Candidate History and Re-Screening

How to review completed screenings, access conversation transcripts, re-screen candidates, and navigate screen relationships.

Overview

Every screen in SageScreen is a self-contained record of one candidate’s interaction with one Sage. Once complete, the screen preserves everything: the conversation transcript, results (if generated), metadata, and timeline. Reviewing a past screening means opening that screen’s detail page and reading what happened.

Note

There is no video or audio replay. Candidates type or speak their responses, spoken responses are transcribed in real time, and the record is the transcript itself.

Reviewing a Completed Screen

The screen detail page is the primary interface for reviewing any screening, active or completed.

What the Detail Page Shows

• Candidate information: Name, email, phone, and the recruiter assigned.
• Progress timeline: A six-step sequence (Created, Invite Sent, Invite Accepted, Screen Started, Screen Completed, Results Generated) with timestamps for each completed step. Incomplete steps are marked along with the reason (expired, ended early, abandoned, cancelled).
• Results: If the screen finished with full results: recommendation, category breakdowns, and summary.
• Conversation transcript: The complete text log of every message exchanged between the candidate and the Sage, viewable in a modal from the detail page.
• Alerts: Contextual notices such as duplicate relationships, whether the candidate contacted the recruiter during the screening, or if the interview ended early.

Actions on Completed Screens

From a completed screen, you can:

• View results and the full transcript.
• Download results as PDF for external sharing.
• Regenerate results to re-run the evaluation engine against the same transcript. Council Power Users may do this once per screen; Council Admins have unlimited regenerations.
• Duplicate the screen to re-screen the same candidate with the same Sage.

Re-Screening a Candidate

Re-screening uses the Duplicate Screen feature. This creates a new, independent screen for the same candidate with the same Sage, starting from Draft status.

How Duplication Works

1. Confirm the original screen is in a terminal state: Completed, Closed, or Cancelled. Duplication is not available before then.
2. Use the Duplicate Screen action: Open the actions menu on the screen detail page and select Duplicate Screen. The new screen copies the candidate’s name, email, phone, and Sage assignment.
3. The candidate starts fresh: Everything else resets: a new invite key is generated, there are no results, and no conversation history carries over. The candidate goes through the full screening process again.
4. Credits are cost-neutral: The original screen’s credits are refunded and the new screen is charged at the same rate, making re-screening cost-neutral.

Constraints

• You cannot duplicate a screen that is still in progress (Draft, Invited, Accepted, or Started).
• You cannot create multiple pending duplicates from the same screen. If a duplicate already exists and has not reached a terminal state, wait for it to complete before duplicating again.
• Duplication always uses the same Sage. To screen a candidate with a different Sage, create a new screen directly rather than duplicating.

Tracking Relationships

Duplicated screens are linked to their originals. The detail page shows:

• If the screen is a duplicate, a notice with a link back to the original.
• If the screen has been duplicated, a list of all duplicates with their current statuses.

This lets you trace a candidate’s screening history through the chain of duplicates without needing a separate candidate-level view.

Finding a Candidate’s History

SageScreen does not have a dedicated candidate profile page that aggregates all screens for a single person. Candidate history is accessed through the screen list.

To find all screens for a specific candidate:

• Search the screen grid by candidate name or email. The grid supports filtering and sorting, so narrowing to a specific person is straightforward.
• Follow duplicate links on the screen detail page to navigate between related screens for the same candidate.

Note

Each screen is independent. A candidate screened by three different Sages has three separate screen records, each with its own results, transcript, and lifecycle. There is no roll-up view that combines these into a single candidate assessment.

Admin Actions by Status

What you can do with a screen depends on its current status. Editing is only available before the candidate enters the screening. Once a screen moves past Invited, the candidate’s information and Sage assignment are locked.

Status	Available Actions
Draft	Edit candidate info, send invite, cancel (refunds credits)
Invited	Resend invite (generates new link), cancel (refunds credits)
Accepted / Started	Close (terminates the session)
Completed / Closed	View results, download PDF, regenerate results, duplicate
Cancelled	View only

Tip

When a candidate’s screen expires or is abandoned, use Duplicate rather than creating a new screen. It is free and preserves the connection to the original screen for traceability.