There are two ways to create a new contact: the First Contact Form or the New Contact button. Both of these options are available on the Contacts tab and the Dashboard tab.

Before adding a new contact, first do a search via the Contacts tab using multiple filters (i.e., name, date of birth, phone number, email address, etc.) to confirm that the contact is not already added in CoRRIE.

1. First Contact Form:
   
   The First Contact Form is a screening form used by all studies (apart from WRAP) to add contacts to the ADRC Recruitment Registry. ADRC also uses this form to determine eligibility for enrolling participants into the Clinical Core study. Ancillary studies have the option to use part of the form to track referral resources. Please note that participants enrolled in WRAP cannot be consented to the ADRC Recruitment Registry.
   
   The First Contact Form will automatically create a contact after you complete the form, and the details from the form will auto-populate into the contact's profile. Note that a First Contact Form can only be edited if it is the most recent version of the form. If a contact has an older form that needs to be edited, a new form will need to be completed to replace the older version.
   
   For more information on study-specific resources, please see the following SOPs:
   • Screening for Registry SOP (WADRC Core E)
   • ADRC Recruitment Seminar(G:/Team/WCMP/ADRC/Oureach and Recruitment/Presentations/Recruitment seminar.mp4)
     
     
2. New Contact Button:
   
   The other way to add a new contact is by selecting the New Contact button from either the Dashboard tab or the Contacts tab.
   
   
   
   When adding a new contact, complete all fields under the Basic section. If a portion of the contact's name is unknown an 'NA' can be entered into that field.
   
   For race, select a primary race. The contact can have up to three races. If the contact does not claim more than one race, do not pick anything for the secondary and tertiary race fields. Please do not choose 'Unknown' unless the participant's race is unknown. If you select a race by accident, you can remove the selection by clicking the 'X' at the far right. This applies to all drop-down fields in this form.
   
   
   
   Leave the GUID section blank, unless instructed differently by your study. Then add the address, email and phone number to the remaining sections. If the participant has multiple addresses or phone numbers, only enter the primary at this time. 
   
   In the Preferences section, the preferred language will default to English. There are also options to add email, postal and addressee greetings, privacy preferences and communication preferences.
   
   
   
   There is also a section for Tags, which is discussed in a later section of this manual. Once done, click Create Contact, and this information will auto-populate to the contact's summary page.
   
   See the Creating a new contact video for more information about using the New Contact button.
   
   

The Contact Summary Page displays high-level information for an individual contact and provides ready access to edit or explore the contact's information. The following tables are included on this page: Contact Summary, Contact Details, Study Memberships, Group Memberships, Biomarker Exclusions, Tags, Family History, Visit Schedule, Cohort Placement, Comments, More Details and Recent Contacts.


In the Contact Summary table, if there are three red dots next to primary phone, primary email or primary address, the contact has multiple phone numbers, emails or addresses. Hover the mouse over the dots for more details. Comments can also be made on addresses, emails and phone numbers. A red comment icon will show up in the Contact Summary table if a comment has been added. Hover over the comment bubble to see the comment. To see if there are comments on other emails, phones or addresses not displayed on the summary page, navigate to the appropriate page (addresses, phones or emails) using the More Details menu.

Please see the Contact Summary Page video for more information.

To edit a contact's basic information (i.e., name, gender, date of birth, race, etc.), GUID, preferences or tags, click the Edit Contact button in the upper right-hand corner of the Contact Summary page.

For more information on editing contact's information, please see the Editing Contacts video.

Activities are used to track outreach, scheduling and research visits for all studies associated with the WADRC.

• General Activity Information
  
  Activities for a particular contact can be accessed by clicking the Activities link in the More Details Box when within a contact's summary page. All activities within CoRRIE can be accessed through the top-menu activities link, which will be discussed in a later section of this manual.
  
  
  
  The example below shows the activity's page for Bucky Badger. See the steps below for information on how to create, view, edit and delete activities.
  
  
  • Creating an Activity
    
    
    • To create a new activity for a contact, click on the blue New Activity button in the upper right-hand corner.
      
      
      
      
    • Then fill out the fields listed below. See the study-specific SOP links at the end of this section for more details on how to fill in these fields for study-specific activities.
      
      
      • Activity name
        
        
        • Some commonly used Activities are below. These activity names should be used in conjunction with a study entered in the Study Name field.
          • Research Visit
            • Reserved for tracking study visits, not including biomarker visits.
              
              
          • Biomarker LP/MRI/PET
            • Includes an option to select the biomarker location.
              
