Recording a Contact Attempt

Clicking the Record Contact icon allows the User with the appropriate Privileges to record the information from a contact attempt with a Participant.

Contact Attempts can include phone, email, paper mail, in-person or other modes of contact. Contact Attempts can be specific Study Tasks within Discovery or can just be a way to log interactions with the Participant.

All Contact Attempts are logged and listed in the Contact Log for the Participant and the Contact Log Report for the entire Study.

To record a Contact Attempt:

1. Click on the Record Contact Attempt icon.
2. Select the Date of Contact if not today by clicking on the calendar icon to the right of the field.
3. Select the Time of contact if different than the current time of the recording.
4. Use the drop-down to select the Contact Method. The choices for Contacts are Phone, Email, Paper Mail, In Person, Other.
5. The Contact At field will change depending on the Contact Method Selected.  
6. When the "Communication was about" is entered, the "Regarding" field will change to display the appropriate Study Tasks.
7. Enter the Subject and any Comments.
8. Select the Status/Disposition for Contact Attempt (See Status Codes).
9. If a Final Complete or Final Incomplete status code is selected the following message will appear:

You are entering a final disposition for this contact attempt. If there will be no further attempts to complete the Study Task, please enter a final status for the Study Task.

10. Select the appropriate Status/Disposition for that Study Task.
11. Enter any Comments.
12. Click Save and OK to log this attempt and commit the Status Code changes.

NOTE: On the contact log entry popup, if Paper Mail, Phone, or Email is selected as the contact method, Users will see an add icon next to the list of the participant’s existing addresses / phone numbers / email addresses. Clicking the icon opens a dialog that lets Users add a new address / phone number / email address to the list.