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Test management

Last updated on Disponible en Français

Select an item from the list below to find more information on the use case you’d like to carry out.

Duplicate a test

Duplicating a test is an efficient way to create a new test containing similar content to an existing test.

Click on Tests in the left navigation menu and then and scroll to the test you want to copy.

Click on the three vertical dots to the right of the test title (1) and select Duplicate (2) from the drop-down list.

The tests dashboard is displayed with the number 1 pointing towards a highlighted vertical ellipses next to a test and a number 2 pointing to the "duplicate" menu item in a dropdown list.

Screen adds a copy of the test underneath the original. The title of the copied test is the same as the original plus the word “copy“.

Click through to the test copy and click Test settings to configure the copied test.

Screen dashboard with one arrow pointing towards the word "copy" in the test name at the top. Another arrow is pointing towards the "test settings" tab at the top of the screen.

General settings

Amend the GENERAL settings as desired.

The Screen dashboard is open, in the left nav the "Tests" menu item is highlighted. In the center the Test settings is highlighted at the top. Below that the "General" tab is selected.

Customization communication settings

Customize the email invitation in the Communication tab, taking care not to remove [[NAME]] and [[LINK]] tags from the email text.

In the center the Test settings is highlighted at the top. Below that the "Communication" tab is selected.

You can also customize the test introduction and the test’s end page:

Communciations tab with the introduction title, introduction text, end page title, and end page text input boxes shown.

Share a test with candidates

In the Test Access tab you can create a public link to share with a group of candidates.

In the test settings the "public link" tab is selected and a public link is displayed.

You can find more information on public URLs here.

Limit candidate access to the test to a specific time period

Also in the Test Access tab you can control when a candidate is allow to access the test, to enable this simply turn on the Restrict access period toggle. You can then configure the start and/or end time — both are optional.

The image shows a settings screen for configuring test access parameters. Here is a detailed description of each section:

1. **General Settings**:
   - **Public link toggle (currently off)**: This option, when enabled, allows tests to be easily sent by sharing a single link.

2. **Restrict Access Period (currently enabled)**:
   - **Allotted time for this test**: The duration of the test is 84 minutes.
   - **Tests can only begin after this date**:
     - Date: 05/31/2025
     - Time: 12:00 AM (Timezone: America/New_York)
   - **Tests will automatically end after this date**:
     - Date: 06/01/2025
     - Time: 12:00 AM (Timezone: America/New_York)

3. **Save Button**: A yellow button labeled "Save" is located at the bottom right corner of the screen, used to save the settings.

4. **Tabs at the Top**:
   - **General**
   - **Communication**
   - **Test Access** (currently selected)
   - **Sharing**

This layout allows the user to configure the accessibility and scheduling for a test, ensuring it can only be taken within a specified timeframe.

Start date and time

When a candidate attempts to access the test before the start time, they will be shown a screen similar to this one that indicates what time the test window opens as well as the option to take the Screen tutorial.

The image shows a notification screen for a scheduled test with the following details:

1. **Test Schedule**:
   - **Date and Time**: The test is scheduled for May 31, 2024, at 9:30 AM (Europe/Paris time zone).

2. **Instruction Section**:
   - **Message**: "While you're waiting for the test to become available, you can take a look at our tutorial to get comfortable with the assessment environment."
   - **Button**: A button labeled "Discover tutorial" is present for accessing the tutorial.

3. **Invitation Section**:
   - **Graphic**: An illustration of a yellow character holding a white object, possibly a mug or a cup.
   - **Greeting**: "Hi, you have been invited to take a test."
   - **Instructions**: 
     - "You must complete this test on your own."
     - "You can check out our tutorial and the help comments to better understand the platform. We want you to feel comfortable."

End date and time

Candidates will need to complete their test before the set end time.

⚠️You have to have the Global timer enabled in order to set the test end date and time.

⚠️ Depending on when candidates start their tests, they may not have the full time initially allotted — for example, if the test is supposed to last 60 minutes but they start the test 10 minutes before the end time, they will only have 10 minutes to complete it.

Share a test with your team

In the Test settings the SHARING tab allows you to share the test with a team in your account or with another Screen paying account.

Share a test with other teams

To share the test with another team, simply select the team you want to share the test with from the drop-down menu in the Share the test with other teams section.

A screen shot of the Sharing tab open under the test settings. The "share a test with other teams" section is highlighted.

Share a test with another company account

Click Get a new link for a link to send to the administrator of the Screen account you want to share your test with:

A screen shot of the Sharing tab open under the test settings. The "share the test with another account" section is highlighted.

In the Report type drop-down list, select the access you want to grant to the receiving account.

  1. If you select Share with detailed reports the receiving account gains full access to candidate reports, including the list of questions and answers.
  2. If you select Share with simplified reports the receiving account only sees the candidates’ final score.

