This article explains how to edit the settings of an existing reference request.
Permissions Required
You can edit request settings if:
The Question Profile has the "Allow users to edit request settings" permission enabled, or
You are a Team Admin or Super Admin
If you do not have permission, contact your system administrator to enable this setting in the Question Profile.
Steps to Edit Request Settings
Navigate to the Requests page
Click on the request you want to edit to open the request details
Click the Actions dropdown button (displayed with an arrow)
Select Edit Request from the dropdown menu
The Edit Request Settings dialog will open
Editing Settings
The Edit Request Settings dialog is organised into five sections, accessible via the sidebar:
Basic Settings
Number of references requested (1-10)
View the candidate's next reminder date
View or cancel Digital ID Verification status
View DBS Check status
Verification Settings
Disable verification for candidates
Disable verification for referees
Reference Settings
Prevent personal email addresses for professional references
Required reference range (years)
Require evidence for employment gaps
Ignore personal references in range calculation
Minimum reference requirements by type (Professional, Personal, Academic)
Communication Settings
Disable voice calls for candidates
Disable voice calls for referees
Reminder schedule settings
Identity Settings
Collect National Insurance number and date of birth
Saving Changes
Make your desired changes across any of the sections
Click Save to apply your changes
Click Cancel or the close button to discard changes