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--- candidate_processing [2020/01/13 17:24]
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+++ candidate_processing [2021/01/14 18:42] (current)
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@@ Line 6: / Line 6: @@
     - Eligibility Authorization Data
-These files are discussed more below.
+[[candidate_processing#cdd_ead_export|These files are discussed more below.]]
+**[[https://cpshr.sharepoint.com/:w:/r/teams/PearsonVuePilot/Shared%20Documents/General/4.%20Candidate%20Processing/SOP%20for%20Candidate%20Processing_CE%20and%20PV.docx?d=wbc6624de5a4f48169c8e99d77a140d30&csf=1&e=ErqAEA|SOP for Candidate Processing is located on SharePoint]]**
 ===== Basics =====
 To create the files needed for candidates to test, (a) specific candidate information is required and (b) the exam needs to exist in CE.
-==== Roster Import ====
+Generally, the process for candidate processing is:
+  - [[https://cpshr.sharepoint.com/:x:/r/teams/PearsonVuePilot/Shared%20Documents/General/4.%20Candidate%20Processing/Sample%20Import%20File.xlsx?d=wda9e44f27fcc404c9556bd605c8a8032&csf=1&e=KCQvZV|Use Sample Import File]]
+    - See [[candidate processing#Roster Import|Roster Import Section below]] for more information.
+  - Import candidate list to CE's Staging Table
+    - {{:nycdob:nycdob.stageroster.edit.png?400|}}
+  - Import candidates into CE (Item Writing list)
+  - Export CDD and EAD files
+    - {{:pearson:pearson.generatecdd.png?400|}}
+    - {{:pearson:pearson.completedcdd.png?400|}}
+  - Transfer CDD and EAD files to Pearson VUE
-{{:nycdob:nycdob.rosterimport.png?400|}}
-Periodically CPS will need to update the NYC DOB roster information. This will be done by importing a flat file (.TXT extension) into a roster stage area. Any records not already in the roster stage will be created as new. Any existing records in the roster stage will be overwritten where the flat file takes precedence.
-**Select an Import File**
-Click the Select button to open a windows file selector, where you can navigate to the source folder of the input file. The file extension must be .TXT otherwise the file will not be uploaded.
+==== Roster Import ====
-**Select a Start Date**
-Only records where the DOBWExamCreationDate value is greater than or equal to the specified date will be uploaded. Any earlier records will be ignored. Below the date selector, there is a note showing the last date the file was uploaded.
-==== Staged Information ====
-{{:nycdob:nycdob.stageroster.png?400|}}
-This form shows all the roster information, collected from the beginning of time to the most recent upload. Records cannot be removed from this grid, only edited. Each column can be filtered, sorted, hidden or shown. The contents of the grid can be exported to .XLSx format by clicking on the Excel icon on the far right of the grid toolbar.
-To edit a row, click on the pencil icon at the left-most column.
-{{:nycdob:nycdob.stageroster.edit.png?400|}}
-Except for the RCDISN value, each of the fields is editable. Optional fields are middle name and birthdate, all other fields are required. Click the Update button to commit the changes to the grid, otherwise Cancel to ignore any changes.
-===Import to Item Writing===
-Ultimately you will want to bring the NYC DOB data into CE Item Writing. Once any edits have been applied to the stage grid you can then do a batch import of several candidates in the grid. Once again, any information that exists in Item Writing will be overwritten by data in the Stage grid.
-**Select a start date**
-Only records where the DOBWExamCreationDate field are on or after the date selected will be imported to Item Writing. Additionally, the last processed date is shown below the date selector field.
-**Eligibility Duration**
-The default duration for a candidate to complete an approved exam has been set to 186 days. You may change this value before uploading the batch of candidates.
-**Import to Item Writing**
+Candidate entry into CE's Roster is a multi-step process. It begins with creating an import roster from the [[https://cpshr.sharepoint.com/:x:/r/teams/PearsonVuePilot/Shared%20Documents/General/4.%20Candidate%20Processing/Candidates/01.%20MMDDYYYY%20Candidate%20Processing%20Template.xlsx?d=wa7d9ae35811f45c6a590528032868865&csf=1&e=gZu3ja|Candidate Processing Template]]. Within this file:
+  * All candidates must have a unique CandidateID
+  * All candidates must have an email address (system validates for email format)
+  * All candidates must have a CandidateReceivedDate
+  * If a country is specified, it's abbreviated code must conform to [[https://cpshr.sharepoint.com/:x:/r/teams/PearsonVuePilot/Shared%20Documents/General/3.%20Exam%20Construction%20and%20Publishing/Publishing/Pearson.CountryCodesList.xlsx?d=wfb1f304fae9740ae8ab5ee8c7fef9a3c&csf=1&e=2Aepco|the standardized country code list]].
+  * If a state is specified, it's abbreviated code must conform to [[https://cpshr.sharepoint.com/:x:/r/teams/PearsonVuePilot/Shared%20Documents/General/3.%20Exam%20Construction%20and%20Publishing/Publishing/Pearson.StateList.xlsx?d=w2f91bc535e1a4c0ea8a35e49fe50747b&csf=1&e=JVrqO4|the standardized state code list]].
