Generate Invigilators & Seating

Generate and manage invigilators, positions, and seating arrangement.

8.1 Overview

This chapter covers generating and managing invigilators, invigilator positions, and seating arrangement. After all courses have been generated and locked in the previous chapter, you can proceed with the following steps:

  1. Generate Invigilators — Set constraints and assign invigilators to exam slots
  2. Analyze & Edit Invigilators — Review and adjust invigilator assignments
  3. Generate Invigilator Positions — Define and assign positions (e.g., Chief Invigilator)
  4. Analyze & Edit Positions — Review and adjust position assignments
  5. Generate Seating Arrangement — Generate student seating
  6. Analyze & Edit Seating — Review and adjust seating arrangement

8.2 Generate Invigilators

After all courses have been generated and locked, you can now assign invigilators. Before generating, you need to set the invigilator constraints first, then configure the generate options.

8.2.1 Set Constraints for Invigilator

There are 2 places where you can set constraints for Invigilator:

  • Data — Invigilators List
  • Grouping — Invigilator Grouping

Invigilators List

Step 1: Click the Data tab and then click the Invigilators List tab to open up the Invigilators List window.

Location of Invigilators List under Data tab
Figure 8.2.1: Location of Invigilators List

The Invigilators List window displays all invigilators with their details such as name, group, department, campus, minimum load, maximum load, maximum position, and total position.

Invigilators List window showing all invigilators with their details
Figure 8.2.2: Invigilators List Window

Inside the Invigilators List window, you will be able to see icons on the top left side. Each icon has a specific function:

Invigilators List icons and their functions
Figure 8.2.3: Invigilators List Icons

Step 2: To set constraints for an invigilator, double click the lecturer OR click the lecturer until highlighted in blue and then click the Set Preferences icon to open up the Lecturer Constraints window.

Double click lecturer or click Set Preferences icon to open Lecturer Constraints
Figure 8.2.4: Open Lecturer Constraints from Invigilators List

Lecturer Constraints Window

The Lecturer Constraints window has 3 sections that you can configure:

  1. Invigilator Details — Edit invigilator information and permissions
  2. Time Slot Preferences — Define which time slots the invigilator is available
  3. Workload — Set maximum load, maximum position, and minimum load
Lecturer Constraints window showing three sections: Invigilator Details, Time Slot Preferences, and Workload
Figure 8.2.5: Lecturer Constraints Window

1. Invigilator Details

In this section, you can view and edit the invigilator's information.

Invigilator Details section showing code, name, department, group, and Create New Group button
Figure 8.2.6: Invigilator Details
  • Invigilator Code — You can make changes to the invigilator code.
  • Invigilator Name — You can make changes to the invigilator name.
  • Department — Click the dropdown button Dropdown button to choose the department.
  • Invigilator Group — Click the dropdown button to choose the invigilator group. You can also click Create New Group to create a new invigilator group by entering the group name (e.g., Academic).
  • Allow invigilation assignment — Tick this checkbox to allow the invigilator to be assigned to invigilation duties. If unticked, the invigilator will be excluded from invigilation assignment.
  • Allow position assignment — Tick this checkbox to allow the invigilator to be assigned to positions. If unticked, the invigilator will be excluded from position assignment.

2. Time Slot Preferences

In this section, you can define which time slots the invigilator is available or preferred to work. Lecturers can define the time slot or day to include by adding to the Slot to Include box.

Time Slot Preferences section showing Day and Time Slot dropdowns with Slot to Include table
Figure 8.2.7: Time Slot Preferences
  • Day — Click the dropdown to select the day you want to include.
  • Time Slot — Click the dropdown to select the time slot you want to include. You can select All Slots to include all time slots for that day.
  • Add — Click Add once you have selected the day and time slot to add it to the Slot to Include list.
  • Delete — Click the slot you want to remove in the list, then click Delete to remove it.
  • Delete All — Click Delete All to remove all slots from the list.
Note: If the Slot to Include list is empty, the invigilator will be available for all time slots. Only add slots here if you want to restrict the invigilator to specific time slots.

3. Workload

In this section, you can set the workload limits for the invigilator.

Workload section showing Maximum Load, Maximum Position, and Minimum Load settings
Figure 8.2.8: Workload
  • Maximum Load — The maximum number of sessions the invigilator can be assigned. Enter 0 to exclude the invigilator from invigilation entirely.
  • Maximum Position — The maximum number of positions the invigilator can hold. Enter 0 for unlimited positions.
  • Minimum Load — The minimum number of sessions the invigilator should be assigned. Enter 0 for no minimum load requirement.
Important: The value 0 has different meanings depending on the field:
  • Maximum Load = 0 → The invigilator will be excluded from invigilation (not assigned at all).
  • Maximum Position = 0 → The invigilator can hold unlimited positions.
  • Minimum Load = 0 → There is no minimum requirement (the invigilator may or may not be assigned).

Click OK once you are done to save the constraints.

Invigilator Grouping

The second place to set constraints is through the Invigilator Grouping tab. This allows you to manage invigilators by groups and apply group-level actions.

Step 1: Click the Grouping tab and then click the Invigilator Grouping tab to open up the Invigilator Grouping window.

