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Creating and Managing Exams in Admin

The Exams section is where Exam types can be created, modify, and deleted/inactivated. Active Exams in this section will appear in the Exam drop down lists throughout Instinct.

Any user with the admin_exams permission can manage Exams in Admin.

Adding new exams

Follow these steps to add a new Exam.

  1. Click “+ New Exam” at the top of the Exams Admin page.

  2. Enter a Label and Abbreviation.

  3. Click Save.

To link Automatic Charges to the Exam,

  1. Click the Add/Edit Charges button.

  2. Search for the appropriate Automatic Charge. As a reminder.

Note: Automatic Charges must be created first under Products.

For more information on how Automatic Charges work, click here.

Edit or delete an exam

Here are the easy steps to edit or delete an Exam:

Edit an exam

  1. Click the Exam Label to open the Exam form.

  2. Update the details as needed.

  3. Click Save.

Delete an Exam

  1. Click the X on the far right to delete an exam.

    1. If the exam has never been used, it can be deleted after confirmation.

    2. If the exam has been used, it cannot be deleted.

    In this situation, Instinct recommends inactivating the Exam by clicking on the Exam Label to open the Exam Form. Simply click on the “Active” toggle to turn it off, then click on “Save”.

The inactive Service will then show in gray on the Exams list and will no longer appear in the Exams drop down lists throughout Instinct.


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