Recruitment and enrollment

Potential participants → approached → screening and consent as protocol specifies → enrolled

Document who could be approached and why some people did not enroll. Reconcile mutually exclusive statuses at the same cutoff; pending recruitment is not a final exclusion. Consent and screening order depend on the approved protocol.

Flow diagram

Recruitment and enrollmentF1.S1Potential participantsF1.S2ApproachedF1.S3Not approachedF1.S4Screening and consent pathwaycompletedF1.S5Did not complete pathwayF1.S6EnrolledF1.S7Not enrolled at cutoffF1.N1Recruitment reasonsStageReasonCountCutoffOwnerOutreachScreening/consentEnrollmentF1.N2Consent and screening milestonesF1.S0 Start flowRecruitment and enrollmentF1.S999 End flowEnd flow

Steps

Potential participants

Define the outreach population and cutoff.

Approached

Count unique people approached.

Not approached

Record reasons and pending outreach at cutoff.

Screening and consent pathway completed

Specify protocol-appropriate ordering of consent and screening.

Did not complete pathway

Distinguish declined, incomplete and pending in the reason table.

Enrolled

State the enrollment milestone.

Not enrolled at cutoff

Record screen failures, withdrawal and pending enrollment.

Recruitment and enrollment

End flow

Tables and supporting information

Recruitment reasons

Recruitment reasonsStageReasonCountCutoffOwnerOutreachScreening/consentEnrollment

Use disjoint categories within each stage.

Consent and screening milestones

Document the approved sequence and required permissions; the scaffold does not dictate consent timing.

Sources