Training Guide

1. Training Guide

2. What is Quadrant? Quadrant is a participant management and data collection software tool that makes it easy for you to • Streamline the research process • Share with your team globally • Assist with ethics and funding requirements • Know your data is safe No more paper-based tracking

3. Quadrant System Overview Free to register and use • Manage your research team by • Inviting team members • Assigning roles • Regulating access Customise fields to record any demographic information • Record and store • Consent forms • Interviews • Audio/video • Transcripts • Photos • Files Add participants individually or from an existing database* *coming soon Easy data download for use in analysis programs

4. Quadrant gives you Quick participant overview Detailed participant progress

5. Quadrant helps you Manage your project team

6. Who should use it? It’s mainly used by researchers undertaking • Qualitative research • Mixed-methods research & • Researchers collaborating across institutions or locations But many researchers are using it to manage • Quantitative research • Secure data sharing • Managing shared paperwork

7. Register and LoginVisit www.quadrant.edu.au To register for Quadrant, sign up using the ‘I am a new user’ tab If you registered with your university email address you can login from here If you registered with a personal email address (e.g. gmail) you can login from here

8. 1. Creating a project To start a new project click on this button On the first tab, enter a Project Name and Description Then click ‘Next Step’ or you can click on tabs to move between screens.

9. Creating a project (cont’d) On this page you can create your participant data collection fields. You can add specific data fields for your project. The example here is blood type. You can also specify the data field i.e. dropdown list, yes/no, email, number, text, etc. We’ve listed some of the common fields here. Untick the ones you don’t need.

10. Creating a project (cont’d) We’ve created a basic workflow you may wish to use. If you want to use this workflow, tick this box. If you want to create a tailored workflow, we will show you in a few slides time.

11. You’ve just created your project This is the main screen. You can navigate through Quadrant from this screen. Next, we will add your team members to this project.

12. 2. Adding team members To add team members, click on this button You will see all the team members and their project roles. Click on

13. Adding team members (cont’d) You add team members by adding their email address. If they have registered in Quadrant their email will appear. If they have not, Quadrant will offer to email them on your behalf. You can also choose their level of access.

14. 3. Add a workflow To add a workflow click on this button You can now see a list of all the project workflows you’ve created. The workflow below is the basic one from the set up. You can assign team members access to certain steps within the workflow for added security. On the next screen we will show you how to tailor a workflow.

15. Add a workflow (cont’d) To add a workflow just give it a name and description. Then you can add the steps. You can also add tasks within each step.

16. 4. Add participants To add a participants click on this button You will be shown a list of all of your participants in the study. We will show you how to add participants on the next screen.

17. Add participants (cont’d) You can add participant data based on the fields you choose in the original set up. You can add extra fields and change the order by clicking on this link. Contact us if you need to load a list of participants

18. You’ve set up your project so now what?

19. Kicking off your project • You can add extra fields and change the order by clicking on the i Click on start when each participant starts their movement through the workflow to show their progress. The you will be able to see what stage every participant is in.

20. Overview In this presentation we have shown you the basics of Quadrant and how to • Create a project • Name and description, participant data fields and workflows. • Add team members • Add participants • Start a project

21. Extra Features Quadrant has a suite of extra features including • Microsites • Tasks • Assisting with de-identification • Remote assistance • Resource material for Ethics and Grant Applications For information these extra features, visit the Quadrant Website www.quadrant.edu.au/ to read our blog and support tools.

22. Contact Quadrant • Website: www.quadrant.edu.au • Email:info@quadrant.edu.au • Skype: Call now  • Phone: +61 7 3295 1183 • Twitter: Quadrant_PM Quadrant is a project supported by the National eResearch Tools and Resources Project (NeCTAR), an initiative of the Commonwealth being conducted as part of the Super Science Initiative and financed from the Education Investment Fund, Department of Industry, Innovation, Science, Research and Tertiary Education. The University of Melbourne is the lead agent for the delivery of the NeCTAR project and the Queensland Cyber Infrastructure Foundation (QCIF) is the sub-contractor.