User manual

Settings and customization

On the "Settings and customization" page, you can set system preferences, mail server and notifications, brand the application, set support contacts, etc.

Accessing the page

To access the "Settings and customization" page, navigate to the "System" section in the main menu and select "Settings and customization".
System preferences

On the "System preferences" tab, you can customize some aspects of the application. Each tab will be explained in more detail.

Date and time tab

The following options are displayed in this tab:
1. The date format in the application.
2. The time format in the application.
3. The server time zone.
4. The default user time zone. Regardless of how the user is created (API, file import, SSO, manual creation, self-registration), if the user's time zone is not set, the default time zone will be applied. Additionally, when a user signs in using the standard sign-in page, the time zone from the device they are using will override the time zone set in their profile.
Web session parameters tab
1. "Session timeout in minutes" - Specifies the minute's user stays logged in if the session is inactive. After it expires, the user must log in again if he tries to perform any action in the application.
2. "Lockout duration in minutes" - Configure for how long the user will be locked out after six failed logins.
Internal network tab

The "Internal network" tab allows you to define the IP addresses within your local network from which certain application parts can be accessed.
1. "IP mask" - this is the IP mask of the internal network, only machines with IP addresses starting with this prefix will be allowed access.
2. "Client's IP" - this is the client's IP address.
Password configuration tab

The password configuration assures passwords' set up by specifying the minimal length of the password and the minimal number of each type of character. Whenever it is user-specified or generated, passwords must contain the exact number of each type of character and have a length more than minimal.
1. TheThe minimum password length - insert minimal password length.
2. TheMinimal number of uppercase letters - enter the minimal number of uppercase characters, and that many uppercase characters must be in the password.
3. TheMinimal number of lowercase letters - enter the minimal number of lowercase characters, and that lowercase characters must be in the password.
4. TheMinimal number of digits - enter the minimalistic number of digits, and that many digits must be in the password.
5. Minimal number of special characters - enter the minimal number of special characters and that many special characters must be in the password.
6. Click the "Restore" button to restore the default configuration of the password.
Exam booking settings tab

Automatically set booking deadlines depending on the test delivery preference for which candidates apply. The number of days, hours, and minutes you enter will be deducted from the start of the session and set as the booking deadline for that session.

Leave a blank if you want to avoid setting the booking deadline automatically..
1. "Pearson VUE" tests booking deadline - enter the number of days, hours, and minutes before the start of the session for which you want to allow the candidate to be enabled to book it.
2. "Paper-based" tests booking deadline - enter the number of days, hours, and minutes before the start of the session for which you want to allow the candidate to be enabled to book it.
3. "Online" tests booking deadline - enter the number of days, hours and, minutes before the start of the session for which you want to allow the candidate to be enabled to book it.
4. "Online AI-proctored" tests booking deadline - enter the number of days, hours, and minutes before the start of the session for which you want to allow the candidate to be enabled to book it.
5. "Online live-proctored" tests booking deadline - enter the number of days, hours, and minutes before the start of the session for which you want to allow the candidate to be enabled to book it.
6. Click the "Reset" button if you do not want to set automatically booking deadlines.
Exam cancellation settings tab

Automatically set cancellation deadlines depending on the test delivery preference for which candidates apply. The number of days, hours and minutes you enter will be deducted from the start of the session and set as the cancellation deadline for that session.

Leave a blank if you want to avoid setting the cancellation deadline automatically..
1. "Pearson VUE" tests cancellation deadline - enter the number of days, hours, and minutes before the start of the session for which you want to allow the candidate to be enabled to cancel the booking.
2. "Paper-based" tests cancellation deadline - enter the number of days, hours, and minutes before the start of the session for which you want to allow the candidate to be enabled to cancel booking it.
3. "Online" tests cancellation deadline - enter the number of days, hours, and minutes before the start of the session for which you want to allow the candidate to be enabled to cancel booking it.
4. "Online-proctored" tests cancellation deadline - enter the number of days, and minutes before the start of the session for which you want to allow the candidate to be enabled to cancel booking it.
5. "Online live-proctored" tests cancellation deadline - enter the number of days, hours, and minutes before the start of the session for which you want to allow the candidate to be enabled to cancel booking it.
6. Click the "Reset" button if you do not want to set cancellation deadlines automatically.
Test authorization limit tab

Set the default value for the authorization limit that will be applied when creating new test.

Leave a blank if you want one authorization to have an unlimited number of attempts or set your preferred limit. This option can be changed later for any test on the test authorization tab.
Answer ordinal markup tab

Choose one of three options to display the answer ordinal:
- NUMERICAL - Answer ordinal numbers will be presented as "1. 2. 3..."
- ALPHA_LOWER - Answer ordinal numbers will be presented as "a. b. c..."
- ALPHA_UPPER - Answer ordinal numbers will be presented as "A. B. C..."

