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flowchart TB
subgraph SETUP["SETUP PHASE"]
direction TB
A1[/"Create Tests<br/>Import CSV or Build"/]
A2["Configure Test Settings<br/>Time limits - Display options<br/>Scoring rules"]
A3["Publish Tests"]
A1 --> A2 --> A3
end
subgraph ORGANIZE["ORGANIZE PHASE"]
direction TB
B1["Create Test Batteries<br/>Sequence tests - Set hurdles<br/>Add breaks - Instructions"]
B2["Create Positions<br/>Link to batteries"]
B1 --> B2
end
subgraph SCHEDULE["SCHEDULE PHASE"]
direction TB
C1["Create Test Windows<br/>Set date range<br/>Assign position"]
end
subgraph CANDIDATES["CANDIDATE PHASE"]
direction TB
D1[/"Add Candidates<br/>Individual or Bulk CSV"/]
D2["Assign to Windows"]
D3["Generate Test Links"]
D4["Send Communications<br/>Email/SMS"]
D1 --> D2 --> D3 --> D4
end
subgraph MONITOR["MONITOR PHASE"]
direction TB
E1["Track Progress"]
E2["Review Results"]
E1 --> E2
end
SETUP --> ORGANIZE
ORGANIZE --> SCHEDULE
SCHEDULE --> CANDIDATES
CANDIDATES --> MONITOR
subgraph COMMS["COMMUNICATIONS"]
direction TB
S1["Email Templates<br/>Test Links, Reminders, Results"]
S2["SMS Templates"]
S3["Candidate Portal Welcome"]
end
subgraph SECURITY["SECURITY"]
direction TB
S4["Security Agreement"]
end
COMMS -.->|"Configure anytime"| CANDIDATES
SECURITY -.->|"Org-level setting"| ORGANIZE
click A1 "/adminportal-tests.html" "Go to Tests library"
click A2 "/adminportal-test-builder.html" "Go to Test Builder"
click A3 "/adminportal-tests.html" "Go to Tests library"
click B1 "/adminportal-batteries.html" "Go to Test Batteries"
click B2 "/adminportal-positions.html" "Go to Positions"
click C1 "/adminportal-testwindows.html" "Go to Test Windows"
click D1 "/adminportal-candidates.html" "Go to Candidates"
click D2 "/adminportal-candidates.html" "Go to Candidates"
click D3 "/adminportal-testlinks.html" "Go to Test Links"
click D4 "/adminportal-communication-security.html" "Go to Communications"
click E1 "/adminportal-analytics.html" "Go to Analytics"
click E2 "/adminportal-analytics.html" "Go to Analytics"
click S1 "/adminportal-communication-security.html" "Go to Communications"
click S2 "/adminportal-communication-security.html" "Go to Communications"
click S3 "/adminportal-communication-security.html" "Go to Communications"
click S4 "/adminportal-communication-security.html" "Go to Security Settings"
Workflow Phases Explained
Create & Configure Tests
Import tests via CSV or build with the WYSIWYG editor. Configure timing, scoring, and display settings. Publish when ready.
Build Batteries & Positions
Group tests into batteries with sequence order, hurdle logic, and general instructions for candidates. Create positions linked to required batteries.
Create Test Windows
Define testing periods with start/end dates. Associate windows with positions to automatically link the correct battery.
Manage & Notify
Add candidates individually or via bulk import. Assign to windows, generate encrypted test links, and send email/SMS notifications.
Track & Report
Monitor completion progress in real-time. Review pass/fail results, score distributions, and export reports.
Email & SMS Templates
Configure communication templates for test links, reminders, results notifications, and the Candidate Portal welcome message. Managed via the Communications page.
Security Agreement
Configure the organization-wide security agreement that candidates must accept before testing. Toggle display per battery.