THE IIBA GUIDE TO ONLINE REMOTE

THEPROCTORED
IIBA® GUIDEEXAMS
TO ONLINE
PROCTORED EXAMS
SEPTEMBER 2024
JANUARY 2022

THE IIBA GUIDE TO ONLINE REMOTE PROCTORED EXAMS | SEPTEMBER 2024 1

Contents
1.0 The Online Remote Proctored Exam Experience .................................................................... 3
2.0 System Requirements ........................................................................................................... 4
2.1 System Compatibility Check .......................................................................................................... 5
2.2 Tutorial Test .................................................................................................................................. 5
3.0 Government-Issued Photo Identification .............................................................................. 5
4.0 Exam Room and Workspace Setup ........................................................................................ 6
4.1 Room ............................................................................................................................................. 6
4.2 Workspace ..................................................................................................................................... 6
4.3 Personal Belongings ...................................................................................................................... 6
5.0 Testing Accommodation ........................................................................................................ 7
6.0 Scheduling and Rescheduling Your Exam .............................................................................. 8
6.1 Scheduling Your Exam ................................................................................................................... 8
6.2 Rescheduling or Cancelling Your Exam ........................................................................................ 14
7.0 Exam Format and Navigation ............................................................................................... 15
7.1 Non-English Exams ...................................................................................................................... 15
8.0 Exam Day Procedure ........................................................................................................... 15
8.1 Prepare Room and Identification ................................................................................................. 15
8.2 Arrive Early .................................................................................................................................. 16
8.3 Launch the Exam ......................................................................................................................... 16
8.4 Download the Secure Browser ..................................................................................................... 17
8.5 Take a Photo of Your Identification .............................................................................................. 18
8.6 Take a Selfie ................................................................................................................................ 19
8.7 Follow Instructions to Perform Scans .......................................................................................... 19
8.8 Meet Your Proctor ........................................................................................................................ 20
8.9 Acknowledge IIBA’s Exam Rules ................................................................................................. 21
9.0 Major and Minor Exam Violations ......................................................................................... 22
9.1 Major Violations That Will End the Exam Session ......................................................................... 22
9.2 Minor Violations and Number of Warnings Allowed ...................................................................... 23

THE IIBA GUIDE TO ONLINE REMOTE PROCTORED EXAMS | SEPTEMBER 2024 2

1.0 The Online Remote Proctored Exam Experience
IIBA's online remote proctored certification exams offer convenience and flexibility, allowing you to
choose where and when to sit the exam. A simple check-in procedure, ID verification, and monitoring by
PSI-certified proctors ensure the integrity and security of the exam.

You can prepare for a successful remote-proctoring experience by knowing what to expect on exam day.
Use the tips and practices in this guide for a smooth, stress-free test. In addition to the online proctored
format, CBAP and CCBA exams are also offered at PSI Test Centers. Please see the IIBA Exam Information
page for more details.

To ensure a smooth, accurate, and fair testing experience for all, we kindly ask for your cooperation with
our standardized procedures and security measures on exam day. Failure to follow the rules may result in
termination of the exam session. Thank you for following this guide.

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2.0 System Requirements
Please refer to the table below and check PSI’s hardware requirements for updates.

Operating System Windows 10 (64-bit only) and Windows 11 (64-bit only)

(Not 10s or 10 in S-Mode, Enterprise version unsupported)

macOS Sonoma (14.x), macOS Ventura (13.x), macOS Monterey (12.x)

Ubuntu 18.04, Ubuntu 20.04, Ubuntu 22.04

Screen Resolution Minimum Resolution: 1024 x 768 in 16-bit color

Recommended Resolution: 1920 x 1080 or higher in 32-bit color

RAM 16 GB recommended; 8 GB minimum

Disk Storage The secure browser requires 500 MB of available disk storage to download and install.

Internet Connection Broadband (DSL, cable, fiber optic, or LAN/WAN) minimum 750 kbps, 3 mbps or higher recommended

Check your connection.

Your location must support Voice Over Internet Protocol (VoIP) to complete the exam. When possible, use a
hard-wired internet connection. Tethering to a mobile hotspot is strictly prohibited.

Bandwidth Minimum 300 kbps

Network Security Workplace firewalls and other security measures, such as virtual private networks (VPNs), often block the
required secure connection. Take your exam in a setting without a corporate firewall.