Note: The markup you choose will apply to all new and old tests/surveys. It will apply to the test creation, test-taking, personal report, and report builder. Answer ordinal markup is configurable for all question types except "Fill in the blanks" and the "Ordering" questions, which are always numerical.
Score report tab
1. Passing criteria - Enter the text on the conditions for taking the test.
2. Main text description - Enter the necessary information about the test.
3. Sections description - Enter information about sections.
4. Re-test policy - Enter information about retaking the test.
5. Show pool information - Check this option if you want the report to contain information about the pools included in the test.
6. Show sections diagram - Check this option if you want the report to contain information about the candidates' achieved results for each section.
7. Show section groups diagram - Check this option if you want the report to contain a diagram for created section groups.
Knowledge deficiency report setup tab
1. Header image - Image exported in the header of your report.
2. Change image - Change the default header image by uploading the new one.
3. Header text - Enter custom text for the report header.
4. Free form text - Enter custom text intro.
5. Free form explanation - Enter a custom text explanation about the report.
6. Download demo - Download a demo version of the report to help you with parameter configuration.
My tests and surveys view the settings tab.

On this tab, you can set default views for the "My tests and surveys" tab on the "My assignments" page. You can set the following options:
1. My tests and surveys view
  For the "My tests and surveys" default view, you can choose one of two options:
  - List - List of all tests and surveys
  - Details - Table with assigned tests and surveys and calendar for available booking sessions
2. Calendar session view
  For the "My tests and surveys" calendar session default view, you can choose one of three options:
  - All - All sessions, including common and individual
  - Test sittings - Only common sessions
  - Single test session - Only individual sessions
3. Calendar session delivery preference
  For "My tests and surveys" calendar session default delivery preference, you can choose one of the following options:
  - All
  - Online
  - Paper-based
  - Pearson VUE testing center
  - Online AI-proctored
  - Online live-proctored
Additional modules setup tab

On the "Additional modules" tab, by enabling the following options, you can:
1. Enable the "Active Directory" option to allow synchronization GetCertified users with accounts from Microsoft Active Directory.
2. Hide users' private information by enabling the "Privacy" option.
3. Enable the "SFTP transfer" option to configure SFTP Protocol and automatically receive test results on your FTP server.
4. Enable the "Passed/Failed labels" option that to show or hide passed and failed labels through the application.
5. Allow users to register in the application without the administrator's approval by enabling the "Self-Registration" option.
6. Enable the "Useful help links" option that will allow showing useful videos and articles that will serve to facilitate navigation in the application.
7. Disable the display of help page and instruction videos icons in the top right corner of the application, that provide guidance through the application.
8. Enable the "Allow delete data" option that will allow deleting users and tests permanently from the system when the conditions are met. Note that all associated data (from reports and statistics) will be lost, and data cannot be retrieved.
9. Enable the "Allow reverting test results verification" option that will allow reverting the verification of the test results. By reverting the test results verification, the test results will affect the test's latest grading setup.
10. Enable the "Support for people with disabilities" option by allowing users to activate an "Accessibility mode" option on their profiles which can improve the user experience for people with disabilities.
11. Enable the "Calculator" option that will include the calculator gadget in all tests.
12. Enable the Integrity check for generated tests option that will enable validation check to ensure there are enough questions for generating tests if some questions in pools are changed, moved, or deleted.
13. Enabling the "Attempt continuation always enabled" option allows candidates to resume an "In progress" or "Disconnected" attempt at any time during the validity period, regardless of the test/survey settings. This provides flexibility and convenience for candidates who may have interruptions or technical difficulties during the assessment.
14. When the "Accommodation approval required" option is enabled, it means that any newly created accommodations will require approval.
15. Enable validation check to ensure there are enough questions for generating tests if some questions in pools are changed, moved, or deleted.
Integrity checks for generated tests can be tested in two ways. Before testing, enable the option "Integrity check for generated tests".

The integrity check can be tested using methods:
1. "Use test generator based on question difficulties" - after choosing this method, add the number of questions used in the test. After going to the "Question pool" tab and trying to change the difficulty of the question, the test's integrity will be breached, and the error message will be displayed with the information in which test(s) are the questions (difficulty change) being used.
2. "Use test generator based on question categories" - after choosing this method, click on the "New rule" button and do the following:
  1. Click on the "Select pool" button, you can choose a desired pool.
3. The Summary will show if there is a condition.
4. Select how many questions will be imported into the test.
5. Click on the "Add new condition" button, and select the desired category in the pop-up window.
6. Click on the "Confirm" button, and you will save the changes.
Mail server tab

