Adding your participants to tabs will help you to organize your specific caseload, and types of participants (according to their tags, job-ready candidates, staff assignment, or more). Tabs also allow you to export data for a specific set of participants.
Navigation
To access the Tabs Feature, do the following:
Login to your RiseKit account at Staff Portal.
Move your mouse toward the left-hand navigation.
You should see links that show the following options:
Organization
Chat
Candidates
Resources
Surveys
Click on "Candidates"
At the top of the page, you will see View All Users, + Save Tab, and Manage Tabs.
Creating a Tab
Identify the criteria for what participants will be included in the tab. You may use the Filter Options to filter the criteria. Select Apply Actions when you are done.
Select the check box at the top of the candidate list next to Full Name to include all the candidates in the filter. Choose + Save Tab.
Type in your tab name and choose Save View.
Depending on how many Tabs are already created, you may need to scroll to see the tab you've just created.
Click on the tab you want and the participants will appear for you to review.
All participants in Lucas Test Tab
Managing Tabs
To update what tabs you see, select Manage Tabs at the top. Here you can select the tabs or groups you wish to see in your view.
Manage Tabs Page