Camera and These must be functional and turned on for the entire exam, including security check and check-in.
Microphone

Computer/laptop Use a personal computer/laptop and not a work computer/laptop. The latter may have:

▪ Software installed that could block the PSI Bridge exam software from launching
▪ Background applications that cannot be removed or closed (e.g., Team Viewer)

If the exam is unable to launch, the scheduled exam will terminate, and the exam fee will be forfeited.
There will be no refund.

To ensure a consistent power supply, plug the computer into a power source for the duration of the exam.

Tablets, mobile devices, and Chromebook cannot be used.

One Monitor Only Only one monitor can be running during the exam. A desktop with two monitors or a laptop with a separate
monitor cannot be used. If multiple monitors are detected, the proctor will ask the candidate to remove,
cover, or turn them around so they are not facing the candidate.

Technical Support Live Proctoring — within US: 1-844-267-1017

Live Proctoring — outside US: 1-617-564-9052
Live Chat Support

Support and proctoring software are available only in English.

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2.1 System Compatibility Check

The System Compatibility Check assesses your laptop/computer for minimum requirements to run the
exam (internet connection, webcam, system requirements). It alerts you to unstable internet connectivity,
lack of bandwidth, outdated operating systems, unsupported devices, or webcam issues, among other
things.

The compatibility check does not verify firewall and VPN settings. In areas where governments can block
access to cross-border websites and meter internet traffic, you may experience additional restrictions that
cannot be captured by the compatibility check.

For optimal results, replicate the exam day conditions as much as possible, with the same computer and
room you plan to use for the test.

2.2 Tutorial Test

Once you have scheduled your exam, you can access the PSI Tutorial Test. The tutorial explains camera
and microphone selection, preventative measures, ID requirements, room scans, and exam format. It
guides you through the necessary steps to ensure you are prepared for exam day.

Please review Preparing for Online Remote Proctored Exams with PSI for more information on the Tutorial
Test and how to access it. After you have scheduled your exam, complete the PSI Tutorial Test at least
once (there is a limit of 3 attempts) before your scheduled exam date.

3.0 Government-Issued Photo Identification

To be admitted to the exam, you must provide a piece of government issued photo-identification (ID).
Acceptable identification must be valid (not expired) and original (not a photocopy). It must be written in
western characters, showing your picture and signature. See section 6.1 on how to upload your photo
identification when you schedule your exam.

The following identification is accepted:

▪ Government-issued driver's licence
▪ US department of state driver's license
▪ National/state/country identification card
▪ Government-issued passport
▪ Passport card

The first name and last name on the identification must match the spelling (in western characters) of the
first name and last name on the email confirmation from PSI and your IIBA contact information. If your
name does not match, please email [email protected] at least one week before your scheduled
appointment.

Failure to complete this step on time will result in being denied admission to the exam, preventing you
from taking it as scheduled. The exam fee will be forfeited, and you will have to pay IIBA to reschedule the
exam.

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4.0 Exam Room and Workspace Setup

4.1 Room

The room in which you will complete your exam must be:

▪ Quiet and free from distractions, with walls and a closed door
▪ Well-lit, uncluttered, and free from background noise
▪ Private—no one is allowed in the room during the exam

4.2 Workspace

The computer/laptop must be on a table or desk. The work area must be clear of all materials, including
pictures, posters, whiteboards, and any other restricted items.

4.3 Personal Belongings

During the exam, you may not access hand-held computers or other electronic devices or wearable
technology, including pagers, cell phones (except to use for check-in), watches, and smartwatches.

You are also prohibited from accessing wallets, purses, hats (or other non-religious head coverings), bags,
coats, books, notes, and any other materials not specifically approved.

For exam day instructions and expectations, please watch the PSI Online Proctoring Experience video.

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5.0 Testing Accommodation
You may request a modification to the exam procedure due to a disability or other medical condition that
may affect your ability to sit the exam.

Any existing scheduled exam must first be cancelled. We cannot apply accommodations to existing
scheduled exams.

To request an accommodation, please follow these steps:

Step 1: Before you schedule your exam, email [email protected] and provide a note from your doctor
or health care professional. This note must:

o Be written in English
o Include the diagnosis of your disability or other medical condition that significantly impairs
your ability to read or write the exam or any other related skills required to complete the
exam
o Include the specific recommendation for your testing accommodation(s)

If required, IIBA may contact you for additional information to better understand your needs.

IIBA will redact your personal information after it has been reviewed and it will no longer be in the system.

Step 2: IIBA will then contact PSI on your behalf.

Step 3: PSI will email you directly to set up the accommodation. (This can take up to 10 business days.)

