Monthly assignments

Currently, Courtney and Jieun produce a two-column spreadsheet with resp_id and assignments by name.

Dan converts that name column into an "assignment" column with the numbers for assignments. (These numbers were brought over from the old, horrifying MySQL database and are a bit strange.)

As of right now, we are assigning all respondents being assigned to Madison Biomarker (42) who finish Cognitive at M4 to Bio/Neuro (425) OR who are longitudinal neuro participants. 

Once that final two-column spreadsheet is ready, the automation script create_assignments.py is ran:

./create_assignments.py m4 path_to_assignments.csv

And then the update_current_assignment.py script should also be kicked:

./update_current_assignment.py m4 core

Manual assignments

If the manual process doesn't work, or Dan is out of the office, assignments can be added manually as follows for each of the respondents:

1. Use Add/Edit Records, enter the ID and go to the Record Home Page
2. Scroll down to the Repeating Instruments section, find the Assignment box that reads "M4 (Arm 1: Core)" and click "Add new" at the top
3. Select the project destination in the "Assignment" dropdown
4. Put today's date (or other date of assignment) in for "Assignment date"
5. Click Save and Exit Form
6. If this was an assignment to either biomarker:
   1. Navigate to the M4 Biomarker instrument
   2. Set "Biomarker site" to the correct site

Things to be aware of with manual assignments

1. There are no checks of any kind, so be careful and ensure you are assigning where you intend!
   1. No check on do_not_contact_or_deceased
   2. No check on neuro longitudinal or cognitive completion for Madison Biomarker assignments to get upgraded to Bio/Neuro
2. current_assignment in the REDCap will not update until the nightly job runs the next morning, so assignment reports will not update until then.

Changes

2026-07-15: Added "Manual assignments" section

2026-06-22: Dan added automation in create_assignments.py that moves longitudinal neuro participants and cognitive completers into 425 = Bio/Neuro at UW-Madison

2026-05-18: Dan created a flag on the flat reporting instrument that identifies neuro longitudinal participants (yes/no) and added that to the assignment checking report

2026-04-22: Dan added "do not contact" prevention that queries the DB for any assigned people who are marked do not contact or deceased

2026-04-12: All respondents to Madison Bio who finish Cognitive at M4 get assigned to Bio/Neuro (currently manual)