Identity Block
Full legal name, institutional ID, and contact details to match the student to official records and avoid misattribution during disputes.
A clear, consistent template reduces administrative errors, preserves evidence of access and consent, and supports compliance with institutional and legal policies such as FERPA and institutional academic integrity rules.
Typical participants include instructors, proctors, registrars, and students; each uses the completed template for different administrative or compliance purposes.
Completed templates form part of the student record used for grading validation, appeal documentation, and compliance with privacy and retention policies.
| Field | Configuration |
|---|---|
| Authentication Level | Email + MFA code |
| Signature Type | Esignature with audit trail |
| Retention Policy | Auto-archive to student record |
| Access Controls | Role-based permissions |
Use solutions that meet institutional privacy standards and allow export to your student information system.
Full legal name, institutional ID, and contact details to match the student to official records and avoid misattribution during disputes.
Course code, instructor, exam title, scheduled date and time, and version number to precisely identify the assessment instance.
Explicit permitted materials, device restrictions, and time limits so expectations are clear and uniform across examinees.
Space for proctor notes, technical issues, and integrity concerns to support grade adjustments or academic review.
Designated lines for student, proctor, and instructor signatures; specify whether initials suffice or full signature required.
Clear guidance on where to store the completed form and how long to retain it for compliance and audit purposes.
A scanned copy or verification record of the student ID used during identity check.
PDF copy or checksum of the exact exam viewed to ensure grading corresponds to the correct content.
Documentation of any approved accommodations and the basis for those accommodations.
Audio/video logs or system event logs if recorded as part of the proctoring process.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Varies by plan | Varies by plan | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
An instructor pre-populates exam metadata and viewing rules for each session.
The institution issues an electronic template before the exam for student acknowledgement.
Publish rules and template at least two weeks before the exam date.
Complete identity checks immediately before seating or remote access.
Collect signed templates at exam end or within 24 hours of completion.
Submit proctor incident notes within 48 hours for timely review.
Provide a clear appeal submission window, commonly within 10–30 days of grade posting.
Instructor finalizes exam metadata and viewing rules before publishing.
Proctor confirms identity and records accommodations.
Student accesses the exam under recorded rules and time limits.
Registrar archives completed forms and retains per retention schedule.