              
          • Outgoing Phone Call
            • Used for tracking phone call interactions with a participant. Only one Activity per issue is necessary. Details regarding the interaction can be recorded in the Activity Details box. This Activity was used in the past to track recruitment calls.
              
              
          • Recruitment Phone Call
            • Used for tracking attempts to reach a participant for enrollment in a study.
              
              
          • Postal Mail Sent
            • Used for tracking the distribution of reminder letters, pamphlets, event invites, and newsletters. This activity was also used in the past to track recruitment letters.
              
              
          • Recruitment Mail Sent
            • Used for tracking attempts to reach a participant via mail for enrollment in a study.
              
              
          • Request Brain Health Report
            
            • Used for tracking requested brain health reports for participants who have completed an MRI
              
              
          • Ultrasound
            • Used for tracking carotid ultrasound visits
              
              
          • Other
            • A catch all Activity for miscellaneous interaction types not captured as part of other activities.
              
              
      • Study
        
        
        • The study field is required for all activities. If two or more studies are involved, pick the primary study.
          
          
      • Visit Number
        
        
        • The visit number field is required for Research Visit activities.
          
          
      • Subject
        
        
        • When entering a subject, try to be consistent with the wording.
        • For PET activities, specify the tracer or tracers in the subject line.
          
          
      • Participant(s)
        
        
        • When creating an Activity through the contact's Summary Page, the participant field will be auto-filled with that participant's name. When creating a general Activity through the top Activities tab, you will need to enter the participant's name(s). Multiple participants can be added to an activity using either method.
        • For general Activities, such as Postal Mail Sent, multiple participants can be added to one Activity.
          
          
      • Activity Location
        
        
        • This field only appears for the Biomarker-Blood, Biomarker-LP, Biomarker-MRI and Biomarker-PET activities. The locations available depend on the Biomarker Activity.
          
          
      • Details
        
        
        • This is a text box field to add notes about the Activity. You do not need to create an Activity every time a participant is contacted. For example, if a participant is calling you back, update the Details section of the Activity with that note instead of creating a new activity for that phone call.
          
          
      • Status
        
        
        • Options included are below.
          • Cancelled by participant: Use when the participant cancels their visit. You will need to select a reason for the participant cancelling from the drop-down menu.
          • Cancelled by study: Used when the study team cancels the participant's visit. You will need to select a reason for cancelling from the drop-down menu.
          • Incomplete: Used when the activity is incomplete due to one of the following reasons:
            • Activity is still in progress; for example if a visit spans across multiple days
            • Activity was unsuccessful (e.g., LP attempted, but no CSF collected)
            • The participant refused to give consent at the research visit
          • Left message: Used when the activity resulted in you or the participant leaving a message. Typically used for Outgoing Phone Call and Incoming Phone Call activities.
          • No show: Used when the participant did not show up for a visit without informing the coordinator prior to the visit. Typically used for visit activities.
          • Not interested: Used when the participant is not interested in the activity. Need to provide a reason for the contact not being interested in the details section of the activity. This is not to be used in lieu of 'refused' in the Biomarker Exclusions table. If someone is not interested in a study because of a biomarker, that needs to be noted in both the activity and the Biomarker Exclusions Table.
          • Not Required: Used by the ADRC Clinical Core to note when a Dementia Questionnaire is not required.
          • Scheduled: Used when the Activity has been scheduled with the participant and all parties involved. Typically used for visit activities or phone calls.
          • Screen fail: Used when the participant did not pass the screening. Need to provide a reason for the failed screening in the details section of the activity. Typically used for contact and recruitment activities.
          • To be scheduled: Used when the activity has not been scheduled yet, but is in progress. Typically used for scheduling activities.
          • Unreachable: Used when the participant cannot be reached due to one of the following reasons. Typically used for contact activities.
            • The contact info is incorrect (i.e., phone number, email)
            • Three messages have been left without any response from the participant
              
              
        • The same activity can be edited to different statuses, so multiple activities do not need to be created.
          
          
      • Atype (activity type)
        
        
        • Options include: In-person, Phone, Paper forms, Electronic forms, TCog or Video.
          
          
      • Date: Use the calendar to select the date the Activity occurred or will occur. This field can also be used to assign the time of the visit.
        
        
      • Assignee(s)
        
        
        • This can be any user of CoRRIE who is assigned to the visit. Assigning an Activity to a staff member will generate an email notification of the assignment and Activity to that staff member.
          
