Manage Candidates

Operation Staff can view all candidate details across all states. Additionally, exams can be scheduled on behalf of candidates.

  1. Click Manage Candidates
    Note: The application displays the manage candidate’s page. 

     
  2. Click the Slide Drawer icon to customize the headers. 

     
  3. Click on checkboxes to customize the display headings:
    • Candidate ID – Displays the unique identification number assigned to each candidate.
    • Candidate Name – Shows the full name of the candidate.
    • Previous Name – Displays any previous name the candidate.
    • Address – View the current address of the candidate.
    • Previous Address – Shows the candidate’s previous address, if applicable.
    • Email Id – Displays the candidate’s registered email address.
    • Contact Number – Shows the candidate’s contact phone number.
    • Date of Birth – Indicates the candidate’s date of birth.
    • State – Specifies the state where the candidate.
    • Last 4 SSN – Displays the last four digits of the candidate’s Social Security Number for identification.
    • Action – Options to manage the candidate’s profile.
    • Registered/Migrated – Shows the  status of the candidate, whether registered or migrated.
  4. Filter the list either by selecting the State or by entering the Candidate ID, Candidate Name, Previous Name, Address, Previous Address, Email Id, Contact Number, Date of Birth, and Last 4 SSN.
  5. Click on the Candidate Name hyperlink. 

     
  6. View the Candidate details and click Edit icon to edit the Email Id.
  7. View the following section in the candidate details page.
    • Application Details
    • Exam Details
    • Registration Details
    • Support Tickets
    • Email Sent

Application Details

  1. Click Application Details section to add new application on behalf of candidate. 

     
  2. View the following details.
    • Application Name
    • Application Id
    • Status
    • Currently Working 
    • Action
  3. Click View icon to view all the applications that the candidate has raised. 

     
  4. Click Delete icon to delete the candidate application.
  5. Click Extend Elapsed Time to update the application elapsed date. 

     
  6. Select the Elapsed Date from the date picker.
  7. Enter the Notes.
  8. Click Save to update the application elapsed date.

Add Application for Candidate

  1. Click Add Application to add more applications. 
    Note: The application displays Add Application for Candidate Popup. 

     
  2. Select State, Application Category and Eligibility Route from the dropdown. 
    Note: Based on the selected State the system displays the Eligibility Route.
  3. Click Create
    Note: The application displays the created application in Candidate details page.
  4. View Application process
    Note: In the application process section, we can see whether the application has been submitted, drafted or pending, along with relevant dates. 

Exam Details

  1. Click Exam Details section. 

     
  2. View the following details in the Exam Details section.
    • Exam Name – View the name of the exam.
    • Mode – View the mode (online or test center) on which the candidate has taken the exam.
    • Test Center Details – View the details of the test center.
    • Exam Date/Time – View the date and time of the exam.
    • Time Zone – View the time zone that the candidate has taken. 
    • Exam Status- View the status of the exam.
    • Action – View the exam result.
    • Comments – View comments, if any.
  3. Click Reschedule icon to reschedule the examination. 
    Note: For scheduling an exam refer step 12 to 42 in Schedule Accommodations
  4. Click Cancel icon to cancel the scheduled exam.

Registration Details

  1. Click Registration Details section. 

     
  2. View the following details in the Registration Details section.
    • Registry Name – View the name of the registry
    • Certification Number – View the number of the certificate.
    • Start Date – View start date of the certificate.
    • End Date – View end date of the certificate.
    • Status – View the status as active or inactive.
    • Action - Options to manage the registration.
    • Renewal – View the registration renewal.
  3. Click View icon to view all the training certificates. 

     
  4. Click Renewal icon to renewal the training certificate. 
    Note: The application displays the Registry Renewal form. 

     
  5. Fill in the mandatory details on the Registry Renewal form.
  6. Click Save as Draft to save the application for late use.
  7. Click Submit to submit the application for renewal.

Support Tickets

  1. Click Support Tickets section. 

     
  2. View the following details in the Support Tickets section.
    • Assigned To
    • Description
    • Status
    • Subject
    • Created Date
    • Action
  3. Click View icon to view the Support Ticket Details. 

     
  4. View the following details on the Support Ticket Details page.
    • Candidate Details – View the candidate details such as Candidate Name, Email Id, Address, and Contact Number.
    • Ticket Details - View the ticket details such as Ticket ID, Category, Created Date, Status, Subject, Description and Responses.
    • Supporting Document by Candidate – View if there are any attachments.
    • Ticket Logs – View the status as Open or Closed.

Email Sent

  1. Click the Email Sent section. 

     
  2. View the following details in the Email Sent section.
    • To
    • CC
    • Bcc
    • Created On
    • Subject
    • Action
  3. Click View icon to view all the Email Sent to that candidate. 

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