11.1: The Empty Exam Forms Tab
On a newly created exam, this tab shows "No Rows To Show," with column headers (Form Name, Status, Created, Edited, Active) already in place and Add Form in the upper-right.
11.2: Adding a Form
Click Add Form. You're taken to a simple Add Form screen (not a multi-step wizard) with the exam and blueprint shown for reference, and two fields:
- Form Name: a short label for this specific form. Two constraints apply: the name is limited to 10 characters, and it should not include the exam name. Since your exam is already named, repeating that in the form name isn't allowed and wouldn't fit the limit anyway. Examples that fit both rules: "Form A," "Std Form," "Form 1," or "Live 1."
❓ Why such a short character limit?
Ten characters is tight, so plan for an abbreviation rather than a descriptive name. If you'll have multiple forms, a simple numbering scheme (Form 1, Form 2, Form 3) is more reliable than trying to fit a distinguishing description into so few characters. The exam name already carries the program identity, so the form name only needs to tell forms apart from each other, nothing more.
- Form Template* (Required): a dropdown listing every template available across the environment. Choose a generically named option rather than a dated or initialed one.
❓ What is a Form Template, and why do the names look inconsistent?
Form Templates are a separate configuration object, created and maintained by Certiverse admin staff rather than by individual organizations. Because of this, the list you see isn't a curated library scoped to your org; it's a shared, global list that includes templates created for internal testing, demos, and other client setups. This is why you'll see dated or initialed names like "11/16 glo (Live)" or "cv test temp live" mixed in with more generic ones. Choose an entry clearly labeled as a general purpose template, such as one starting with "Global Template," rather than anything that looks like a one off test artifact. [VERIFY: the exact settings a template controls are not yet confirmed; this section will be updated once that's clarified with the product team.]
Click Add to proceed, or Cancel to back out.
11.3: Configuring Your Form
For the complete breakdown of the Summary, Delivery, and Scoring tabs, including how to assign items and troubleshoot the Automated Selection filters, see the Form Settings: Summary, Delivery & Scoring reference page.
After clicking Add, you land on your new form's Summary tab, showing a Draft status badge. From here, three tabs let you configure the form: Summary, Delivery, and Scoring. Each is covered in full in the Form Settings: Summary, Delivery & Scoring reference page.
⚠️ Known issue: unsaved changes can be lost when switching between the Summary, Delivery, and Scoring tabs. Click Update before navigating away from one you've edited.
On the Delivery tab, clicking a Section's name opens its settings panel (page display, shuffling, scoring bands). To actually populate the section with items, use the Manual Item Selection or Automated Item Selection buttons next to it — both open the same item-picker modal, just landing on a different starting tab.
On the Scoring tab, set a Pass/Fail Type and Passing Score. This is required for Live forms; Beta forms should leave these blank until a cut score is established.
❓ How do I pick a passing score?
Ideally from standard-setting data, not a round number. The Angoff estimates collected on every item during writing and review exist precisely to inform this: the average difficulty of a form's items suggests a defensible cut score. A flat default, such as 70%, is a reasonable starting point for low-stakes programs; high-stakes certifications should involve a psychometrician before committing to a number.
11.4: Approving the Form
Once items are assigned and a Pass/Fail Type and Passing Score are set on the Scoring tab, click Preview (optional) to see the form exactly as a candidate would — question navigation, a live countdown timer, a Score dropdown, and a Flag for review toggle per question.
Click Approve in the header. A confirmation modal explains the consequence clearly:
"Changing the Exam Form status to 'Approved' means the Exam Form is ready to be delivered to test takers. Once an Exam Form is 'Approved' it must be made 'Active' before it will be available to test takers. Do you want to 'Approve' the Exam Form?"
Click Ok to confirm.
❓ What's the difference between Approved and Active?
Approved means the form is complete and ready — its content, scoring, and item selections are finalized. Active means it's actually available for test takers to be delivered. A form can be Approved without being Active, which lets you finish building a form ahead of time without immediately opening it up for delivery. Check the Active checkbox in the header once you're ready for candidates to actually receive this form.
After confirming, the status badge changes from Draft to Approved, and a "Status Changed" notice appears:
"Before an 'Approved' Exam Form is delivered to test takers it must be made active. Once an Exam Form is delivered to a test taker the Status cannot be changed back to 'Draft', but it can be made 'Inactive' to prevent it from being delivered to test takers."
⚠️ This is a one-way door once delivery happens. Approved and Active can be reversed — you can toggle Active off (making the form Inactive) at any time to pull it from delivery. But once at least one test taker has actually taken the form, it can never return to Draft status. Double-check item selections and scoring before approving if you have any doubts.
The header's Back to Draft button lets you revert from Approved to Draft, but only before any test taker has delivered against this form — confirming the one-way rule described above.
11.5: Activating the Form
Check the Active checkbox in the form's header. A warning banner appears at the bottom of the screen:
"Warning: The exam is inactive, so while this form is now active the exam cannot be provisioned until the exam is activated."
❓ Why does the form say it's active if the exam isn't?
Activating a form and activating an exam are two separate switches, and both need to be on before anything reaches a candidate. A form's Active checkbox means the form itself is ready and eligible for delivery. The exam's Active checkbox is the master switch for the whole exam, covered in Step 13. Turning on a form ahead of the exam lets you fully prepare and approve your forms in advance, without accidentally exposing the exam to bookings before pricing, screens, and delivery settings are finished.
💡 This is expected at this stage of the build. Your exam isn't meant to be active yet; you still have Exam Screens, delivery/proctoring configuration, and Store setup ahead of you. This warning will resolve itself naturally once you complete Step 13.
Your form is now fully assembled: items selected, scoring set, approved, and activated. Step 11 is complete.
Next step → Step 12: Delivery Setup
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