[PILOT] In-Platform Screener Approval Workflow
Note: this workflow is only available to select users as we are testing and developing this feature. Updates will be shared broadly when we release this feature to all users!
When building a screener, you now have the ability to launch screeners after a Research Advisor has approved your screener design. We recognize that researchers have unique project considerations & timelines, so this feature will empower you to launch your dscout screeners when it makes sense for you to do so.
Submitting Your Screener For Review
Once you have created your screener and mission, click the "Submit for Review" button in the bottom right corner of the screener Setup page. You’ll be asked to share a few key project details with your Research Advisory team to set all parties up for success. We'll also ask for your intended screener launch date, which must be at least 1 business day from today's date. We cannot guarantee a faster review cycle when less than 2 business days is requested.
Your Research Advisor will review your project and provide feedback within two business days. After you make adjustments based on your Research Advisor's feedback, they'll approve your screener. After your screener has been approved, you’ll receive an email notification and the ‘Launch’ button will be unlocked for you.
Launching Your Screener
When you’re ready to launch your screener, you’ll be able click the green ‘Launch Screener’ button in the bottom right corner of the screener Setup page. It’s not possible to edit screeners post-launch, so don’t forget to give your screener a final glance to ensure that everything is shipshape!
After you’ve launched your screener, potentially eligible scouts will begin applying to your mission. Depending on your recruiting criteria, hundreds of applications may roll into the platform within a few days! You’ll be able to sort through applications and select the scouts who will be the best fit for your project – more on that process here.