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Appointment Failure Reasons

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Appointment Failure Reasons

When default Appointment Failure Reasons are established, users have the ability to select from predefined responses upon marking a calendar appointment as a failure.

https://vimeo.com/428059759/1fceeb1438

 

Adding New Appointment Failure Reasons

To add new Appointment Failure reasons, go to Volunteers > Configure > Appointment Failure Reasons and click the “Add” button.

Then simply type in the new Appointment Failure Reason, define whether it only applies to a certain Site (optional) and click “Save”:

 

Delete and Appointment Failure Reason

To delete an existing Appointment Failure Reason, click the “Delete” button next to it:

Impact

On the Volunteers > Calendar page the Recruiter will be able to select from the configured Appointment Failure Reasons or enter their own explanation as to why the Volunteer failed the Screening Appointment:

These reasons will also be reflected in the Study > Reports > Recruitment > Appointment Overview Report.

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