See also: Set Up New Item Bank, Define Bank Permissions, Define Form Metadata, Define Bank Workflow

Banks provide a way to manage content (forms, items, and shared stimulus). These setup steps are typically performed by the Pearson Delivery Team after consultation on desired functionality.

  1. Set Up Item Bank
  2. Define Bank Workflow for each content type (item, forms and shared stimulus). You can control visibility to the content as well as set up an approval flow.
  3. Define the Metadata. Metadata is defined within the bank for each content type and can vary on where they displayed (when printing, as an item search filter, etc.).
  4. Select the Standard sets to be made available in the Bank.
  5. Define Bank Permissions to access Bank features on the Form, Item, and Shared Stimulus search pages. Permissions allow selected roles features including: Export Metadata, Upload Metadata, and Bulk Change Styles.
  6. Load Item Statistics

Tiny Link: https://support.assessment.pearson.com/x/hwAgBg