The "Mail server" tab sets parameters for a mail server to send various email notifications to administrators and users. There is no limit regarding the number of mail servers that can be set.
1. The drop-down list determines the mail server from which the parameters are displayed.
2. Enter the hostname of the mail server.
3. Enter the port number of the mail server.
4. Enable SMTH authentication.
5. Enable starting TLS protocol.
6. Enter the username of the mail server.
7. Enter the password for the mail server.
8. Enter the email address a recipient will see as the sender's address.
9. You can test if the mail server works by sending an email to the address you specify in the "Send a test email to" field.
10. By clicking on the "Create new" button, you will create a new mail server with the entered parameters.
11. By clicking the "Update existing" button, the entered parameters will be applied to the selected mail server.
12. By clicking on the "Cancel" to, discard the changes.
13. Interval - enter the number of a second between two successive executions of the top job.
14. Batch size - enter the maximal number of emails sent during one execution of the top job.
15. By clicking the "Allow all domains" button, no email domain will be restricted from sending.
16. In the "Email whitelist" field, you specify email domains you want to allow sending emails to.
17. By clicking the "Set" button, all specified email domains will be applied to the whitelist, so to any other domain not listed there, emails will not be sent.
18. By clicking the "Cancel" button, previously made changes are canceled.
Upcoming session reminder

Set up email and in-app notifications sent to candidates about available testing sessions.
1. Enable "Upcoming tests reminder" - by enabling the reminder, candidates will be reminded about upcoming sessions.
2. Preview the "Summary" - the display of the current setup of upcoming session reminders. It will dynamically change with configuration changes.
3. Choose the frequency at which checks will be performed - which is the same frequency by which the candidates receive notification about upcoming sessions.
4. Set up the first check time (also the time when the reminder is sent to candidates) of upcoming sessions.
5. Define the number of days/hours between the system's check and the start date/time of the next session. For example, if you choose two days (hours), the remainder will be sent on the check time for sessions available in the next two days (hours).
6. Click "Confirm" button to save the settings.
7. Click "Cancel" button to revert settings.
Expiring session reminder

Set up email and in-app notifications sent to candidates about expiring testing sessions.
1. Enable "expiring tests reminder" - by enabling the reminder, and candidates will be reminded about expiring sessions.
2. Preview the "Summary" - the current setup of expiring session reminders. It will dynamically change with configuration changes.
3. Choose the frequency at which checks will be performed - the same frequency by which the candidates receive notification about expiring sessions.
4. Set up the first check time (when the reminder is sent to candidates) of expiring sessions.
5. Define the number of days/hours between the system's check and the start date/time of the next session. For example, if you choose two days (hours), the remainder will be sent on the check time for sessions ending in the next two days (hours).
6. Click the "Confirm" button to save the settings.
7. Click the "Cancel" button to revert the settings.
Finish test URL tab

"Finish test redirect URL" - Defines the URL users are redirected to at the end of the test accessed via direct links shared to them. URL should start with "http://" or "https://".
Browser compatibility

The "Browser compatibility" provides a list of browsers considered fully supported by the application. One list item, i.e., one record in the table, is a browser check. A browser check defines one range of browsers supported by the application, depending on the regular expression (regex) pattern field. For a browser to be considered fully supported by the application, the browser must match at least one regex pattern from the table. If the application fully supports the user browser, it is allowed access, but the user may encounter issues during its use.
1. Name - The name (type) of the browser.
2. Regex pattern - This column value is matched against the user browser type and version. If there is a match, the table record containing this regex pattern contributes to the user browser being declared supported by the application.
3. Description - A short description of the browsers matching the regex pattern in this record.
4. Status - If the value is "Enabled", the regex pattern from this record is used in the matching process. If the value is "Disabled", the regex pattern from this record is not used in the matching process, i.e., as if this record wasn't present in the table.
5. Link - A website contains some information about the browser matching the regex pattern from this record. Usually, the website will include a download link for the browser.
The browser compatibility table can be exported to Excel or PDF using the buttons in the lower right corner.

Creating a new browser check
1. Click the "Add new" button.
2. A dialog will appear to enter column values for a new browser check.
3. Name - The name (type) of the browser.
4. Regex pattern - This column value is matched against the user browser type and version. If there is a match, the table record containing this regex pattern contributes to the user browser being declared supported by the application.
5. Description - A short description of the browsers matching the regex pattern in this record.
6. Status - If the value is "Enabled", the regex pattern from this record is used in the matching process. If the value is "Disabled", the regex pattern from this record is not used in the matching process, i.e., as if this record wasn't present in the table.
7. Link - A website contains some information about the browser matching the regex pattern from this record. Usually, the website will include a download link for the browser.
8. Click on the "Save" button the new browser check is added to the table.
Editing a browser check
1. Click the "Pencil" icon in the table row corresponding to the browser check to be edited.
2. A dialog will appear to enter new values for the browser check. The changes are saved in the table by clicking the "Save" button.
Deleting a browser check
1. Click the "Trash" icon in the table row corresponding to the browser check to be deleted.
2. A dialog will appear to confirm the deletion of the browser check. By clicking the "Yes" button, the browser check is removed from the table.
Note: The changes to the table do not take effect in the current session, and they are applied from the following user session.
Question create/edit option