          
    • Click the green Create Activity button to save the new Activity.
      
      
      
      
  • Viewing an Activity
    
    
    • To view an Activity, click on the View button in the far right column of the Activity that you want to view. On that page, you can see the added Details about the Activity.
      
      
      
      
  • Editing an Activity
    
    
    • To edit an Activity, click on the Edit button in the far right column of the Activity that you want to edit. Once on that page, you will have options to edit the information that was added when creating the activity (see the list of fields above).
      
      
      
      
    • Once done making edits, click the green Update Activity button at the bottom of the page, and the edits will be saved.
      
      
      
  • Deleting an Activity
    
    
    • To delete an activity, click on the Delete button in the far right column of the Activity that you want to delete.
      
      
      
      
    • A message will appear asking, 'Are you sure you want to delete this?'. Confirm that you want to delete the activity, and then click OK. This will remove the activity. Once an activity is deleted, it cannot be recovered. You should only delete an activity if it was added by accident.
      
      
      
• Links to study-specific SOPs
  
  
  • For more information on how the ADRC Clinical Core uses activities in CoRRIE, please see the following SOPs and videos:
    
    
    • CoRRIE Flow Diagram (WADRC)
    • Recruitment
      • Recruitment Management in CoRRIE SOP (WADRC Core E)
    • Scheduling
      • ADRC Annual Scheduling Manual
      • Adding Study Partner to CoRRIE and Consenting to ADRC Recruitment Registry SOP (WADRC Core B)
      • Biomarker Scheduling SOP
      • Creating & Editing ADRC Research Visit Activities Video
      • Creating & Editing ADRC Biomarker Activities Video
    • Visit
      • Baseline/Annual Study Visit Reminder Call SOP (WADRC Core B)
      • Clinical Core CoRRIE Guidance (WADRC)
      • Biomarker Status SOP (WADRC Core B)
      • URG and Veteran Participant Reimbursement SOP (WADRC Core B)
    • Consensus
      • Cognitive Summaries (WADRC Core B)
    • Milestones
      • Steps to Complete when a Participant Becomes Deceased (WADRC)
        
        
  • For more information on how WRAP and ancillary studies use activities in CoRRIE, please see the following SOPs and videos:
    
    • Visit Numbers in CoRRIE Reference Information (ALERTT, LEAD, LIFE, PET, PREDICT, SYNAPSE and WRAP)
    • Creating & Editing General Research Visit Activities Video
    • Creating & Editing General Biomarker Activities Video
      
      
• Additional Notes
  
  
  • When using the activities feature in CoRRIE, please remember to update the activity statuses as they change. This is important because these statuses, along with the other entered information, feed into reports produced for our center.
  • If you need a new feature added to the list of options (i.e., activity name, activity location, etc.), please contact the program manager group. They will work with you and the CoRRIE team to decide on a new label and ensure that it is added by the developer to all applicable parts of CoRRIE (i.e., reports, filters, etc.). The CoRRIE team will also notify all CoRRIE users of this addition.
  • Please note that activities created prior to the CoRRIE live date (i.e., activities carried over from REGGIE) will not have anything listed in the study field, activity location, visit number or activity type.

Select Addresses from the More Details section of the contact's summary page to see all addresses added for that contact.



Along with the address, these entries include Address Type (main, home, work, billing, other or old home). They also include whether the entry is the contact's primary address. If there is only one address listed for the participant, it will default to the primary. If a primary address is deleted, any secondary address will automatically become the primary address.



Click View on an address to view any related comments or to add new comments (ex: do not use during summer). Click Edit to make any other changes.

To add a new address, click the blue New Address button in the top right corner of the Addresses page. Fill in the required fields, and if the new address is the primary address, check that box. Any previous primary address will automatically be removed as the primary.



The current recommendation is to keep old home addresses in the system and delete old work addresses. Please note that once an address is deleted, it cannot be recovered.

Please adhere to the following format when entering addresses:
-Spell out street names (i.e., Drive instead of Dr., Street instead of St.)
-Separate units/apartments into the second address line (i.e., Apt., Unit, etc.)

Note: An 'NA' may be entered in required address fields where the information was not collected.

For more information on addresses, please see the Addresses, Emails & Phones training video.
 

By selecting Attachments in the More Details box at the top right of the contact's summary page, you will see all attachments (PDFs, scans, etc.) that have been uploaded to the contact's page. Examples include photo releases and study flyers for recruitment.



