Manage and lifecycle
Assessment states, editing rules, cancellation, and deletion from the list and detail views.
Manage and lifecycle
After creation, an assessment moves through a few states. Knowing them helps you manage edits, cancellations, and deadlines.
States
| Indicator | State | Meaning | Can you edit? | In list view? |
|---|---|---|---|---|
| Draft | DRAFT | Created, not yet paid | Yes (config and problems) | No, kept in Drafts |
| Draft | AWAITING_PAYMENT | Submitted, checkout open | No | No |
| Draft | PAYMENT_EXPIRED | Checkout expired | Yes (re-editable) | No |
| Active | ACTIVE | Paid and live | No | Yes |
| Completed | COMPLETED | Window ended or all submitted | No | Yes |
| Cancelled | CANCELLED | Cancelled | No | Filtered |
The list view
The assessments list shows Active, Completed, and Cancelled assessments. Drafts, awaiting payment, and expired states are hidden from the main grid and live in the drafts dialog instead.
Filters are All, Active, Completed, and Cancelled. Admins additionally see a scope toggle between All (company) and My (own). You can search by name, role, or candidate email, and sort by name, status, duration, creation date, or candidate count.
Each card shows a pipeline bar of candidate progress (invited, started, completed, expired) and a completion percentage. Live assessments show a pulse indicator, and each progress band is colored the same way as the candidate statuses on the detail page: sent uses info, started uses warning, completed uses success, and expired uses destructive.
Editing
You can edit an assessment only while it is a DRAFT (or PAYMENT_EXPIRED). Once submitted for payment it becomes locked. The Configuration step is explicitly locked when the server status is ACTIVE.
Cancelling
If you no longer need a live assessment, you can cancel it. The cancel endpoint exists and the list treats cancelled assessments as terminal and dimmed. Refunds, where applicable, are represented in the wallet ledger as released holds rather than a dedicated button in the dashboard.
Deleting
Drafts, expired, and cancelled assessments can be deleted. Active assessments with in progress candidates should be cancelled first. You can also save an assessment as a template from the detail or list view for reuse.
Restoring a draft
Drafts are autosaved to the server. You can reopen one with its draft id and continue where you left off; the wizard restores the name, problems, candidates, and payment choices.