Location of Invigilator Grouping under Grouping tab
Figure 8.2.9: Location of Invigilator Grouping

The Invigilator Grouping window shows the invigilator groups on the left (e.g., Academic, Non-Academic) and the Group Actions on the right. You can perform the following group actions:

Invigilator Grouping window showing group list and Group Actions
Figure 8.2.10: Invigilator Grouping Window
Action Description
Lock All Invigilators Slots Lock all invigilators in the selected group so their assignments cannot be changed.
Unlock All Invigilators Slot Unlock all invigilators in the selected group.
Do Not Allow Invigilation Prevent all invigilators in the group from being assigned to invigilation duties.
Allow Invigilation Allow all invigilators in the group to be assigned to invigilation duties.
Remove Invigilator Assignment Remove all invigilation assignments for invigilators in the group.
Do Not Allow Position Prevent all invigilators in the group from being assigned to positions.
Allow Position Allow all invigilators in the group to be assigned to positions.
Remove Invigilator Positions Remove all position assignments for invigilators in the group.

Inside the Invigilator Grouping window, you will also see icons on the top left side:

Invigilator Grouping icons and their functions
Figure 8.2.11: Invigilator Grouping Icons

Step 2: To set constraints for an individual invigilator from the grouping view, double click the lecturer to open up the Lecturer Constraints window and set the constraint. This opens the same Lecturer Constraints window as described above.

Double click lecturer in Invigilator Grouping to open Lecturer Constraints
Figure 8.2.12: Double click lecturer to set constraint

8.2.2 Set Constraints at Generate Option

Step 1: Click the Generate Options tab and then click Invigilator to set the invigilator constraints.

Location of Invigilator in Generate Options tab
Figure 8.2.13: Location of Invigilator in Generate Options

The Invigilator window at Generate Options has 5 areas that you can configure:

  1. Invigilator Workload — Set maximum and minimum workload for all invigilators
  2. Invigilators Management — Move invigilators between groups based on load
  3. Estimate Workload Requirement — Set student-to-invigilator ratio
  4. Invigilator Options — Configure gap, terminology, and assignment rules
  5. Auto Assign Invigilator — Generate and assign invigilators
Invigilator window at Generate Options showing all 5 areas
Figure 8.2.14: Invigilator Window at Generate Options

1. Invigilator Workload

Invigilator Workload section showing Maximum and Minimum Workload settings
Figure 8.2.15: Invigilator Workload
  • Maximum Workload — The maximum number of sessions an invigilator can be assigned. Sessions means slots. For example, if you enter maximum workload 5, it means 5 sessions (slots).
  • Minimum Workload — The minimum number of sessions an invigilator should be assigned.
  • Update to All Invigilators Update to All Invigilators button — Click this button after making any changes to Maximum Workload or Minimum Workload to apply the changes to all invigilators.
  • Never exceed workload — Select this radio button if you do not want any invigilator to exceed the maximum workload limit under any circumstances.
  • Allow exceed workload if number of section taught exceeds workload — Select this radio button if you want to allow the system to exceed the workload limit when an invigilator teaches more sections than the workload allows. This is useful when a lecturer has many sections and needs to invigilate all of them.

2. Invigilators Management

This section allows you to move invigilators between groups based on their load. For example, if you want to group invigilators that have more than or equal to 4 load, you may use this option.

Invigilators Management section showing move options, dropdown, and Create New Group
Figure 8.2.16: Invigilators Management
  • Move invigilator with more than or equal — Enter a value of load to filter invigilators.
  • load to — Click the dropdown button to choose the invigilator group you want to move them to.
  • Move — Click the Move button to move the filtered invigilators to the selected group.
  • + — Click this button if you want to create a new invigilator group. Enter the group name and click OK.

A confirmation window will appear after you click the Move button. Click Yes to proceed.

Move to Group confirmation dialog
Figure 8.2.17: Move to Group confirmation

3. Estimate Workload Requirement

Estimate Workload Requirement section showing student ratio, minimum invigilator, and Custom Group Ratio
Figure 8.2.18: Estimate Workload Requirement
  • Distribute by student ratio — Tick this checkbox and enter the number of students per invigilator. For example, if you set 20, then for every 20 students there will be 1 invigilator assigned.
  • Minimum Invigilator (0 for no minimum) — Enter the minimum number of invigilators required per session. For example, enter 2 if you need at least 2 invigilators to invigilate the examination. Enter 0 for no minimum.
  • Custom Invigilator Group Ratio — Click this button to set the ratio individually for each invigilator group, meaning each group will have a different ratio from each other.
  • Update — Click Update once you are done to apply the settings.

After clicking Custom Invigilator Group Ratio, a new window will appear:

Invigilator Group Ratio window showing group selection, ratio input, and added groups
Figure 8.2.19: Invigilator Group Ratio Window
  • Invigilator Groups — Choose the invigilator group from the dropdown.
  • Ratio — Write the value for the ratio (number of students per invigilator for this group).
  • Add — Click Add to add the ratio for the selected group. The added ratio will be shown in the list below.
  • Create New Group — Click this if you want to create a new invigilator group.
  • Delete / Edit Ratio — You may delete or edit the ratio for any group in the list.
  • Click OK once done. Invigilators of the group will be assigned by the ratio based on the order of priority.

4. Invigilator Options

Invigilator Options section showing Enforce Gap, Terminology, and checkbox options
Figure 8.2.20: Invigilator Options

Enforce Gap:

Enforce Gap setting showing day value input and explanation
Figure 8.2.21: Enforce Gap

If you want to enforce a gap, you may change the value of the day in the field:

  • -1 — No guarantee of day gap between one invigilation session with another. Meaning there might be two invigilation sessions in a day.
  • 0 — No two invigilation in the same day. Meaning there will be only one per day.
  • X days — No two invigilation for X days. Meaning there will be a gap of X days between invigilation sessions.

