Staff can register a candidate for an exam from the Console. You use the same registration form and checkout steps the candidate would use in the Portal.
When to Use This
Use this when a candidate wants staff to complete their exam registration instead of registering through the Portal. If you need to fix or remove an existing registration, see Manage Exam Registrations.
Prerequisites
- You need permission to process exam registrations on a candidate's behalf.
- The candidate must already have a contact record. You can't register someone who is not in your Rolodex, but you can quick-add a contact from the registrant picker.
- Certifications settings must be configured for your Rhythm account. If they are not, checkout stops right away and shows a message.
- For exam purchasing eligibility, the candidate generally only needs an education record on file. It does not need to be verified.
Register a Candidate for One Exam
- Go to Certifications › Exams › Registrations and select Register Someone for Exam.
- Choose the Registrant:.
- Leave Register for: on One Exam, then choose the Exam:.
- Choose a Registration Process: from the options the candidate is eligible for.
- Select Continue, then complete the sitting selection and checkout steps as you would for any other order.
Result
After checkout is complete, the candidate is registered for the sitting you chose. Rhythm also creates an order, just as it would if the candidate registered through the Portal.
Warning
The exam picker does not filter out inactive exams, so it can include exams that are no longer active. Double-check the exam before you continue.
Tip
The registration process you choose on the first screen only checks eligibility and controls whether Continue is available. It is not carried forward, so the next screen asks you to choose a process again for the actual booking.
Register a Candidate for Several Exams at Once
- Go to Certifications › Exams › Registrations and select Register Someone for Exam.
- Choose the Registrant:, then set Register for: to Multiple Exams at Once. Staff can use this Console option whether or not your account has turned on the Portal's separate multiple-exam registration setting for members.
- Select Continue.
- Tick each exam to register the candidate for, choose a sitting for each one, then complete checkout.
Warning
When you choose several exams at once, Rhythm uses whichever registration process is first in your account's list. That might not be the process you would have chosen, and Rhythm does not check eligibility for that choice the same way it does for a single exam. Exams the candidate is not eligible for under that process appear disabled and labeled ineligible; all other exams are offered.
Warning
The Console checkout does not support coupon codes when staff register a candidate this way. If a discount needs to apply, the candidate may need to register through the Portal, or you need to adjust the fee another way.
Related
After a registration exists, you manage corrections, deletions, and training-provider billing separately from the registration process.