On the "Question create/edit option" tab, you can enable or disable the popup when creating or editing a question.
Message templates

On this page are displayed message templates that are used for various purposes in the application. You can add new, update or delete existing message templates. For every message template you can define message texts for all active languages in the application. Here you can also set the default session instructions for self-enrollment sessions and non-self-enrollment sessions.
1. By clicking the drop-down menu next to "Self-enrollment session instructions" you can select a template to be used as the default session instructions message for self-enrollment sessions. You can choose between message templates that are included in the message templates table on this page.
2. By clicking the drop-down menu next to "Non-self-enrollment session instructions" you can select a template to be used as the default session instructions message for non-self-enrollment sessions. You can choose between message templates that are included in the message templates table on this page.
3. By clicking the "Add new message template" button, a new pop-up window will appear where you can enter the parameters of a new message template.
4. By clicking the "Pencil" icon, a pop-up window with the same fields as the one for adding a new template will appear, where you can change the parameters of the selected message template.
5. A message template can be deleted by clicking the "Trash can" icon in the corresponding row.
6. The message templates table can be exported to Excel, PDF, CSV or XML using the buttons in the lower right corner.
When creating a new or updating an existing message template:
1. Enter the "Name" of the message template.
2. Optionally enter the "Description" of the message template.
3. From the drop-down menu select the language for which you want to edit the message.
4. Enter the message text for the selected language.
5. Click the "Save text" button to save the message text for the selected language. An empty message cannot be saved.
6. When creating a new message template, click the "Save" button to save the message template or click the "Cancel" button to cancel the creation of the template. When editing a message template, click the "Save" button to save the changes or click the "Cancel" button to cancel the changes. In order for a message template to be saved it has to include a non-empty message for at least one language.
Web sockets and polling settings

The Web sockets and Polling settings are crucial for the following monitoring dashboard features:
1. Pause/Resume attempt
2. Add additional time for the attempt
There are two methods for synchronizing server events with the client side:
1. Web sockets: The server immediately pushes events to the client. However, sometimes web sockets can be blocked by network settings, so it is recommended to use polling with a reasonable interval in conjunction with them.
2. Polling: The client checks for new server events at a specified interval. This method is helpful when web sockets are blocked and guarantees that the client will receive the event within the specified interval.
If the monitoring features are used, it is recommended to enable both web sockets and polling. Otherwise, both methods should be disabled.

To configure web sockets and polling:
1. Enable web sockets if monitoring features are used. Otherwise, it is recommended to disable them because they can affect the performance and capacity of the system.
2. Enable polling if monitoring features are used. Otherwise, it is recommended to disable them because they can affect the performance and capacity of the system.
3. Specify the polling interval, or how often the client will check for new events on the server. The recommended interval is greater than or equal to 30 seconds because shorter intervals can affect the performance and capacity of the system.
4. Click the "Confirm" button to save the settings.

Theme and language

On the "Theme and language" tab, you can customize application colors, logos, favicon, language settings, etc. Each tab will be explained in more detail.

Registration page layout tab

Include/exclude fields on the registration page. Currently, fields that can be included/excluded are: "First name", "Last name", and "External ID".
1. Check/Uncheck the checkbox that will include/exclude the first name and last name fields.
2. Check/Uncheck the checkbox that will include/exclude the external ID field.
3. Check/Uncheck the checkbox that will include/exclude the address fields on the registration page.
4. Check/Uncheck the checkbox that will include/exclude custom properties on the registration page.
Theme tab

In this tab, you can create the new theme, following steps:
1. Click on the "Create new theme" button.
2. Enter the "Name" of the new theme.
3. Select option "Set as default" if you want to set this new theme as default.
4. Select option "Active" if you want to set this new theme as active.
5. Click on the "Create" button, and you will create the new theme.
White labeling tab
1. The web browser's tab title text is right beside the favicon.
2. Acknowledgment text is displayed on the instructions screen before tests start. This change will be propagated in all subsequent tests. You can change the acknowledgment text for a specific test in test settings if preferred. If prefer, you can change acknowledgment text for a specific test in test settings.
  
