How to mark someone as "Do Not Recruit" or "Cheater Repeater"

You can use custom panel properties or custom tags if you need to mark panelists as "Do Not Recruit" (DNR) or "Cheater Repeater".

Using custom panel properties to identify DNR panelists

Create custom panel property

We recommend having DNR and Caution options to assign to panelists so you have a more insightful view when it comes to the risk level of the panelist. However, you can add your preferred options. 

Follow the steps below to create a custom panel property that you can use to mark panelists as DNR or Caution for recruitment in studies:

1. Go to Panel > Panel Properties.

2. Click the New Property button. 

   Alternatively, you can use the N shortcut key on your keyboard.

3. The Create a new property pop-up will appear. Type DNR Status on the textbox below Title. You can also type any title that you prefer. 
4. Click the drop-down button below Type, then select Single-select (Dropdown) from the options.
5. The Options section will appear on the pop-up. Add the DNR option by clicking the + Add option button. 

6. Type DNR on the Label and Value textboxes. You can type different texts for these two, just make sure that it'll be easy to understand that they're referring to the same attribute.

   Label will show up as a selectable value in the point of view of the user. Value is the actual value stored in the database, and it can be different from Label. For example, Label = California, Value = CA.

7. Add the Caution option by repeating steps 5 and 6, but this time type Caution on the Label and Value textboxes.
8. Click the Create Property button.

Identify DNR panelists

Once you've created the DNR Status custom panel property, you can start tagging panelists with DNR, Caution, or any options that you added. You can do this in Panel > Panelists by clicking the name of the panelist so their profile view will open. Scroll down to the newly added DNR Status custom panel property, then click its drop-down button. Select the status that you'd like to assign to the selected panelist. 

Using custom tags to identify DNR panelists

The quickest way to mark panelists as DNR is by using custom tags. You can tag panelists one-by-one or simultaneously. Both can be done in Panel > Panelists.

Tagging a panelist

To tag a panelist:

1. Click their name to open the panelist's profile view.
2. Click the +Add tag button under the Tags section.

3. The Select tag pop-up will appear. If the DNR tag exists already, it will appear on the list within the pop-up. Click to assign to the selected panelist. 

   If the tag doesn't exist yet, the Create new tag: "DNR" button will appear. Click the button to create the tag and assign to the selected panelist.

Tagging multiple panelists simultaneously

Tagging multiple panelists simultaneously can be done in Panel > Panelists through Bulk Actions. The steps to do this are as follows:

1. Select the panelists you'd like to tag by ticking the checkbox that appears beside their name when you over your mouse cursor over them. 
2. Click the Bulk Actions button, then select Tag panelists from the drop-down options.

3. The Tag # panelists pop-up will appear. If the DNR tag exists already, it will appear on the list within the pop-up. Click to assign to the selected panelist. 

   If the tag doesn't exist yet, the Create new tag: "DNR" button will appear. Click the button to create the tag and assign to the selected panelist.

Viewing panelists marked as DNR

Panelists marked as DNR, whether it's by custom panel properties or custom tags, can be viewed using the filter function. Both can be done by clicking the + Add Filter button in Panel > Panelists. 

Viewing panelists marked as DNR using custom panel properties

To view those marked as DNR by using custom panel properties, select the DNR Status custom panel property from the + Add Filter drop-down options. Then, provide information for the following prompts. The filter condition should be: DNR Status contains is DNR. Once this condition has been set, click the Done button.

On the other hand, if you'd like to FILTER OUT those panelists that are marked as DNR, the condition should be DNR Status contains is not DNR.

Viewing panelists marked as DNR using custom tags

If you used tags to mark DNR panelists, select Panelist Tag from the + Add Filter drop-down options. Tick the checkbox beside DNR so the filter condition would be: Panelist Tag is DNR. 

If you'd like to FILTER OUT the panelists tagged with DNR, select the Exclude Panelist Tag option from the + Add Filter drop-down options instead of the Panelist Tag. Then, tick the checkbox beside DNR so the condition would be: Exclude Panelist Tag is DNR. Only those panelists that are not tagged with DNR will be shown.