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Accessing Projects​

  1. Click “Projects” in the navigation menu
  2. View your list of projects. Active projects allow for tests to be taken and inactive projects do not.
Project List

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Project Details​

Each project entry displays:
  • Project Name
  • Status Information
  • Actions Menu ⋮ for editing its settings

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Editing a Project​

  1. Click the ⋮ button next to the project name
  2. Update settings, including:
    • Title
    • Language
    • Test frequency settings
    • Fit For Duty Response
    • Identity Verification
  3. Click “Confirm” to apply changes
The Identity Verification setting allows you to require test takers to verify their identity using a photo ID before taking the assessment. When enabled, test takers must complete an identity verification process that matches their live face photo with their ID.
Edit Project

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Project Dashboard​

Click on a project name to access its dashboard, which includes:
  • Group safety metrics
  • Individual results for test takers
  • Test taker management options, such as editing and deleting test takers

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Dashboard Metrics​

  • Safety Rating - The average percentage of completed assessments classified as safe over the selected period. The change shows how this average compares to the previous equivalent period.
For a 7-day period: If the average Safety Rating for the past 7 days is 85% and it was 80% for the 7 days before that, the change would be shown as “+5% from previous week”.
  • Test Completion Rate - The average percentage of started assessments that were completed over the selected period. The change indicates how this average compares to the previous equivalent period.
For a 7-day period: If the average Assessment Completion rate for the past 7 days is 90% and it was 95% for the 7 days before that, the change would be shown as “-5% from previous week”.
Dashboard

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Test Takers​

  • View individual results
  • Edit/delete test takers
  • Import test takers via CSV
You can collapse/expand the chart at the top of the page to focus on individual results (see below). The button is located below the project’s Run/Stop button.
Test Taker Table

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Editing a Test Taker​

  • To edit/delete a test taker, click on the ⋮ button
Editing a Test Taker
  • Update the details and click the Edit Test Taker button to save changes
Editing a Test Taker

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Importing Test Takers via CSV​

You can bulk import test takers by uploading a CSV file. This is useful when adding multiple test takers at once. To import test takers, you can use either method: Method 1: Drag and Drop
  1. Navigate to your project’s dashboard
  2. Drag your CSV file over the test taker table - a visual indicator will appear showing where to drop the file
  3. Drop the CSV file onto the table when you see the drop indicator
Drop CSV File
  1. The import preview will open automatically
Method 2: Using the Import Menu Button
  1. Navigate to your project’s dashboard
  2. Click the ⋮ button in the test taker table header (located next to the search and sort controls)
CSV Import Button
  1. Select Download CSV Template to get a sample CSV file with the correct format (if needed)
Download CSV Template
  1. Fill in the template with your test taker information
  2. Click the ⋮ button again and select Import CSV
  3. Choose your CSV file to upload
Both methods work the same way - drag and drop is a quick alternative to using the menu button. The ⋮ button is located in the test taker table header, to the right of the search and sort controls.
CSV File Format: Your CSV file must include the following columns:
  • firstname (required): Test taker’s first name
  • lastname (required): Test taker’s last name
  • email (required): Test taker’s email address (must be a valid email)
  • yearofbirth (required): Test taker’s year of birth (use 4 digits, e.g., 1985)
  • referenceid (optional): A unique identifier for your records (like an employee ID)
Example CSV format: 
firstname,lastname,email,yearofbirth,referenceid
John,Doe,[email protected],1985,REF12345
Jane,Smith,[email protected],1990,REF67890
Alice,Johnson,[email protected],1992,
Lines starting with # are treated as comments and will be ignored during import. The downloaded template includes helpful comments explaining each field.
Import Process: After uploading your CSV file:
  1. The system checks your file for errors and duplicates
  2. A preview window shows:
    • How many test takers are ready to import
    • Any errors that need to be fixed (if there are any)
    • A preview of the test takers that will be added
Import Preview
  1. Review the preview and click Import to add the test takers
Rows with errors will not be imported. Fix any errors in your CSV file and upload again. Duplicate test takers will be skipped automatically.
Tips for CSV Import:
  • Use the downloaded template to make sure your file is formatted correctly
  • Make sure all required fields are filled in
  • Double-check that email addresses are valid
  • Use 4-digit years for year of birth (e.g., 1985, not 85)