  Note: The default text will be translated when you change the language. If you change the default text, it will not be translated with the language change.
3. The $from$ parameter in the system emails all emails sent from the application.
4. The URL of the application in the emails sent from the system.
5. Login instructions - you can write detailed guidelines or put useful links so the users will know what to do when login in.
6. You can choose to display or hide the YouTestMe privacy policy.
7. You can modify the privacy policy link.
8. You can choose to display or hide the pass/fail animation on the personal report page. Figures below show the personal report page with displayed and hidden animation.
Logo and favicon tab
1. If you click the "Change logo", you can change the logo on the login page.
2. If you click the "Reset to default", you can change the login page's logo to the default "GetCertified" logo.
3. If you click "Change favicon", you will change the icon next to the web browser title text.
4. If you click "Reset to default", you will reset the favor to the default "GetCertified" logo.
Language settings tab
1. In the "Test language" column, set the "Enabled" or "Disabled" value depending you want to allow using the selected language in tests or not.
2. To allow additional languages for the application interface, select the "Enable additional languages" option.
1. Excel file
2. PDF
Language bundles tab

In the Language bundles tab, users can customize the text of the application interface to suit their needs. This includes changing the names of labels, creating new hints, modifying the content of notifications, etc.

For example, users can change the word "Test" to "Exam," "Student" to "Candidate," and "Question pool" to "Question banks," or rephrase in-app messages.

There are six default language bundles in the system. Each property corresponds to one or more UI components based on its key. The value of the property is displayed as the label for the component(s).

Note: It is not possible to delete the default language bundles, but you can create new ones based on them. Additionally, it is not possible to have two active bundles of the same type active at the same time.
1. By editing the property values one-by-one.
2. By downloading the language bundle, editing it offline using the desired text editor, and then importing it into the application.
  
  Note: It is important to not change the keys, as doing so will result in the changes not being visible.
1. Create a new language bundle by editing the property value
  
  To create a new language bundle by editing one-by-one property values, click the Edit button for the language bundle based on which you want to create a new one.
  
  When you click on the Edit button, a list of all properties in the language bundle will open, and do the following:
  1. Search for the property value or key you want to change.
  2. Choose the desired key from the list and click on it. If you cannot find the key for the desired property value, you can use the preview key mode to find it quickly. Please visit the Preview keys mode for more information on how to use it.
  3. Edit the value.
  4. Confirm the changes you made in the property value field.
  After you have confirmed the changes, a button Save as is appear, click on it to save a new language bundle.
  
  When you click on the Save as, a pop-up window will appear, and do the following:
  1. Enter a new property name, or you can enter the existing property name to save at the existing language bundle.
  2. Click on the Save button to save the created property.
2. Create a new language bundle by uploading a file
  
  To create a new language bundle by uploading a file, do the following:
  
  Download the language bundle and edit the file by changing the property values. If you cannot find the key for the desired property value, you can use the preview key mode to find it quickly. Please visit the Preview keys mode for more information on how to use it.
  
  Note: The downloaded file will be saved in .properties format.
  
  An example of what looks like when a property file is opened.
  
  To load the edited properties file, you need to click the Edit button on desired language bundle.
  
  It will open a list of all the properties in the language bundle and you do the following:
  1. Load the file by clicking the Load from properties file button.
  2. Click the Save as button to create a new language bundle.
  When you click on the Save as, a pop-up window will appear, and do the following:
  1. Enter a new property name, or you can enter the existing property name to save at the existing language bundle.
  2. Click on the Save button to save the created property.
3. Activate language bundle
  
  Once you create a new language bundle, it will have an inactive status.
  
  To activate a new language bundle, click the Activate button.
  
  Note: Once you activate the language bundle, it will be applied globally, and the currently active bundle of the same type will be deactivated. You can reactivate the default language bundle at any time.
4. Before and after changes
  
  An example of how the column name looks before and after changes.
  
  Before
  
  After
5. Delete language bundle
  
  If you want to delete a custom language bundle, click the Delete button.
  
  After deleting an active custom language bundle, the default bundle will be activated automatically.
6. Preview keys mode
  1. Click the Activate preview keys mode button.
  When you have activated the preview key mode, do the following:
  1. Open the page that contains the value you want to change. Then click the button to preview language bundle keys.
  2. Find the value you want to change, the language bundle type, and the property key. Then continue following the steps for creating custom language bundles.
  Once you want to turn off the keys preview mode, click the Deactivate keys preview mode button.

Notifications

The "Notifications" tab contains email and in-application notification templates sent automatically when a certain action is made inside the application. The emails and application notifications are predefined but can be edited by changing email/application notification templates. The variables (text between $ signs) cannot be edited, added, or removed when editing the templates.

Instructions on configuring notifications
1. The notification name serves to identify a particular event. Here you will be able to find all notifications available in the system.
2. The application notification section configures notifications and templates in the application.
3. The email notification section is used to configure notifications and templates that will be sent to users via email.
4. The "Status" column has the option "Enabled/Disable". The "Enabled" status means the notification will be sent when a certain action occurs. And the "Disabled" status means the notification will not be sent.
5. The "Edit" option allows you to edit a certain notification.
6. By enabling this option, an email notification will be sent to the application users upon publishing a global self-enrollment session available for taking or upcoming.
1. Choose template language.
2. Set the subject name of the notification.
3. Restore to default.
4. Enter the desired notification text. The text can be edited, but all the variables must remain the same because it replaces them with specific data.
To save the modified email/application template, click on the "Save" button. You will be prompted with an error message if some variables are missing.

