The Instrument Scheduling stage requires admin-level permissions, as an admin needs to specify/authorize when instruments can be scheduled. Here’s how to do this if you’re an admin: From the Detail View of Form Submission stage, add an instrument(s) to the stage (the type-ahead will match against the list of WORKING Instruments in the system) and save your changes.
The responses will be available in the Instrument Response stage.
The admin can specify which instruments are optional and which are required.
The stage is marked as Required and Allow Document Uploads by default, but you can update settings and save changes as needed. If the stage is marked as Auto-Advance, then upon completion of scheduling, the application should move to the next (or specified stage). If not, then the user must advance manually.