CiviCRM

Technical deployment tasks for CiviCRM

Use case description for Genvasc

Currently this page is a record of our deployment of CiviCRM - initially as a recruitment process manager for the GENVASC project.

briccsapp04.xuhl-tr.nhs.uk - test system
briccsapp05.xuhl-tr.nhs.uk - live system

CiviCRM Object Model

Contact Types

We can create sub-types which allow for specific custom fields and relationships to be built. This is most important to differentiate between LCBRU staff and those who might be study subjects, who we will call 'contacts'.

• Individual - Contact
• Individual - LCBRU staff
• Individual - Health worker

• Organisation - GP Surgery

Contacts

Contact entries for LCBRU staff are created automatically from the relevant drupal account. And the drupal account is created automatically at first log-in using LDAP. Smooth.

Non-staff will have contact records created for them separately and manually.

• Address
  • State / Province - is replaced by 'county' during localization to UK
  • County - do not use (this is a different division than UK County

Custom fields likely to be necessary for participants

• GP surgery - relationship to an organisational record
• NHS number
• UHL S number

Groups

• LCBRU staff (ACL group, to allow for ACL role of 'LCBRU staff' to have edit permissions on contacts etc) - could this be a 'SMART GROUP' based on the drupal account being in the associated drupal role 'LCBRU staff'. Needs to interact with the designated contact type.

Tags

How are we going to use 'tags'? For the time being delete all tags.

Case type

Represents the study.

Needs custom fields to represent the study ID number? Since 4.2.0 custom fields can be attached to a specific case type. This works quite nicely but will need the use of 'hooks' to intercept the data and validate it is unique before entry into the database.

Disable the sample case types. Create a new case type for 'GENVASC'.

Each case type requires an xml configuration file in /civicrm/CRM/Case/xml/configuration/

Cases

Represents the recruitment of a participant against a specific study.
Might need a revised form template as 'details', 'duration' and 'subject' are not really relevant.

• Location
• Details
• Subject
• Case type

• Encounter Medium (represents the recruitment method) - needs an additional option for GP surgery.

• Case roles - recruiter, venepuncturist, study administrator, study manager, lab processor, principal investigator.
  • Case roles are a sub-set of available relationships, as follows:
    • Recruiter - B is 'Study Recruiter' of A. A is 'Recruited By' B.
    • Venepuncturist - B is 'Venepuncturist' of A. A is 'Blood Samples Taken By' B.
    • Study administrator - B is 'Study Administrator' of A. A is 'Study Subject' B.
    • Study manager - B is 'Study Manager' of A. A is 'In study managed by' B.
    • Lab processor - B is 'Laboratory Processor' of A. A is 'samples processed by' B.
    • Principal Investigator - B is 'Principal Investigator' of A. A is 'In study for P.I.' B.

• Case status - defined four so far: recruited (opened), declined (closed), withdrawn (closed), excluded (closed).