Named entries: web-based form

For Functional Skills you can make named entries using a web-based form. This method is useful if your candidates already exist on Interchange or you only have a few candidates to enter.

1. Log in to Interchange.
   
2. Hover over ‘Entries’ in the left-hand menu and then click on ‘Make entries’.
3. Click on the relevant named web-based entry form link within the qualification category you require.

1. Select your assessment. You can find this by entering the assessment code, title or part title in the search box. If you leave the search box blank, all qualifications for which you are approved will appear in the dropdown list.
2. Select the qualification you require and click ‘OK’. 

Next, you need to select your candidates. You can do this by choosing individual candidates or whole candidate groups.

1. Enter the name, part name, UCI or candidate number in the search box and then ‘Find candidate’. You can restrict the search to show only candidates added during a given time period, from ‘today’ to ‘in the last five years’.
2. Select the appropriate candidates and then click ‘Add selected candidates’. They will appear on the right-hand side of the screen.
   
3. When you have selected all your candidates, click ‘Next’.

You should select existing candidates rather than creating new ones. However, if you cannot find a candidate, you can enter their details:

1. Click the ‘Add new candidates’ tab.
2. Enter the candidate details in the fields provided and then click ‘Add candidate’.
   
3. When you have added all your candidates, click ‘Next’.

Select your entry options (this is where you choose the relevant unit).

1. Select the entry option you need by clicking in the relevant radio button (either ‘Full award entry’ or ‘Unit entry’). If making unit entries, you can make up to three unit entries at once.
2. Ensure the relevant candidates are ‘ticked’ and click ‘Apply to selected’. Repeat this process until you have input entry options for all candidates in the list. 
3. Click ‘Next’.

1. Review your entries and add an order number. 
2. Click ‘Submit entries’ to confirm. You will then see a confirmation page.

You can view all entry information within Interchange. 

1. Log in to Interchange. 
2. Hover over ‘Entries’ in the left-hand menu and then click on ‘Entry submission history’. 
3. Select the qualification category you require – from here you can view details of all your entries. 
4. Click the ‘View entry submission history’ link.
   

Use view entries to see your processed entries:

1. Log in to Interchange. 
2. Hover over ‘Entries’ and click on ‘View entries’ in the left-hand menu. 
3. Click the appropriate qualification to find and view the entries.

The following are useful features of Interchange:

• You only need to set up a candidate once – they are then ready for use for multiple series.
• Whilst creating entries for a unit or qualification, you can go back and add/remove candidates or change entry options without cancelling your entry.
• Once you’ve selected a group of candidates, you can add additional entries to the same group without having to search for them again.
• If you find you have duplicated a candidate, provided you have not yet made an entry for both candidates, it is possible to delete one of the candidates.
• You can also create candidate groups, which can be tailored to include candidates of your choice. To do this, log in, hover over ‘Candidates’ in the left-hand menu and click on ‘Candidate groups’ and follow the on-screen prompts.