This topic will help you manage participants. For information on managing open invitations, click here. For information on managing raters in a multi-rater assessment, click here.


Managing participants overview

The Manage page allows you to check if a participant has completed the assessment. It also allows you to change participant information, generate reports, and send email reminders to complete the assessment.


To manage your participant records

  1. Select Manage from the menu on the left.

  2. The Assessments tab opens with a list of the participants invited to complete the assessment.

  3. To perform an action (such as sending reminders), select the participant, then select a command from the I would like to... drop-down menu.


To edit a participant's details

  1. Locate the participant's listing on the Assessments page.

  1. Click the participant's name.

    The Participant Details page appears.

  1. Edit the participant's name, email address, ID, age, and gender, by entering data in the appropriate text box.

  2. Move the participant's record to another folder by selecting a different folder from the drop-down menu.

  3. Delete the participant's assessment by clicking Delete Participant.

  4. If you make any changes, click Save Changes to return to the Assessments Page.


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