How to create a client accreditation test

You can ask your clients to pass accreditation tests as part of your verification process.

To enable a certain user group (usually, it is the “Admins” group) to create client accreditation tests, this user group should be assigned all the permissions related to the Client Tests, Client Tests Answers and Client Tests Questions. These permissions can be found under the Verification permission group. (For details, refer to How to add a user group and grant permissions).

To create a client accreditation test, do the following:

  1. Navigate to Verification > Client tests, and click +Create in the upper-right corner of the Client tests screen.

  2. In the Create client test window that is displayed, fill in the following fields:

  • In the Caption field, enter a title for your test. This title will be displayed in the B2Core UI.

  • From the Visible drop-down list, select either Yes or No to show or hide this test in the B2Core UI. We recommend that you select No at this step and switch the test visibility setting to Yes after finishing adding questions and answers to your test.

  1. Click Save to create the test.

  2. To add questions and answer choices to your test, click the Edit button located in the test row.

  3. On the Edit client test page, switch to the Questions tab, and then click +Create in the upper-right corner of the page.

  4. In the Create client test questions window that is displayed, fill in the following fields:

  • In the Question field, enter a text of a question.

  • From the Type drop-down list, select a question type. The following question types are available:

    • open – indicates an open-ended question that can be answered by clients in free form.

    • close – indicates a close-ended question that can be answered by clients by choosing a single or multiple correct answers from a given list of options.

    • questionnaire – indicates a multiple choice question that can be answered by clients by choosing one or more answers from a given list of options.

  • From the Visible drop-down list, select either Yes or No to show or hide this question.

  • Click Save.

  1. Add as many questions as required for your test by repeating Steps 5 and 6 of this procedure.

  2. Add answer options to the questions of closed and questionnaire types, by clicking the button add-answer-choices-button located in the question row.

  3. In the Edit client test answer window that is displayed, fill in the following fields:

  • In the Text field, enter an answer to the question.

  • From the Correct drop-down list, select either Yes or No to mark this answer option as correct or incorrect. The correct answer options must be indicated only for questions of the close type. You can choose to add a single or multiple correct answers to a question.

  • From the Visible drop-down list, select either Yes or No to show or hide this answer option.

  • Click Save to add the answer option.

  1. Add as many answer options as required for each question included in your test by repeating Steps 8 and 9 of this procedure.

  2. After you have finished adding questions and answers to your test, switch the test visibility setting to Yes on the Clients test page.

The client accreditation test is now available to your clients via the B2Core UI.

In addition, you can force your clients to pass this test before submitting documents for obtaining a particular verification level. For details, refer to How to create verification levels.