Terminology:

Terminology setting for invigilator name
Figure 8.2.22: Terminology

You may choose the name for the invigilator that suits your preferences. The default is Invigilator.

Lecturer/Teacher Must Invigilate Student:

Lecturer/Teacher must invigilate student options with checkboxes
Figure 8.2.23: Lecturer/Teacher Must Invigilate Student
  • Lecturer/Teacher must invigilate student (unless clashing) — The lecturer of the subject/course needs to invigilate the course. But they can invigilate other courses as well. If there is a time clash, the system will skip the assignment.
  • Lecturer/Teacher only invigilate his/her teaching course — If you tick this, the lecturer of the subject/course will only be able to invigilate their own course and not the others.
  • Use section — This will help to generate invigilator based on their section. Some of the courses will have a few sections and each section might have different lecturer/teacher.
  • Mandatory time gap, including lecturer/teacher own course — This will apply the time gap (Enforce Gap) for the lecturer to invigilate, including their own courses.
  • Limit the number of lecturer/teacher per slot — This will limit the number of invigilators per slot. There are two options under this:
Options under Limit showing student-teacher ratio and section-teacher ratio
Figure 8.2.24: Options Under Limit
  • Limit by student-teacher ratio — This option will use the ratio set under Estimate Workload Requirement to determine the number of invigilators per slot.
  • Limit by section-teacher ratio — You need to tick Use Section to use this option. For example, each course has a few sections and each section has their own lecturer. This will limit the number of lecturers for the section to invigilate by having the ratio of students to avoid having too many invigilators per slot.
  • X students per teacher-invigilator — Enter the number of students per teacher-invigilator for the ratio calculation.

5. Auto Assign Invigilator

Auto Assign Invigilator section showing quality options, Match Campus checkbox, and action buttons
Figure 8.2.25: Auto Assign Invigilator

Generation Quality:

You may choose how you want to auto assign invigilators:

  • Fast (Less Optimize) — Assigns invigilators quickly but with less optimization.
  • Average — A balanced option that provides good optimization within a reasonable time. This is the recommended setting.
  • Intensive (Higher Optimization but Slower) — Spends more time to produce a highly optimized assignment.

Match Invigilator Campus with Room Group:

Tick this checkbox to match invigilators with their own campus using the Room Group. This ensures that invigilators are only assigned to rooms within their campus.

Action Buttons:

  • Auto Assign Invigilator — Click this button to automatically assign invigilators to the scheduled exams based on the constraints and options you have configured.
  • Force Assign Invigilator Minimum Load — Click this button to force assign invigilators who have not yet reached their minimum load. This is useful to ensure all invigilators meet the minimum workload requirement.
  • Reset Invigilator Assignment — Click this button to reset all invigilator assignments if you have already assigned them to the slots and want to start over.
Note: It is recommended to use Average quality for most cases. After auto assigning, you may use Force Assign Invigilator Minimum Load to fill up invigilators who have not reached their minimum load.

8.2.3 Assign Invigilator

After setting all constraints and generate options, you can now assign invigilators to the scheduled exams. There are 3 actions you can perform:

  1. Auto Assign Invigilator — Automatically assign invigilators to all slots
  2. Force Assign Invigilator Minimum Load — Force assign invigilators who have not reached their minimum load
  3. Lock Invigilator — Lock invigilator assignments to prevent changes
Note: Make sure to set all constraints under Generate Option first. Refer to Set Constraints at Generate Option in the previous section.

1. Auto Assign Invigilator

Step 1: To auto assign invigilators, click the Auto Assign Invigilator button at Invigilator under the Generate Options tab.

Location of Auto Assign Invigilator button in Generate Options
Figure 8.2.26: Auto Assign Invigilator location

Step 2: A confirmation popup will appear asking "Are you sure you want to start auto assign Invigilator?". Click Yes to proceed.

Confirmation popup for auto assign invigilator
Figure 8.2.27: Confirmation popup

Step 3: After the auto assign process is completed, a result popup will appear. You may get one of the following two messages:

All slots have been assigned:

This means all slots have been successfully assigned with a sufficient number of invigilators. No further action is needed for assignment.

Auto assign completed - all slots have been successfully assigned
Figure 8.2.28: All slots have been assigned

Not all slots are assigned:

This means the auto assign has been completed, but not all slots have been assigned with invigilators. The assignment was only for the invigilator who teaches the course. You may need to use Force Assign Invigilator Minimum Load to fill the remaining slots.

Auto assign completed - not all slots are assigned
Figure 8.2.29: Not all slots are assigned

Step 4: Once done, you can go to the Slots tab to view the Invigilators List. The invigilators that have been assigned will appear in the Invigilators List column for each slot.

Slots tab showing assigned invigilators in the Invigilators List column
Figure 8.2.30: Invigilators List at Slots tab

2. Force Assign Invigilator Minimum Load

You may use this function if not all slots are assigned with invigilators after auto assign. Force assign minimum load will auto assign invigilators to make sure they meet their minimum load requirement.

Step 1: To force assign, click the Force Assign Invigilator Minimum Load button at Invigilator under the Generate Options tab.

Location of Force Assign Invigilator Minimum Load button in Generate Options
Figure 8.2.31: Force Assign Invigilator Minimum Load location

Step 2: A confirmation popup will appear saying "Force assign minimum load will auto assign invigilator to make sure they meet their minimum load requirement. Are you sure you want to proceed?". Click Yes to proceed.

