Create Cohort Assignments
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Role: Volunteer Recruiter
Screening cohort assignments mark the initiation of a subject’s path through a trial. At this stage, subjects receive a unique screening number (the first number of a possible three-part subject number). In order to assign a volunteer to a cohort assignment, it is typically required that the volunteer have a scheduled appointment.
Activate Plans
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Role: Volunteer Recruiter
Screening activity plans should be activated shortly before the date of screening. Even after activation of activity plans, volunteers can still be swapped into or out of cohort assignments if necessary.
Activate Volunteers
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Role: Volunteer Recruiter
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