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Panel management

This page is the operating task: add people to a study, invite them, record consent and enrollment, and read participation. It is not panel design. Panel design, before launch, sets eligibility, size, and profile fields. That work is Panel design and does not send an invitation.

The screen in the study is Panelists. The line under the title is "Manage recruitment, enrollment, and participation in this study." Two views are Recruitment and Round participation.

Who can do this​

Principal investigator and Coordinator can add and invite. Steering committee (full access) can read the list and cannot add or invite. Coder, Adjudicator, Biostatistics, and Steering confirmer do not open Panelists on that seat alone. Let every workspace member read this study opens the page at read for them. It still does not let them add or invite, and it does not show names their seat could not see.

While someone is still being recruited, the principal investigator and the coordinator see names, because recruitment needs a contact. Steering committee (full access) sees a pseudonym. After enrollment, the name is masked for every seat. A principal investigator can reveal a name from the record, with a recorded reason. A coordinator requests it. That reveal is not absolute anonymity. Identity and pseudonyms lists the downloads that can contain a name. This page does not close that product question.

Add, invite, enroll​

These are separate actions. Doing one does not do the next.

  1. Add. Invite panelists offers One person, Import a CSV, and Expert directory. Adding someone from the directory creates a prospective panelist and does not queue an invitation. See Expert directory and recruitment.
  2. Invite. Queue invitation queues a message. Queued is not delivered. The signed-in article Invitations is the delivery ledger. Sign in, then open Help & docs in the account menu. A queued invitation that never leaves still reads as Approved, not Invited.
  3. Consent. No invitation can be queued until a consent version is published. Until then the server says to publish the form on Consent & comms. The person reads the published form and agrees, or says they do not agree. Once the study has launched, consent wording is locked. A later change is a new version. What that lock covers is not settled by this page. Saying yes to an invitation is not consent and does not enroll anyone.
  4. Enroll. Enroll is on the person's record, not on the invitation. It is refused with "This study requires consent before enrollment" only when the study requires consent first. A person who answered "I do not agree" is refused until they agree. Approve the person before enrolling them.

The signed-in articles Panelists, Invitations, and Enrolling after consent carry the operator steps. This page does not link them, and it does not copy them.

Important

Launch does not invite. An invitation does not enroll. Enrollment is a separate control on the person's record.

Status you can filter on​

The roster uses one status, in this order of precedence: Removed, Withdrawn, Application declined, Declined invitation, Enrolled, Needs review, Invited, Approved, Applied.

Flags sit beside that status. They include Asked to leave, Consent pending, Do not contact, and Emails stopped. A flag is not a second status. Declined consent is a flag, because the person can still agree.

Round participation lists people by pseudonym. The round's state comes from the study's rounds, not from this page. If no round is configured, the page says "Round participation becomes available when a study round is configured. Nothing is shown here until then."

Withdrawal and removal​

A person can ask to leave. The study team can remove someone. Removal keeps the record. It is not the same action as withdrawing, and it is not the same as declining an invitation. The public page for the person is Leaving a panel. The signed-in article Removal and return is the staff procedure. What an approved removal does to a results version after completion is on the governed study record.

Next step​

When people are enrolled, approve and open the round on Running rounds. The lifecycle summary is Recruitment and consent.