Force Minimum Load confirmation popup
Figure 8.2.32: Force Minimum Load confirmation popup

Step 3: Once done, another popup will appear saying "Force minimum load assignment completed". Click OK.

Force minimum load assignment completed popup
Figure 8.2.33: Force minimum load assignment completed
Note: Use this after auto assign to ensure all invigilators meet their minimum workload requirement and all slots have sufficient invigilators.

3. Lock Invigilator

If the invigilators are confirmed and you want to lock them, there are two ways of doing so:

  • Lock Invigilators in a Slot
  • Lock All Invigilators

Lock Invigilators in a Slot

To lock only invigilators in a specific slot, there are 3 simple steps doing so.

Step 1: Go to Slots tab.

Step 2: Right click on any slot.

Step 3: Click Lock/Unlock and then select Lock Invigilators in this Slot.

Right click on slot showing Lock/Unlock menu with Lock Invigilators in this Slot option, and locked slot shown in grey
Figure 8.2.34: Lock Invigilators in a Slot

The slot with locked invigilators will become grey, indicating that the invigilator assignments for that slot are fixed and cannot be changed.

Note: You can also Unlock Invigilators in this Slot, Lock Sections in the Slot, and Unlock Sections in the Slot from the same Lock/Unlock menu.

Lock All Invigilators

To lock all invigilators, there are 3 simple steps doing so.

Step 1: Go to Grouping tab and select Invigilator Grouping.

Step 2: Click on any preferred group of invigilator. OR you can click on the icon above all folders to include ALL invigilators.

Step 3: Click on Lock All Invigilators Slots from the Group Actions.

Invigilator Grouping window showing how to select all invigilators or a specific group, and Lock All Invigilators Slots button
Figure 8.2.35: Lock All Invigilators from Invigilator Grouping
Note: It is important to lock the invigilator assignments before proceeding to generate invigilator positions. This ensures the assignments remain fixed during the next generation step.

8.3 Analyze & Edit Invigilators

After assigning invigilators, review and verify the assignments before proceeding to invigilator positions.

8.3.1 Analysis

Slots

You may analyze the Invigilator to know if the invigilator has been placed in the right slot.

Slots Analyzation
Figure 8.3.1: Slots Analyzation

To edit, you may refer to the 8.3.2 Editing Invigilators.

Invigilator List

To access Invigilator List, you need to go to Data and select Invigilators List.

You may analyze the Invigilator List to know if the invigilator has been placed in the right slot.

Invigilator List Analyzation
Figure 8.3.2: Invigilator List Analyzation

To Locate the invigilator, you may right click and select Locate. You may choose to Locate Invigilator at Invigilator Grouping or Locate Slot at Slot List.

To edit the invigilator at slot, please use Locate Slot at Slot List.

Locate Invigilator
Figure 8.3.3: Locate Invigilator

To edit, you may refer to the 8.3.2 Editing Invigilators.

Invigilator Grouping

To access Invigilator Grouping, you need to go to Grouping and select Invigilators Grouping.

You may analyze the Invigilator Grouping to know if the invigilator has been placed in the right slot.

Invigilator Grouping Analyzation
Figure 8.3.4: Invigilator Grouping Analyzation

To Locate the invigilator, you may right click on slot and select Locate. You may choose to Locate Invigilator at Invigilator List or Locate Slot at Slot List.

To edit the invigilator at slot, please use Locate Slot at Slot List.

Locate Invigilators
Figure 8.3.5: Locate Invigilators

To edit, you may refer to the 8.3.2 Editing Invigilators.

8.3.2 Editing Invigilators

Highlight

There are two things you able to highlight to edit Invigilator.

  • Highlight Slots with Insufficient Invigilator
  • Highlight Slots with Excess Invigilator

To Highlight, go to Slot and Click Highlights Icons. Highlights icon

Location of Highlight in Slots
Figure 8.3.6: Location of Highlight in Slots
Highlight Slots with Insufficient Invigilator

If you choose to highlight this, it will highlight slot that do not have enough invigilator. Refer to the diagram below.

Insufficient Invigilator
Figure 8.3.7: Insufficient Invigilator
Highlight Slots with Excess Invigilator

If you choose to highlight this, it will highlight slot that have more than enough invigilator. Refer to the diagram below.

Excess Invigilator
Figure 8.3.8: Excess Invigilator

Remove Invigilator from Slot

You can remove an invigilator from a slot in 3 locations:

  • Slots — Remove invigilator directly from the slot using Manage Invigilation
  • Invigilator Grouping — Remove invigilator assignment from the grouping view
  • Generate Options — Reset all invigilator assignments at once
Remove Invigilator at Slots

Step 1: Go to Slots tab, right click on a slot that you want to edit, and select Manage Invigilation. The Manage Invigilation window will appear.

Step 2: In the Manage Invigilation window, click on the invigilator you want to remove from the Current Invigilators list on the right side.

Step 3: Click the Move to the left button to move the invigilator back to the Available Invigilators (Unassigned Invigilator) list.

Step 4: Click Apply once done.

Remove Invigilator from Slot at Manage Invigilation
Figure 8.3.9: Remove Invigilator from Slot at Manage Invigilation

After moving the invigilator to the left, the removed invigilator will appear in the Available Invigilators list and will no longer be in the Current Invigilators list.

Removed Invigilator moved to Available Invigilators
Figure 8.3.10: Removed Invigilator in Available Invigilators List

A confirmation popup will appear asking "Are you sure you want to implement the changes?". Click Yes to confirm the removal.

