Onboarding Dashboard

The Onboarding Dashboard facilitates the onboarding process after a successful login. This includes submitting the initial application, undergoing the audit process, and finally going live. Once certification is complete, the test center is cleared to operate live operations.

Note:

• Once onboarding is complete and the first test center has been added, you can include additional test centers under the registered business name.
• If you are a migrated test center, click Get Started, and the forms will be auto-filled and editable if any changes need to be made. 
  
  

Form Filling – Submit Onboarding Application

Click Get Started to submit your application by filling out the form in the onboarding dashboard, which is necessary to proceed with Credentia. The Application form contains several steps to gather all the required information for onboarding. 

Step 1: Site Information – Provide the Business Information

The First step is to fill in the Site information, including basic information, address, and contact details.

• Fill out all mandatory information fields like Business Name, Registered Legal Name, and Date Established in Basic Information. 
  Note: If applicable, please upload Business Registration Proof with a maximum file size of 2 MB. 
  (Acceptable file types are .JPG, .PNG, .PDF, .JPEG, and .WEBP) 
  
   
• Fill out the test site address information in the provided physical address field. 
  Note: Use Full Physical Address Line 2, if necessary. 
  
   
• In Contact Information, fill out the mandatory details like Business Email and Phone Number. Also, you may fill in the Business Official Website URL and Other Business Locations if applicable.
• Once you've entered all the required information, click Next to move forward or select Save as Draft to save your progress and resume later. 
  
  

Step 2: Basic Information – Provide Test Center Information

In the following steps, enter your Test Center Information, including details about the Test Center, Address, and respond to the related questions. Note: You can add additional test centers after completing onboarding with one.

• In the Test Center Information section, complete all mandatory fields:
  1. You can upload the Test Center logo if you have one.
     1. Click the option to Upload the Test Center logo.
     2. Select the logo from your local device in the pop-up window and ensure the file size does not exceed 2 MB.
     3. You may also use the drag-and-drop option to upload the logo. 
        
         
  2. Choose the type of test center, i.e., INF (In-Facility Test Center) or RTS (Regional Test Site). A Unique Test Center Code is assigned to the test center.
  3. The Email ID and Phone Number are automatically populated using the details provided in the initial site information. If you have a specific email or phone number for the test center you’re adding, you can modify it as needed. 
     
     Note: The Unique Test Center Code is given by Credentia, which starts with three letters, followed by five (5) numbers (E.g., INF12345 or RTS67890). 
     
      
• Verify or update the physical address of the test center. This field is automatically populated using the details provided in the initial site information. If the address for the test center you are adding is different, you can modify it as needed. 
  
   
• In the billing address section, enter your billing address. If it matches your physical address, check the box and continue. 
  
   
• Answer the listed questions to provide the Test Center Information, check the fields that are suitable for the test center, and click Next to proceed or Save as Draft to save the application details and return later.
• Click Back to return to the previous step. 
  
  

Step 3: Additional Information

In the Additional Information section, ensure the map shows the correct location to assist evaluators and candidates in finding your test center. Complete all required fields with the necessary details, including the time zone, testing hours, and other relevant information.

• Click the Option button to choose the Owned by option from the available list. 
  
   
• Select the precise location of the facility using the map. Click and hold the Pin to drag it on the map to correct the pinned location. 
  Note:
  1. Use a Map or Satellite view at your convenience to locate the test center.
  2. Use Map Camera Control to move and zoom in and out of the map.
  3. Use Pegman for the street view in Satellite.
• Select the test center operating Time Zone from the Timezone field dropdown menu. The default setting uses the system time zone, so update it if the test center is in a different time zone. 
  
   
• In the Testing Availability & Unavailability section, you can provide the operations Date and Time Range of the test center, and you can add unavailability details.
  1. Click the Testing Window 1 dropdown provided under Testing Availability & Unavailability.
  2. Click the Date Range Calendar icon and choose the upcoming availability date range from the calendar. 
     Note: you can exclude weekly off days when configuring the time range and mark any holiday dates as unavailable under unavailability.  
     
      
  3. Click the Time Range Clock icon and select the availability time range. 
     
      
     
     1. Click the Check Box to choose the default full-day testing window. To select a different testing time, choose from the drop-down options for each day. To exclude weekly days off, keep this option unchecked and do not specify any testing time ranges.
     2. Click Save after you have added the time range. 
        
