The Item General edit page allows users to edit general information for an Item record. General information includes Status, Effective and Expiry Dates, links to Authors, Copyrights and Competencies. 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, Bank permissions or the record being locked.

Note: if the Item is currently in use on any Exam, a warning message appears in yellow at the top of the page.

Item Fields

Field Description
Item IDUnique ID generated automatically when item is created.
Display IDThis is entered by the user to help keep track of Items. It differs from the Item ID in that the Item ID is automatically generated while the Display ID is entered by the user. It can be Alphanumeric.
External IDExternal IDs are used when mapping back and forth to other systems.
StatusIn Development - The current record is still being created. It is not yet ready to be used on active Exams.
Field Testing - The Item is available to Draft and Field Testing Exams.
Active - The current record is ready to be used on active Exams. Inactive - The current record is not active, it cannot be used if it is set to inactive. For information regarding status rules, please see Status
LC SubstatusFor LC Item banks only. Tracks a Substatus value for the Item.
TR SubstatusFor TR Item banks only. Tracks a Substatus value for the Item.
Item Group IDClick the Select button to open an Item Group selector. Binds the Item to the Item Group. Click the red X to remove the link.
Group SequenceSets the sequence of the Item within the Item Group. Item Groups that do not allow partial selection or randomized sequencing add all Items within the Group when linked to an Exam in the specified sequence.
Account(TR)TR Bank only. Values are Stock, CPS HR, RC, Client. Used for filtering Items.
Client Code (TR)TR Bank only. Free form text field.
Access Level/KeywordFree form text field.
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. Effective and Expiry Dates
Expiry DateBy 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. Effective and Expiry Dates
AngoffUsed in estimating cut score of an Exam. Numeric value.
CompetencyLinks the Item to the Competency. Click the Select button to open a Competency selector. Click the red X to remove the link.

Select a Competency from the tree or use the filter controls to drill down to a specific competency. Click the Select button to select a competency or the X in the upper right hand of the selector window to close the Competency Selector.

Search Filter

The Competency filter consists of three radio buttons that control they type of search. Selecting Competency ID, Title or External ID makes the filter search for Competencies that have partial matched on the Competency ID, Title or External ID respectively.

A filtering search is done by:

  • Selecting the Search type using the radio buttons
  • Typing the text to be searched for in the Search box. Note: as you type, the Search box displays values to select from.
  • Clicking the search (magnifying glass) button.

AuthorClick the Select button to open a Author selector. Links the Item to the Author. Click the red X to remove the link.
CopyrightClick the Select button to open a Copyright selector. Links the Item to the Copyright. Click the red X to remove the link.
Not WithFree form text field.
Not NearFree form text field.
CloneFree form text field.
KSAFree form text field.
Stats EvaluationLC Bank only. Free form text field.
Angoff 2LC Bank only. Used in estimating cut score of an Exam. Numeric value.
Angoff 3LC Bank only. Used in estimating cut score of an Exam. Numeric value.
Vendor TransferLC Bank only. Free form text field.
Temporary Tag 1LC Bank only. Free form text field.
Temporary Tag 2LC Bank only. Free form text field.
Temporary Set TagLC Bank only. Free form text field.
MatrixLC Bank only. Free form text field.

Tab Strip

The tab strip at the top of the page allows the user to go back to the Item entry grid Selection, to the Item Edit Text page, to the Item Edit Value page, to the Item Edit Competency page, to the Item Edit Reference page, to the Item Edit Meta page, to the Item Edit Attachment page, to the Item Edit Statistics page or Usage page. Note: depending on system configuration not all options are available.

Alternate Versions

If there are multiple versions of the Item, the user can navigate amongst them using the Select Version drop down in the blue info bar. See Versioning for more.