To add a new attachment, click the blue New Attachment button, select a file, and provide a summary and a description. Once you are done, click the green Create Attachment button to save the contact's attachment. Please do not store clinical information in CoRRIE.

To View an attachment, click the View button on the attachment that you want to view. When on the view page, you will have the option to add comments about the attachment. From this page, you also have the option to download the attachment.

To Edit an attachment, click the Edit button on the attachment that you want to edit. Make changes to the entered information and select Update Attachment to save the changes.

To Delete an attachment, click on the Delete button next to the attachment. An alert message will appear asking, 'Are you sure you want to delete this?'. Confirm that you want to delete the attachment, and then select OK. Deleted attachments cannot be recovered, so attachments should only be deleted if they were uploaded by mistake.

The Biomarker Exclusions table can be accessed by clicking the Biomarker Exclusions link in the More Details box. This table can also be accessed by clicking the Show button in the Biomarker Exclusions table on the contact summary page. All biomarkers with their current status and effective date will display on the contact's Summary Page. The current biomarkers included in the table are LP (Lumbar Puncture), MRI (Magnetic Resonance Imaging), WBDP (Wisconsin Brain Donor Program) and PET (Positron Emission Tomography). These biomarkers automatically appear with the status of Unconfirmed. You do not need to use the New Contact Biomarker button to add a new one.



The current status of any Biomarker Exclusions can be seen by opening the table. You may also View, Edit or Delete specific exclusions with the buttons on the right side of the page. By clicking View, you are able to see and add new comments about the biomarker selected. The history of changes for the selected iomarker will also be displayed at the bottom of that page.

Clicking Edit will allow you to change the status of the biomarker, along with the effective date. Every time a contact is approached about a biomarker, the effective date should be updated, even if the status does not change. When making edits, the previous status will be saved in the history of changes, as mentioned above. There are five status options, listed below.

• Unconfirmed
  • The status for this participant regarding this biomarker category has not been determined (i.e., participant has not been approached yet or eligibility is pending further review after screening).
  • This is the default status for all four biomarker exclusion categories.
    
    
• Eligible
  • The participant is eligible to participate in this biomarker procedure.
    
    
• Ineligible
  • This status reflects a permanent ineligibility (the ineligibility will not change over time).
  • We will not recruit people with this status into these biomarkers.
    
    
• Refused
  • This status reflects a participant who is not ready to move forward with enrollment but who we will ask again next time we speak to them.
  • A participant could refuse for a number of reasons. This could reflect a personal choice or a temporary ineligibility (due to medication, for example).
    
    
• Do Not Approach
  • The status is for participants who have asked us not to speak to them about participating in a specific biomarker again.

Only use the Delete option if you added a biomarker by mistake. Any changes to biomarkers over time should be changed using the Edit function. That way all changes will appear in the history. Using the delete button removes the biomarker completely, along with the history of changes.

For more information about biomarker exclusions, please see the Editing the Biomarker Exclusions Table Video.

The Emails table can be accessed by clicking the link in the More Details section of the contact's profile.



The contact's email addresses can be viewed, edited and deleted on this page. If the contact has more than one email in the system, you can designate a primary. If you delete a primary email, any secondary email will automatically become the primary email address. Click View on an email address to view any related comments or to add new comments.



To add a new email address, click the blue New Email button at the top right of the Emails screen. Then you can add the email address, the email type (main, home, work, billing or other) and check the box if the email should be designated as the primary.



Please note that once an email address is deleted, it cannot be recovered.

For more information on emails, please see the Addresses, Emails & Phones training video.

The Family History table shows a Family History of dementia due to Alzheimer's Disease (AD) determined by an autopsy report, diagnosis questionnaire (DQ) or as reported on the NACC Family History form. This table in CoRRIE is currently only used by the ADRC Clinical Core.

You can locate the participant's family history by selecting Family History from the More Details box on the right-hand side of the page.

If there is already a Family History entered for a participant, it will be displayed in the right column of their contact summary page under Family History. Clicking Show on this table is another way to navigate to more details about Family History.



On that page, you can view or edit the participant's Family History information. Like many other fields in the More Details box, Family History tracks its own history of changes. When a user clicks View, they will see a summary of all changes ever made to the status.



If the participant does not have a Family History entry yet and you need to create a new one, click the blue New Family History button in the top right corner.

Then select the proper category name (Pos, Neg or Ind) and enter an effective date. Click the green Update Family History button to save the information.