If you accidentally delete any variables, they will be shown in the missing variables list..

Clicking the "Cancel" button will close the opened dialog.

Jobs scheduler

On the "Jobs scheduler" tab, you can create jobs that will be executed at the scheduled time as many times as you mark. The job allows you to automatically import the data from an external system into the YouTestMe GetCertified and export data from the YouTestMe GetCertified to an external system.

Creating a New Job

Click on the "New job" button.
A dialog will appear to enter all the necessary information to create and schedule a new job.

The new job dialog consists of the following three sections:
1. Job information - General information about the job, including type, name and description.
2. Schedule settings - Parameters of the schedule, start time, end time, repeat interval, and the number of repeats.
3. Job parameters - Specific job parameters related to the type of job.
Job Information

This part of the dialog is the same for each job regardless of the type you choose.
1. Type - Choose whether you want to Import data, Export data, Store media on a filesystem, Pearson VUE results import, Remark results import data, Remove notifications, or Export test results with pool breakdown.
2. Name - Enter the job name.
3. Description - Optionally enter the job description.
Schedule Settings

This part of the dialog is the same for each job, regardless of the type you choose.
1. Start time - CChoose the start time when the job will execute for the first time. If the chosen start time is in the past, the first execution will occur next time according to schedule (multiplied by the repeat interval if the job repeats) or will only occur if the job repat.
2. Repeat - Check the "Repeat" option to repeat the job periodically in equal time intervals after the start time. If it is unchecked, job will execute only once at the start time.
3. Repeat forever - Check the "Repeat forever" option to repeat the job indefinitely or until the end time if specified.
4. Number of repeats - If "Repeat forever" is unchecked, choose the number of repeats after the first job execution at the start time. If you choose three times, the job will be repeated in equal intervals after the start time and executed four times.
5. End time - Optionally, choose the "End time." After the chosen time, the job will no longer execute, even if there are remaining repeats.
6. Repeat interval - Specify the "Repeat interval," the time between two consecutive job executions. It could be at least 1 minute.
Job parameters

Importing data job parameters

To create a new "Import data" job, do the following:
1. Resource - Choose the type of data to import. You can choose between:
  1. Users
  2. Tests
  3. Testing sessions
  4. Session candidates
2. Location - Choose the "Location" from which the files with data will be imported:
  1. Choose "File system" to import data from files located in the server's file system folder.
  2. Choose "SFTP server" to import data from files located in the SFTP server folder. For the SFTP server, additional parameters have to be specified.
1. Folder - Enter the absolute path to the folder in the chosen location to import files from.
2. File names - Enter the regex expression to match the names of the files to import from the folder. For example, the regex expression "Users_.*\.csv" will match all the files whose name starts with "Users_" with the ".csv" extension.
3. Modified only - Check the "Modified only" option to import only files created or modified after the previous job execution, or leave it unchecked to import all files from the folder satisfying the "File names" regex expression.
4. File type - The only supported File type currently is CSV.
5. Delimeter - Enter the character to use for separating entries in the CSV file.
6. Skip lines - Enter the number of lines in the CSV file to skip before reading. Usually, it is set to one to skip the first line, which represents the header.

Export data job parameters

Resource - Choose the data type to export, referred to as "Resource." Currently, only the "Test results" (Completion statuses) option is available.
Modified only - Check "Modified only" to export only records created or modified after the previous job execution. Otherwise, all records will be exported.
Location - Choose the "Location" from which the files with data will be imported:
1. Choose the "File system" to export the file to the folder located on the server's file system.
2. Choose "SFTP server" to export the file to the SFTP server folder. For the SFTP server, additional parameters have to be specified.
Folder - Enter the absolute path to the folder in the chosen location to export data to.
File name - Enter the file name prefix of the file to export. The name of the exported file will be in the format: #{file_name}_#{timestamp}.#{file_type_extension}.
File type - The only supported File type currently is CSV.
Delimiter - Enter the character to use for separating entries in the CSV file.

Export test results with pool breakdown

This job will export all authorized and verified test results into the zip file. That zip file will contain two CSV files, one containing the general info about test results like test name, passing score, actual candidate score, etc. The other CSV file will contain pool breakdown information about test results like pool name, number of correct answers, number of incorrect answers, etc. To create a new "Export test results with pool breakdown" job, enter the following data:

Removing notifications job parameters

This job allows you to remove old notifications from the system by specifying how old they need to be.