Copy the link and send it. 

If you need to edit these permissions in the future, you can change the type of report received for all associated accounts in report drop-down menu of The following accounts are using this test section. You can also remove test sharing with accounts by selecting the trash bin icon next to the account:

"The following accounts are using this test" section is shown with a company added and a detailed report is shared.

Archive or delete a test

Archiving tests removes them from the Tests list until you want to use them again.

Go to Tests and scroll to the test you want to archive.

Click on the three vertical dots to the right of the test title and select Archive from the dropdown list.

The tests dashboard is displayed with a highlighted ellipses next to a test and a drop down menu open with an arrow pointing towards the "Archive" menu item.

The test disappears from the list.

To see it again, tick the Show archived tests box in the advanced search menu:

A list of tests with a advanced search option open at the top and a 1 next to that icon and a 2 next to "show archived tests" checkbox in that open menu.

Archived tests appear in the list together with an archive box logo. 

A list of tests. One of them has the archive box icon under the test name.

To add the test to the main list again, click on the three dots to the right of the test title and select Unarchive from the dropdown list.

The tests dashboard is displayed with a highlighted ellipses next to a test and a drop down menu open with an arrow pointing towards the "Unarchive" menu item.

The test is visible again in the main list, without an archive icon.

To delete a test, simply click on the vertical ellipses and select Delete from the drop-down menu.

The tests list is shown with the vertical ellipses shown at the end of the row and an arrow pointing to the "delete" option.

Bulk archive or delete

To archive or remove multiple tests, you can select either the checkbox next to the Tests label to select all tests (1), or you can select the checkboxes next to individual tests (2). Then click the Archive (3) or Delete (4) button.

A tests list is shown, a number 1 is next to the "select all tests" checkbox, a 2 is next to an individual test checkbox at the left of the row, a 3 is next to the archive button and a number 4 is next to the delete button to the right of the archive button.

If you choose to delete a test you’ll get a confirmation screen to verify that you want to remove the tests and all the associated content from your dashboard.

A pop up that says: "do you really want to delete this test and the associated reports? if you delete this test: it will disappear from your dashboard, associated candidate reports will also be deleted, and invited candidates wont be able to take the test". There is then a cancel and delete button below that.

Brand a test

Branding features are available to TEAM, BUSINESS, or ENTERPRISE plans.

To customize your test when it’s ready, click on Test Settings then Communication.

✅ If you did not customize your test when you created it, this can be done at any time by clicking on the name of the test. 

The dashboard with an arrow pointing towards the "Test Settings" tab at the top and the "Communication" tab in the window below that.

Edit email template

Edit the subject and body of your email that invites your candidates to take the test. 

⚠️ Do NOT remove [[NAME]] and [[LINK]] tags from the email text.

The customization tab is open with the email template shown -- the email subject and email body are open with template text populated.

To add branding to the test, customize the introduction screen that candidates see when they click on the invitation link. 

The introduction screen template is open with the introduction title and introduction text fields displayed.

You can add images, new text, etc. 

You can also customize the last page of your test. 

The end page screen template is open with the end page title and end page text fields displayed.

Lastly, add your company logo and name to the Company Profile page, which you can access in the settings menu at the top right of your screen. They will appear in all invitation emails, introduction pages, and candidate reports. 

At the top right the settings dropdown is shown and the company profile option is highlighted. To the left the "Company logo" and "Company name" fields are highlighted under the "edit your company details for english speakers" section.

Default test settings

Default test settings automatically apply to new tests. You can edit the default test settings and the changes will then apply to all new tests.

From the main dashboard page, click on the settings icon ⚙️ (1) and then Test settings (2) to open the GENERAL test settings tab (3).

At the top right the settings dropdown is shown and the test settings option is highlighted. in the center of the screen the default test settings are shown.

✅ Options are the same as individual test settings. 

In the GENERAL tab, choose settings for:

  • Language
  • Whether candidates can copy and paste as part of the test
  • Enable AI follow-up question
  • Sending candidates simplified reports of their results
  • Number of days after which test invitations expire, and
  • Type of test timer
The general settings tab is shown with question language, copy/pasting prevention, candidate report, invitation expiration, and candidate time limit options shown.

✅ To set your tests to have unlimited time, simply click the No time limit box under the Global Timer setting.

Global timer window is shown with the "no time limit" box checked at the bottom.

In the COMMUNICATION tab you can edit the emails you send to your candidates, customize the messages of your test introduction pages and test end pages, and add your logo to any Screen communications your candidates receive.

The Communication tab under the default test settings page is shown. the sections displayed include the Logo editing section, the email customization section, and the introduction page customization section.

✅ You can still choose to apply specific settings and branding to any single test. See the Editing test settings page for instructions.