Communicating allocations

Once candidate and examiner allocations have been made as part of the exam build, it is possible to communicate these allocations by email directly from the platform.

For this process to be successful candidate and examiner records MUST have email addresses listed on their records in the examiner and candidate indexes.

The example below shows the process for notifying candidates of their allocation, but the process is exactly the same for examiners.

• Step 1 of 4

  Navigate to Notify candidates:

  

• Step 2 of 4

  Next, you can pre-populate the email recipients into the mail-merge. In the candidate version you have the option to filter the email recipients by date, session and circuit (this is not present on the examiner version) so you can segregate messaging as a appropriate. You also have the option to filter for anyone who has not yet been contacted via the Notify dropdown.

  Click Populate recipients.

  

• Step 3 of 4

  You can then compose the email to the recipient pool added in the previous step.

  

  Use the dynamic fields to insert placeholders as required and any attachments can be added in the attachment field.

  You can optionally redirect a test email to yourself to check the formatting.

  If you use the redirect email function, first remove all but one of the recipient emails otherwise you will receive a separate email for them all.

• Step 4 of 4

  Each candidate then receives a personalised email with their allocation details included.