Select the workspace, study, and candidate [P-A]

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 candidate 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 Candidate

Each study that you have access to will contain candidates that have passed online pre-screening. Click the candidate to open more information about them, including online questionnaire responses, contact information, and status change selections.

Candidates 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 candidates.
Candidate table: This view helps organize candidates into an interactive table or report.