Confirm Change popup
Figure 8.3.11: Confirm Change

Once confirmed, the invigilator will be removed from the slot. You can verify this by checking the Invigilators List column at the Slots tab, which will show the updated list of invigilators for that slot.

Updated Invigilator List after removal
Figure 8.3.12: Updated Invigilators List at Slots
Remove Invigilator at Invigilator Grouping

You can also remove invigilator assignments from the Invigilator Grouping view. This method allows you to remove assignments for a single invigilator, a group of invigilators, or all invigilators at once.

Step 1: Go to Grouping tab and select Invigilator Grouping.

Step 2: Select the invigilator(s) you want to remove:

  • Click on All Invigilator List to select all invigilators
  • Click on a group (e.g., Academic) to select a group of invigilators
  • Click on an individual invigilator to select only one

Step 3: Click Remove Invigilator Assignment from the Group Actions on the right side to remove the invigilator assignment.

Remove Invigilator Assignment at Invigilator Grouping
Figure 8.3.13: Remove Invigilator at Invigilator Grouping
Remove Invigilators at Generate Options

If you want to remove all invigilator assignments and start over, you can use the Reset Invigilator Assignment button at Generate Options.

Step 1: Go to Generate Options tab, click Invigilator, and click the Reset Invigilator Assignment button.

Step 2: A popup will appear asking "Reset all the invigilators' assignments. Do you want to include locked invigilator?". Choose accordingly:

  • Click Yes if you want to remove all invigilator assignments including locked invigilators
  • Click No if you want to remove only unlocked invigilator assignments
  • Click Cancel to cancel the operation
Reset Invigilator Assignment at Generate Options
Figure 8.3.14: Reset Invigilator Assignment at Generate Options
Note: Resetting invigilator assignments will remove all invigilators from their assigned slots. You will need to re-run the Auto Assign Invigilator process to assign them again.

Manually Allocate Invigilator into Slot

To manually insert an invigilator into a slot, you can use the Manage Invigilation window. This is useful when you want to add an invigilator into a slot with insufficient invigilators or when you need to assign a specific invigilator to a particular slot.

Step 1: Go to the Slots tab, right click on the slot you want to add an invigilator to, and select Manage Invigilation.

Location of Manage Invigilation
Figure 8.3.15: Location of Manage Invigilation

Step 2: In the Manage Invigilation window, select an invigilator from the Available Invigilators list on the left side.

Step 3: Click the Move to the right button to insert the selected invigilator into the Current Invigilators list for the slot.

Step 4: Click Apply once done.

Allocate Invigilator into Slot
Figure 8.3.16: Allocate Invigilator into Slot

The Manage Invigilation window also provides additional options to help you find the right invigilator:

  • Exclude invigilators with full load — Tick this to hide invigilators who have already reached their maximum workload.
  • Show invigilator without invigilation on the selected day — Tick this to only show invigilators that are free on the selected day.
  • Filter by Group and Campus — Use the dropdown filters to narrow down the list by invigilator group and campus.

On the right side of the window, you can also Lock Invigilator, Lock All Invigilators, Unlock Invigilator, or Unlock All Invigilators directly from the Manage Invigilation window. The status bar at the bottom shows the number of invigilators currently assigned versus the number required in the slot.

Note: It is recommended to use the Highlight feature first to identify slots with insufficient invigilators before manually allocating. This helps you quickly find which slots need additional invigilators.

8.4 Generate Invigilator Positions

After invigilators have been assigned, you can generate their positions. Before generating, you need to set the position constraints at Generate Options.

8.4.1 Set Constraints at Generate Options

Step 1: Click the Generate Options tab and then click Invigilator Position to set the Invigilator Position constraints.

Location of Invigilator Position in Generate Options tab
Figure 8.4.1: Location of Invigilator Position in Generate Options

The Invigilator Position window has 3 areas that you can configure:

  1. Invigilator Positions — Set max position and update to all invigilators
  2. Defined Position — Define position names, assignment limits, and groups
  3. Auto Assign Position — Configure auto assign options and generate
Invigilator Position window showing 3 areas: Invigilator Positions, Defined Position, and Auto Assign Position
Figure 8.4.2: Invigilator Position Window

1. Invigilator Positions

This section allows you to set the maximum number of positions an invigilator can hold and apply it to all invigilators at once.

  • Max Invigilator Position — Set the maximum number of positions an invigilator can hold. For example, enter 2 to allow each invigilator to hold up to 2 positions.
  • Update to All Invigilators — Click this button to apply the Max Invigilator Position value. A Process Lecturers\Raw Data window will appear with the following options:
  • Update to Lecturer Group — Choose which group to update. Select <root> to update ALL invigilators, or choose a specific invigilator group (e.g., Academic) to update only that group. You can also click Create New Group to create a new group.
  • Add Invigilator to Schedule — Tick this checkbox to add the invigilator to the schedule if they are not already added.
  • Update Invigilator Name (if changes occur) — Tick this checkbox to update the invigilator's name in the schedule if any name changes have been made in the raw data.

Click OK once done to apply the changes.

Invigilator Positions section showing Max Invigilator Position set to 2, Update to All Invigilators button, and Process Lecturers Raw Data window
Figure 8.4.3: Invigilator Positions

2. Defined Position

This section allows you to define position names, set their constraints, and assign them to specific invigilator groups. Fill in the fields below to create a position:

  • Positions — Enter the name of the position (e.g., Chief Invigilator, Assistant Chief Invigilator).
  • Include in Auto Assign — Tick this checkbox to include the position in the auto assign process.
  • Maximum Assignment Per Invigilator (0 for unlimited) — The maximum number of times this position can be assigned to a single invigilator. Enter 0 for unlimited.
  • Minimum Position Priority (0 for no priority) — Priority will be given to invigilators who have not reached the minimum position count. Enter 0 for no priority.
  • Maximum Position Per Slot — The maximum number of invigilators that can hold this position in a single slot. For example, enter 1 to allow only one Chief Invigilator per slot.

