10 Contacts

This chapter describes how to work with Mobile CRA contacts. It contains the following topics:

• Section 10.1, "Introduction to Contacts"

• Section 10.2, "Linking an Alert to a Contact"

• Section 10.3, "Removing Contact from Site"

10.1 Introduction to Contacts

Mobile CRA maintains a contact list separate from your Smartphone contacts. The contact list within the Mobile CRA application will synchronize with the CTMS contact list. The CTMS contacts delivered to Mobile CRA will be the contacts associated with your assigned sites, where you are on the study team. All contacts will be read only. You can set a user preference to control the frequency of contact synchronization, and the time at which the synchronization occurs.

The following steps describe how to navigate within CRA contacts:

1. Tap Contacts in the Mobile CRA menu. A list of studies is displayed.

2. Tap a study to view the contacts for it.

   Figure 10-1 Contact List for a Study

   
   Description of "Figure 10-1 Contact List for a Study"
   
   

3. Tap a contact to view the details.

   Figure 10-2 Contact Details

   
   Description of "Figure 10-2 Contact Details"
   
   

4. To synchronize the Mobile CRA contacts with your device contacts, tap Sync on the top right of the contact details.

   Figure 10-3 Synchronize CRA Contacts with Device Contacts

   
   Description of "Figure 10-3 Synchronize CRA Contacts with Device Contacts"
   
   

5. To synchronize Mobile CRA contacts with CTMS contacts, tap Refresh on the top-right corner.

   Figure 10-4 Synchronize CRA Contacts with CTMS

   
   Description of "Figure 10-4 Synchronize CRA Contacts with CTMS"
   
   

10.2 Linking an Alert to a Contact

You can link an alert to a contact either by dialing a new number from your phone or by selecting an existing number in your Smartphone phonebook.

10.2.1 Linking an Alert to a New Number

Perform the following steps to link an alert to a new number:

1. Tap the alert to view its details.

   Figure 10-5 Alert Details

   
   Description of "Figure 10-5 Alert Details"
   
   

2. Tap the site name to display its contact details.

   Figure 10-6 View Site Contact Details

   
   Description of "Figure 10-6 View Site Contact Details"
   
   

3. Tap Dial new number. Your Smartphone dialing pad is displayed.

4. Tap the number you want to call. Once a call is initiated, the phone number is associated with the site.

   Figure 10-7 Dial a New Number

   
   Description of "Figure 10-7 Dial a New Number"
   
   

   Figure 10-8 Contact Associated with Site

   
   Description of "Figure 10-8 Contact Associated with Site"
   
   

If you dial more than one number, they all will be linked to one site.

10.2.2 Linking an Alert to a Phonebook Number

Perform the following steps to link an alert to an existing number in your device phonebook:

1. Tap the alert to view its details.

   Figure 10-9 Alert Details

   
   Description of "Figure 10-9 Alert Details"
   
   

2. Tap the site name to display its contact details.

   Figure 10-10 View Site Contact Details

   
   Description of "Figure 10-10 View Site Contact Details"
   
   

3. Tap Select from Contact List. Your Smartphone contact list is displayed.

   Figure 10-11 Select Number from Contact List

   
   Description of "Figure 10-11 Select Number from Contact List"
   
   

4. Tap the contact you want to associate with the site.

5. Once the call is initiated the name and number are associated with the site.

   Figure 10-12 Select Number from the Contact List

   
   Description of "Figure 10-12 Select Number from the Contact List"
   
   

   You can link more than one phonebook contact to the same site by following the above steps.

10.3 Removing Contact from Site

You can dissociate a contact from a site. Perform the following steps to remove a contact from a site:

1. Tap a site to view its details.

   Figure 10-13 Alert Details

   
   Description of "Figure 10-13 Alert Details"
   
   

2. Tap the site name to display its contact details.

   Figure 10-14 View Site Contact Details

   
   Description of "Figure 10-14 View Site Contact Details"
   
   

3. Tap the x icon in the contact to remove it from a site.

   Figure 10-15 Delete Contact

   
   Description of "Figure 10-15 Delete Contact"