Transcript Getting Started With VUE

Using Registration Manager
Creating Records and Scheduling Exams
TUTORIAL
Contents
Welcome! This training module will provide you with step-by-step
instructions for using Registration Manager. It will cover these main
topics:
Part I: Registration Manager Introduction and Overview
Part II: Searching for and Editing Records
Part III: Viewing Exam History and Creating a New Record
Part IV: Scheduling Exams
Part V: Entering Payment Information and Vouchers
Part VI: Rescheduling and Canceling Exams
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Part I: Registration Manager Overview
This section will explain how Registration Manager works:
Registration Manager: Overview of features
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Part I: Registration Manager Overview
Registration Manager: Overview of the Application
Registration Manager allows you to manage a candidate’s exam and
information. This includes:
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searching for, creating, and editing a
candidate’s personal data.
scheduling an exam for a candidate.
specifying payment information.
rescheduling or canceling a candidate’s exam.
viewing a candidate’s exam history.
Part I: Registration Manager Overview
Registration Manager: Overview of the Application
Registration Manager is installed on the Admin workstation.
To open, go to Start, All Programs, VUE Applications, Registration
Manager.
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Part I: Registration Manager Overview
Registration Manager: Overview of the Application
When you log into Registration Manager, the Customers view and the Primary
Tab will be displayed. From this window you will be able to navigate to other
areas of Registration Manager.
Customers View
Allows you to view
candidate demographics
and exam history.
Primary
Select Client
Allows you to select the
client the candidate exam
is associated with.
Allows you to enter
and view candidate
demographics.
Allows you to
schedule exams.
Alternate
Client Info
History
Allows you to enter
and view additional
candidate
demographics.
Allows you to enter
and view additional
candidate information
required by the client.
Allows you to view exam
history, reschedule, and
cancel exam
appointments.
Search
Allows you to
search for
candidate records.
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Exams View
Order View
Allows you to enter
payment information,
vouchers, and
discounts.
Part II: Searching for and Editing Records
This section will explain how to:
Search for records
Edit records
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Part II: Searching for and Editing Records
Background Policies/Information: Searching for a Candidate Record
Before beginning a search, it is important to understand how records
are categorized in Site Manager.
Unprotected exam sponsors share candidate records with other
sponsors. When you perform a search in Registration Manager, all
matching records associated with unprotected sponsors are found,
regardless of which unprotected sponsor is selected in the Select
Client field.
Protected exam sponsors do not share candidate records with
other sponsors. When you perform a search in Registration
Manager with a protected sponsor selected, only records
specifically belonging to that sponsor are found.
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Part II: Searching for and Editing Records
Registration Manager: Searching for a Candidate Record
When a candidate calls to schedule an exam at your test center, it is
critical that you always search for an existing record before creating
a new one.
Each candidate’s record is assigned a unique ID for that
candidate.
The candidate’s unique ID record is tied to the certification for
the exam being taken.
If you create a record and ID before conducting a search, you
might create a duplicate record for that candidate.
Duplicate records will result in the candidate not being granted a
certification.
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Part II: Searching for and Editing Records
Registration Manager: Searching for a Candidate Record
The following steps describe how to search for a candidate record:
Log into Registration
Manager.
Select the appropriate client
from the drop-down menu.
In this and all subsequent
examples, CompTia will be
used as the exam sponsor.
Click on the Search button.
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Part II: Searching for and Editing Records
Registration Manager: Searching for a Candidate Record
Enter the search criteria and
click Search.
Enter the candidate’s first and
last name, and/or the
candidate’s Candidate ID
number.
If there are several
candidates with the same
name, you may be required
to enter additional
information such as country,
city, and state.
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Part II: Searching for and Editing Records
Registration Manager: Searching for a Candidate Record
Select the appropriate
record and click OK.
If more than one record
appears, select the record
that corresponds to the
correct candidate and
client testing ID of the
client with whom the
candidate is taking an
exam.
Note: If duplicate records
appear and each contains
a client testing ID for that
client, you will need to
verify exam history. This
search will be explained
later.
