.. _Create a Proctored Exam with Proctortrack:

Create a Proctored Exam with Proctortrack
#########################################

.. tags:: educator, how-to

After you enable proctored exams with Proctortrack for your course, you can
create proctored exams.

To create a proctored exam for Proctortrack, you first create a single
Onboarding exam subsection in your course, and then create one or more
proctored exam subsections.

The Onboarding exam is a practice proctored experience which ensures the
learner's computer passes system requirements and establishes the learner's
identity with Verificient by creating an onboarding profile.

Creating an Onboarding Subsection
*********************************

Proctortrack requires all learners to complete an onboarding process before
they take a proctored exam. In the onboarding process, learners download and
install the necessary client software and verify their identity with
Proctortrack.

.. note:: Onboarding includes a mandatory identity verification step which
   establishes an identity baseline with Verificient. This is required to gain
   access to the first Proctored Exam, and can take 5+ business days for
   learners to complete, so we recommend you:

   * Create an Onboarding subsection in the first section of any course using
     Proctortrack proctoring, as described below.

   * Add in-course messaging that completing Onboarding early is important.

   * Nudge learners who have not yet completed Onboarding a week before the
     first proctored exam.

To set up Proctortrack onboarding for your course, follow these steps.

#. Add and :ref:`develop a subsection <Manage Course Subsections>` as you
   would any other subsection.

   #. Change the name to something clear to learners, like “Proctortrack
      Onboarding”.

   #. As in the note above, add instructions to learners, explaining why it is
      important to complete Onboarding early.

   #. Position the Onboarding subsection at an early stage in your course - we
      recommend positioning it in the first section.

#. Select the **Configure** icon for the subsection.

#. The **Settings** dialog box opens to the **Basic** tab.

#. In the **Grading** section, set the :ref:`assignment type and due date<Set
   the Assignment Type and Due Date for a Subsection>` for the subsection.

#. Select the **Advanced** tab, and then locate the **Set as a Special Exam**
   section.

#. Select the exam type to **Onboarding**.

   .. note::
      Once the exam content has been released to students, the special
      exam type cannot be modified.

#. Select **Save**.

Creating a Proctored Exam
*************************

#. Add and :ref:`develop a subsection <Manage Course Subsections>` as you
   would any other subsection. This subsection must come after the onboarding
   subsection.

#. Select the **Configure** icon for the subsection.

   .. image:: /_images/educator_how_tos/subsections-settings-icon.png
    :alt: A subsection in the course outline with the configure icon indicated.
    :width: 400

   The **Settings** dialog box opens to the **Basic** tab.

#. In the **Grading** section, set the :ref:`assignment type and due date<Set
   the Assignment Type and Due Date for a Subsection>` for the subsection.

#. Select the **Advanced** tab, and then locate the **Set as a Special Exam**
   section.

#. Select the exam type to **Proctored**.

   .. note::
      Once the exam content has been released to students, the special
      exam type cannot be modified.

#. In the **Time Allotted** field, enter the length of time that you want
   to allow for the exam as HH:MM, where HH is hours and MM is minutes.

#. Select **Save**.

.. _specifying_pt_exam_rules_and_exceptions:

Specify Exam Rules and Exceptions
*********************************

To specify the exam rules for a proctored exam with Proctortrack, follow these
steps.

#. In Studio, open your course outline and select the subsection for the exam.

#. In the course outline, select **Proctoring Settings**.

   The Verificient Proctortrack dashboard opens in a new browser window.
   Navigate to this window.

#. (optional) Open the **Identify Verification** tab. Select the identity
   verification rules that you want to enforce for the in-exam identity check
   and disable the rules that you do not want to enforce.

#. (optional) Open the **Test Settings** tab. Select the rules that you want to
   enforce for the proctored exam and disable the rules that you do not want to
   enforce.

#. (optional) Open the **Student Settings** tab. Specify any per-learner special
   exam exemptions and accommodations (Test Settings, Whitelist Url/Apps, or
   Special Notes for custom student needs). This information will be sent over
   to the exam reviewers along with the learner's attempt.

.. seealso::
 

 :ref:`About Proctored Exams` (concept)

 :ref:`Enable Proctored Exams` (how-to)

 :ref:`Preparing Learners for Proctored Exams` (concept)

 :ref:`Online Proctoring Rules` (reference)

 :ref:`Manage Proctored Exams` (how-to)

 :ref:`Allow Opting Out of Proctored Exams` (how-to)

 :ref:`PT Proctored Session Results File` (reference)

 :ref:`Review PT Proctored Session Results` (how-to)

 :ref:`Create a Proctored Exam with RPNow` (how-to)

 :ref:`RPNow Proctored Session Results File` (reference)

 :ref:`Review RP Proctored Session Results` (how-to)


**Maintenance chart**

+--------------+-------------------------------+----------------+--------------------------------+
| Review Date  | Working Group Reviewer        |   Release      |Test situation                  |
+--------------+-------------------------------+----------------+--------------------------------+
|              |                               |                |                                |
+--------------+-------------------------------+----------------+--------------------------------+