Summary

Funnelling volunteers into study-specific screening appointments according to advanced search criteria, phone screening, and in-app communication.

Roles

Recommended

• Volunteer Recruiter

Optional

• Study Designer

• Study Coordinator

• System Administrator

Pre-course activities

Watch the following orientation video and explore the subject recruitment chart:

Subject Recruitment Workflow

Classroom

Optional in-person or remote instructor led training.

Post-course homework

Practice the following:

• Create and save an Advanced Query

• Recruit/identify volunteers for a study

• Correspond with a single volunteer and a batch of volunteers

• Complete a recruitment questionnaire and assign recruitment status to a volunteer

• Create appointments and assign volunteers to them 

• Change appointment statuses