Assignment Condition:

  • Open — The position is open to all invigilators regardless of group.
  • Apply to Group — Restrict the position to a specific invigilator group only (e.g., Academic). Click + to create a new group if needed.

Once you have filled in the fields, click Add to add the position. The added positions will appear in the table below showing their Position, Max, Group, Included, Min Position, and Position Per Slot values. To remove a position, select it from the table and click Delete.

Defined Position section showing position name, assignment limits, priority, assignment condition, and position table with Chief Invigilator and Assistant Chief Invigilator
Figure 8.4.4: Defined Positions

3. Auto Assign Position

This section allows you to automatically assign positions to invigilators based on the constraints you have configured above.

  • Force assignment of position if no qualified invigilator is found — Tick this checkbox to force the system to assign a position even if no qualified invigilator is available based on the constraints set earlier. This ensures all positions are filled.
  • Assign position to lock invigilators — Tick this checkbox to assign positions only to invigilators that are already locked.

Action Buttons:

  • Auto Assign Position — Click this button to automatically assign positions to all invigilators based on the constraints and options you have configured.
  • Reset Position — Click this button to reset all position assignments if you want to start over after they have been assigned.
Auto Assign Position section showing Force assignment checkbox, Assign position to lock invigilators checkbox, Auto Assign Position button, and Reset Position button
Figure 8.4.5: Auto Assign Position
Note: Make sure to configure all position constraints (Invigilator Positions and Defined Positions) before clicking Auto Assign Position.

8.4.2 Assign Position

After setting all position constraints, you can now assign positions to invigilators. There are 3 simple steps to do so.

Important: Make sure to set all constraints under Generate Option first. Refer to Set Constraints at Generate Options in the previous section.

Step 1: To auto assign invigilator positions, click the Auto Assign Position button at Invigilator Position under the Generate Options tab.

Location of Auto Assign Position button at Invigilator Position under Generate Options tab
Figure 8.4.6: Auto Assign Position Location

Step 2: A confirmation popup will appear asking "Are you sure you want to reassign the invigilator positions?". Click Yes to proceed.

Reassign Invigilator Position confirmation popup
Figure 8.4.7: Confirmation Popup

Step 3: Once done, another popup will appear saying "Assign position completed". Click OK.

Reassign Position completed popup
Figure 8.4.8: Assign Position Completed

Once done, you can go to the Slots tab to view the assigned invigilator positions. The Position column will display the assigned positions (e.g., Chief Invigilator, Assistant Chief Invigilator) for each slot.

Slots tab showing assigned invigilator positions in the Position column
Figure 8.4.9: Invigilator Position at Slots

8.5 Analyze & Edit Positions

After assigning invigilator positions, review and verify the assignments before proceeding to seating arrangement.

8.5.1 Analysis

Slots

You may analyze the Invigilator Position to check if the position has been assigned to the right invigilator under the slot. Go to the Slots tab and check the Invigilators List and Position columns to verify the assignments.

Slots Analyzation for Invigilator Position
Figure 8.5.1: Slots Analyzation for Invigilator Position

To edit, you may refer to the 8.5.2 Editing Positions.

Invigilator List

To access Invigilator List, you need to go to Data and select Invigilators List.

You may analyze the Invigilator List to check if the invigilator position has been assigned to the right invigilator under the slot. The Position column on the right side shows the assigned position (e.g., Chief Invigilator, Assistant Chief Invigilator) for each slot.

Invigilator List Analyzation for Position
Figure 8.5.2: Invigilator List Analyzation

To Locate the invigilator, you may right click and select Locate. You may choose to Locate Invigilator at Invigilator Grouping or Locate Slot at Slot List.

To edit the invigilator position at slot, please use Locate Slot at Slot List.

Locate Invigilator Position
Figure 8.5.3: Locate Invigilator Position

To edit, you may refer to the 8.5.2 Editing Positions.

Lecturer Grouping

To access Invigilator Grouping, you need to go to Grouping and select Invigilators Grouping.

You may analyze the Invigilator Grouping to know if the invigilator position has been placed in the right slot. Click any of the chosen invigilator from the Invigilator List on the left side, and the Invigilator Details on the right side will show the assigned slots and their Position.

Invigilator Grouping Analyzation for Position
Figure 8.5.4: Invigilator Grouping Analyzation

To Locate the invigilator, you may right click on a slot and select Locate. You may choose to Locate Invigilator at Invigilator List or Locate Slot at Slot List.

To edit the invigilator position at slot, please use Locate Slot at Slot List.

Locate Invigilator from Grouping
Figure 8.5.5: Locate Invigilator

To edit, you may refer to the 8.5.2 Editing Positions.

8.5.2 Editing Positions

Highlight

There is only one thing you are able to highlight to edit Invigilator Position which is Highlight Incomplete Position.

To Highlight, go to Slot and Click Highlights Icons. Highlights icon Select Highlight Incomplete Position and click Ok.

Location of Highlight Incomplete Position in Slots
Figure 8.5.6: Location of Highlight in Slots
Highlight Incomplete Position

Once you clicked Ok, slots with incomplete position will be highlighted in colour. The Position column will show the invigilators with and without position assigned, allowing you to identify which invigilators still need a position.

