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How to Make Test Rules for Online Exams (With Examples)

What do test rules and parking signs have in common? If they’re vague, you’re left feeling confused, frustrated, and shortchanged (especially when you get a parking ticket).

But writing test rules that are crystal clear is a tricky, especially for online exams.

Take these two seemingly solid example test rules:

1. No talking during the test.

2. Your desk must be completely clear of all items except for the device you use to take the test.

Pretty straightforward, right? No room for confusion or loopholes? Ehhh, not so fast.

Even rules that seem clear can still leave plenty of room for misinterpretation and unintended loopholes.

Here's how to improve those example test rules

Original rule

No talking during the test.

Improved rule

No communicating with other individuals by any means, whether verbal, non-verbal, or electronic.

Rationale: the improved rule covers all methods of communication, which addresses potential loopholes the original rule misses, like gesturing or writing notes to communicate with someone outside the room.

Original rule

Your desk must be clear of all items except for the device you use to take the test.

Improved rule

The testing area and any surface your device is placed on must be clear of all items except the device used to complete the test. This includes books, papers, electronics, and other personal belongings.

Rationale: the original rule doesn’t consider situations where the test taker isn’t using a traditional desk or table, like placing the device on the floor or kitchen counter. The improved rule covers any surface holding the device, specifies that it must be clear, and provides examples of items that aren’t allowed.

The original rule could also lead to arguments like, “I was at a table, not a desk,” or “The rule says ‘your desk,’ but I don’t own this desk.”

While these arguments are far-fatched (very far-fetched), they demonstrate how word choices could be exploited in a worst-case scenario.

How are test rules, instructions, and guidelines different?

  • Test rules: what’s allowed and not allowed during the test
  • Test instructions: how to complete the test successfully
  • Test guidelines: general tips and advice for success
Spaced List 1

8 example test rules to use

  1. No other electronics allowed: no cell phones, tablets, smartwatches, audio devices, or any other electronic devices are allowed in the room or test area except for the device used to take the test.
  2. Clear environment: the surface where your device is placed must be entirely clear of anything other than the test device. Books, papers, electronics, and any other objects are not allowed.
  3. Take the exam independently: no one else is permitted in the test room or surrounding area.
  4. No communication: no communicating with other individuals, whether verbal, non-verbal, or electronic.
  5. Well-lit environment, clear webcam view: the testing environment must be well-lit, with a clear, unobstructed webcam view of you at all times.
  6. Stay on camera: remain fully visible on the webcam throughout the test.
  7. One screen only: only one screen is permitted during the test; using any other screens, monitors, or display devices is strictly prohibited.
  8. No other browsers or unauthorized software: only use [insert your software/platforms] to complete the exam. Using any other browsers, software, browsers, applications, artificial intelligence, and technologies is not allowed.
Spaced List 2

10 tips to write better test rules

  1. Start by listing fundamental behaviors to address, then write rules that cover all angles
  2. Don’t use weak language—use definitive, direct language to make your rules enforceable
  3. Play devil's advocate to scrutinize your test rules thoroughly
  4. Always consider students who need accommodations
  5. Include effective visuals that offer context
  6. Use formatting and titles to make them skimmable
  7. Include technical support information and resources
  8. Review them with students, then use their feedback to refine them
  9. Confirm their acknowledgment & understanding of any changes
  10. Discuss the consequences of academic dishonesty

Building off of the fundamental behaviors

Make a list of fundamental behaviors you want the rules to address, such as, “I don’t want students looking up answers on the internet.”

Consider the different ways students might do this, such as: accessing other browsers, using a cell phone or another device, and asking virtual assistants like Siri and Alexa. Then, write test rules that target those behaviors.

For example, rule #1 from the earlier examples covers restrictions on using any other devices and electronics, while rule #8 addresses the use of unauthorized software, apps, AI, and browsers.

Don’t use weak language

Weak phrasing like “Try not to…” or “If possible…” only causes confusion about whether a rule is mandatory or just a suggestion for students, which makes your rules unclear and difficult to enforce.

