Send Reference Requests — End-User Help

Overview

This page (SendReferenceRequests.aspx) is the central tool for sending a single, verified reference request to a referee for a selected candidate.

Use it to pick an active candidate, choose one of their pending referees, select the published verification form, optionally include selected candidate fields, set automatic reminder behaviour/timezone, preview the request, and send it.

This page enforces that a candidate, a pending reference and a published form are selected before sending.

Quick start (30–60 seconds)

1. Choose a candidate from ddlCandidates. The page loads any pending references for that candidate.
2. In gvReferences, select the radio button for the single reference you want to send (this sets hfSelectedRefId).
3. Pick the verification form from ddlForms (only published/active forms appear).
4. Optionally check items under cblCandidateInfo to include read-only candidate details the referee will see.
5. Choose an auto-reminder policy (ddlReminderPolicy) and a timezone (DropDownListAutoReminderTimeZone) if reminders are supported.
6. Click Preview Request to inspect the email/form or Send Request to send. Both buttons run syncSelectedRef() client-side to ensure the selected radio value is stored.

Field & control reference

Candidate selection: ddlCandidates

• AutoPostBack: selecting a candidate loads their pending references into gvReferences
• Only active candidates are listed

Pending references grid: gvReferences

• Each row has a radio input (name gvSelect) with value equal to REFERENCEID
• Selecting a row sets hfSelectedRefId
• If no pending references exist the grid shows: “No pending references found for this candidate.”

Hidden fields

• hfSelectedRefId — selected REFERENCEID for postback; restored on load by restoreSelectedRefClient()
• hfSelectedCandidateId — persists candidate id between client/server

Verification forms: ddlForms

• Only published, active custom forms are listed

Candidate information to include: cblCandidateInfo

• Checked items are shown read-only to the referee

Auto reminder policy: ddlReminderPolicy

• Automated reminder behaviour (UI note: “We won’t send more than three reminders automatically”)
• If subscription doesn’t include reminders the featurealert element appears

Auto reminder time zone: DropDownListAutoReminderTimeZone

• Reminders are sent between 9am and 5pm local time for the selected timezone

Actions

• btnPreview — Preview the request (runs syncSelectedRef() before post)
• btnSend — Send the request (runs syncSelectedRef() before post)
• btnCancel — Cancel/Return
• Default email text is controlled via Custom Branding page (link shown on UI)

Important client behaviors & implementation notes

• syncSelectedRef() runs on click of btnPreview and btnSend
• Finds input[name="gvSelect"]:checked
• Copies its value into hfSelectedRefId so server knows which reference was selected
• restoreSelectedRefClient() runs on window load
• Re-checks the radio using value in hfSelectedRefId to preserve selection after postbacks/paging
• Selecting a different candidate triggers a postback and reloads gvReferences
• You must re-select the desired reference after the grid reloads
• The grid uses radio selection — only one reference may be sent at a time from this UI

Validation & what will block Send

• Candidate selected (ddlCandidates)
• Pending reference selected in gvReferences (radio checked; hfSelectedRefId set)
• Verification form selected (ddlForms)
• If reminders are disabled, reminder controls may be hidden/disabled — this does not block send
• Server-side validation may reject sends for business reasons (already sent, invalid state, permission)

Previewing a request

Use Preview Request (btnPreview) to inspect the outbound email + form the referee will receive.

Preview uses the same server logic as Send but returns read-only content so you can confirm:

• candidate info inclusion
• selected form
• message tokens such as {{CandidateName}}, {{Position}}, {{CompanyName}}

Reminders & scheduling rules

• Auto reminders will not send more than three follow-ups automatically
• Reminders are sent between 9am and 5pm in the selected timezone
• If reminders are unavailable the page shows a message in featurealert
• Send will proceed but reminders will not be scheduled

Access, permissions and subscription notes

• Some features (scheduled reminders/timezones) depend on subscription level
• If Send is disabled or you get permission error, contact your administrator

Step-by-step example — send a request

1. Select candidate from ddlCandidates and wait for the grid refresh
2. In gvReferences, select the radio for the referee
3. Choose the verification form in ddlForms
4. Optionally tick candidate info in cblCandidateInfo
5. Choose reminder policy/timezone (if enabled)
6. Click Preview Request and review
7. Click Send Request and watch for success/ErrorPanel feedback

Troubleshooting & common issues

No candidates listed in ddlCandidates

Ensure you have access and there are active candidates. Contact admin if unexpectedly empty.

Candidate selected but gvReferences is empty

Only pending references show. If already sent/completed they won’t appear. Check Candidate → References status.

Radio selection lost after postback/paging

Selection is stored in hfSelectedRefId and restored by restoreSelectedRefClient().

If it disappears, verify hfSelectedRefId contains the expected value.

Preview/Send uses the wrong reference

Confirm the radio is checked and hfSelectedRefId matches it. Always Preview before Send if unsure.

featurealert shows “not available in this subscription”

Reminders/timezones aren’t enabled. Send will still work without scheduling reminders.

Send fails with server error

Copy exact error text from ErrorPanel (LabelErrorMessage) and provide candidate + hfSelectedRefId.

Accessibility & keyboard tips

• Tab to ddlCandidates, use arrow keys, press Enter to trigger postback
• Tab to grid and use Space/Enter to select the referee radio
• Preview/Send buttons can be activated with Enter/Space
• Screen readers will announce selections in standard form controls

Best practices

• Always Preview before Send
• Prefer including Work Email and Company Website to reduce delivery issues
• Include only necessary candidate info
• Use reminders respectfully and consider time zones

What to provide to support

Provide:

• candidate selected and reference id (hfSelectedRefId) or referee name
• selected form (ddlForms)
• exact ErrorPanel text
• browser console logs (if available)
• reminder policy/timezone used (if relevant)

FAQ (short)

Q: Can I send to more than one referee at once?

A: No — this UI sends one selected referee at a time (radio selection).

Q: Why don’t I see unpublished forms?

A: Only Published + Active forms appear in ddlForms.

Q: Why did a different referee get the email?

A: The selected radio may not have synced. Ensure the radio is checked and syncSelectedRef() runs before postback.