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Part II: Searching for and Editing Records
Registration Manager: Searching for a Candidate Record
Verify the candidate’s
demographic information.
Make sure that all the
required information is
current. You may need to
refer to the specific exam
sponsor chapter, which
explains what demographic
information is required.
Note the candidate’s VUE ID.
The VUE ID is the unique
identifier for this record in
Registration Manager.
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Part II: Searching for and Editing Records
Registration Manager: Searching for a Candidate Record
Click on the Client Info tab
and note the Testing ID.
The Testing ID is the unique
identifier for this record
within this particular client.
Click on the Primary tab if
you need to edit the record.
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Part II: Searching for and Editing Records
Registration Manager: Editing a Candidate Record
The following steps describe how to edit a candidate record:
Click on the Edit button.
Enter any necessary changes.
Click Save to save the
changes.
You are now ready to
schedule an exam!
If a long list of candidates
appears in the window on the
left, click the Remove button
to remove names from the list
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Part II: Searching for and Editing Records
Tips: Searching for a Candidate Record
The best option to search for a candidate is by entering the candidate ID
number, as this search will only find one candidate.
If the candidate ID number is not available and it is necessary to search by
name, your search may find more than one candidate, as candidates may
share the same name.
If your search does find more than one candidate (but fewer than five),
check the other demographic information listed in the Primary tab (email
address/ phone number/city-state) to find the correct candidate.
If a candidate seems to have a duplicate record, you should verify the exam
history for each record before you schedule the exam.
You should create a new record for a candidate only after conducting a
thorough search for an existing record.
Slide 16
Part III: Viewing Exam History and
Creating a New Record
In this section you will learn how to:
View exam history
Create new records
Slide 17
Part III: Viewing Exam History & Creating New Records
Registration Manager: Viewing Exam History
The following steps describe how to view exam history:
Highlight the candidate from
the list of names on the left.
Verify that the demographic
information corresponds to
the candidate.
Note the VUE ID from the
Primary tab and the Testing
ID from the Client Info tab.
Click on the History tab.
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Part III: Viewing Exam History & Creating New Records
Registration Manager: Viewing Exam History
Select Exam History from
the drop-down menu.
Verify the exams taken,
location, and any other
relevant information to
determine if this is the
correct candidate record.
If the candidate has multiple
records, you should view
the exam history for each
record.
Once you have determined
the correct record, you are
ready to schedule an exam!
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Part III: Viewing Exam History & Creating New Records
Background Policies/Information: Creating a New Record
Remember to always conduct a search before creating a new record.
Once a candidate's record has been saved in Registration Manager, you
cannot change the candidate's name.
Some exam sponsors also have restrictions on when other candidate information,
such as the mailing address, can be changed—for example, the exam sponsor may
require the candidate to contact the Call Center/Contact Centre or the exam
sponsor in order to make a change.
In addition, sponsors may have different requirements on which fields are required
to be filled in.
Refer to the Exam Sponsor Guide for specific requirements.
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Part III: Viewing Exam History & Creating New Records
Registration Manager: Creating a New Record
The following steps describe how to create a new record:
After you have searched for
a candidate’s record, click
on the New button.
A message will appear
advising you to create a
record only after
conducting a search. If you
have already searched,
click Yes to begin creating
the record.
From the Primary tab, enter
the required demographic
information for the candidate
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Part III: Viewing Exam History & Creating New Records
Registration Manager: Creating a New Record
Click on the Alternate tab to
enter additional demographic
information.
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Part III: Viewing Exam History & Creating New Records
Registration Manager: Creating a New Record
Click on the Client Info tab to
enter information required by
the exam sponsor and to
generate a client Testing ID for
the candidate.
Depending on the sponsor,
you may be required to enter
additional information
regarding the candidate.
Generate the Testing ID by
clicking the Generate New
ID button.
A message will appear
advising you to generate the
ID only after conducting a
search. Click Yes to begin
generating the ID.
