Scheduled subjects in a recruiting campaign can be managed by Recruiting Managers and Recruiters. Appointments can be rescheduled or canceled, and campaigns previously chosen not to attend can also scheduled if the subject can now attend. The subject can also self-manage studies they have scheduled to participate in from the My Schedule page in My RedJade Portal.

SEE ALSO – Recruiting: Rescheduling Scheduled Respondents for further details on rescheduling subjects when test dates are changing or cancelled. 



To reschedule a subject:

  1. From the Recruiting section in RedJade, click on [VIEW/EDIT] for a Campaign.


  2. Select CANDIDATES from the left navigation pane. Select the SCHEDULED tab to view the list of scheduled subjects.

    Search for the subject and click on [RESCHEDULE].

    NOTE – Click the (i) icon to view the Sessions date and time. See Download Scheduled Subjects with Session Times for further details.



  3. From the AVAILBLE SESSIONS page, unselect the current session time(s) then select the new session time(s).

    Alternatively, choose [SCHEDULING CONFLICT] if the subject is no longer able to attend the session.

    SEE ALSO – Schedule Qualified Alternate Subjects for steps on scheduling subjects that have an Alternate outcome.


    Click [SUBMIT].


  4. Click [SUBMIT] again on the SCHEDULE CONFIRMATION page, the subject is re-scheduled.

    NOTE – If a Confirmation Email is configured on the campaign, the subject will be sent an email to confirm the scheduling change.