Training Guide

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

Quadrant System Overview

Free to register and use

Customise fields to record any demographic information

Add participants individually or from an existing database**coming soon

Manage your research team by• Inviting team

members• Assigning roles• Regulating access

Record and store• Consent forms• Interviews• Audio/video• Transcripts• Photos• Files

Easy data download for use in analysis programs

Quadrant gives you

Quick participant overview

Detailed participant progress

Quadrant helps you

Manage your project team

Who should use it?

It’s mainly used by researchers undertaking• Qualitative research• Mixed-methods research & • Researchers collaborating across institutions or

locationsBut many researchers are using it to manage• Quantitative research• Secure data sharing• Managing shared paperwork

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

1. Creating a projectTo 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.

Creating a project (cont’d)On this page you can create your participant data collection fields.

We’ve listed some of the

common fields here. Untick the ones you don’t

need.

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.

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.

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.

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

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.

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.

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.

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.

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

You’ve set up your project so now what?

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.

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

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.

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.