When you select the "Remove notifications" type, the following option will appear:

Older than - Choose how old the notification should be in order to be removed - from 1 to 6 months

SFTP server parameters

Location - Choose the "SFTP server."
Host - Enter the hostname of the SFTP server.
Port - Enter the port of the SFTP server.
Username - Enter the username of the SFTP server user.
Password - Enter the password of the SFTP server user.
Test connection - Test the connection to check if you entered the right parameters.

The rest of the options are the same for each location and type.

Jobs list

Once you create a Job, you will see it in the table where all crated jobs are saved and details about each are. For each job listed in the table, the following actions can be executed:

Excecute the job immediately, disregarding the current schedule.
Preview complete excecution history and logs of a job.
Edit job.
Use the previously created job as a template, so you can change only a few pieces of information and save it as a new job.
Delete the job.

Execution history and logs

To preview the complete execution history and logs for all jobs in the system:

Click on the "Execution history and logs" to see the details about executed jobs.
See the job type.
See the time when the job is executed.
See the number of errors occurred during execution.
Preview a log.

Job excuted notification

After each job execution, the system administrators will receive the notification. To ensure that the system administrator will receive the notification, you need to enable it under the "Notifications" tab. For more information on how to enable Job executed notifications, visit Notifications .

Custom properties

Custom properties are fields that can be added to user profiles or assigned to the questions.

Use custom question properties to group questions or provide additional data to search and manage them easily.

Custom user properties are used to define and record users' additional information, e.g., department, organization, etc. Custom user properties are visible on the user profile.
- Yes / No
- Text
- Date
- Timestamp
- Number
- Dropdown - to create a dropdown property, you must create a custom type by following the instructions in chapter 6.2, Creating dropdown type of property.
An example of a custom user property is displayed in the picture below.

An example of a custom question property is displayed in the picture below.

6.1 Creating a custom user/question property

How to create a custom user property.
1. "Custom question properties" tab
2. "Custom user properties" tab.
Here we will give an example of how to create custom user property.

To add new custom user property (once you navigate to the desired tab), follow these steps:
1. Click the "Create new" button.
2. Enter the name of the new property.
3. Enter a description of the new property.
4. Choose the type of custom property from the dropdown menu.
5. Click the "Save" button to confirm the changes or the "Cancel" button if you want to cancel them.
In the picture below you can see the number of available properties left: representing the remaining number of custom columns you can create. By enabling/disabling the custom property, you can control the column's visibility on the user profile page. If a custom column is disabled, all stored values in the property are saved but not displayed.

To edit an existing custom property, follow these steps:
1. Click the "Pencil" icon.
2. Edit name and/or description.
3. Click the "Save" button to confirm the or the "Cancel" button to discard changes.
Also, you can delete custom property following these steps:
1. Click the "Trash can" icon.
2. Confirm by clicking the "Yes" button in the confirmation dialog box, or cancel by clicking the "No" button.
6.2 Creating dropdown type of property
Creating a custom type

In the "Custom data types" tab, users can create custom types and define values for the "Dropdown" type of custom user/question properties.
1. Click on the "Custom data types" tab.
2. Click the "New custom type" button to create the "Dropdown" type of custom properties.
The new pop-up window will show up, where you should:
1. Enter the name of the custom type. The name must be unique.
2. Enter the description (optional).
3. Click "Save" to create a custom type.
4. At any moment, you can cancel the creation of a new custom type by clicking the "Cancel" button.
Creating a value of the custom type

Once you create a custom type, you should add its values. To do so:
1. Click the show values icon (paper) to display a table of values for the desired custom type.
2. Click the "Add new value" button.
The new pop-up will show up, where you should:
1. Enter the name of the value. The name must be unique.
2. Enter the description (optional).
3. Click "Save" to add a new value to a custom type.
Once you create custom types and their values, you can create a "Dropdown" custom property.
1. Click on the desired tab depending you want to create a user or question property.
2. Click on the "Create new" button.
The new window will appear where you should:
1. Enter the property name.
2. Optionally add a description.
3. Select a "Dropdown" as property type.
4. Select previously created custom data type.
5. Click the "Save" button.
Presentation of the new question property
In general, all the tables are sorted by names.

To access the questions categories values, do the following:
1. Click on the ?Question categories?.
2. Select the desired "Question category" tab.
3. In the action list, select ?Details?.
All values of the question categories are sorted by values (names). And all the values in the drop-down list are also sorted.

After adding a new value, the value will be placed in sorted order.

6.3 Creating a question categories

Question categories are additional fields in the application. Based on those categories, you can later generate tests.

To add question categories (once you navigate to the desired tab), follow these steps:

Click the "New question category" button.
Enter the name of the new question category.
Enter a description of the new question category.
Click the "Save" button if you want to confirm the changes.
Click the "Cancel" button if you want to disregard changes.

Once you create a question category, you should add its values. To add the values, follow this instruction.