Incomplete Position Slot
Figure 8.5.7: Incomplete Position

Remove Position from Invigilator at Slot

There are a few places you can remove invigilator position from invigilator:

  • Slots
  • Invigilator Grouping
  • Generate Options
Remove Invigilator Position at Slots

Step 1: Go to the Slots tab, right click on a slot, and select Manage Position. The Manage Position window will appear.

Step 2: In the Manage Position window, click on the invigilator with position from the Current Invigilator Position list on the right side.

Step 3: Click the Move to the left button to unassign the position. The position will move back to the Available Positions list.

Step 4: Click Apply once done.

Remove Position from Invigilator at Slots
Figure 8.5.8: Remove Position from Invigilator at Slots

After moving the position to the left, the removed position will appear in the Available Positions list and the invigilator's position in the Current Invigilator Position will be cleared.

Position moved to Available Positions
Figure 8.5.9: Position Moved to Available Positions

A confirmation popup will appear asking "Are you sure you want to implement the changes?". Click Yes to confirm the removal.

Confirm Change popup
Figure 8.5.10: Confirm Change

Once confirmed, the position will be removed from the invigilator. You can verify this by checking the Position column at the Slots tab, which will show the updated position assignments.

Position was removed from invigilator
Figure 8.5.11: Position Removed from Invigilator
Remove Invigilator Position at Invigilator Grouping

You can also remove invigilator position from the Invigilator Grouping view. This method allows you to remove positions for a single invigilator, a group of invigilators, or all invigilators at once.

Step 1: Go to Grouping tab and select Invigilator Grouping.

Step 2: Select the invigilator(s) you want to remove position from:

  • Click on All Invigilator List to select all invigilators
  • Click on a group (e.g., Academic) to select a group of invigilators
  • Click on an individual invigilator to select only one

Step 3: Click Remove Invigilator Positions from the Group Actions on the right side to remove the position assignment.

Remove Position from Invigilator at Invigilator Grouping
Figure 8.5.12: Remove Position at Invigilator Grouping
Remove Invigilators Position at Generate Options

If you want to remove all invigilator position assignments and start over, you can use the Reset Position button at Generate Options.

Step 1: Go to Generate Options tab, click Invigilator Position, and click the Reset Position button.

Step 2: A popup will appear asking "Reset the invigilator position assignments. Do you want to include locked invigilator?". Choose accordingly:

  • Click Yes if you want to remove position of all invigilators including locked invigilators
  • Click No if you want to remove position of unlocked invigilators only
  • Click Cancel to cancel the operation
Reset Position at Generate Options
Figure 8.5.13: Reset Position at Generate Options
Note: Resetting invigilator positions will remove all positions from invigilators. You will need to re-run the Auto Assign Position process to assign them again.

Manually Add Position to Invigilator at Slot

To manually insert Invigilator Position into invigilator, you can use the Manage Position window. This is useful when you want to add a position into a slot with incomplete invigilator position.

Step 1: Go to the Slots tab, right click on the slot you want to add a position to, and select Manage Position.

Location of Manage Position
Figure 8.5.14: Location of Manage Position

Step 2: In the Manage Position window, select a position from the Available Positions list on the left side (e.g., Chief Invigilator).

Step 3: Click on your preferred invigilator from the Current Invigilator Position list on the right side to assign the position to.

Step 4: Click the Move to the right button to move the position to the chosen invigilator.

Step 5: Click Apply once done.

Allocate Position into Invigilator
Figure 8.5.15: Allocate Position into Invigilator

You are also able to Lock Invigilator, Lock All Invigilators, Unlock Invigilator, or Unlock All Invigilators directly from the Manage Position window.

Note: It is recommended to use the Highlight Incomplete Position feature first to identify slots with incomplete positions before manually adding. This helps you quickly find which slots need position assignments.

8.6 Generate Seating Arrangement

After invigilator positions have been assigned, you can generate the seating arrangement. Before generating, you need to set the seating constraints at Generate Options.

8.6.1 Set Constraint at Generate Option

Click Generate Option tab and then click Seating Arrangement to set the Seating Arrangement Constraint.

Location of Seating Arrangement in Generate Options
Figure 8.6.1: Location of Seating Arrangement in Generate Options

The Seating Arrangement window has 5 areas that you can configure. Make sure to tick Enable Seating Arrangement at the top to enable the seating arrangement feature.

  1. Seat Numbering — Choose how seats are numbered
  2. Student Exam Venue Display — Configure how rooms are displayed to students
  3. Seating Arrangement Options — Set seat ordering and grouping preferences
  4. Numbering Gap Between Courses — Set the gap between courses in seat numbering
  5. Allocate and Reset Seat — Allocate or reset seat assignments
Seating Arrangement Window showing 5 areas
Figure 8.6.2: Seating Arrangement Window

1. Seat Numbering

Seat Numbering options
Figure 8.6.3: Seat Numbering
  • Continuous — Continuous numbering from 1 to the last seat. For example, the seat numbering would be: 1, 2, 3, ..., 90.
  • Excel Row-Column Layout — The numbering will be based on the layout of Excel Row-Column. Please refer to the sample picture given. For example, seats are labeled as A1, A2, B1, B2, etc.

2. Student Exam Venue Display

Student Exam Venue Display options
Figure 8.6.4: Student Exam Venue Display

If the courses split into multiple rooms due to the capacity, you may choose to display room assigned to student or display all rooms for the exam. This can be seen at Slot and Course-Student List.

