Recruitment Panel
Support Hyggio
50 steps
3 minutes
Hyggio
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Open Recruitments tab
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In Recruitment view you can see list of recruitments. Press 'Add new recruitment' to add new recruitment.
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Provide name of new recruitment.
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Press save to create new recruitment.
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To show list of recruitments where you are team member use 'Only my team' button.
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Go to your recruitment.
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Click "Recruitment details"
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In "Recruitment details" you can change details about recruitment like Name, Description, Sites, Protocol numbers, Status.
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To save changes click "Save" button.
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To add team members or activate/inactivate team member go to "Team" tab.
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To set team membet as active/inactive press 3dot menu for proper team member.
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Click here.
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To add team member for recruitment press "Add team member" button.
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Write name/surname of team member who you would like to add.
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You will get drop down list where you can choose user who you would like to add.
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Click "Add" to add team member.
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In "Patients" tab you can add patients and do actions on patients.
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Click "Add" button to add Patients or Candidates.
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Choose who you would like to add patients or candidates manually.
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Click the "Search by Full name / ID" field.
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Type Full name/ID of Patent/Candidate who you would like to add.
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Choose Patient/Candidate who you would like to add and press "Save" button.
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To do actions one-by-one on Patient/Candidate press 3dot menu.
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For candidate you can do actions like Open candidate profile, Convert to patient, Change status in context of recruitment, Edit assigne, Add call, Add comment.
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For example you can change status of Candidate/Patient in context of recruitment when you start actions with proper Patient/Candidate.
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Click "In progress"
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Click "Save" button.
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Click here.
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You can also change assigne in context of recruitment by click "Edit assignee" action.
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You can choose from the list of team members to who you would like to assigne Patient/Candidate.
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When you choose proper team member press "Save" button.
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To add comment about Patient/Candidate in recruitment press 3dot menu.
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Click "Add comment" action.
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Enter properp comment".
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Press "Save" button to save comment.
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For Patients you can do actions like Add to prescreening, Add to trial, Change status, Edit assigne, Add call, Add comment.
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For example if you would like to add Patient to prescreening press "Add to prescreening" action and fill needed fields and Save button.
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To do bulk actions on Patients and Candidates you have to select Patients and Candidates to who actions will be done. You can select Patients and Candidates on few pages. Number of selected Patients and Candidates will be displayed.
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You can use "Unmark all" button to unmark selected Patients and Candidates.
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You can use "Mark all" button to select all patients in recruitment.
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For selected Patient and Candidates you can do actions like Change status in context of recruitment, Edit assigne, Add comment.
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For example to change status in bulk mode you have to press action "Change status", choose status and press "Save" button.
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When you select only Patients on list you can in bulk mode add this Patients to prescreening.
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Press "Add to prescreening" action.
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Fill proper fields and press "Save" button.
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To use filters on Patients tab use filter button.
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As you can see you can filter by Status and Assignee.
When you will have selected Patients and/or Candidates on the list and you will use filters selection will be removed.
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You can see all actions done in context of recruitment. Press "Actions" tab to see all actions.
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You can filter actions by pressing filter button.
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You can filter by Patient, Action, Date, Author.
