Proctorio Instructor Guide

Proctorio is an online remote proctoring tool that allows you to give an invigilated quiz or exam in Canvas. In place of a physical person in the room with your students, you can have Proctorio record their webcams, microphones, screens, and any websites they visit during the assessment.

After an exam, Proctorio’s algorithms automatically look over student recordings. You set the behaviours you want flagged as unusual activities by the algorithms. You and/or your teaching assistants then review the recordings and flags to determine whether any activity constitutes actual misconduct. The encrypted recordings are retained for two years before they are deleted.

Cost Free (funded in response to COVID-19 through April 2021)
Bandwidth High demand
Canvas Integration Works within Canvas
Privacy Proctorio is FIPPA compliant and data is stored securely in Canada
Similar UBC-Supported Tools LockDown Browser is also centrally supported

What can I use it for?

With Proctorio, you can help preserve exam integrity in Canvas courses in three main ways:

  • Requiring identity verification from each student before an exam
  • Recording students’ exam video, audio, screen, and/or keyboard activity 
  • Restricting what students can do on their computers during an exam (e.g., no printing, copying, accessing other websites)

What do I need to use Proctorio?

A desktop or laptop computer with Chrome web browser

Proctorio must be used on a desktop or laptop computer (mobile devices will not work), with the latest Chrome web browser and Proctorio Chrome extension installed.

Audio/visual equipment

Students must also have a webcam and microphone, but these are not required for instructors and teaching assistants to review their recordings.

A Canvas course

Protorio only works in Canvas courses at UBC.

Tips

  • If students have trouble meeting requirements, help accommodate them.
  • One possible alternative to Proctorio is LockDown Browser. Visit the LockDown Browser instructor guide for more information.

How do I use Proctorio?

You first need to install the Proctorio extension in Chrome in order to create your exam.

Click any bar below for instructions and tips for using Proctorio in Canvas.

Install Proctorio in Chrome

  1. In Chrome, go to the Proctorio Chrome extension page.
  2. Click Add to Chrome.
  3. In the pop-up asking “Add Proctorio?”, click Add Extension.

Tips

  • Make sure you’re using the latest version of Chrome, if you have trouble installing Proctorio.

Prepare students for Proctorio exams

  1. Be clear and specific about your intent for using Proctorio. Explain these points to students:
    • Proctorio is used to make sure the remote exam experience is fair for everyone. If you engage with the exam honestly, you do not need to worry about the recording, even if something unexpected happens.
    • Proctorio only runs when you’re in an exam in your Chrome browser (you will see a shield icon in the browser address bar when it’s active). There is no separate program collecting your data and no data collection once you leave your exam. You can also uninstall Proctorio when you are done.
    • Proctorio recordings are stored in Canada in accordance with provincial privacy laws. The encrypted recordings are retained for two years before they are deleted. If you have any questions or concerns about the privacy of the data, contact Paul Hancock (UBC Legal Counsel, Information and Privacy) at paul.hancock@ubc.ca.
    • No person is watching you during the recording and only I and/or your teaching assistants will review the recordings afterward. The Proctorio tool’s role is limited to: a) providing temporary data storage for your video in Canada and b) running its automated algorithms to flag any moments in your video for review.
    • An automated flag on your recording does not mean I and/or your teaching assistants will assume you cheated or that you will receive a grade deduction. Human interpretation of the flags is essential; we make the final call.
  2. Be explicit about what restrictions you set around what will and won’t be allowed on students’ computers. Clarify procedures around washroom breaks, using scratch paper, or any other needs specific to your course.
  3. Share your expectations with students about what usual behavioural activities you will anticipate and accept too , such as fidgeting, stretching, not looking directly at the exam the whole time, etc.
  4. Provide a practice exam. Give students a no-stakes practice exam. This will allow everyone to get familiar with the Proctorio experience, before being in a high-stakes situation.

Tips

  • Label a practice exam clearly, so students know they don’t need to study anything (e.g., “Practice Your Proctorio Setup”).
  • Consider offering a small incentive for completing the practice exam. The more students who practice, the less who will need help from you on exam day.
  • Use the same Proctorio settings on a practice exam that you will use on the actual exam, so students know exactly what to expect.
  • Encourage students to try out lots of actions during a practice exam, mimicking what they’ll want to do in a real exam and trying anything they know you will restrict (e.g., open a website), to experience what happens.
  • Create questions for the practice exam that highlight parts of using Proctorio to reinforce important points (e.g., “Which of the following are not allowed during Proctorio exams?”).