-Once the options have been set, click the Import button to start an external process to import the filtered candidates into Item Writing.
+Once the Candidate Processing file is ready, candidates can be uploaded to CE.
-===== CDD/EAD Export =====
+===== CDD/EAD Files =====
 ==== Background ====
 Clients send data to be imported into Pearson VUE’s database. Two types of data files are commonly sent from clients to Pearson VUE.
@@ Line 60: / Line 44: @@
 ==== Candidate Demographic Data ====
 Client CDD files are time-stamped records that contain candidate demographic data (name, IDs, address, etc.). Upon importing a client CDD file, Pearson VUE returns a VUE Candidate Demographic Confirmation (VCDC) file. This lets the client know which records were imported and which records failed.
+**When transferring CDD/EAD files to Pearson VUE, the CDD file must be transfered successfully before the EAD file is transferred.** Think that, you cannot say that someone is eligible to take a test, if Pearson VUE does not know who the person is.
 ==== Exam Authorization Data ====
 Client EAD files (sometimes called “eligibility files”) are time-stamped records that contain authorizations for specific candidates to register for specific exams.
 Upon importing a client EAD file, Pearson VUE returns an Exam Authorization Confirmation (EAC) file that lets the client know which authorization records were imported and which records failed.
-=== How to use publish CDD/EAD Files ===
-You must have a bank selected. Navigate to the Pearson -> CDD/EAD Export menu option.
-{{:pearson:pearson.selectcdd.png?400|}}
-On the Generate CDD/EAD screen you will have to provide a start date. Any CDD/EAD data on or after the selected date will be included in the CDD and EAD files. Click the Generate button to start the external process that will process the Item Writing data, create the CDD and EAD files, ZIP those files and then allow you to download that ZIP file.
+**Detailed information on the column headings and the data contained within is available in [[https://cpshr.sharepoint.com/:w:/r/teams/PearsonVuePilot/Shared%20Documents/General/4.%20Candidate%20Processing/Pearson%20Vue%20Candiate%20Processing.docx?d=wcc9ff5e734af4a0093e26b48688630bd&csf=1&e=gsqlqc|the Pearson VUE Candidate Processing]] document.**
-{{:pearson:pearson.generatecdd.png?400|}}
-When the external process completes the results of the process the results of the process will be visible. Those include any error, warning or success messages as well as the pathways of the created files. If the process was successful you can click the Download Result to either open or save the ZIP file that was created.
-{{:pearson:pearson.completedcdd.png?400|}}
 ===== Accommodations =====
@@ Line 93: / Line 70: @@
 | Beverage    | WATERB    | A beverage is allowed in the testing room. Beverages must be in a transparent spill-proof sports-type bottle with a spout.        |
 | Extra Time - 30 Minutes   | ET30MN | Receives 30 minutes of additional time. |
+| Extra Time - 1 Hour   | ET01HR | Receives 1 hour of additional time. |
 | Extra Time - 50Percent Exam Time   | ET50PT    | Receives an additional 50% of original time.        |
 | Extra Time -100Percent Exam Time    | ETXXPT     | Receives an additional 100% of original time.       |
@@ Line 150: / Line 128: @@
 ===== Re-Testers =====
+There are three types of re-testers. Each type must be handled differently.
+  * Candidate needs eligibility window to be extended
+    * If candidate has NOT yet taken an exam and needs an extension to take the exam but they need to take it outside the eligibility window, then we need to alter the AuthorizationTransactionType to "U" then update the EligibilityApptDateLast depending on approved date by PM.
+  * Candidate started but was unable to finish exam
+    * If a candidate went to the exam was unable to finish (clicked the wrong button causing them to get kicked out of the exam; fire in the building, etc.), the candidate will need a new EAD file uploaded to Core FTP – only with approval from PM first. In the new EAD file, change the AuthorizationTransactionType to “U” and change ExamAuthorizationCount to 2. Update EligibilityApptDateLast according to PM.
+  * Candidate took exam, failed, and is taking it again
+    * If a candidate is a retester, the AuthorizationTransactionType should be “U” and ExamAuthorizationCount should be “1”. Check the EligibilityApptDateLast and LastUpdate is correct according to the processing sheet. This will be the candidates, expiration date (EligibilityApptDateLast) and the date of the file upload (LastUpdate). The (clientauthorizationID) must be unique. The candidate must have the same ClientCandidateID or a new account will be created, and the candidate will not be able to schedule their exam.
 ===== Candidate Communications =====
 Candidates are send the following email communications.
@@ Line 169: / Line 155: @@
 A [[https://cpshr.sharepoint.com/teams/PearsonVuePilot/Shared%20Documents/Forms/AllItems.aspx?viewid=33822117%2Dcf80%2D46a8%2Db428%2Dece7e1203c62&id=%2Fteams%2FPearsonVuePilot%2FShared%20Documents%2FGeneral%2F4%2E%20Candidate%20Processing%2FCandidates%2FScheduling%20Screen%20Shots|range of other helpful features]] are also available to candidates through the candidates' Pearson VUE accounts.
-===== Results Processing =====
-===== When Updating Exams =====