Screening a trial candidate
To screen a trial candidate:
- In the Navigation pane, click Enroll.
The Screening Log appears.
- Click Add Candidate.
The Screening form appears.
- On the Screening form, enter screening data, and click Submit.
The Screening Log reappears. The trial candidate is added to the end of the list.
- If screening was successful, the Enrolled column for the candidate contains an Enroll button.
- If screening failed, the Enrolled column contains X, and the Screening Failure column contains information about why the screening was unsuccessful.
- A checkmark indicates that the candidate has been successfully enrolled.