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Screening a trial candidate

To screen a trial candidate:

  1. In the Navigation pane, click Enroll.

    The Screening Log appears.

  2. Click Add Candidate.

    The Screening form appears.

  3. 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.
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