For example, you may want to maintain a master list of all of the patients who come into your clinic.  Some of these patients may never be invited to take a survey, but regardless you want to store and maintain information about them on a list.  Alternatively, you may have a list of participants who you want to take your survey, and every single person on that list will be invited to take your survey.  In either case, what you have is a Master list.

Derived Participant Lists

A Derived list is a copy from the Master list of a subset of Master list participants.  For example, a particular study may only need male participants.  From the Master List which contains both males and females, you may want to select only the male participants for a particular survey or study.   This subset is a “Derived” list – it is derived from the master list.  It does not remove the participants from the master list, rather it copies them from the master to the derived list.

NOTE: Study creation in DatStat Discovery requires a Derived List.

NOTE: All Customers upgrading from a 4.x version of DatStat Illume will find that the Global Participant List that was visible to Administrators within the Web Console will be converted to a Master List, and all existing Participant Lists will be converted to Derived Lists of that Master List.

Creating a participant list is a two step process.  You must first define the participant list, which creates a table.  The second step is to upload your participants into that table.  The steps below focus on how to define the participant list.  In another area of Academy you can access information on how to upload your participants into the table you create.

Creating a Master Participant List

  1. Log in to Enterprise Manager as either the Local Administrator or a User with sufficient permissions to work with Participant Lists and the projects they are in.
  2. Expand the appropriate Project
  3. Select the Participant Lists icon
  4. Select Take Action/Add Participant List
  5. Enter the Participant List Name
  6. Select the Project where the List will reside
  7. Select ‘Master’
  8. On the Participating Sites Tab, select the Sites and Site Groups to be available for all Derived Lists of this Master List
  9. Click Save and OK

Creating a Derived Participant List

  1. Log in to Enterprise Manager as either the Local Administrator or a User with sufficient permissions to work with Participant Lists and the projects in which they are located.
  2. Expand the appropriate Project
  3. Select the Participant Lists icon
  4. Select Take Action/Add Participant List
  5. Enter the Participant List Name
  6. Select the Project where the List will reside
  7. Select ‘Derived’
  8. Select the Master list it is associated with
  9. On the Participate List Columns Tab, select the Custom Properties that will be inherited from the Master List
  10. On the Participating Sites Tab, select the appropriate Sites to be used if desired. NOTE: Sites must be created in the Enterprise Manager by an System Administrator prior to this step
  11. Click Save and OK

Editing a Participant List

  1. Log in to Enterprise Manager as either the Local Administrator or a User with sufficient permissions to work with Participant Lists and the projects they are in.
  2. Expand the appropriate Project
  3. Click on the Participant Lists link
  4. Click the Edit Participant List icon for the list to edit
  5. User can modify the Name and Project of the Participant List
  6. User may choose to enable the use of Relations in the Participant List
  7. If Custom Properties are available the list of inherited properties can be modified
  8. Click Save and OK to commit any changes

Using Relations in a Discovery Study

When a Master or Derived Participant list is created Users may Add relations, and contact attempts made with those relations, from the participant summary view.

Relations are different people who may have a relationship to the Participant. For example, some studies might have individuals (father, aunt, teacher, etc) who will be contacted to help locate the participant for a follow up interview if their contact information changes.  The Relations field is a scale value list that is viewed as a drop-down menu in the Relations panel when adding to/updating relations information for a Participant (e.g. 1=father, 2=sister, etc.). Relations must be created and enabled in a Master list in order for them to be enabled in the Derived List.

Enabling and Defining Relations In a Master List

  1. Log in to Enterprise Manager as either the Local Administrator or a User with sufficient permissions to work with Participant Lists and the projects they are in.
  2. Expand the appropriate Project
  3. Click on the Participant Lists link
  4. Click the Edit Participant List icon for the list to edit
  5. Check Uses Relations
  6. Click on the Participant Relation Types tab
  7. Click Add New Scale Value
  8. Enter the Code and Name for the Scale Value – For instance 1 = Father  – Value= numeric and Label = text
  9. Continue adding values until complete
  10. Click Save and OK to commit

AddRelations.png

Selecting Relations In a Derived List

When creating a Derived List from a Master List with Relations, Users are able to select the Relations to make available in the Study.

  1. On the Edit Participant List screen
  2. Check Uses Relations
  3. The defined relations from the Master List will be displayed
  4. Check the Relationships that should be enabled
  5. Click Save and OK to enable the selected Relationships