Select the workspace, study, and referral

TABLE OF CONTENTS

• Step 1: Selecting a Workspace
• Step 2: Selecting the Study
• Step 3: Selecting the Referral

You may have access to more than one workspace, study, or referral in the Honey Platform. Make sure you make the appropriate selections to continue.

Step 1: Selecting a Workspace

Upon opening and logging into the Honey Platform, you may need to select your workspace. These are most often associated with the Sponsor of the study.

Workspaces can be found at the bottom of your homepage, or in the dropdown on the top-right. Each workspace will contain one or more Studies.

Step 2: Selecting the Study

After opening the correct workspace, you are shown the studies that you have access to. Simply click the option from the list to review referrals.

Step 3: Selecting the Referral

Each study that you have access to will contain referrals that have passed pre-screening and selected your location. Click the referral to open more information about them, including pre-screening responses, contact information, and status change selections.

Referrals can appear in 2 main ways, depending on your preferences - the "Assessment" and the "Table" which can be selected at the top of the screen.
Candidate assessment: This is the most common view to review, contact, and update referrals.
Candidate table: This view helps organize referrals into an interactive table or report