Managing Examinees

View an Examinee Detail Record

1. Click Home to return to the main menu (this is also the Examinee List page) or click the Examinee tab.

2. Search the examinee table for the examinee.

3. Click any field on the row to open the examinee record to view the details.

Editing an Examinee Record

1. Select the examinee by clicking any field to open the examinee record.

2. Click the Edit button.

3. Complete the updates to the examinee record.

4. Click Save.

Deleting an Examinee Record

1. Select the examinee by clicking the check box next to the examinee name.
2. Click the Delete Examinee button.  A dialog window will open.
3. Click the Yes to confirm the delete.  Click No to cancel.

Archiving (inactivating) an Examinee Record

1. Select the examinee by clicking the check box next to the examinee name.
2. Click the MOVE TO command button.
3. Select Inactive (to archive the record).

Note:   To activate a record that has been inactivated, simply follow the same steps and select "active".

Add a New Examinee

See how to add a New Examinee.

Merge Examinee Records

1. From the examinee table, locate the first examinee record and click the check box next to the name.
2. Locate the second examinee record and click the check box next to that name.
3. Click the More Actions button and select Merge Records.
4. The Merge Records page will display.
5. Review the demographic information on the page and select one record (select the record with the more correct information). This record can be edited at anytime.
   
   Note:  The examinee record not selected will be deleted.  All assessments associated with that record will be merged to the new record.
   
6. Click the Merge Records button.
7. The Examinee Details page will display with the merged assessment information.
   
   
   

Move an Examinee to Another Account.

1. Search the examinee table for the examinee.

2. Select the examinee by clicking the check box next to the examinee name.

3. Click the Move To button, then select Different Account from the drop down menu.

4. Select the account or sub-account.

5. Click the Move button.

Other Actions

Assigning an assessment to an examinee

Creating a group of examinees

Manage examinee imports

Import assessment records

Import user-defined comparison groups

Export assessment records

Comparison group generator

Additional Information

• If you delete an Examinee record all assessments associated with the Examinee will be deleted as well.

• When editing the Examinee record the same validations are performed as when you create a new Examinee record.
• If you update the examinee's birth date and there are assessments associated with the examinee, it could impact the form selected or the derived scores.
• If you modify the data entered on the record and click the Save button any data carried on to the Assessment record will be updated.
• You do not need to have report usages to assign a particular assessment to an examinee or group of examinees.
• When you open an Examinee record that has just been created, and click the Assessments tab, the message "No assessments were found." will be displayed.
• Although a field may not be required to save an Examinee record, it may be required to score and/or generate a report. Some assessments may require demographic fields that are listed as optional in this page. Consult your assessment scorability rules to determine if any of the optional fields on this page may be mandatory for your assessments.
• Your ability to view or edit information in the platform is based on the role and privileges assigned to your user account.
• Custom fields can be set a each Account level. If you have a Main account and two sub-accounts, the system can have different field labels and the fields hold different information.