There are three options for Family History:

1. Pos (Family History Positive): At least one parent developed AD at any age. 
2. Neg (Family History Negative): Neither mother nor father developed AD and mother lived to the age of 75 or beyond and father lived to the age of 70 or beyond. 
3. Ind (Family History Indeterminate): Mother is younger than 75 or father is younger than 70, or they died prior to this age, or the participant is unsure of medical history.

Please see the Adding Family History video for more information.

Details of completed First Contact Forms can be found by clicking on the First Contact Form link in the More Details Box.



More information about this form can be found in the Creating New Contacts section of this manual.

This GUID Information link in the More Details box was designed to hold participant's globally unique identifier (GUID). The GUID field is currently used by one ancillary study but is not used broadly across the center.



The GUID information can be entered in the second section of the Edit Contact page.

Memberships in CoRRIE include Cohort Memberships, Study Membership and Group Memberships.

Cohort Memberships

Study Memberships

Group Memberships

The phone numbers listed for a contact can be located by clicking Phones in the More Details box on the right side of the screen when inside a contact's profile.



Once inside the Phones table, you can View, Edit, or Delete Phone Numbers. 

If the contact has more than one Phone Number, you can designate a primary. If you delete a primary Phone Number, any secondary Phone Number will automatically become the primary Phone Number. Please note that once a Phone Number is deleted, it cannot be recovered. When editing a Phone Number, there is an option to add Comments. A red Comment icon will show up on the Contact Summary page if there is a Comment on the primary number. Comments on other Phone Numbers can be accessed through the Phones table.

To add a new phone number, click the blue New Phone button at the top right of the Phones screen. Then enter the Phone Number, the Extension (if applicable), the Phone Type 
(main, home, work, billing, other or mobile) and check the box if it is the primary number.

For more information on phones, please see the Addresses, Emails & Phones training video.

The Relationships link in the More Details box displays other individuals in CoRRIE who are connected to the contact. A contact can have multiple relationships listed. Relationship options are shown in the table below.

Contact A	Contact B
My study partner is	I am the study partner of
My study partner is and I am the study partner of	My study partner is and I am the study partner of
My primary contact is	I am the primary contact of
My primary contact is and I am the primary contact of	My primary contact is and I am the primary contact of
My secondary contact is	I am the secondary contact of
My secondary contact is and I am the secondary contact of	My secondary contact is and I am the secondary contact of
My agent is	I am the agent of
My agent is and I am the agent of	My agent is and I am the agent of
My other contact is	I am the other contact of
My child is	I am the child of
My visit should be scheduled with	My visit should be scheduled with
My friend is	My friend is
My other relative is	My other relative is
My partner is	My partner is
My sibling is	My sibling is
My spouse is	My spouse is

The uni-directional relationships (highlighted in blue) only show the 'Contact A' side of the relationship in the drop-down menu when creating a relationship. These relationships need to be added from the Contact A's page because they are not bi-directional like the others.



To add a new relationship for a contact, select the blue New Relationship button at the top right of the screen.



Select the relationship type and enter the second contact's name in the Contact B field. Please note that Contact B must already be added as a contact in CoRRIE. When you start typing in the Contact B line, options will appear. Then add a Start date. An End date is only used when removing the relationship. An additional Description can also be added, if necessary. Then click the green Create Relationship button to save the information.



When in the Relationships table, you will see all the contact's relationships. From here you can View, Edit or Delete these relationships.

For more information about how the ADRC uses the Study Partner relationship, see the Adding Study Partner to CoRRIE and Consenting to ADRC Recruitment Registry (WADRC Core B).

Also, please reference the Creating & Editing Relationships video for more information.

To view or assign a visit schedule for a participant, go to the Contact Summary page and select Visit Schedule from the More Details box on the right-hand side of the screen. If a participant already has a Visit Schedule assigned, it can be seen on the contact's Summary Page within the Visit Schedule table.

If the contact does not have a Visit Schedule assigned, it can be added by selecting the New Visit Schedule button
in the top right or by selecting Create One in the middle of the page.

Currently, the Visit Schedule feature is only used by the ADRC Clinical Core and includes three options,
listed below. Other visit schedules may be added for other studies in the future.

• Annual
• Schedule A for contacts in the IMPACT cohort that come in every other year
• Schedule B for contacts in the IMPACT cohort that come in every other year on the alternate year

  

  
  Once the participant has a Visit Schedule assigned, you can view, edit, or delete the schedule. Use the Edit button if the Visit Schedule needs to be updated. A history of the Visit Schedules will be saved. If the Visit Schedule was entered by accident, it can be deleted. Please note that once the Visit Schedule is deleted, the Visit Schedule and corresponding Visit Schedule History cannot be recovered.
  
