Candidates (also known as “students” or “learners”) are people that take tests using Surpass. Unlike users, candidates do not log into Surpass. Candidates only access their tests in the test driver—either in a web browser or SecureClient.
This article explains how to edit a candidate in the Candidates screen.
In this article
1. Go to the Candidates screen
To view the Candidates screen, go to Setup > Candidates.
2. Choose a candidate
Select the candidate you want to edit in the Candidates list.
3. Select Edit
Select Edit in the Candidate Details panel.
4. Edit candidate details
Edit the candidate’s details in the Edit Candidate Details dialog. Refer to the following table for information about each editable field.
|First Name||Enter the candidate’s first name.|
|Middle Name(s)||Enter the candidate’s middle name or names, if necessary.|
|Last Name||Enter the candidate’s last name.|
|Gender||Indicate the candidate’s gender. The available options are Male, Female, and Not specified.|
NOTE: You cannot edit Candidate Ref.
|Date of birth||Use the date picker to enter the candidate’s date of birth.|
Enter the candidate’s email. This is only used for administrative purposes. Surpass never contacts candidates directly.
|Tel||Enter the candidate’s email. This is only used for administrative purposes. Surpass never contacts candidates directly.|
|Reasonable Adjustments||Determines whether the candidate is to be granted extra time on their tests (for example, for reasons of physical impairment).|
|Tags||Assign tags to your candidate. For more information on adding tags to candidates, expand ‘Editing candidate tags’ below.|
Use the date picker to choose the candidate’s expiry date. An expired candidate cannot be scheduled for tests.
NOTE: The default expiry date is ten years from the date the candidate is created.
Editing candidate tags
Expand the following section to learn more about editing tags assigned to a candidate.
5. Confirm changes
Select Save Changes to update the candidate.