Bank Overview
Banks provide a way to manage content (forms, items, and shared stimulus). Select the tabs below for instructions on creating and managing banks.
Create Item Bank. Banks are buckets used to store content (forms, items, and shared stimulus).
Define Bank Workflow for each content type. Add the Statuses for each content type:
Define Status Visibility. Permissions are granted for each content Status to allow user role access to content only when the content Status matches your authority.
Define Status Transitions. For each content Status, determine what roles can transition from the current Status into another Status.
Define the Metadata. Metadata is defined within the bank for each content type. These fields are set up as select or multi-select lists, text fields, or checkboxes. You can specify when the field is displayed (when printing, as an item search filter, etc.).
Select the Standards available to be used in the Bank.
Define Bank Permissions to access Bank features on the Form, Item, and Shared Stimulus search pages. Permissions allow selected roles to Export Metadata, Upload Metadata, and Bulk Change Styles.
Step-by-Step
Select Authoring, then select Banks.
Select the Create New button.
Enter the General Settings.
Bank Name: Enter a name for the item bank.
Bank Prefix: Enter a prefix string of 1–10 characters to help identify content from this bank. The prefix appears at the beginning of each system generated identifier. This is a useful distinction when viewing content from multiple banks.
Auto-Numbering Type: Set the identifier to be generated as either a random string or as a sequential string.
Select Save to create the new bank. A tile for your new bank appears on the Banks page.
In the QTI Bank Edit window, you must set up three workflows for each bank: Form Workflow, Item Workflow, and Shared Stimulus Workflow.
For instructional purposes, these steps refer to defining the Form Workflow of a bank. However, you can use these steps beginning with the Form Workflow, Item Workflow, and Shared Stimulus Workflow tabs.
Create a Status
Select Authoring, then select Banks.
Select the Edit Bank icon. You can also select the entire Bank tile to open the QTI Bank Edit window.
Select the Form Workflow tab.
Select the Add New Status button.
Status Name: Enter a name for the status. The Status Name is used in the Form search and in the Form Status dropdown list.
Check the Initial box to indicate that this status is the default status for new forms being created. Only one status can be set to Initial in a workflow. The status that indicates the end of the workflow should be set to Final.
Status Visibility: Select all roles that can view forms with this Form Workflow status.
Before configuring Status Transitions, it is recommended that you first create all Form Workflow statuses.
Select Save Changes.
Repeat this process until you have added all the Form Workflow statuses needed for your process.
Select Save. Do not forget to save the entire bank or your changes will be lost.
Add Status Transitions
Status Transitions let you control the sequence of Form Workflow statuses, as well as which user roles have permission to transition a status.
For example, the sample workflow below restricts forms in the 'Internal Form Review' status to only be moved into 'Form Creation' or 'Client Form Review' statuses, but never directly moved into 'Form Final' status.
You can set a Status Transition to allow an Admin role the ability to skip statuses in the workflow (such as Internal Form Review > Form Final).Form Creation > Internal Form Review > Client Form Review > Form Final
In the Form Workflow tab, select anywhere in the Status tile to open it. You can also select and drag Status tiles to change their sequence.
Select the Add Status Transition button.
Define the Status Transition.
Next Status: Set a rule to allow this form to move from its current status into a new status.
Roles that can transition to it: Define what roles have authority to move the form to the next status.
Repeat the process of adding Status Transitions to each status.
For example, you could set up the Status Transitions to maintain the workflow for the Testing Role but allow the Generic Admin to skip part of the flow.
Select Save Changes.
After you have set all Status Transitions, select Save. Do not forget to save the entire bank or your changes will be lost.
In the QTI Bank Edit window, you must set up metadata fields for the three content types: Form Metadata, Item Workflow, and Shared Stimulus Workflow.
For instructional purposes, these steps refer to defining the Form Metadata of a bank. However, you can use these steps beginning with the Form Metadata, Item Metadata, and Shared Stimulus Metadata tabs.
Metadata fields are useful to track information about content that isn't natively part of the setup. For example, you may want to track the copyright permissions for a shared stimulus or track the DOK on an item. These can both be tracked by creating metadata fields.
Select Authoring, then select Banks.
Select the Edit Bank icon. You can also select the entire Bank tile to open the QTI Bank Edit window.
Select the Form Metadata tab.
Select the Add Field button.
Field Label – Enter a name for the metadata field. The label is used when displaying the field on screen. A version of the field label is used in the metadata export file.
Detail – Enter a description of the metadata field.
Show Settings – These checkboxes determine when a specific metadata field should display.
Show when printing – Select to include this field when printing the Form.
Show as item search filter – Select to include this field in the Metadata dropdown Form filter and as a static Form filter in Form search.
Show in search results – Select to include this field as a column on the Form search page.
Show in item analysis performance report.
Show in teacher test creation.
Field Type – Select a field type. There are four field types that determine the input controls available for recording data in a metadata field: Text, Checkbox, Select, and Multi-Select.
For Select and Multi-Select, enter the text for the options you want to appear in the dropdown, then select Add.
Click OK to save the metadata field.
Repeat this process as needed, then select Save.
Bank permissions allow specific roles access to the following bank features, which apply to all content types:
Export Metadata
Upload Metadata
Bulk Change Styles
After a permission is granted to a role, users in that role see it available on the search screen (for a content type). See Authoring > Items below.
Select Authoring, then select Banks.
Select the Edit Bank icon. You can also select the entire Bank tile to open the QTI Bank Edit window.
Select the Permissions tab.
Select a role from the Select a user role to add dropdown.
Select the checkboxes for the features needed for the role.
Select Save.