Assign a proctor to administer an examination

When you assign proctors for exams, Civic Platform sends a notification to the selected individual(s), inviting them to proctor exams which are listed in the email. The email provides the contact with the opportunity to accept or decline the assignment by selecting the appropriate link.

To assign a proctor to an examination from the schedule tab

Note: The following process assumes that you have already scheduled the examination and defined examination sites for the examination. If you have not done these tasks, see Schedule an examination before you assign a proctor.

From the Licensed professionals page, find and open the provider to which assign a proctor.
Select the Examination tab.
Select the exam.
Select the Schedule tab and scroll to the Examination sites list.
Select Assign proctors for the exam site where you need a proctor.

Note: If you scheduled multiple examination sessions, you can use the From-To fields to filter the exams you want to assign.

For example, to filter the list of exams for a single day, select the same date for both the From and the To fields, then select Filter.
Select the exam sessions that you want the proctor to administer.
Select Continue.
Enter search criteria to locate the person you want to proctor the exam(s). The individual must be an existing reference contact. See Add a reference contact for information about adding a new contact if needed.
Select Submit.
From the search results, select the individual(s) that you want to invite to proctor the selected exam(s).
Select Select.

Note: Civic Platform sends an email invitation to the selected contact, inviting the individual to proctor the selected exams. The email includes information about the exam(s) and provides the contact with the opportunity to accept or decline the assignment by selecting the appropriate link.

Reassign an examination to a new proctor

When you assign a proctor to an examination, Civic Platform sends the prospective proctor an email invitation which they may accept, decline, or ignore. Once you have made the initial assignment, you can track the responses to your invitations from the Registered records tab for an exam. If you see that a proctor has either rejected an assignment or has not responded to the invitation, you can remove that individual as a proctor for the exam and assign a new proctor, all from the Registered records tab.

To assign a new proctor to an exam

Note: The following process assumes that you have already scheduled the examination, defined examination sites, and assigned proctors for the examination. If you have not done these tasks, see Schedule an examination before you assign a proctor.

From the Licensed Professionals page, find and open the provider
Select the Examination tab.
Select the exam.
Select the Registered records tab.
From the Time and Site list menus, select the examination event for which you want to reassign a proctor.

Note: Proctor information for the selected event displays below the Time/Site.
To view details about a proctor, select the View link for the proctor.
To remove a proctor from the list, select the Delete link for the proctor you want to remove.
Select OK.

Note: Civic Platform removes the proctor and sends an email to the proctor, informing them of the action.
Select Assign Proctors in the toolbar.
Enter search criteria and select Submit.
Select the individual that you want to assign to proctor this exam.
Select Select.

Note: Civic Platform adds the individual to the Proctor list on the Registered records tab with a status of Assigned. Civic Platform also sends an email invitation to the newly assigned proctor, prompting them to accept or decline the assignment.