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 random test for.
In the Random Samples section select “View” next to the period that you need to replace the sample in.
Beside the donor’s name that you want to replace, select the “Replace” button.
The system will then ask you if you are sure that you would like to complete this action, if you would like to continue with replacing the donor select “Ok”.
**Once you have replaced the donor, you are not able to go back and put the previous donor back.
When the system replaces the donor, you will see a notification at the top of your screen telling you that it has “Replaced (previous donor’s name) with (new donor’s name)”.
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 ...
How to Add an Employee to a Pool
The following are steps on adding a current employee to the pool once the employer has already been added to the pool. Step 1: Click “Client” and “View Clients” from the drop down menu at the top of your screen. Step 2: Click “View” beside the ...
How to set a Donor as active or inactive
Click the “Client” drop-down menu on the top menu bar. In that drop-down select the “View Clients” option. Beside the client’s name that the donor is associated with, click the “View” button. In the Donor section click the “Show All” button. This ...
From the “Clients” drop-down in the menu at the top of your screen select “View Clients”. Select “View” beside the client’s name the donor you would like to merge is under. Now scroll down to the Donor section of the client and select the “Merge ...
Creating A New Pool
The Pool/Consortia Management feature is only included in the Established and Enterprise level accounts or as an add-on for the Starter and Growing accounts. This option is not available for the Lite accounts. *Once you have started creating a pool ...