📌 Guide Overview

This step-by-step tutorial walks you through creating your first assessment using the AI Form Generator, customizing settings, publishing the form, and inviting candidates/students using direct links, email invitations, or reference code shares.

🛠️ Step-by-Step Execution Workflow

Step 1: Open the Form Generator

1. Log in to your IntelliAssess AI Dashboard.
2. In the left navigation sidebar, click on Form Generator (or click + Create New Form on your dashboard).
3. Choose your generation starting point:
   • Prompt-Based: Generate from a topic prompt.
   • File-Based: Generate from an uploaded document (PDF/DOCX).
   • Manual / CSV Mode: Build a blank form manually or import questions from a CSV file.

Step 2: Configure Form Generation Parameters

1. Enter your assessment topic or title (e.g., Full-Stack Developer Assessment).
2. Click Magic Prompt to automatically expand your topic into a detailed AI generation prompt.
3. Select your preferred AI Model (e.g., gpt-5-mini or gemini-3-flash-preview).
4. Choose target difficulty: Beginner, Intermediate, or Advanced.
5. Select your target Question Types (MCQ, Multi-select, True/False, Short Answer, Fill-in-the-blanks, or Descriptive) and set the question counts per type.
6. Click Generate Form.

Step 3: Review & Refine Questions with AI Review Chat

1. Review the generated question cards in the Form Preview Editor.
2. Inline Editing: Click directly on any question stem, option text, or explanation field to make instant text edits.
3. Generate with Feedback (AI Chat Drawer):
   • Click the AI Chat Icon on any question card.
   • Ask the AI to adjust the question (e.g., “Make Option B harder” or “Add code formatting”).
   • Click Apply / Merge to update the question card.
4. Attach Media (Optional): Click Attach Image / PDF to add reference images or code diagrams to question stems.

Step 4: Configure Security & Proctoring Settings

1. Click on the Settings & Security tab at the top of the Form Builder.
2. Toggle Enable AI Proctoring ON if security monitoring is required.
3. Set your Violation Violation Rules:
   • Check Face Presence & Identity Check.
   • Check Audio Ambient Noise / Voice Check.
   • Check Tab Switch & Fullscreen Lock.
4. Set the Allowed Warning Count and Auto-Submit Threshold.

Step 5: Save & Publish the Assessment

1. Click Save Draft to store your progress.
2. When ready, click Publish Form.
3. Your assessment is now active and will appear under Saved Forms.

Step 6: Invite Candidates / Test-Takers

Navigate to Saved Forms and locate your published assessment. You have three sharing options:

┌──► Option A: Direct Web LinkPublish Assessment ───┼──► Option B: Email Invitation / Group Assignment                      └──► Option C: Reference Code / QR Code Access

• Option A — Direct Web Link: Click Copy Shareable Link and send the URL directly to test-takers.
• Option B — Email Invitation & Group Assignment:
  1. Click Invite Users.
  2. Enter candidate emails or select an existing candidate group (e.g., Software Engineering Cohort 2026).
  3. Click Send Invites.
• Option C — Reference Code Access:
  1. Copy the unique 6-character Reference Code or download the Access QR Code.
  2. Test-takers can enter this reference code directly on the IntelliAssess homepage to begin their assessment.

Step 7: Track Real-Time Progress & Results

1. Navigate to Saved Forms $\rightarrow$ View Submissions.
2. Monitor active test-takers, completed tests, and real-time proctoring status.
3. Click on any completed submission to review auto-graded scores, AI rubric feedback for descriptive essays, and timestamped security violation reports.

🏁 Summary Checklist