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Edit Candidate Information Including Case Data Forms and Instructions to the Candidate

The first step of creating a case is to enter the contact information for a candidate, set a due date for their packet, add instructions to the candidate, and complete any case data forms added to the case. Once a case is created, Administrators can edit candidate information such as the name, email, due date of the candidate's packet, instructions to the candidate, and case data forms from the Review Case page.

Navigate to the case you want to edit by clicking on the name of the candidate in the list of cases

Navigate to the case you want to edit by clicking on the name of the candidate in the list of cases

Click the pencil icon to the right of the page to edit the case

Click the pencil icon to the right of the page to edit the case

Scroll down to review the "Candidate Information"  section of the case, and click "Edit" to make changes

 Scroll down to review the "Candidate Information"  section of the case, and click "Edit" to make changes

Update the candidate's information

Update the candidate's name, email address, packet due date, abd instructions

Update the candidate's information

You can also add or edit any case data forms with information about the candidate

You can also add or edit any case data forms with information about the candidate

Click "Save & Continue" to commit your changes

Click "Save & Continue" to commit your changes
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