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6.0 Scheduling and Rescheduling Your Exam

6.1 Scheduling Your Exam

Once you have purchased the exam and agreed to the attestations, you can schedule the exam. Log in with
your IIBA credentials. Then, from your profile page, open the Certification menu.

Select My Certifications, then the certification name. Select Get Started to Schedule and Pass Exam.

You will be connected to the PSI Scheduling page where you can select your test.

Review the Frequently Asked Questions (FAQs) and Test Instructions.

Select CONTINUE BOOKING.

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 From Test Options, go to Select Test Language, select the language for your exam and
CONTINUE BOOKING.

View Candidate Details (email address, name, street address) and CONTINUE BOOKING.
If you require Test Accommodations, email [email protected] before you schedule your
exam. See section 5.0 for details.

First Name Last Name

Email Address

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 OPTIONAL: If you wish to receive reminders and updates about your scheduled exam appointment
on your mobile phone, enter your number here. Your mobile number will be used only for this
purpose by PSI and will not be shared. Standard data and messaging rates apply. If you do not wish
to have this option, delete any text that may be in the field and select SKIP VERIFICATION. This
option is currently available in North America.

You will be asked to confirm your option to skip or verify.

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 View ID Capture to upload photo identification

How to Upload Your Photo Identification

During scheduling, for Online Remote Proctored Exams ONLY, you have the option to
upload a picture of your Photo ID to the PSI Booking Platform. This allows for pre-
verification of the ID and a smoother check-in experience on test day. Follow the steps
below for your ID Capture.

You can complete the upload by choosing one of two methods:

▪ By scanning a QR code to use your mobile phone camera
OR
▪ By clicking a link to use your laptop/desktop camera

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 Once you select an option, instructions are included for you to capture your identification
image. You may re-take the image as many times as you wish to and may delete or modify
the image or related identification information prior to completing your booking.

If you prefer to provide your Photo ID on test day only, and not in advance, you can opt out
by clicking the Skip ID Capture button on the ID Capture page of the PSI Booking Platform.

Uploaded ID images are stored securely in compliance with the General Data Protection
Regulation (GDPR) and other privacy regulations. They remain in the PSI system for 90
days after test completion, after which they are automatically deleted. You also have the
option to remove your uploaded identification through the PSI Booking Platform, which you
can connect to by logging in with your IIBA credentials.

All candidates are still advised to bring their Photo ID to their scheduled test session for verification
if requested by their proctor.

View Schedule
Find a Time and select your Country and Time Zone.

Select your date and time, then select BOOK THIS TIME SLOT.

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 Review & Finish
Review Candidate Details and Booking Information and select CONFIRM BOOKING.

Will list candidate name, email address, city, country.

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 View Booking Confirmation and select DONE or PRINT CONFIRMATION.
PSI will send you a confirmation email.

Will list candidate name, email address, city, country.

6.2 Rescheduling or Cancelling Your Exam

Exams can only be rescheduled or cancelled 48 hours before the scheduled appointment time.
Failure to cancel or reschedule within this time will result in forfeiting exam fees. Follow the steps
in Section 6.1 to reschedule or cancel your exam booking.

The candidate is responsible for cancelling or rescheduling their appointment.

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7.0 Exam Format and Navigation
For complete details, please refer to the Exam Format and Navigation guide. This document shows the
exam format, navigation, and how to end the exam correctly.

Once you have completed and ended the exam correctly, a pass or fail result will be displayed on the
screen. IIBA does not provide exam scores. Within two business days, you will receive an email from IIBA
with the exam performance summary and next steps.

7.1 Non-English Exams

The ECBA and CBAP exams are offered in English and other languages. If you are taking one of these
exams in a language other than English, during the exam, you can switch each question to English and back
to your selected language.

8.0 Exam Day Procedure

Preparation minimizes technical issues and positively enhances the exam experience.

8.1 Prepare Room and Identification

▪ Ensure your testing area is clear, quiet, and free from distractions
▪ Have your identification ready
▪ Have your cellphone available for the initial check-in, after which it must be turned off and placed out
of reach

Items Allowed in the Testing Area:

▪ A glass or bottle of water in a clear container with no label on it

▪ A blank piece of paper (8.5x11”) or white board (8.5x11”) to make notes during your exam (when
done, the proctor will ask you to tear up the paper or erase the whiteboard before exiting the exam)

Breaks:
▪ No breaks are permitted during the ECBA, AAC, CBDA, CCA, and CPOA exams.
▪ One 15-minute break is permitted for the CBAP and CCBA exams. If you are gone for more than 15
minutes, you will not be permitted to resume testing.

