===== Bank Entry (Level 1) =====
CE Supports two types of Item Banking.  Level 1 Banking where there are multiple Exam and Item Banks and a single shared Bank for Attachments, Authors, Competencies etc.  Or Level 3 Banking where there are multiple Exam and Item Banks and multiple shared Banks.  For more on Bank Level, click [[concepts#Banks and Bank Level|here]].

This page discusses Level 1 Bank Entry.

The Bank Entry tool is used to create and maintain Banks.  Banks are logical groupings of objects in CE that are used to segregate the data.  Segregation of the data is done to make large Item banks more manageable, to suppress older legacy data or newer import data, to limit security access to specific users (see [[security_edit_banks|Security Edit Banks]]) or to support multiple distinct sets of Items not intended to be used together (example: multiple departments or clients).

Authorised users may create, modify or expire Bank records. 

Bank Entry is reached from the Main Menu, System → Bank Entry

{{:wiki:menubankentry.png?200|}}

This takes the user to the Bank Entry grid.  For more on grid navigation, click [[general_navigation_grids|here]].

{{:bankentrylevel1.png?600|}}

=== Special Filters ===
The Bank Entry grid has special filter controls in the title bar.
  * Include Expired Records by default is unchecked.  This means Bank records that have an Expiry Date prior to today are not displayed.  When checked, all Bank records (including expired) are displayed. [[concepts#effective_and_expiry_dates|Effective and Expiry Dates]]
  * Language Selector is used to display language specific fields for the Bank records.  The Title and Description fields for a Bank are language specific.  Selecting a different language from the selector displays the alternate language values for these fields in the Bank grid.

{{:bankentrylevel1specialfilters.png?600|}}

==== Context Options ====
Right-clicking on a row in the Bank grid will open a context menu.

{{:bankentrylevel1contextmenu.png?600|}}

=== Edit General ===
Navigates to the General edit page for the selected record.
The Bank general edit page allows users to edit general information for an Bank record.  Once changes are made the user can click the **Save** button in the bottom right hand corner to commit changes to the database.  Note: User permissions might be restricted by [[security_edit_forms|Form permissions]] or the record being [[concepts#Record Locking|locked]].

{{:banklevel1editgeneral.png?600|}}

=== Tab Strip ===
The tab strip at the top of the page allows the user to go back to the Bank entry grid by clicking [[bank_entry_level_1|Selection]] tab.  Audit will navigate to the [[audit|Audit page]] and displays Audit information for the selected record.

=== Alternate Language Text===
The **Title** and **Description** fields are language specific.  To maintain alternate languages of the Title and Description, select the alternate language from the Language selector in the title bar.  Make your changes and click the **Save** button.

=== Bank Fields ===
^ Field ^ Description ^
| Bank ID | Will populate automatically when the Bank is created. Unique identifier of the Bank. |
| Title| The title of the Bank.  A short description of the Bank.  This is a language specific field.|
| Description| The description of the Bank.  A longer description of the Bank.  This is a language specific field.|
| Sequence| The sequence this Bank will appear in a list of Banks when selecting a Bank or performing a [[Bank_Copy|Bank Copy]].  This can be used to prioritize a Bank in the list.|
| Effective Date | By default, on most tools, only effective/non-expired records are available to be selected.  Either to be edited or linked to another record.  An effective record is a record with an Effective Date prior to today.  By default, the Effective Date is set to the previous day on all newly created records.|
| Expiry Date | By default, on most tools, only effective/non-expired records are available to be selected.  Either to be edited or linked to another record.  An expired record is a record with an Expiry Date prior to today.  By default, the Expiry Date is set to December 31, 2100 on all newly created records.|
=== Audit ===
Navigates to the [[audit|Audit grid]] for the selected record.