         
  4. Exclude Date option provided under Unavailability and choose the dates and times of any pre-planned closure of test center operations. You will be able to exclude dates within the specified availability date range.
     1. Click the Exclude Date Calendar icon.
     2. To select a specific date, click on the desired Date in the calendar. Clicking the same date again will clear the selection.
     3. Click the Add button or click Cancel to discard. 
        
         
     4. Click the Check Box to choose the default full-day testing window. 
     5. To select a different testing time, set the time in the Opens at and Closes at fields using the drop-down menu.
     6. Click the Add button. 
        
         
• If necessary, click Add Another to include additional testing dates for availability and unavailability. 
  
   
• In the Enter details of the rooms and labs for testing section, specify the number of rooms and choose their room type. Select the available capacity type and input the maximum capacity per exam. Use the 'Add Another' option to include capacity details for different room types.
  1. Enter the number of rooms for testing in the Room Number field.
  2. Select a Room Type from the dropdown.
  3. Select Capacity Type from the dropdown.
  4. Click Add Another to add more testing room or lab capacity information. 
     Note: You can add additional capacity details using the Add Another option.
• Enable the Additional Time option if your test center allows.
  1. Click the Toggle Switch to enable.
  2. Click the Check Box from the available options to specify the extra time.
  3. After filling in, click Next to proceed, Save as Draft to save the application details, or back to return to the previous step. 
     
     

Step 4: Accommodation

In the Accommodation section, specify available Test Center accommodations by enabling the relevant option and providing its details. If an accommodation is unavailable, keep the option disabled. Use the 'Other instructions' option to add any additional accommodation instructions.

• Click the Toggle Switch to enable each listed accommodation by the test center. 
  
   
• Under each selection ensure to select the pre-defined fields in the respective fields and fill in the details if necessary.
• Click Next to proceed, Save as Draft to save the application details, or back to return to the previous step. 
  
  

Step 5: Supporting Documents

In the Supporting Document, Upload all the mandatory fields like Exterior Images, Interior Images, 360 Degree View of the Test Center and Proof of Business Document.

• To upload the document, Click the Upload bar to choose the relevant file from your system/device. Or drag and drop the file to the Upload Bar. 
  Note:
  1. Max document size shouldn’t exceed more than 2MB, and only accepted file types are .PNG, .JPG, .PDF, .JPEG, and .WEBP.
  2. Upload the Ownership Documents if necessary. 
     
      
• Click Submit to send the application form for review, Save as Draft to save the application details, or back to return to the previous step. 
  
   
• After clicking on submit ensure recheck the application form displayed in the preview window and scroll through the from to the bottom and click Submit to submit the application.
• In case you need to modify any changes in the application form click cancel to update the changes in the application. 
  
   
• After submission, you will receive a toaster message stating that the Application has been successfully submitted and sent for review. 
  
   
• Operations teams will review the application form and act (approve, reject, and request change) accordingly.
• Hover on the Application form to view the status of the application. You also receive email notification once the application has been reviewed. 
  
  

Form Filling –Update Change Request

If your application requires modifications, you will receive an email notification about the change request. You can then log in to view the request and update the necessary details to move forward with the application approval.

• After login, hover over the Form Filling icon to view the status.
• If any changes are requested, click Continue to update. 
  
   
• Navigate to the Change Request comments section at the top right of the page and click the Message icon to view comments on change requests. 
  
   
  Note: The required change comments will be added under the section title where the change is needed.
• After making the requested changes, please navigate through all pages of the application by clicking Next, and Submit provided at the last page to resubmit the application for review.

Auditing – Submit Onboarding Audit

Once the application is approved, you will be able to complete the self-audit process to proceed further.

• If the application is approved, you can proceed with the audit process. 
  
   
• Once you obtain approval, move forward with auditing the authorized test center. 
• In the Audit Form, fill out all mandatory fields and upload the necessary documents for the auditing process. 
  Note: Ensure you read the instructions before filling out the details.
• Click Submit to send the Audit form for review, Save as Draft to save the application form, and Cancel to go back to the Onboarding Dashboard. 
  
   
• Click the message icon to view the Comments from operations staff and the double arrow icon to view the Activity Timeline. 
  
   
   
• After submission, you will receive a toaster message stating that the Audit Saved successfully and sent for review. 
  
   
• Operations teams will review the audit form and act (approve, reject, and request change) accordingly.
• If the audit form is approved, click Go Live to run the operations of the test center.