Scouts will have the ability to submit applications as soon as you launch your screener, (read more about submitting for review here).
You'll first land in the Questions view within the Invite tab. This shows an aggregate view of answers to your questions.
💡Using Legacy Recruit? Check out our guide to selecting scouts in Legacy Recruit (available for a limited time).
The Participants view shows an individual application, along with quick navigation to other applicants.
Use scout ratings, filters, and sorting tools to help pick scouts that are right for your mission.
- Potential Fit
- Filtering by Attributes
- Notes, tags, and groups
- Sorting scouts
- Programming insight
- Export screener data
- Closing your screener
Potential Fit
All scouts who are not knocked out will come into your screener as "Eligible." Scouts who have been knocked out (i.e., terminated or disqualified) by questions in your screener will not appear in the applications.
From there, you can choose Good, Possible, or Bad fits to determine which scouts you want to invite to your mission:
- Good Fit: Good for the mission and a good quality application
- Possible Fit: A backup option for your mission
- Bad Fit: Quality application, but not a good fit for your mission
- Low Quality: Applications that are identified by the platform's machine learning to be insufficient (if, say, someone answers an unlimited open-end with just a few words)
To label individual scouts, select “Eligible” in the righthand sidebar when viewing an entry:
You can also label groups of scouts at one time, by selecting the checkbox the left of each scout avatar.
Keep in mind — scouts cannot see your labels! This is a feature designed for your personal organization of potential participants.
Filtering by Attributes
The filter icon (top right) shows options for sortinge your scout applications.
Expand this menu to filter by:
- Close ended responses: focus on specific answers to a screener question
- Primary attributes: filter by scout demographics & behaviors
- Participant groups: filter by scout groups you’ve created
- Tags: filter by any tags you’ve applied
- Mission: filter by any missions scouts completed for your team
All applications views and exports will respect filters you've applied.
Notes, tags, and groups
When viewing an individual application, you'll see several sections in the righthand sidebar, including "Groups" and "Notes" which can be used to manage and organize your recruit.
Notes
To make a note, simply type in the comment box in the lower right corner of the individual application, then select "Add note." Scouts cannot see notes. Type “@” followed by a name to mention your colleagues to draw their attention to your notes.
Tags
Click and drag across open-ended answers or video transcriptions to tap, copy, or highlight text:
- Click the tag option to create or apply an existing tag. (See more about dscout's tagging system here.)
- Click the “Highlight” button that pops up above the highlighted text to add that highlight to the Notes sidebar.
- Click the "Copy as Quote" button to copy the quote, pre-formatted for you, to paste elsewhere.
Groups
Create scout groups by clicking “Add to group” with an individual application. Add applicants to groups individually by checking the listed scout group:
Add scouts to scout groups in bulk by selecting at least one application (from the Questions view), selecting anyone you want in a given group, and clicking “Add to Group”.
Sorting Scouts
You can sort scouts by a number of characteristics:
- Application date: sorts applicants based on date of application
- Name: sorts applicants alphabetically by their first name
You're able to sort scouts in ascending or descending order. The default sort is Date, from newest to oldest; so, the most recent applications will be first in your view.
Programming insight
Want to know which questions and answer choices disqualified participants? Check out the Programming insight in the Qualify tab (this chart appears only after a screener is launched).
Export screener data
To export your screener data, you'll click the export icon (a box with an arrow pointing down) in the top right corner of your screen. Export options include:
- Application Photos and Videos: Bulk download all media files in a .zip archive folder
- Application Data: A .csv file of all non-media questions and answers
- Application Notes: If you've written notes (described above), a .csv of all notes
- Print/PDF: 1 application per page PDF file, including the data you specify on the righthand side of the dialogue box
- Crosstab: A cross-tabulation determined by the options you select in the dialogue box
Note: not seeing the export button? That likely means your dscout access is limited; check out this article for details on seat types, and chat with your Account Owner about adjusting your seat access if needed.
Close your screener
When you no longer need additional scouts to apply for your mission(s), it's time to close your screener. You'll still be able to access all of your applications, as well as add scouts to your mission. Closing your screener will simply prevent new scouts from applying.
Note: screeners will also automatically close two weeks after your launch date, or as soon as you reach your application limit.
Just click the Launched status (top right) to open the dropdown menu, then find the option to close the screener. (Once a screener is closed, it cannot be reopened.)
Next, launch your Diary, Express, or Live mission with the scouts you've selected.
Scouts will have the ability to submit applications as soon as you launch your screener, (read more about submitting for review here). Use scout ratings, filters, and sorting tools to help pick scouts that are right for your mission.
- Potential Fit
- Attributes
- Notes, tags, and groups
- Favorites
- Sorting scouts
- Other ways to view applications
- Export screener data
- Closing your screener
Legacy Recruit
💡Using Legacy Recruit? Here's our guide to the old setup (available for a limited time).
Scouts will have the ability to submit applications as soon as you launch your screener, (read more about submitting for review here). Use scout ratings, filters, and sorting tools to help pick scouts that are right for your mission.