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Part III: Viewing Exam History & Creating New Records
Registration Manager: Creating a New Record
Click on the Primary tab to
return to the main
Registration Manager Window.
Verify the demographic
information is correct and
click Save.
When you save the record,
Registration Manager checks
that you have entered all
information required by the
exam sponsor. If any
information is missing or
incorrect, a message lets you
know which fields you need to
fill in or change.
You are now ready to
schedule an exam!
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Part III: Viewing Exam History & Creating New Records
Advisory: Creating a New Record
Remember! You should create a new record for a candidate only after
conducting a thorough search for an existing record.
If you create a duplicate record, candidates will have their test results
distributed across two records and will fail to achieve certification because
neither record will be complete.
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Part III: Viewing Exam History & Creating New
Records
Tips: Creating a New Record
If you need to create records for several different candidates, as you save
them the names will appear in the window on the left-hand side of the
screen.
When you are ready to schedule an exam, make sure that you have the
correct candidate selected from the list!
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Part IV: Scheduling Exams
In this section you will learn how to:
Schedule exams
Slide 27
Part IV: Scheduling Exams
Background Policies/Information: Scheduling an Exam
Normally, Test Administrators can only add or change Site Manager
information, view schedules, perform same-day registrations,
cancel/reschedule exams and view canceled registrations for their own
test center.
Site Groups are groups of test centers that can be managed by everyone in
the group.
If you are part of a Site Group, you will be able to manage information in Site
Manager at any test center within your Site Group.
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Part IV: Scheduling Exams
Background Policies/Information: Scheduling an Exam
If you are not part of a site group consisting of several test centers, you will be
able to:
 schedule, reschedule, and cancel appointments at your test center only.
 schedule exams to be taken at other test centers and in other countries.
 view cancellations at your test center only.
If you are part of a site group, you will be able to:
 schedule, reschedule, and cancel appointments for any test center in your
group.
 schedule exams to be taken at other test centers and in other countries.
 view cancellations at test centers in your group only.
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Part IV: Scheduling Exams
Registration Manager: Scheduling an Exam
The following steps describe how to schedule an exam:
After you have either
searched for or created a
candidate’s record, click on
the Exams button.
Select the exam the
candidate will be taking.
Select the language.
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Part IV: Scheduling Exams
Registration Manager: Scheduling an Exam
Select the test center.
Your test center should
already be listed as the
default.
If you need to schedule the
candidate at another test
center or your test center
does not appear, click the
Centers button.
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Part IV: Scheduling Exams
Registration Manager: Scheduling an Exam
Enter the appropriate search
criteria and click Search.
Locate the test center by
scrolling through the list and
highlight it to select it.
Click the Select button.
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Part IV: Scheduling Exams
Registration Manager: Scheduling an Exam
Enter the time and date
range the candidate desires.
The default date is always
the next calendar day. If
necessary, change the
date in the Dates From /
Through fields to the
desired date.
Click Find Times and select
the desired time.
The times displayed reflect
the availability of open
hours at your test center.
Click Schedule to schedule
the exam and take
order/payment information.
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Part V: Entering Payment Information and Vouchers
In this section you will learn how to:
Enter payment information
Enter vouchers
Enter multiple orders
Slide 34
Part V: Entering Payment Information and Vouchers
The following steps describe how to enter payment and voucher information:
Verify the exam price is
correct.
Enter any special discounts.
Sometimes a sponsor offers
a discount, like buy one
exam, get one free.
Discounts must be applied
only after all exams are
added to the order
Important! Test centers must charge candidates the prices listed in Registration Manager. Under
no circumstances can you charge a candidate a sitting fee, administrative, or any other additional
charge for taking an exam.
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Part V: Entering Payment Information and Vouchers
Highlight the discount and
click Apply.
If the exam is eligible for
the discount, the
discount will be applied.
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Part V: Entering Payment Information and Vouchers
Select payment type or
voucher information.
Select the credit card from
the drop-down menu.
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Part V: Entering Payment Information and Vouchers
Enter credit card
information and click OK.
The name on the credit
card must match the
name of the candidate
or an employee of your
test center.
