> ## Documentation Index
> Fetch the complete documentation index at: https://help.neurapulse.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Project Management
### Accessing Projects[](#accessing-projects "Direct link to Accessing Projects")
1. Click "Projects" in the navigation menu
2. View your list of projects. Active projects allow for tests to be taken and inactive projects do not.
### Project Details[](#project-details "Direct link to Project Details")
Each project entry displays:
* Project Name
* Status Information
* Actions Menu `⋮` for editing its settings
### Editing a Project[](#editing-a-project "Direct link to Editing a Project")
1. Click the `⋮` button next to the project name
2. Update settings, including:
* Title
* Language
* Test frequency settings
* Fit For Duty Response
* Identity Verification
3. Click "Confirm" to apply changes
The Identity Verification setting allows you to require test takers to verify
their identity using a photo ID before taking the assessment. When enabled,
test takers must complete an identity verification process that matches their
live face photo with their ID.
### Project Dashboard[](#project-dashboard "Direct link to Project Dashboard")
Click on a project name to access its dashboard, which includes:
* Group safety metrics
* Individual results for test takers
* Test taker management options, such as editing and deleting test takers
## Dashboard Metrics[](#dashboard-metrics "Direct link to Dashboard Metrics")
* Safety Rating - *The average percentage of completed assessments classified as safe over the selected period. The change shows how this average compares to the previous equivalent period.*
For a 7-day period: If the average Safety Rating for the past 7 days is 85%
and it was 80% for the 7 days before that, the change would be shown as "+5%
from previous week".
* Test Completion Rate - *The average percentage of started assessments that were completed over the selected period. The change indicates how this average compares to the previous equivalent period.*
For a 7-day period: If the average Assessment Completion rate for the past 7
days is 90% and it was 95% for the 7 days before that, the change would be
shown as "-5% from previous week".
## Test Takers[](#test-takers "Direct link to Test Takers")
* View individual results
* Add individual test takers or import via CSV
* Edit/delete test takers
You can collapse/expand the chart at the top of the page to focus on
individual results (see below). The button is located below the project's
Run/Stop button.
#### Editing a Test Taker[](#editing-a-test-taker "Direct link to Editing a Test Taker")
* To edit/delete a test taker, click on the `⋮` button
* Update the details and click the **Edit Test Taker** button to save changes
#### Adding a single test taker[](#adding-a-single-test-taker "Direct link to Adding a single test taker")
You can add one test taker at a time from the Test Takers section.
1. Open your project's dashboard
2. In the **Test Takers** section, click **+ Add Test Taker** (at the top of the section, next to Search and Sort on desktop; above Search on smaller screens)
3. Enter the required field: **Email Address**
4. Optionally enter: **First Name**, **Last Name**, **Phone Number**, **Year of Birth** (4-digit year, e.g. 1985), and **Reference ID** (e.g. an employee ID)
5. Click **Add Test Taker** to save
The same validation and duplicate rules apply as for CSV import: required fields must be valid, and a test taker with the same email cannot already exist in the project. After adding, you can share the test link or use the row actions to send the test to the new test taker.
#### Importing Test Takers via CSV[](#importing-test-takers-via-csv "Direct link to Importing Test Takers via CSV")
You can bulk import test takers by uploading a CSV file. This is useful when adding multiple test takers at once.
**To import test takers, you can use either method:**
**Method 1: Drag and Drop**
1. Navigate to your project's dashboard
2. Drag your CSV file over the test taker table - a visual indicator will appear showing where to drop the file
3. Drop the CSV file onto the table when you see the drop indicator
4. The import preview will open automatically
**Method 2: Using the Import Menu Button**
1. Navigate to your project's dashboard
2. Click the `⋮` button in the test taker table header (located next to the search and sort controls)
3. Select **Download CSV Template** to get a sample CSV file with the correct format (if needed)
4. Fill in the template with your test taker information
5. Click the `⋮` button again and select **Import CSV**
6. Choose your CSV file to upload
Both methods work the same way - drag and drop is a quick alternative to using
the menu button. The `⋮` button is located in the test taker table header, to
the right of the search and sort controls.
**CSV File Format:**
Your CSV file must include the following columns:
* **firstname** (required): Test taker's first name
* **lastname** (required): Test taker's last name
* **email** (required): Test taker's email address (must be a valid email)
* **yearofbirth** (required): Test taker's year of birth (use 4 digits, e.g., 1985)
* **referenceid** (optional): An identifier for your records (like an employee ID)
**Example CSV format:**
```csv theme={null}
firstname,lastname,email,yearofbirth,referenceid
John,Doe,j.doe@my-company.com,1985,REF12345
Jane,Smith,j.smith@my-company.com,1990,REF67890
Alice,Johnson,a.johnson@my-company.com,1992,
```
Lines starting with `#` are treated as comments and will be ignored during
import. The downloaded template includes helpful comments explaining each
field.
**Import Process:**
After uploading your CSV file:
1. The system checks your file for errors and duplicates
2. A preview window shows:
* How many test takers are ready to import
* Any errors that need to be fixed (if there are any)
* A preview of the test takers that will be added
3. Review the preview and click **Import** to add the test takers
Rows with errors will not be imported. Fix any errors in your CSV file and
upload again. Duplicate test takers will be skipped automatically.
**Tips for CSV Import:**
* Use the downloaded template to make sure your file is formatted correctly
* Make sure all required fields are filled in
* Double-check that email addresses are valid
* Use 4-digit years for year of birth (e.g., 1985, not 85)
#### Downloading Test Takers as CSV[](#downloading-test-takers-as-csv "Direct link to Downloading Test Takers as CSV")
You can export all test takers from a project as a CSV file.
1. Navigate to your project's dashboard
2. Click the `⋮` button in the test taker table header
3. Select **Export All Test Takers**
4. A CSV file will be downloaded to your device
The exported file is named using the format `neurapulse_{project_name}_export_{date}_{time}.csv`.
**Exported fields:**
* Reference ID
* Name (first and last combined), Email, Phone Number, Year of Birth
* Status (e.g. Completed, High Risk, Not Started)
* Identity Verified
* Top Performer (Yes if starred as a top performer, blank otherwise)
* Acknowledged (Yes if a High Risk result has been acknowledged, blank otherwise)
* Priority (risk priority rank used to sort the table)
* Last Sent (date the most recent test was sent to this person)
* Last Tested (date the most recent test was completed)
* Date Created
* Performance (sort order index — the row's position when the table is sorted by performance, with 1 being the strongest performer) — **one-time projects only**
Results are sorted by risk priority (highest first), then by most recent test date.
Raw scores are not included in the CSV export. A status indicator will appear
next to the button while the export is in progress.