Setting Intra Schedule
Created by: Richard Brynteson
Modified on: Mon, 22 Feb, 2021 at 11:24 AM
Setting a schedule for your Intra is critical to ensure all participants complete their submission in a timely manner.
Steps to Complete
- Login to the Customer Portal
- Navigate in the side bar to Intra
Under the In-Progress Intra, select the Intra you wish to Manage.
- From the Participants table, select the Participant's name you wish Schedule. In the below example, currently no one is scheduled.
- On the Resulting page, you can set the Scheduled Date for the Participant to complete the Intra.
Changes are saved immediately and can be seen by a green box.
NOTE: From this page, you may also delete a participant from the Intra. Once you have submitted data, you may not delete a participant.
- Once you close the Manage Participant window, you will see the participant is now scheduled.
- Repeat this task until all participants are scheduled.
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