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 1 Bank selection.

The Bank Select tool is used to select a Bank or Banks for a user to work in. Banks are logical groupings of objects in CE that are used to segregate the data. So, selecting a Bank or Banks exposes some of the object records for the user to work with. All newly created records will be created in the selected Bank(s). If multiple Banks are selected creating new records is disabled.

Users can only select from Banks they have access to. See Bank Security Security Edit Banks for more.

Bank Select is automatically navigated to upon logging in. It is also reached from the Main Menu, Item Writing → Bank Select

This takes the user to the Bank Select tree.

The Bank Select 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 Select tree.

To select a Bank, check the checkbox next to the Bank in the Bank Select tree. Next, click the Add Selected button. The selected Bank will now be listed in the Selected Banks list box.

To select multiple Banks, check the checkboxes next to each of the Banks in the Bank Select tree. Next, click the Add Selected button. The selected Banks will now be listed in the Selected Banks list box.

To clear the Selected Banks, click the Remove All button. The Selected Banks list box will now be empty.