How to Create a Form, Add a matching table & see preview

In this video, we’ll show you how to create a form by adding items manually, assigning scores, and incorporating a matching table. Finally, we’ll demonstrate how the completed form looks in the preview.

Tap the video to pause the demo or manually advance each step.

Step 1: Navigate to the Exam Management Portal

  1. Go to Portals.
  2. Select Exam Management Portal.

Step 2: Access the Blueprint (new ft.)

  1. Locate the Blueprint column.
  2. Click on the More button (three dots) next to the blueprint column.
  3. Select Collapse All Row Groups for a better view.
  4. Click on the Blueprint Name.
  5. Click the Expand button to the left of "Manual".
  6. Select the desired exam by clicking VIEW/EDIT.

Step 3: Create a Form

  1. Once inside the exam, go to the Exam Forms tab.
  2. Click Add Form.
  3. Enter the Form Name.
  4. Click on Form Template and select the desired template.
  5. Click ADD to create the form.

Step 4: Add Items to the Form

  1. You will now be in the Summary tab.
  2. You can now add a Description.
  3. Navigate to the Delivery tab.
  4. Next to "Section:", click Manual Item Selection.
  5. A pop-up will open. Select the required items by checking the boxes on the left of each item.
  6. Once all items are selected, click the Add Item button at the bottom-right of the pop-up.

Step 5: Configure Scoring

  1. Go to the Scoring tab.
  2. Click Pass/Fail Type and select a type from the options:
    • None
    • Percent Score
    • Raw Score
    • Scaled Score
    • Test Part Scoring
  3. Click on Passing Score (Percent Score) and enter the percentage.
  4. A pop-up will appear; click Upload CSV Match Table.
  5. Click Choose File, select your file, and click Enter.
  6. Click Update.
  7. The Toggle Scored Scoring will be on by default.

Step 6: Preview the Form

  1. To preview the form, go to the previous page and click Preview.
  2. Alternatively, you can click the Preview button in the top-right menu next to the Approve button.

You have successfully created a form, added a matching table, and previewed it in the Exam Management Portal!