Use more definitive language to eliminate confusion and make your rules clear and enforceable. Here are examples of weak phrasing and stronger, definitive phrases:

Weak phrases
Definitive phrases
Try not to
Do not
If possible
You will
I recommend
You are required to

Play devil’s advocate as you review

Scrutinize your exam rules to pinpoint ANY potential loopholes, inconsistencies, and other gaps that could put academic integrity at risk. 

Consider students who need accommodations

Make sure that students know about accommodations and how to access them (provide links & contact info). Giving the remote proctor written accommodations, like bathroom breaks and allowing assistive technologies, creates a fair and equitable test experience for your students.

Include visuals for examples and added context

Use visuals to reinforce rules with clear context, such as showing a cluttered versus a clean testing environment.

side by side comparison of a testing area with clutter desk and unauthorized items on the desk compared to a better environment with a clear desk
comparison testing areas, one is a cluttered desk with unauthorized items on it, the other is a desk that is completely clear except to the device used to take the proctored assessment

Make the exam guidelines, rules, and instructions easy to skim

Using text formatting like bold, italics, underlining, and bullet points, along with titles/headings for each exam rule, makes it easier for students to find what they’re looking for.

Titles and headings refer to the bolded text before the colon, like in the example below:

This is the title: the details for the test rule goes here.

Include technical support information and resources

Provide students with links and contact information for technical support so they know where to go if they have issues during the online exam.

Review the rules and instructions with students, then refine them based on feedback

Review the test instructions, rules, and guidelines with your students to confirm they understand them, and use their feedback to refine the rules.

Confirm their acknowledgement & understanding of the rules and any changes in the future

Add an unscored question to the next online exam that confirms students’ acknowledgment and understanding of any changes to the test guidelines, instructions, and rules.

You can also communicate any changes through email and LMS tools like announcements, discussion boards, or direct messaging.

Using settings and instructions to customize online proctored exams and offer accommodations

Each online exam is different and may need additional rules or accommodations for individual students to successfully complete the exam, such as the following situations:

Allowing access to certain sites/software while blocking all others

In this example, imagine that students need access to a specific website to complete the online proctored exam.

You can set up the remote proctoring software to allow access to specific websites and block everything else.

If a student tries to visit a restricted site during a remotely proctored exam, they’ll be blocked from accessing it, and the software will log the attempt.

Providing accommodations during online proctored exams

Bathroom breaks

Students may need to take bathroom breaks during proctored exams. To provide this accommodation, write simple instructions to the remote proctor, such as:

  • John Doe is allowed three 5 minute bathroom breaks during the online test.
  • Jane Doe is allowed 1 bathroom break every 15 minutes during the online test.

Allowing assistive technology

Instructors provide notes to the remote proctor specifying students who are permitted to use assistive technology during the exam. For example:

  • Jane Doe is allowed to use a screen reader during the online test.
  • John Smith is allowed to use speech to text software.

Allowing students to write on paper

If you’re delivering paper-based assessments, like handwritten essays and math problems during STEM tests, you can set rules allowing the use of paper and pencil. 

The instructor clicks Scratch Paper Allowed within the proctored test settings so that the software doesn’t flag students for looking down at their paper while they’re writing. 

Then the instructor gives the remote proctor instructions to allow handwritten essays and some additional criteria, such as:

  • Students are only permitted to use black or dark blue pens

  • Only blank white paper can be used (lined paper if fine)

  • They can write on both sides of the paper

  • Students must hold the paper up to the webcam and show both sides before they begin writing

Creating test rules and instructions is an investment

Learning to create test rules that are clear and comprehensive is worth the time investment. It’s the difference between delivering a confusing, frustrating assessment experience and one that clearly communicates the rules and how students should approach your assessments.

Key takeaways:

  • Use clear, definitive language to create rules that are comprehensive of all potential behaviors and scenarios.
  • Review the rules and instructions with your students and continually refine them.
  • Always keep accessibility and accommodations in mind during the entire assessment process.
And don’t forget, writing solid test questions is just as important—they’re key to making sure your students are being fairly and accurately assessed.

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