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8.2 Arrive Early

Arrive up to 15 minutes before the scheduled exam time. If you arrive 15 minutes after the scheduled
exam time, you will be marked absent and will lose your exam spot. Your exam fee will be forfeited and will
not be refunded.

If you have any technical issues, PSI will work with you to get you started and launch your exam. The
launch time may be delayed but you will still have your full allotted time to complete the exam.

8.3 Launch the Exam

To launch your exam, you must login with your IIBA credentials through the IIBA portal, as it follows the
single sign-on procedure. Do not log in directly to PSI at any time.

Log in to your IIBA account and select Certification > My Certifications. Select the exam you are taking.

Select Get started to access the PSI page.

On the PSI testing platform:

Select View My Tests to launch your exam.

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Your booking information will appear, and you will be able to launch the exam.

Launch

8.4 Download the Secure Browser

After selecting your exam, you will be prompted to download the secure browser for installation on your
computer.

Share your screen/computer access with the proctor so that they can view and close any running
applications.

This will begin your identification and security check-in procedure.

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8.5 Take a Photo of Your Identification

Note: If you have already uploaded you photo ID during scheduling, please
proceed to the section 8.6.

You have two options:

Option 1: Mobile Device (this is the default option)

Use this option for better image resolution.

PSI will provide you with a QR code linking your mobile device to the test
session.

Scan the code with your mobile device, then use your mobile device camera to
take a picture of your photo ID.

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Option 2: Webcam

Place the identification card in position. Press the blue camera button to take a photo.

8.6 Take a Selfie

Position your face at the center of the frame and click

the blue camera button to capture the image.

8.7 Follow Instructions to Perform Scans

During the scans, the proctor will be looking for security risks and prohibited items. They will inspect wall
hangings, pictures, bookshelves, and electronic devices. You will be asked to remove any prohibited items
and those that might compromise the exam’s integrity. Your check-in procedure and full exam session will
be recorded and saved by PSI.

360o Room Scan

Start with your webcam facing the left wall and rotate in a full circle (360o) to show all four walls of your
room. Also scan floor to ceiling.

Desk Surface Scan

Use your webcam to show the desk surface, including under your laptop and keyboard, and the area under
your desk.

Then, show your cell phone to the webcam and place it out of reach behind you.

Personal Scan
Show the front and back of your wrists, both ears, and glasses (if applicable).

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8.8 Meet Your Proctor
▪ The proctor will greet you and assist you throughout the process
▪ You will be able to communicate with the proctor through live chat
▪ The proctor can see and hear you, but you will not see or hear the proctor
▪ The proctor is a trained professional who is there to assist, monitor, and ensure a smooth exam
experience
▪ If technical support is required, the proctor will ask an agent to join the chat

On your allowed piece of paper, write down the Technical Support phone number shown on the screen
in case you need to call for assistance.

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8.9 Acknowledge IIBA’s Exam Rules
When the exam launches and before the timer starts, you will be asked to agree to the following Exam
Admission Rules:

General Instructions
▪ Do not use cell phones, smartwatches, tablets, or any other type of electronic devices
▪ Do not capture screenshots of the test screens or the test results page
▪ Do not write down exam content
▪ Do not talk, whisper, or move your lips
▪ Avoid covering your mouth
▪ Do not cover the camera to obstruct the proctor’s view
▪ Your entire face must be visible to the camera at all times
▪ The exam setting must be in a private space, not an open public area
▪ Do not have anyone else in the room with you
▪ The workspace must be well lit with proper lighting
▪ You must remain at your workspace area (desk or table)
▪ Both hands must be on or above your workspace area

Not Allowed
▪ A break during these IIBA exams: AAC, CBDA, CCA, CPOA, ECBA
▪ Calculator *
▪ Reference materials
▪ Food and drinks

* For CBAP, CCBA, and CBDA an online calculator will show on the screen.

Allowed
▪ One 15-minute break during these IIBA exams only: CBAP, CCBA; no extra time will be given. If you
are gone for more than 15 minutes, you will not be permitted to resume testing.
▪ You may stretch as long as you remain within the camera view; you are permitted one stretch only,
which counts if you stand up.
▪ Water in a clear container/bottle with no label on it
▪ Blank paper (8.5x11”) or white board (8.5x11”) to make notes during your exam (note: the proctor
will ask that you tear up the paper or erase the whiteboard before ending the exam)

Certain violations may result in termination of your exam and possible forfeiture of your exam fees. If you
need any assistance during your exam, click the chat option in the toolbar.

