Manage and lifecycle
Assessment states, editing rules, cancellation, deletion, restoring a draft, and how a completed assessment is archived.
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-wide) and My (own only). 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 DRAFT (or PAYMENT_EXPIRED). Once
submitted for payment it becomes locked. The Configuration step is explicitly locked
when the server status is ACTIVE.
What stays editable after activation is deliberately small:
- The candidate list (add or remove candidates who have not yet started).
- The invitation email subject, body, and sender name.
- Sending reminders to candidates who have not submitted.
Cancelling
If you no longer need a live assessment, you can cancel it. 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.