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Getting Started with Participant Care / Project Management

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This documentation page was initially generated by AI to bootstrap the documentation structure. Content may be incomplete or contain inaccuracies. We welcome contributions to improve it.

Welcome to the Participant Care and Project Management team! This guide covers your combined responsibilities.

Your Role​

The PC/PM role combines two related functions:

  • Participant Care - Direct communication and support for participants
  • Project Management - Logistics, scheduling, and coordination

These roles are combined because tasks frequently overlap, and both require access to participant data.

Accessing DELEGATOR​

  1. Log in with your team credentials
  2. You'll see the combined PC/PM dashboard
  3. Access both participant management and project tools

Dashboard Overview​

Your dashboard shows:

  • Inquiries - Participant questions and requests
  • Tasks - Action items requiring attention
  • Participants - Search and manage participant data
  • Logistics - Scheduling and coordination tools

Core Responsibilities​

Participant Care​

  • Respond to participant inquiries
  • Handle special requests
  • Support registration issues
  • Manage accommodations

Project Management​

  • Track registration progress
  • Coordinate with other teams
  • Manage schedules and timelines
  • Handle logistics coordination

Quick Actions​

Responding to Inquiries​

  1. Go to "Inquiries"
  2. Select an open inquiry
  3. Review participant's question
  4. Send a response or take action

Finding a Participant​

  1. Use the search bar
  2. Search by name, email, or delegation
  3. View their full profile

Creating a Task​

  1. Go to "Tasks"
  2. Click "New Task"
  3. Assign to yourself or team member
  4. Set due date and priority

Next Steps​