Quick Guide. Managing Existing Projects

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1 Quick Guide Managing Existing Projects

2 Managing existing Projects This quick guide gives an overview of important points in relation to managing existing projects. With ongoing projects, you may find that you wish to add candidates, check completion status, send reminders, or generate additional reports. Some of these topics are covered in detail in their own quick guides. Additional candidates can be added to an existing project at any time. However, we recommend that you check that the reports and the invitation are correct for the new candidate(s): Automatic Report configuration Before adding new candidates, you may wish to check that the current reports configured for automatic generation are appropriate for them. If not, you can either change the configuration or, if there are other existing candidates yet to complete, consider creating a separate project. Select Configure Automatic Reporting from the list of options on the left side of the screen On the report configuration page, remove unwanted reports by clicking the remove icon Click the Add Reports button and select the reports you require exactly as you would with a new project. For more information, see Quick Guide to creating a New Project. 2

3 editing instrument Language for existing Projects The following steps will allow you to edit the languages specified for a project. Select View Project Details from the list of options on the left side of the screen, then click on Edit Project from the list of options on the left hand side Click the Edit Languages, a link on the left side of the screen Click on the icon to make your amendments Once you have added and removed the relevant languages, click Confirm Click Confirm on the next screen Click Save Changes on the next screen configuration Before adding new candidates, you may wish to check that the invitation contains the correct information, particularly in relation to deadline dates. Select View Project Details from the list of options on the left side of the screen, then pick Edit Project s Click the edit icon next to the invitation template, review the text and then click the Save Changes button Repeat the last step for the report generation and reminder templates Once you are happy with all three templates, click Save 3

4 checking candidate Status If there are more than twenty candidates, find candidates by using the search field, or browse using the arrows at the foot of the page The list of candidates will show a completion status for each individual: Created means the candidate has not started. Started means they have partially completed their assessments. Completed means that the candidate has completed all tests within the project. It is possible to send a reminder to candidates with a status of Created or Started. For more information, see Quick Guide to Sending Reminder s. If you need to send 50 or more reminder s out please get in touch with the Saville Consulting support team who can organise a bulk reminder . Viewing Generated Reports All reports which the administrator has generated are permanently stored on the My Reports tab. However, when managing a project, it is sometimes useful to be able to see all the reports generated within it. Select View Generated Reports from the list of options on the left side of the screen 4 A 0 The list can be searched or filtered alphabetically or numerically. The Z or 9 icons at Z 9 the head of each column sort the list in ascending order, the A or 0 icons in descending order.

5 Generating Additional Reports Any additional reports required from an assessment can be manually generated. For more Information, see Quick Guide to Manual Report Generation. editing Project Name and description Select View Project Details from the list of options on the left side of the screen, then pick Edit Project Once you are satisfied with the name and description, click Save Changes 5

6 contact us For additional information and support please contact Bureau and Platform Support Monday - Friday 8am - 6pm GMT +44(0) or

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