Tagging, changing candidate statuses

Modified on Wed, 14 May at 9:17 AM

As part of candidate processing, it is possible to assign several statuses and tags to candidates.


To change a status open the menu (click on the three dots), then select one of the options



or open candidate's profile and click "Actions



Reject candidate


1. You can reject the patient.





2. Enter the reason for the rejection of the candidate.

Note: Rejecting a patient causes the patient to be unable to be reinstated.



Candidate resigned


1. You can also set the status "Candidate resigned"



2. Enter the reason of candidate's resignation


Note: Resigning a caniddate causes the candidate to be unable to be reinstated.


After the candidate is set as a resigned, theirs data is blinded and is not visible from the user's level.



Mark as duplicate


1. If during the verification you discover that a given candidate profile is a duplicate of another - you can manually mark the duplicate.



2. From the drop-down list, select the candidate whose profile is duplicated.




3. Select, mark as duplicate - to confirm the selection



4. The patient's status will change to duplicate, additionally a duplicate icon will appear next to the ID.





5. You can unmark as duplicate status at any time




Change status


1. With the appropriate permissions, you can change the patient's status as needed (by passing the standard flow of the system).





2. Select the status you want to change to and select update status.





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