Create a Canvas assessment that uses Proctorio

  1. Using Chrome, log in to your Canvas course, and click Settings in the Course Navigation.
  2. Click the Navigation tab.
  3. Find the “Secure Exam Proctor” menu item, select the options menu (the 3 vertical dots), and choose Enable.
  4. Save your setting changes.
  5. Now click Quizzes in the Course Navigation.
  6. Click the +Quiz blue button, choose the Classic Quizzes option, and click Submit.
  7. In the Details tab, enter the name of your quiz. Under "Quiz Instructions", provide assessment information. 
  8. Set the quiz option settings:
    • Quiz type: Graded
    • Time limit: How long students will have to finish the exam from the point they start it. Please add 5 minutes for students to complete the Proctorio setup.
    • Availability from / Until: The period of overall time the exam will be open for students before it auto-submits. Please add 30 minutes for students to complete the setup and deal with any technical issues.
  9. Click the Enable Proctorio Secure Exam Proctor checkbox, then click the Proctorio Settings tab.
  10. Proctorio Exam Settings are separated into four categories. If you are not sure what a setting means, hover over the option in Proctorio and click the question mark. These settings cannot be changed once the exam has started, so please carefully choose the appropriate options.
  11. The following settings are highly recommended, particularly for midterm and final exams. Settings will become blue once you click to enable them. 
    • Recording Options
      Enable: Video, Audio, Screen, Web Traffic, Room Scan: Scan at Start (option when you click Record Room)
      Don’t use: Room Scan: Intelligent Scan (option when you click Record Room; students may be required to redo their room scan multiple times during the exam)
    • Lock Down Options
      Enable: Only One Screen, In Quiz Links Only (option when you click Disable New Tabs), Close Open Tabs, Disable Printing, Disable Clipboard, Block Downloads, Clear Cache, Disable Right Click
      Disable: Force Full Screen, Prevent Re-entry (these will require students to stay on the exam the whole time, which makes troubleshooting technical issues hard, and will lock students out of their exam for potentially benign behaviour, requiring you to resolve)
    • Verification Options
      Enable: Video, Audio, Desktop, ID, Signature
    • In-Quiz Tools
      Disable: Calculator, Whiteboard
  12. Set your Proctorio Behavior Settings:
      • Frame Metrics: Indicate which student behaviours you want automatically flagged in the recordings. You can leave these levels set to Proctorio’s default recommended settings, choose from preset options, or set a custom level.
      • Exam Metrics: Measure abnormalities comparing one student’s actions to the rest of the exams in the class. These metrics work best in larger class sizes that offer a better sample pool (50+ students); in smaller classes, it’s better to leave them disabled.

13. You are now ready to add questions to your exam. This process is the same for proctored and non-proctored Canvas assessments. Follow
the steps for adding questions on the Keep Teaching site, if you want help.

Tips

  • Canvas will always call your assessments a “quiz”, whether you want to assign a quiz or exam to your students.
  • Note that Proctorio Exam Settings cannot be changed after any student has completed an exam, but the Behaviour Settings can be changed at any time.
  • Proctorio cannot be enabled on New Quizzes (a specific type of Canvas quiz). Please use Classic Quizzes instead.
  • See the instructor template in the appendix below for suggested instructional content to share with students in the “Quiz Instructions”.
  • Use the recommended Exam Settings to minimize administrative time, as these settings help preserve exam integrity without locking students out for accidental clicks, which they will need your help to fix.

Understand Proctorio behaviour settings

Proctorio runs its algorithms on student recordings based on your Behavior Settings, which include Frame Metrics and Exam Metrics. Frame Metrics let you indicate which student behaviours you want automatically flagged in the recordings. Exam Metrics (aka Abnormalities) allow you to set which behaviours should also be compared against the class as a whole, with anomalies automatically flagged. 

Proctorio Behaviour Settings determine an overall Suspicion Level to assign to each exam, based roughly on its number of flags: high (red), moderate (yellow), or low (green). Choosing more sensitive settings will trigger more suspicious (red and yellow flagged) exams. 

By default, Proctorio will configure your exam using their recommended Behavior Settings, but these settings can be adjusted at any time. They are quite sensitive, thus the middle (yellow) behaviour settings are typically enough to catch potentially problematic behaviours. 

After the exam, review a few flagged videos to see if settings need to be adjusted to provide a meaningful algorithmic review. Instructional teams can then choose a strategy for reviewing potentially problematic recordings, including when and how to reach out to students with questions and what to do if a problem is confirmed.

Use the Proctorio Gradebook

After the exam, you can review outcomes in the Proctorio Gradebook, accessible within each proctored Canvas assessment. You’ll get a Suspicion Level colour indicator to show if any exams should be reviewed further and where potential issues in each flagged exam occurred.

  1. When reviewing recordings, make sure you are in a private location to respect student privacy.
  2. Using Chrome, log in to your Canvas course, and click Quizzes in the Course Navigation.
  3. Click the quiz you wish to view.
  4. On the right sidebar, click View Proctorio Gradebook.
  5. The Suspicion Level column shows color indicators for each exam, with high Suspicion Level exams indicated with red. 
    • Suspicion Level is determined by Behavior Settings you can adjust, if you think Proctorio has flagged too many or too few exams. 
  6. Click the row of the exam you would like to review. Each exam contains everything you asked Proctorio to record, such as video, audio, screen, and student identity verification.
  7. When Proctorio has flagged potentially suspicious activity, these activities will be indicated in red along the recording timeline. Scan through these moments to determine whether any flagged activity constitutes actual misconduct.