  • Display room assigned to student — Only show the room that the student is assigned to.
  • Display all rooms for the exam — Show all rooms used for the exam to the student.

3. Seating Arrangement Options

Seating Arrangement Options
Figure 8.6.5: Seating Arrangement Options

Seat Ordering:

You may choose for the seat ordering to be randomized or sorted by student ID.

  • Randomized — Seats will be assigned randomly to students.
  • Sort by student ID — Seats will be assigned based on the student ID order.

Grouping:

You may choose for the Seating Arrangement to be grouped by one of the following options:

  • By Course — Students will be grouped by their course.
  • By Courses with Similar Exam Time — Students will be grouped by courses that share the same exam time.
  • By Section — Students will be grouped by their section.

4. Numbering Gap Between Courses

Numbering Gap Between Courses
Figure 8.6.6: Numbering Gap Between Courses
  • No Gap — No numbering gap between courses. Seats will be numbered continuously across all courses.
  • Fixed Gap — Set a fixed numbering gap between courses. Enter the gap value (e.g., 3 means there will be a gap of 3 seat numbers between each course).
  • Spread Gap — Set a spread numbering gap between courses. There will be a random number of gap between courses but the maximum gap will not exceed the value entered. For example, if the Maximum Gap Number is 5, the gap between courses will be randomly between 1 and 5.

5. Allocate and Reset Seat

Allocate and Reset Seat buttons
Figure 8.6.7: Allocate and Reset Seat
  • Allocate Seat — Assign seat to the student based on the constraints you have configured above.
  • Reset Seat — Reset or remove seat assignments after they have been assigned. Use this if you want to start over.
Note: Make sure to tick Enable Seating Arrangement and configure all the settings above before clicking Allocate Seat.

8.6.2 Allocate Seat

Important: Make sure to set all constraints under Generate Option first. Refer to 8.6.1 Set Constraint at Generate Option in the previous section.

To Allocate Seat, click Allocate Seat button at Seating Arrangement under Generate Options tab.

Allocate Seat Location
Figure 8.6.8: Allocate Seat Location

A popup will appear saying "Seat allocation for student completed". Click OK.

Seat Allocation Completed popup
Figure 8.6.9: Seat Allocation Completed

Once done, you can go to Data and select Student List to view the seat assignments. The seat that has been allocated can be seen in the Seat column.

Student List showing Seat column
Figure 8.6.10: Student List with Seat Assignments

You can also go to Slots to view the Seat Range. The seating arrangement that has been assigned can be seen in the Seat Range column.

Slots showing Seat Range column
Figure 8.6.11: Seat Range at Slots

8.7 Analyze & Edit Seating

After generating the seating arrangement, review and verify the results before finalizing and locking the schedule.

8.7.1 Analysis

Slots

You may analyze the Slot to know if the seating number has been distributed accordingly. Go to the Slots tab and check the Seat Range column to verify the seat assignments.

Slots Analyzation for Seating
Figure 8.7.1: Slots Analyzation

To edit, you can locate the seat to Course-Student List. Right click on a slot and select Locate, then choose Slot at Course-Student List.

Locate Seat at Course-Student List
Figure 8.7.2: Locate Seat

After locating, the Course-Student List will appear showing all students who take the course in the selected slot. You can view and verify each student's seat assignment from here.

Course-Student List showing all students
Figure 8.7.3: Course-Student List

To edit, you may refer to the 8.7.2 Editing Seating.

Student List

You may analyze the Student List to know if the seating number has been distributed accordingly. Go to Data and select Students List. Check the Seat column to verify the seat assignments.

Student List Analyzation for Seating
Figure 8.7.4: Student List Analyzation

To edit, you can locate the seat to Course-Student List. Right click on a student and select Locate, then choose Course-Student List.

Locate Seat from Student List
Figure 8.7.5: Locate Seat

To edit, you may refer to the 8.7.2 Editing Seating.

Course-Student List

You may analyze the Course-Student List to know if the seating number has been distributed accordingly. Go to Data and select Course-Student List.

You may choose your desired Venue, Date, Time, Course, Slot and Sort By to filter the list. The Seat column will show the seat that has been allocated to each student. Check if the seat is allocated accordingly.

Course-Student List Analyzation for Seating
Figure 8.7.6: Course-Student List Analyzation

To edit, you may refer to the 8.7.2 Editing Seating.

8.7.2 Editing Seating

Re-Allocate Seat

You may Re-Allocate Seat of a slot by going to the Course-Student List under the Data tab.

Step 1: Go to Data and select Course-Student List. Select your desired Venue, Date, Time, Course, Slot and Sort By.

Step 2: Click the Re-Allocate Seat button on the top right corner.

Step 3: A confirmation popup will appear asking "Are you sure you would like to re-allocate the seat for this slot?". Click Yes to proceed.

Once confirmed, the seats will be re-allocated and the Seat column will be updated with the new seat assignments.

Re-Allocate Seat
Figure 8.7.7: Re-Allocate Seat

Custom Seat

To do the custom seat, you can easily double click the seat on a student and edit them.

Step 1: Go to Data and select Course-Student List. Select your desired Venue, Date, Time, Course, Slot and Sort By.

Step 2: Double click on the student you want to change the seat for. A Custom Seat window will appear.

Step 3: Enter the custom seat number in the field (e.g., D14) and click Ok.

Once confirmed, the seat will change according to what you entered in the Seat column.

Custom Seat
Figure 8.7.8: Custom Seat