- Potential Fit
- Attributes
- Notes, tags, and groups
- Favorites
- Sorting scouts
- Other ways to view applications
- Export screener data
- Closing your screener
Potential Fit
All scouts who are not knocked out will come into your screener as "Eligible." Scouts who have been knocked out (i.e., terminated or disqualified) by questions in your screener will automatically be put into the “Bad Fit” category, which will automatically be toggled off so that you don’t spend time reviewing scouts who aren't a good fit for your mission.
From there, you will use potential fits to determine which scouts you want to invite to your mission:
- Good Fit: Good for the mission and a good quality application
- Possible Fit: A backup option for your mission
- Bad Fit: Quality application, but not a good fit for your mission (the scout has reached knockout logic or has been knocked out by a set quota)
- Low Quality: Applications that are identified by the platform's machine learning to be insufficient (if, say, someone answers an unlimited open-end with just a few words)
To label individual scouts, select “Eligible” in the righthand sidebar when viewing an entry:
You can also label groups of scouts at one time, by selecting the checkbox in the upper lefthand corner of an application.
Keep in mind — scouts cannot see your labels! This is a feature designed for your personal organization of potential participants.
Attributes
The lefthand sidebar shows options for filtering your scout applications.
- Questions: filter by responses to closed-ended questions
- Demographics: filter by scout demographics
- Scouts: filter by individual scouts, or by scout groups you’ve created
- Tags: filter by any tags you’ve applied
- Favorites: filter by your favorited applications
All applications views and exports will respect filters you've applied.
Notes, tags, and groups
When viewing an individual application, you'll see several sections in the righthand sidebar, including "Groups" and "Notes" which can be used to manage and organize your recruit.
Notes
To make a note, simply type in the comment box in the lower right corner of the individual application, then select "Add note." Scouts cannot see notes. Type “@” followed by a name to mention your colleagues to draw their attention to your notes.
Tags
Click and drag across open-ended answers or video transcriptions to tap, copy, or highlight text:
- Click the tag option to create or apply an existing tag. (See more about dscout's tagging system here.)
- Click the “Highlight” button that pops up above the highlighted text to add that highlight to the Notes sidebar.
- Click the "Copy as Quote" button to copy the quote, pre-formatted for you, to paste elsewhere.
Groups
Create scout groups by clicking “Add to group” with an individual application. Add applicants to groups individually by checking the listed scout group:
Add scouts to scout groups in bulk by selecting at least one application (from the overall applications grid view), selecting further scout applications if desired, and clicking “Add to Group”.
Favorites
Use favorites to "bookmark" applications you'll want to return to later. To favorite an application, click the heart icon, found in the top right corner - above the application, and below your profile image.
Sorting Scouts
You can sort scouts by a number of characteristics:
- Application date: sorts applicants based on date of application
- Scout: sorts applicants alphabetically by their first name
- Expressiveness: scouts' likely ability to participate well in your mission, as determined by dscout's proprietary machine learning algorithm!
- Scout Created At: sorts participants based on the date they signed up for their dscout account
- Mission count: sorts participants based on the number of other dscout missions they've participated in
You're able to sort scouts in ascending or descending order. The default sort is Date, from newest to oldest; so, the most recent applications will be first in your view.
Other ways to view applications
Closed-ended and open-ended responses
Click the bar chart icon or the bullet points icon in the upper lefthand corner to access question views. The closed-ended view shows charts and counts of all closed-ended question responses, including scout demographic information. The open-ended view shows open-ended responses and video transcripts by question, as well as a word bubble.
Playlist builder
With the Playlist Builder, you can compile scout videos to create highlight reels of your recruited scouts. Share them directly with your stakeholders and collaborators.
Don't see the Playlist Builder? At this time, the Playlist Builder is only available for subscription accounts. Chat with your Account Manager to learn more!
Map view
Click the map pin icon in the upper lefthand corner to access the Map view. View the location of each scout when they applied if they have enabled location sharing with dscout.
Tags
Use this option to view your tags dashboard, allowing you to sort and analyzing tag data that you've applied.
Export screener data
To export your screener data, you'll click the export icon (a box with an arrow pointing out of it) in the top right corner of your screen. Export options include:
- Application Photos and Videos: Bulk download all media files in a .zip archive folder
- Application Data: A .csv file of all non-media questions and answers
- Application Notes: If you've written notes (described above), a .csv of all notes
- Print/PDF: 1 application per page PDF file, including the data you specify on the righthand side of the dialogue box
- Crosstab: A cross-tabulation determined by the options you select in the dialogue box
Note: not seeing the export button? That likely means your dscout access is limited; check out this article for details on seat types, and chat with your Account Owner about adjusting your seat access if needed.
Close your screener
When you no longer need additional scouts to apply for your mission(s), it's time to close your screener. You'll still be able to access all of your applications, as well as add scouts to your mission. Closing your screener will simply prevent new scouts from applying. Note: screeners will also automatically close two weeks after your launch date, or as soon as you reach your application limit.
Just click "Setup" on the top toolbar and then scroll to the bottom of the page to find the "close screener" button. (Once a screener is closed, it cannot be reopened.)
Next, launch your Diary, Express, or Live mission with the scouts you've selected.