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Part V: Entering Payment Information and Vouchers
Enter voucher number
and click Apply.
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Part V: Entering Payment Information and Vouchers
Scheduling More Exams or Saving the Order
Either save the order, or
schedule another exam for
the candidate or for another
candidate.
Click on the Exams button to
schedule another exam for
the same candidate.
Click on the Customers
button and search for the next
candidate.
If you are scheduling
multiple candidates,
schedule up to 10
candidates before saving
the order.
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Part V: Entering Payment Information and Vouchers
Scheduling More Exams or Saving the Order
The following steps describe how to save the order:
When you are finished
scheduling exams, click Save
to save the order.
A message will appear when
the order has been
successfully entered, then
click OK.
Once the order has been
saved, the Pearson VUE
system will send a
confirmation letter to the
candidate via email, fax, or
ground mail, depending on the
information provided
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Part V: Entering Payment Information and Vouchers
Tips: Scheduling Exams
To save time, schedule several exams at once before clicking the Save
button from the Orders view.
Important! Test center staff will be held responsible for any fraudulent
activity that occurs while using Pearson VUE applications, including credit
card fraud.
Pearson VUE reserves the right to charge your testing center a fee for any
credit card transaction that is rejected by the credit card issuer as a result of
fraudulent use such as chargebacks.
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Part VI: Rescheduling and Canceling Exams
In this section you will learn how to:
Reschedule exams
Cancel exams
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Part VI: Rescheduling and Canceling Exams
Background Policies/Information: Rescheduling an Exam
You can reschedule an appointment to a test center in a different country.
When rescheduling to a different country, the following rules apply:
The exam price, currency and tax must remain the same.
All appointments on the order must be scheduled for the same country.
If a candidate has more than one exam appointment on the order, you will not be
able to change the country.
Discounts and standard registration policies will be revalidated for the order.
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Part VI: Rescheduling and Canceling Exams
Registration Manager: Rescheduling an Exam
The following steps describe how to reschedule an exam:
Search for the candidate’s
record under the appropriate
client.
Verify the demographic
information corresponds to
the candidate.
Note the VUE ID from the
Primary tab and the Testing
ID from the Client Info tab.
Click on the History tab.
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Part VI: Rescheduling and Canceling Exams
Registration Manager: Rescheduling an Exam
Select Exam Registrations
Active from the drop-down
menu.
Select the exam the
candidate wants to
reschedule.
Click the Reschedule button.
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Part VI: Rescheduling and Canceling Exams
Registration Manager: Rescheduling an Exam
Click the Find New
Appointment button.
Locate a new test center, if
required.
Enter a new date and time.
Click the Find Times button.
Click the Schedule button.
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Part VI: Rescheduling and Canceling Exams
Registration Manager: Rescheduling an Exam
Verify the appointment
information and click Save.
When the order is saved, the
History tab will be displayed
and show the new exam
appointment.
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Part VI: Rescheduling and Canceling Exams
Registration Manager: Canceling an Exam
The following steps describe how to cancel an exam:
Search for the candidate’s
record under the appropriate
client.
Verify that the demographic
information corresponds to
the candidate.
Note the VUE ID from the
Primary tab and the Testing
ID from the Client Info tab.
Click on the History tab.
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Part VI: Rescheduling and Canceling Exams
Registration Manager: Canceling an Exam
Select Exam Registrations
Active from the drop-down
menu.
Select the exam the
candidate wants to cancel.
Click the Cancel Item button.
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Part VI: Rescheduling and Canceling Exams
Registration Manager: Canceling an Exam
Verify that the exam is the
exam that the candidate
wants to cancel.
Click the Save button.
After the cancellation is
saved, Pearson VUE will
refund the candidate,
usually the next business
day. Payments made with
credit card might not show
the cancellation until the
next statement.
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CONGRATULATIONS!
You have finished this training module.
Practice using Registration Manager by creating a
record for yourself, and then registering yourself
for your Certification Exam or TDFTs (a dummy
practice exam.)
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