instructions for managing projects using the remoteaccess platform

steps

1.

Table Chart UPDATING PROFILE SHEETS

Cultural Edge will monitor online profile sheets throughout the recruitment process. As respondents are added, Cultural Edge will plan on inviting respondents into the platform.

2.

 Mark Email Unread EMAILING INVITES

Respondents are added to the platform and an invitation email is sent directly by the system. The “Scheduled” box will be checked in profile sheet when this happens.

3.

 Mark Email Read CONFIRM RECEIPT

Respondents are added to the platform and an invitation email is sent directly by the system. The “Scheduled” box will be checked in profile sheet when this happens.

4.

 Web JOIN/REGISTER PLATFORM

Respondents are added to the platform and an invitation email is sent directly by the system. The “Scheduled” box will be checked in profile sheet when this happens.

 Do Not Disturb IF NOT RECEIVED

Have them check junk or send them the direct link and their user credentials via email or text.

 Do Not Disturb TROUBLE JOINING?

Check email address. Make sure it matches exactly what is on profile sheet because that is what the system has as the username. If it is wrong, let us know and we’ll correct it in the system.

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