  
  
  

To see more information about how the ADRC Clinical Core uses the visit schedule feature, please see the Creating and Editing a Visit Schedule Video.

Tags are displayed on the contact's summary page within the Tags table. These are notes about the participant that all studies would benefit from knowing. They can be how to contact the participant, things that effect the visit or pertinent information that can effect study visits. Current tags and their descriptions are listed below.

• ADRC In-Person Consent: Assinged to ADRC participants who will complete their consent form in-person
  
  
• ADRC Postal Reminder: Assigned to ADRC participants who opted to receive the reminder letter via postal mail
  
  
• ADRC eConsent: Assigned to ADRC participants who have agreed to complete their consent form via the REDCap survey (eConsent).
  
  
• ADRC email reminder: Assigned to ADRC participants who opted to receive the reminder letter via email.
  
  
• Biomarker Disclosure: A biomarker status has been disclosed to the contact. There will be a corresponding activity with more information.
  
  
• Difficult blood draw: Participant has a history of a difficult blood draw and staff should prepare accordingly.
  
  
• Do not recruit: Please see the "Do Not Recruit" Tag in CoRRIE SOP for more information.
  
  
• Double visit: Participant and their study partner are both enrolled in the ADRC Clinical Core and would like to schedule their visit together.

• Group visit: Participant, their study partner, their family members, and/or their friend(s) are enrolled in the ADRC Clinical Core and would like to schedule their visit together.

• Lost capacity: Assigned to participants who no longer have decisional capacity and who may not be eligible to enroll in ancillary studies.
  
  
• No return contact: This tag is not currently used.
  
  
• Prefers am contact: Participant should be contacted in the morning, if possible.
  
  
• Prefers pm contact: Participant should be contacted in the afternoon/evening, if possible.
  
  
• Recruited at American Indian/Alaska Native site: Contacts recruited at a site specficially recruiting American Indian/Alaska Native contacts
• Talk only to caregiver/spouse: Staff should only call and speak to the participant's caregiver or spouse.
  
  
• Talk only to study subject: Staff should only call and speak to the study subject.

To add a tag for a participant, click Edit in the Tags table on the contact's summary page. Then scroll to the bottom of the page, and select the tag(s) that you need to add. Once selected, click Update Contact to save. Tags can be removed by clicking the X on the tag that needs to be removed and then clicking Update Contact to save.

Additional tags can be added to CoRRIE, as needed. These suggestions should first be discussed with the Program Managers and then brought to the CoRRIE team for implementation.

For more information on how the ADRC Clinical Core uses the do not recruit tag, please navigate to the "Do Not Recruit" Tag in CoRRIE SOP. To watch a short video on Tags, please see the Creating & Editing Tags Video.

Comments for individual contacts can be seen on the Contact's Summary Page in the right column of tables. Comments can be added by entering text in the comment text box and then clicking the Add Comment button.



Previous comments can also be edited or deleted from that box, by either clicking Edit or Delete Comment in the same table.

By default, the Contacts tab lists all the Contacts in the database. There are a variety of filters on the right-hand side to narrow your search including the following: study memberships, active cohort membership, assigned to group, REGGIE ID, study identifier, first name, last name, DOB, phone, email, zipcode, deceased, deceased date, biomarker exclusions, tags and ID set. The ID set is a field where you can paste a set of REGGIE IDs separated by a comma and a space to pull up that list of contacts. The ID set field is limited to approximately 700-1000 entries.

After you filter the contacts, an option will appear in the right menu called Collection Actions. This option allows you to apply an action to the filtered Contacts at once. If your filter returned multiple pages of results, the Collection Action will apply across all pages. If you check specific IDs from the list, the Collection Actions will only apply to those IDs. Checking IDs and applying Collection Actions to those checked IDs will only apply changes one page at a time. You cannot check IDs from the first page and from the second page at the same time.

Note: Before proceeding with a Collection Action after clicking Filter, please ensure that the filters have been applied and the number of contacts that are a part of the filter is the expected amount. If a Collection Action is taking longer than expected, click Filter again to ensure that the Collection Action only applies to the filtered contacts.

• Add to group
  
  
  • Selecting this option from the Collection Actions table will allow you to add multiple participants to a group at once. Check the box in front of Group and Start date. Then fill in those fields and click OK to assign those Contacts a Group Membership.
    
