Creating A New Pool
The Pool/Consortia Management feature is not available for the Lite accounts.
*Once you have started creating a pool you will want to finish the process as Veriport will still have the employer in the pool and you will be unable to remove them although the pool was not fully created.
First you will want to select “Pools” from the menu at the top of your screen.
Select the “+” icon in the top right corner of the pools section.
Now you will want to name the pool and select the clients you would like to add to the pool.
*All active donors under the selected client will automatically be pulled into the pool.
*Private name is the name that you will see internally for the pool
*Public name is the name that is visible to the clients
Next you can set whether you would like the alternate selection requests and pool membership changes requested by your clients to be automatically
approved or not by toggling the switch on or off.
Now you will be able to enter the year for this pool, how often this pool will be sampled (monthly or quarterly), and the inception date of the pool.
*The inception date for the pool is the date that the pool will begin. If another software was used for the beginning part of the year the inception date would be the date you would be starting to use Veriport to manage the pool.
Next you will enter the percentage of drug testing for this pool, as well the percentage of alcohol testing for this pool.
Finally select “submit” and you have created your pool.
Related Articles
Adding A New Year To Your Pool
**Please be advised that any changes made to the current year pool that were done between the new pool and Dec 31st will not be reflected in the new year pool. Step 1: Click the “Pool” drop-down menu at the top of your screen and select the “View ...How to Replace a Random Pool Donor
**Once you replace a donor, you are not able to put the previous name back. First, select “Pools” from the menu at the top of your screen, then view pools from the drop-down menu. Now select “View” beside the pool you want to change the donor of the ...Can I pull my Random Pool donor names early?
No, random pool donor names are drawn automatically monthly or Quarterly (whichever option you have selected) by Veriport. There is no option available to draw the random donor names early. Once the names have been drawn an email will be sent ...Archiving a Pool
First select “Pools” then “View Pools” from the drop-down menu at the top of your screen. Now select “View” beside the pool you are trying to Archive. Once you are in the pool, select “Update Names and Members” on the top right side of the screen. ...Can I Delete a Pool?
No, once a pool has been created you are not able to delete it. However you can Archive the pool with the following steps: First select “Pools” then “View Pools” from the drop-down menu at the top of your screen. Now select “View” beside the pool you ...