Basic recruitment workflow is the most common recruitment workflow used by majority of research teams. This workflow collects the minimum dataset for NIHR CRN projects (five data points on each research participant). They are:
Site users/admins can withdraw participants without going through the sequence of actions available by default. This is done in 3 steps.
Step 1: Click on the participant you wish to withdraw
Step 2: Click on 'Details' tab
Step 3: Click on 'Override participant status' button. Provide the dates of 'Enrolment' and 'Withdrawal' and click Change Status button. If the participant is withdrawn before enrolment, please use the same date for both withdrawal and enrolment (option to withdraw before enrolment is still in development).