Tips

  • If more than 20% of your exams are classified with high Suspicion Level, you may want to spot-check a few recordings and adjust your Behaviour Settings. It is unlikely this many students would actually cheat.
  • Review high-suspicion moments in videos by jumping to the flags in each recording timeline, instead of watching the whole video.
  • Pick a few low Suspicion Level recordings for random checks to ensure the algorithms are flagging what you want them to.
  • Try not to stress about reviewing every minute of the recordings. Remote proctoring in and of itself naturally deters academic dishonesty by adding barriers to searching and colluding online.

Where can I get more support with Proctorio?

Technical support

If you have trouble with Canvas or Proctorio:

If students contact you with technical issues while taking a Proctorio exam:

  • Contact Proctorio directly:
    1 866 948 9087 or support@proctorio.com
  • Inside an active exam, students can access live chat by clicking the shield icon located in the Chrome browser address bar, then clicking Live Chat
  • Share UBC’s Proctorio student guide

Learn more

  • Read UBC-specific answers to Proctorio frequently asked questions on the Keep Teaching site.
  • Check for any upcoming UBC Proctorio workshops on the Keep Teaching site.
  • Although the recordings are scanned by Proctorio’s algorithms, the footage is only available to the appropriate users at UBC. No person at Proctorio can access the recordings or data, as they are stored using zero-knowledge encryption, meaning Proctorio does not have the key to decode the encryption. 

Instructor template

The following is based on a template created by Fareed Teja for UBC Sauder School of Business and modified by Brian Powell at the Centre for Teaching & Learning at UBC-Okanagan. We encourage you to reuse and adapt it in the instructions of your Canvas quiz.

Please click the bar below to see and copy the text.

Proctorio instructor template

Note: Any content in [brackets] should be modified or verified by you before posting.

The [course code] [exam name] will take place on [day, date, year] from [start time] to [end time]. You will have [#] minutes to take the exam. You will be taking this exam remotely, and your exam will be proctored online by a service called Proctorio.

REQUIREMENTS

In order to ensure a smooth exam experience, you must have:

      • A desktop or laptop computer (mobile devices will not work)
      • The Chrome web browser with the Proctorio Chrome extension installed
      • A working [webcam and microphone]
      • A clear photo identification (e.g., UBCcard)
      • A private, quiet, well-lit location with access to a reliable Internet connection

WHAT YOU NEED TO KNOW ABOUT PROCTORIO

      • Proctorio is used to make sure the remote exam experience is fair for everyone. If you engage with the exam honestly, you do not need to worry about the recording, even if something unexpected happens.
      • Proctorio only runs when you’re in an exam in your Chrome browser (you will see a shield icon in the browser address bar when it’s active). There is no separate program collecting your data and no data collection once you leave your exam. You can uninstall Proctorio when you are done by going to the Proctorio Chrome extension page and clicking Remove from Chrome.
      • I choose what Proctorio should record during your exam. This will include [what you will record here]. I can also restrict what you are allowed to do on your computer during the exam, which will include [what you will restrict here].
      • Proctorio recordings are stored in Canada in accordance with Section 26(c) of FIPPA. The encrypted recordings are retained for two years before they are deleted. If you have any questions or concerns about the privacy of your data, you can contact Paul Hancock (UBC Legal Counsel, Information and Privacy) at paul.hancock@ubc.ca.
      • No person is watching you during the recording and only [I and/or your teaching assistants] will review the recordings afterward. The Proctorio tool’s role is limited to: a) providing temporary data storage for your video in Canada and b) running its automated algorithms to flag any moments in your video for review.
      • An automated flag on your recording does not mean [I and/or your teaching assistants] will assume you cheated or that you will receive a grade deduction. Human interpretation of the flags is essential; [I/we] make the final call.

WHAT YOU NEED TO KNOW BEFORE YOU START

Before you start the exam, please make sure you are signed out of your Google account in the Chrome browser you’ll be using. Once you start the exam, please do not refresh your browser, use browser buttons, or navigate away from the exam screen until the exam has been submitted.

If you are asked to enter a password or access code (Proctorio does not require either) or receive an error message:

  1. Ensure you are using the latest version of the Chrome web browser and have the Proctorio Chrome extension installed.
  2. Clear your browser history and cache in Chrome.
  3. Uninstall the Proctorio extension.
  4. Reinstall the Proctorio extension.

If you are still unable to access your exam, please contact Proctorio support. To reach them, use the following contact points.

      • Inside an active exam: Click the shield icon in your web browser address bar, then click Live Chat.
      • Outside an exam: Connect via phone (1-866-948-9087) or email (support@proctorio.com).

When you click to take the exam, you will need to complete some technical pre-checks to make sure everything is working. You will also be asked to rotate your webcam 360 degrees to do a full room scan. Please ensure that you show your testing surface (i.e., your desk), and everything around you. Use a mirror if your webcam is attached to your computer.

Note that if you run out of time, your exam will automatically submit, so be aware of how much time remains. When you are done, click the “Submit” button at the bottom of the screen.

Good luck on your exam!


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