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Subject Recruitment Workflow

Subject recruitment is the process of identifying desirable volunteers from the volunteer database and subsequently funneling those volunteers into screening appointments by way of study-specific questioning. The volunteer recruitment workflow progresses according to the following Gantt chart. Click any of the task hyperlinks to learn more about a given step.

 

https://vimeo.com/419125837/62aeddbcf0

Order of Operations

#

Area

Task

#

Area

Task

1.

Volunteers > Manage

Create an Advanced Query

2.

Volunteers > Manage

Identify Volunteers

3.

Volunteers > Calendar

Schedule Appointment Placeholders

4.

Volunteers > Recruit

Contact Volunteers

5.

Volunteers > Recruit

Complete Recruitment Questionnaire and Assign Status

6.

Volunteers > Calendar

Assign Volunteers to Appointments

7.

Volunteers > Recruit

Send Appointment Reminders

 

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