    
    
    
• Remove from group
  
  
  • Selecting this option from the Collection Actions table will allow you to remove multiple participants from a group at once. Check the box in front of Group and End date. Then fill in those fields and click OK to remove the Group Membership for those participants.
    
    
    
    
• Add to study
  
  
  • Selecting this option from the Collection Actions table will allow you to add multiple participants to a study at once. Check the box in front of Study, Status and Effective_date. Then fill in those fields and click OK to assign those contacts a Study Membership.
    
    
    
    
• Add activity
  
  
  • Selecting this option from the Collection Actions table will allow you to assign an Activity for multiple participants at once. Check the box in front of all fields that you need to fill in. Then fill in those fields and click OK to add the Activity for those contacts.
    
    

For more information on the Collection Actions feature, please see the Using the Collection Actions Feature video.

The Activities page is where we monitor and track an individual's encounters with studies and programs. This page includes all Activities entered in CoRRIE for all Contacts. There are several filter options in the right menu to let you customize and refine your search to the desired characteristics.

On this tab, you can also use the buttons at the top of the page to view the following activities: 

• My Activities: Activities where you are added as an assignee.
• Overdue Activities: Scheduled or To Be Scheduled activities where the date assigned is earlier than the current date.
• My Overdue Activities: Activities where you are added as an assignee and the date assigned is earlier than the current date for Scheduled or To Be Scheduled activities.
• All: All activities across all contacts (default).

Comments can be found by clicking the Comments tab in the top menu. This page will display all Comments entered into CoRRIE. You can filter Comments by Resource Type, Author, text in the Body of the Comment, Created Date and Updated Date.

The Memberships section of the Dashboard consists of three areas: Cohort, Group and Study memberships.

Cohort Memberships
The Cohort Membership tab includes a history of all past and current Cohort Memberships. On this page, you can use the filters on the right-hand side of the page to identify a group of Contacts that fit certain criteria. You can filter by Cohort, Contact, Status and a range of the Effective Date.

If you filter the list and then delete a Membership, you will be returned to a page where the filter is maintained.

Group Memberships
The Group Membership tab includes a history of all Added and Removed Group Memberships for each Contact.
The filters on the right-hand side of the page allow you to filter by Group and by Status.

If you filter the list and then delete a Membership, you will be returned to a page where the filter is maintained.

Study Memberships
The Study Membership tab includes a history of all Study Membership statuses for each contact.
The filters on the right-hand side of the page allow you to filter by Study, Study Status and an Effective Date range.

If you filter the list and then delete a Membership, you will be returned to a page where the filter is maintained.

New queries can be generated using the Query Builder tool, which is stand-along software that will retrieve query information from CoRRIE. To navigate to the Query Builder tool, click on the Query Builder tab underneath the Query Builders menu.

This will take you to a page where you can construct a query. The steps to create a new query are below.

1. Select whether you want all of your conditions to be matched or any of the conditions to be matched. This is the same as AND/OR logic.
   
   
2. Select the Add Condition button. 
   
   
3. Select the variable you would like to analyze from the drop-down list.
   
   
4. Select the appropriate comparison variable (equals, not equal to, matches, doesn't match, etc.).
   
   
5. Select the ending field response.

You can continue adding conditions in the process outlined above. You can also add a nested group by clicking the Add Nested Group button. This will allow you to add more conditions inside the other condition set. So the outer set of conditions will be executed first and then the inner set of conditions will be executed. You are also able to add multiple outer conditions by using the Add Group button. This allows you to set conditions where you have one group where all conditions are met and then a second group where any of the conditions are met. For example, if I want to query all contacts currently enrolled in the ADRC Clinical Core who have a current Cohort Status of Alzheimer's Disease. I would run the query below. 

If I wanted to subset that list further to only include African American participants, I would run the query below. This demonstrates how to use the 'match any conditions' group.

Once the query conditions are built, select the fields that you want in the output file. There are seven tables with fields that you can choose to include. If you want to include all fields in one of the tables, mark the Select All box.

• Contact Information: General information about the Contact found on the Contact Summary page.
  
  
• Primary Address: Primary Address fields.
  
  
• Primary Email: Primary Email and Email type.
  
  
• Primary Phone: Primary Phone Number, Extension and Phone Type.
  
  
• First Contact Information: Fields collected in the First Contact Form.
  
  
• Current Cohort: Current Cohort Name, Status and Effective Date.
  
  
• Other Relationships: Study Memberships, Study Ids, Group Memberships and Cohort Memberships.

