Subject Requirements are user defined rules added and managed by Recruiting Managers to control which fields are required and which fields need to be unique when creating subjects. Subject Requirements also control which fields are viewable and editable by the subject from their My RedJade Portal account. Requirements are company level rules that apply to all subjects and locations within a company. Adult Requirements and Minor Requirements are defined and managed independently. Minor rules apply to subjects with a date of birth that is less than 18 years old by default, however, the age value can be modified to allow subjects under 18 years old to be treated as adults and create their own accounts. Minors, as defined by the age value entered, must be placed in a Household with at least one Adult Head of Household.

Subject Field requirements can be added for Code, First Name, Last Name, Email Address, Phone Number, Work Phone Number, Mobile Phone Number, Date of Birth and Preferred Language. Address can be set to read only. Demographic Category requirements can be added for any Exclusive categories.


SEE ALSO – Add a Subject for further details on creating subjects, Create a Category for further details on creating categories and Invite to My RedJade Portal for further details on inviting a subject to activate a My RedJade Portal account.


NOTE – If a field is required in Subject Requirements and configured as Read Only, Hidden, or not Required on Profile Confirm, the Subject record will not be updated when submitting the Profile Confirm form if no data is entered for that field. The Participant record and Check-In History will be updated with all other field data entered for record keeping on the test.



See the following:



Adult Requirements


To create an adult requirement:

  1. From the RECRUITING section, select SETTINGS from the left navigation pane.



  2. Select the ADULT REQUIREMENTS tab.


    The system default ADULT REQUIREMENTS are displayed and cannot be modified:
    • First Name is required and is editable from the subject's Portal account.
    • Last Name is required and is editable from the subject's Portal account.
    • Email must be unique within the company and is editable from the subject's Portal account.
    • Code must be unique within the company and is read only from the subject's Portal account. A Code is automatically generated and assigned when one is not specified. The auto-generated Code can be changed or removed as desired.


  3. Click on [ADD REQUIREMENT] and select Subject Field or Demographic Category.


    NOTE – If a Demographic Category requirement is added, the category will display on the subject's profile view in Recruiting and their My RedJade Portal account.



  4. Search for a Subject Field or Demographic Category and select it from the drop-down list.




  5. Define the requirement rule and exposure level:

    NOTE – The Initially and After Collection portion of a rule is applicable to a subject's My RedJade Portal account. The Validation portion of a rule is applicable to a subject's profile view in Recruiting and their My RedJade Portal account.
     


    Initially – How the item displays to a subject when initially viewed in their My RedJade Portal account.

    • Editable – The field can be edited.
    • Read Only – The field can be viewed but not edited.
    • Hidden – The field cannot be viewed or edited.



    Validation – Defines if a response is required or needs to be unique.

    • Not Validated – The field is not required.
    • Required – The field is required.
    • Unique – The entry must be unique from all other subjects within the company. The field is not required.
    • Unique & Required – The entry must be unique from all other subject within the company and is required.



    After Collection – How the item displays in the My RedJade Portal after a response has been entered.

    • Then No Action – The field remains the same as it was when initially viewed.
    • Then Read Only – The field can be viewed but not edited after an initial entry is made.
    • Then Hidden – The field cannot be viewed or edited after an initial entry is made.



  6. Click on [SUBMIT].




Minor Requirements


To create a minor requirement:

  1. From the RECRUITING section, select SETTINGS from the left navigation pane.



  2. Select the MINOR REQUIREMENTS tab.

    Minor rules apply to anyone that provides a Date of Birth and is less than 18 years old by default. The age value can be modified as desired.


    The system default MINOR REQUIREMENTS are displayed and cannot be modified:
    • Date of Birth is required and is editable from the subject's Portal account.
    • Minors, as defined by the age value entered, must be placed in a Household with at least one Adult Head of Household.


  3. Click on [ADD REQUIREMENT] and select Subject Field or Demographic Category.


    NOTE – If a Demographic Category requirement is added, the category will display on the subject's profile view in Recruiting and their My RedJade Portal account.



  4. Search for a Subject Field or Demographic Category and select it from the drop-down list.




  5. Define the requirement rule and exposure level:

    NOTE – The Initially and After Collection portion of a rule is applicable to a subject's My RedJade Portal account. The Validation portion of a rule is applicable to a subject's profile view in Recruiting and their My RedJade Portal account.
     


    Initially – How the item displays to a subject when initially viewed in their My RedJade Portal account.

    • Editable – The field can be edited.
    • Read Only – The field can be viewed but not edited.
    • Hidden – The field cannot be viewed or edited.



    Validation – Defines if a response is required or needs to be unique.

    • Not Validated – The field is not required.
    • Required – The field is required.
    • Unique – The entry must be unique from all other subjects within the company. The field is not required.
    • Unique & Required – The entry must be unique from all other subject within the company and is required.



    After Collection – How the item displays in the My RedJade Portal after a response has been entered.

    • Then No Action – The field remains the same as it was when initially viewed.
    • Then Read Only – The field can be viewed but not edited after an initial entry is made.
    • Then Hidden – The field cannot be viewed or edited after an initial entry is made.


  6. Click on [SUBMIT].