Viewing applications and selecting scouts
Scouts will begin to submit applications as soon as your research advisor launches your screener. Use scout ratings, filters, and sorting tools to help pick scouts that are right for your mission.
- Potential Fit
- Notes, tags, + groups
- Sorting scouts
- Other ways to view applications
- Export screener data
- Closing your screener
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.
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, + groups
When viewing an individual application, you'll see 2 tabs on the right hand side that give you access to notes and scout groups.
Click the "Notes" tab on the scout sidebar to write a note about a specific scout's application for your colleague's benefit, or your own. Scouts cannot see notes. Type “@” followed by a name to mention your colleagues to draw their attention to your notes.
Click and drag across open-ended answers or video transcriptions to highlight text. By clicking the “Highlight” button that pops up above the highlighted text, you'll be able to add that highlight to the Notes sidebar. Alternatively, clicking the "Copy as Quote" button will copy the quote, pre-formatted for you, to paste elsewhere.
Highlighting can also create tags. Highlight text from an open-ended response or video transcript to create a tag for it. See more about dscout's tagging system here.
Create scout groups by clicking “New group” with an individual application. Add scouts 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”.
Across the dscout platform, you can use the “Tags” view to pull out specific themes in your data. You can read more about the Tags functionality here.
Use favorites to take note of 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.
You can sort scouts by a number of characteristics:
- Application date (i.e. recency of application)
- Scout name (first name)
- Expressiveness: Scouts' likely ability to participate well in your mission, as determined by dscout's proprietary machine learning algorithm!
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.
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!
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.
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
You can also share media with stakeholders and colleagues.
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.
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 or Live mission with the scouts you've selected.