Support

The "Support" tab serves to enable customized support. You can provide useful information such as support email, support phone number, and an additional description for users support page.
1. Describe the purpose of email and phone.
2. Provide desired support email.
3. Provide desired support phone number.
4. Here you can define useful details about support contact. For example, expected email response time to customers' issues or business hours when support is available, etc.
Attachments library

On this page, you can see and manage all the attachments.

If you have permission "Manage any attachment", you will have the option to view all attachments from the system, which will show you all of the attachments in the system. Also, you can edit all attachments in the system regardless of attachment privacy.
If you don't have the permission, only the public and attachments you've created will be available.
1. Click "Create new" button.
2. Enter an attachment name.
3. Enter the attachment's description.
4. Define whether this attachment will be private (you are the only user that will be able to use it for other tests and questions) or to be public (other users will be able to use this attachment. They will not be able to edit or delete it).
5. Select the "Attachment type".
6. Click "Upload" button to select the file from your computer.
7. Click "Save" button to store the attachment in library.
8. Click "Cancel" button if you don't want to store attachment.
1. "Preview" - preview the attachment in a new dialog.
2. "Edit" - edit the attachment name, description and availability for other users.
3. "Remove" - delete the attachment. This is possible only the attachment isn't referenced somewhere.
4. Click the "Copy attachment" to make an identical copy of the attachment.
5. "Download" - download the attachment that is in PDF format or a picture.
Templates

On this page, you can manage certificate, chart, and attempts report templates. There are four default certificate templates and you can create a library of new ones that can later be additionally styled under "Manage certificates" and used in tests. Chart templates can be selected in the test's Personal report settings. Attempts report templates can be selected when exporting user attempts on My tests page.
1. By clicking the "Add new template" button, a new pop-up window will appear where you can enter the parameters and upload a new template in jasper format which will contain the styling and position of variables.
2. Edit or delete the custom templates by clicking the "Three dots" icon.
  Note: It is not possible to delete/edit default templates and custom templates that are already used in some test.
3. See whether the template is default (system) one or custom created.
4. The templates table can be exported to Excel or PDF using the buttons in the lower right corner.
When creating a new or updating an existing template:
1. Enter the "Name" of the template.
2. Optionally enter the "Description" of the template.
3. Choose the template "type".
4. Upload the template file, which has to be a .jasper file.
5. Click the "Save" button to save the template or click the "Cancel" button to cancel the creation of the template.
SFTP transfer

On the "SFTP Transfer" tab, you can activate sending test completion reports stored in a CSV format. If activated, reports will be sent at regular intervals. They will contain information that refers to all newly completed test attempts (an empty CSV file will be sent if none of the test attempts were completed successfully in a defined interval).

Note: This tab is visible only to the clients who requested this module to be activated.
1. Here you can adjust if the transfer is "Active" or "Inactive."
2. Here you should enter the IP address.
3. Here you should enter the port.
4. Here you should enter the username.
5. Here you should enter the password.
6. Here you should enter the time interval (in minutes).
7. Displayed here is the time when the last report was sent.
8. Click the "Confirm" button if you want to save the changes you have made.
9. If you are not satisfied with the changes you have made, click the "Cancel" button.
OS information

On the "OS Information" tab you can get information about your operating system, by clicking the "Display operating system information" button.
System information

Basic information about your system is displayed on the "System information" tab.

You can access release info by clicking on the link "Open Release Info," and it will open in a new tab.
E-commerce

On the "E-commerce" tab you can set the prices for exam booking. For more information click on the article How to organize an exam booking.

User manual

Settings and customization

Accessing the page

System preferences

Date and time tab

Web session parameters tab

Internal network tab

Password configuration tab

Exam booking settings tab

Exam cancellation settings tab

The following options are available:

Test authorization limit tab

Answer ordinal markup tab

Score report tab

Knowledge deficiency report setup tab

My tests and surveys view the settings tab.

Additional modules setup tab

Mail server tab

Upcoming session reminder

Expiring session reminder

Finish test URL tab

Browser compatibility

Question create/edit option

Message templates

Web sockets and polling settings

Theme and language

Registration page layout tab

Theme tab

White labeling tab

Logo and favicon tab

Language settings tab

Language bundles tab

Create a new language bundle by editing the property value

Create a new language bundle by uploading a file

Activate language bundle

Before and after changes

Delete language bundle

Preview keys mode

Notifications

Jobs scheduler

Creating a New Job

Job Information

Schedule Settings

Job parameters

Importing data job parameters

Export data job parameters

Export data job parameters

Export test results with pool breakdown

Removing notifications job parameters

SFTP server parameters

Jobs list

Execution history and logs

Job excuted notification

Custom properties

Support

Attachments library

Templates

SFTP transfer

OS information

System information

E-commerce