Bank Entry (Level 3)
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 here.
This page discusses Level 3 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) 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
This takes the user to the Bank Entry tree. Click for more on Tree controls.
Special Filters
The Bank Entry tree 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. 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.
Editing a Bank
Select a bank by left clicking the Bank node in the Bank tree. When a Bank is selected its data appears to the right of the Bank tree. 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 Form permissions or the record being locked.
Alternate Language Text
The Title and Text fields are language specific. To maintain alternate languages of the Title and Text, 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. |
| Text | The description of the Bank. A longer description of the Bank. This is a language specific field. |
| Member of | This is used for Bank specific functionality. It is used to affect how the Item tool displays custom fields for maintenance. |
| Hide this Bank | This is used to suppress the Bank from appearing in the Bank select tree. |
| 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. |
Expand a Node
To expand a Bank node in the tree to see its child Banks, click on the arrow next to the Bank node.
- 
Context Options
Right-clicking on a Bank node in the tree will open a context menu.
A leaf node at level 3 can have no child nodes. So, it renders without the New Child Bank option.
New Bank
New Bank will create a sibling Bank at the same level as the selected Bank. The user can then maintain the new Bank.
New Child Bank
New Child Bank will create a child Bank underneath the selected Bank. The user can then maintain the new child Bank.
Expire Bank
Expiring a Bank sets its Expiry Date to today. This means by default it will not show up in the Bank Entry tool or the Bank Select (Level 3) tool (unless Include Expired Records is checked).
Expiring a Bank also Expires all the child Banks underneath the expired Bank.
Audit
Navigates to the Audit grid for the selected record.