Once the output fields are selected, click Query at the bottom of the page. On the next page, scroll to the bottom and you will see the results. The results will display in the window, but there are also five other options on how to open these contacts.

• Download CSV: This downloads all output fields in a CSV format.
  
  
• Mailing List: This option downloads the following fields in a CSV format. If there are multiple people on the list that have the same address, these people will be combined into one line in the CSV file. People who have the privacy preference of Do Not Mail or do not have an address saved will be excluded from this list. Contacts who are deceased will also be automatically excluded from this list.
  • First Name, Middle Initial, Last Name, Address Line 1, Address Line 2, City, State, Country and Postal Code.
    
    
• Email List: This option downloads the following fields in a CSV format. People who have the privacy preference of Do Not Email or do not have an email saved will be excluded from this list. Contacts who are deceased will also be automatically excluded from this list.
  • First Name, Middle Initial, Last Name, Primary Email and Email Type.
    
    
• Phone List: This option downloads the following fields in a CSV format. People who have the privacy preference of Do Not Phone or do not have a phone number saved will be excluded from this list. Contacts who are deceased will also be automatically excluded from this list.
  • First Name, Middle Initial, Last Name, Primary Phone Number, Extension and Phone Type
    
    
• Open Contacts: This option opens the Contacts in CoRRIE.
  
  

All users are able to use the Save Query button to save the query to Query Manager. This allows you to run the query whenever you need without having to rebuild it. When saving a query, list the study the query was built for in the title first. You must include both a title and a description to save a query.

To see more examples of using Query Builder, please see the Query Builder Examples (WADRC Core C) and the Query Builder Video.

Previously saved queries can be accessed through Query Manager. To access the Query Manager tool, click on the Query Manager button underneath the Query Builders tab in the top menu. Here you will see a list of queries that have been saved. You can sort the list by the following columns.

• ID: Number assigned to the query.
  
  
• Title: Name of the query.
  
  
• Description: Additional information about what information the query is pulling.
  
  
• Created: Date the query was created.
  
  
• Creator: Name of the user who created the query.

When you find the query that you want to run, select Load. This will pull up the saved query. You can then select the output fields and download the results, as explained in the previous section.

There is an option to Delete a saved query if you no longer need to access it. All CoRRIE users have the ability to delete queries.

To overwrite a query, open the query you want to overwrite, make the changes and run it. Then click Save Query and save it with the exact same title and description. Then a message will appear saying the query was overwritten.

For more information on Query Manager, please see the Query Manager video.

If you need to create labels from a mailing list, follow the steps below.

First, load the query that you need, following the steps outlined in the previous two sections. After you load a query, click on the Mailing List button above and to the right of the query results. The system will generate a file with names and addresses for the contacts returned by the query. Save the CSV file to your desired location. 

Contacts with the privacy preference of Do Not Mail, contacts who are deceased or contacts without an address saved will not  be included in the file. Also, if there are multiple contacts with the same address, CoRRIE will combine them on the mailing list. For people in the same household with the same last name, the format will look like below. If you do not want people with the same addresses combined, add the following line to your query and then use the Download CSV output option: Privacy Pref Codes>doesn't contain>nm. This will only exclude those who have the privacy preference of Do Not Mail.

The resulting file can be edited by doing a Find (Control F) for '&'. This will show all combined address recipients for editing for those with the same Last Name, as shown in the example above. You will need to remove the repeated last name from the last name column.

For those with different last names, delete the information in the last name field and combine both first and last name for both participants in the first name column. See the example below.

Then to create the labels, open Microsoft Word and click Mailings from the top menu. Select Start Mail Merge and then Labels. Once the proper label options are selected, click OK.

After the labels have been created, click Select Recipients from the Mailings menu and click Use an Existing List. Find the previously downloaded CSV file and click Open. If the CSV file inserts properly, you should now have "<<Next Record>>" on each of your labels.

Click the Address Book option from the Mailings menu, and then click Match Fields.

For each row, select the corresponding field in the CSV file from the drop-down menu (i.e., Postal Code gets matched to Postal_Code). Once matched, click OK in the Matched Fields window and then OK again in the Insert Address Block menu.

Click the Update Labels button at the top of the page to update all fields. To make sure everything looks correct, click Preview Results. If you want to preview more than just the first page, click the arrow pointing to the right while still in Preview Mode. Look out for unnecessary notes added to address fields and addresses that run longer than the margins. Fix these as needed.

If everything looks correct, click Finish & Merge. Then select Print Documents to print the labels.