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docs: update 'create_proctored_exam_pt.rst' file
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BryanttV committed Jan 13, 2025
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.. _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.
After you enable proctored exams with Proctortrack for your course, you can
create proctored exams.

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.
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:
.. 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, and that access to Onboarding requires to be in a paid track (e.g. Verified or Master’s).

* Nudge learners who have not yet completed Onboarding a week before the first proctored exam.
* Add in-course messaging that completing Onboarding early is important, and
that access to Onboarding requires to be in a paid track (e.g. Verified or
Master's).

This identity baseline is aged off every 1 year. A valid baseline will work across future Proctortrack courses on edX.org as well, but we recommend learners re-take Onboarding as a practice exam in every course, to make sure their current system is still ready for proctoring in advance of each proctored exam.
* 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 <Developing Course Subsections>` as you
would any other subsection.

#. Change the name to something clear to learners, like “Proctortrack Onboarding”.
#. 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.
#. 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.
#. 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.
Expand All @@ -68,7 +71,6 @@ To set up Proctortrack onboarding for your course, follow these steps.

#. Select **Save**.

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

Expand Down Expand Up @@ -103,7 +105,6 @@ Creating a Proctored Exam

.. _specifying_pt_exam_rules_and_exceptions:

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

Expand All @@ -114,20 +115,21 @@ steps.

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

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

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::
:class: dropdown
Expand All @@ -152,4 +154,4 @@ steps.

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

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

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