Step 12: Delivery Setup

💡 After activating your form in Step 11, two things remain before this exam can go live: attaching the screens candidates will actually see, and configuring how the exam is delivered and proctored.

12.1: Exam Screens & Score Reports

Exam screens work like Form Templates: a shared, org-wide library, plus a per-exam assignment step. Two places matter:

• Exam Management → Exam Screens (sidebar) — the global library. Screens are built here via "Create Screen," selecting a Screen Position (Exam Delivery, Exam End, Exam Start) and Screen Type (Agreement, Author Credits, Display Only, Score Report), then providing the screen's name and content.
• Your exam → Exam Screens and Score Reports tab — the screens actually attached to this exam. Empty by default, even if screens already exist elsewhere in the org. Use "Add Screen" → "Use existing screen" to attach something built in the global library, or "Create new screen" to build one scoped to just this exam.

Display Only screens (used for Welcome and End screens) are the simplest: a Screen Name field and a single rich-text "Enter Screen Content" box for free text.

Score Report screens are more structured:

• Display Condition — choose All Outcomes, Pass, or Fail, so you can show different messaging depending on the candidate's result rather than one generic report screen.
• Enter Screen Content — pre-populated with merge tags that automatically insert the candidate's name, the exam title, the pass/fail outcome, and topic-level percent scores. Replace the bracketed placeholder text (e.g., a support email) with your organization's actual contact information before publishing.
• Show as End Screen — enable this if you want the Score Report screen itself delivered as the candidate's final screen. Leave it off if you're using a separate, dedicated End screen instead.
• Email Score Report Link and View From Candidate History — control whether candidates additionally receive their report by email and whether it appears in their account History tab. We recommend confirming both behave as expected during your test delivery walkthrough before relying on them for a live exam.

Agreement screens have their own structure: Agreement Buttons (the Accept/Decline button label text), Decline Text (a warning message shown if the candidate declines), and Agreement Text (the consent or terms content the candidate reads and accepts before proceeding).

Full details on creating and attaching screens are on the Exam Screens & Score Reports reference page.

12.2: Proctoring & Scheduling

Delivery Type — Unproctored, AI-Assisted, Live w/SEB, or Live w/o SEB — is not configured on the Exam itself. It's set on the Store Exam page, covered in Step 13: Store Setup & Activation, alongside the Proctoring Group and AI-Enhanced Proctoring / AI ID verification options. Availability windows and booking rules are configured there as well.

💡 For AI-Assisted delivery specifics, see the AI-Assisted Proctoring candidate, proctor, and org admin guides. Skip Performance-Based Testing/lab configuration unless your exam includes hands-on components.

Next step → Step 13: Store Setup & Activation

Updated August 18, 2026 21:07