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Getting Started with Participant Care / Project Management

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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​