To proceed with launching your exam, select Agree. If you do not agree to follow IIBA’s exam rules, select Cancel
Exam.

CANCEL EXAM AGREE

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9.0 Major and Minor Exam Violations

9.1 Major Violations That Will End the Exam Session

No warnings will be issued for these violations; the proctor will terminate the session immediately. Your
exam fee will be forfeited, and no refund will be issued.

PROCTORING RULE WHAT DOES THIS MEAN

1. Someone else in the room / Seeks Someone other than the candidate in the room during the
exam help session and candidate asks for assistance on the exam
2. Fails to erase/clean the
whiteboard writing Candidate did not wipe whiteboard at exam's conclusion
3. Exhibits explicit behaviour Candidate is acting in an inappropriate manner
4. Accesses explicit materials Candidate has inappropriate materials on their desktop
5. Covers the camera Candidate places an object over the camera to obstruct the
proctor's view
6. Fails to show allowed materials Candidate did not show blank paper/white board to the
proctor
7. Fails to rip allowed paper Candidate did not destroy paper
8. Browses other websites Candidate is browsing the internet
9. Browses local computer Candidate is browsing other local resources during the exam
10. Copies exam content on paper Candidate writes down exam content
11. Screen recording software copies Candidate uses software to copy exam content
exam content
12. Copy/pastes content and saves to Candidate performs a copy/paste of exam content and saves
computer content
13. Takes picture or video of the Candidate takes a picture or video of the screen
screen
14. Uses other application Candidate is using other application on their computer
15. Opens calculator Candidate is using a calculator on their computer
16. Opens notepad Candidate is using notepad on their computer
17. Opens instant messaging Candidate is using instant messaging on their computer
18. Leaves room Candidate leaves the room without informing the proctor
19. Uses reference materials Candidate is using reference materials of any kind
20. Uses handheld calculator Candidate is attempting to use a handheld calculator when it
is not allowed
21. Candidate attempts to use a telephone or mobile device
Uses mobile device/telephone during exam
22. Uses another computer Candidate attempts to use another computer or device

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9.2 Minor Violations and Number of Warnings Allowed
After one or more warnings for the following minor violations, the proctor will end the session. Your exam
fee will be forfeited, and no refund will be issued.

PROCTORING RULE WHAT DOES THIS MEAN WARNINGS

ALLOWED
1. Talks to someone Someone other than the candidate in the room during the 1
else in room session and candidate speaks to that person
2. Environment changes Candidate changes spaces during the exam 1
3. Improper lighting Lighting is inadequate or too strong for the proctor to see 2
4. Improper device Candidate camera is not placed for ideal viewing by the 2
placement proctor
5. Chews gum or Only a bottle/glass of water without a label is allowed. 3
eats/drinks
6. Out of view of camera Candidate moves temporarily out of the camera's line of 2
sight
7. Taps feet or fingers Candidate is causing noise unrelated to keyboard typing 3
8. Talks aloud/Talks to 2
themself Candidate is speaking aloud but not to someone else
9. Explicit language Candidate is using profane or abusive language out loud or 2
via the chat
10. Reads questions Candidate is reading the questions out loud 2
aloud
11. Looks somewhere Candidate is not focusing eyes on the screen 2
else
12. System error Candidate experiences a system error 3
13. Lost internet Candidate's internet service is interrupted 3
Connection
14. Earbuds present Candidate has earbuds visible in the testing area 2
15. Another computer Candidate has another computer visible in the testing area 1
present (not in use)
16. Radio present Candidate has a radio visible in the testing area 2
17. Smartwatch present 1
(not in use) Candidate has a Smartwatch visible in the testing area
18. Mobile device present Candidate has a mobile device visible in the testing area 1
(not in use)
19. TV present Candidate has a TV visible in the testing area 1
20. Headset present Candidate has headset visible in the testing area 2

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For over 20 years, the International Institute of Business Analysis™ (IIBA®) has helped shape the practice
of business analysis to achieve better enterprise outcomes. A professional association with 30,000
members, 120 chapters, 1,500 volunteers, and 500 partners worldwide, IIBA supports the recognition of
business analysis within organizations. It enables networking and community engagement, provides
foundational standards and resources, and offers internationally recognized certification programs for
career advancement. For more information, visit iiba.org.

THE IIBA GUIDE TO ONLINE REMOTE PROCTORED EXAMS | SEPTEMBER 2024 24