This functionality is available to Item Bank Managers, Authors with Extended Access, and users with the relevant Item Bank Custom User Role (CUR) permissions.

Item Banks allow institutions to organise and control assessment content in a centralised way. This article explains how to create and configure an Item Bank, manage access through Access Groups and user roles, and edit or delete Item Banks.

For managing Item Banks, we recommend using the Item Bank Management Dashboard. The Dashboard provides a centralised overview of the Item Banks in your tenancy and allows you to search, filter, create, edit and delete Item Banks. It can display more Item Banks than the Item Bank selector in the Author module, which is limited to 200 Item Banks.

Before you start

Before creating an Item Bank, consider:

• At what level should the Item Bank be created—for example, Course, Course Cluster, Subject Area, School or Faculty?
• What naming convention will you use?
• Which Access Groups and Author roles or CURs should be associated with the Item Bank?
• Should new content be Public or Private by default?

The available Default Content Privacy options depend on your tenant configuration. If the tenant is configured to allow a choice, you can set the Item Bank to Public by default or Private by default:

• Public: New content is available to users who have access to the Item Bank through an associated Access Group and Author role or CUR.
• Private: New content is available only to its creator by default. The creator can share it with other Item Bank users or Access Groups, subject to the relevant access and role requirements.

The Default Content Privacy setting applies to new content only. It does not change the privacy of existing content.

Planners who are members of an Access Group associated with the Item Bank can preview and add the Item Bank’s question-set content to tests in Deliver, including Private content. Manually sharing the content with the Planner is not required.

Create a new Item Bank

We recommend creating Item Banks from the Item Bank Management Dashboard.

1. Go to Settings > Manage Item Banks.
2. Click Create Item Bank.
3. In the Manage bank view, complete the required properties:
   • Bank Name: The name displayed for the Item Bank.
   • Prefix: The abbreviated name displayed in the main navigation.
   • Colour: The colour associated with the Item Bank prefix.
   • Default Content Privacy: Choose whether new content should be Public or Private by default, if this option is available for your tenant (see article to understand the difference)
   • Access Groups and roles: Select the Access Group or Groups that should be associated with the Item Bank, and assign the relevant Author system role or Author CUR to each group.
4. Click Save.

If Default Content Privacy is fixed by the tenant configuration, the properties view will display the applicable setting rather than allowing you to choose one.

Create an Item Bank from the Author module

You can also create an Item Bank from the Author module:

1. Go to the Author module.
2. Open the Item Bank selector.
3. Click + Create new bank at the bottom of the list.
4. Complete the properties described above.
5. Click Done.

The Author module selector displays a maximum of 200 Item Banks. If the Item Bank you need is not listed, use the Item Bank Management Dashboard.

View, edit and delete an Item Bank

Using the Item Bank Dashboard

You can manage an existing Item Bank from the Dashboard using the three-dot menu next to the Item Bank.

Depending on your permissions, you can:

• Edit properties: Change the Item Bank name, prefix, colour, Default Content Privacy or associated Access Groups and roles.
• Manage access: Review the users who have access through the configured Access Groups, roles or other system-level permissions.
• Select metadata: Configure metadata for the Item Bank.
• Delete Item Bank: Delete the Item Bank and move its content to the All content trash.

Deleting an Item Bank also deletes its settings and cannot be undone. Content moved to the All content trash cannot be restored to an Item Bank.

If you have Author access to an Item Bank, you can click its name in the Dashboard to open and work with its content. Item Bank Managers do not automatically receive access to authored content unless they also have the required Author access.

Using the Author module

Alternatively, you can reopen the Item Bank properties modal using the cog wheel in the Author module drop-down.

Manage access and members

Access to an Item Bank is controlled through the combination of:

• Membership of an Access Group associated with the Item Bank; and
• The Author system role, or Author CUR associated with that Access Group.

The access rules differ depending on whether the content is Private or Public. See the related article to find out more.

To give someone access to an Item Bank, add them to a linked Access Group and ensure that they have the required role or CUR. The Item Bank Manager role does not grant permission to manage Access Group membership. If you also have the Access Group Admin role, you can manage membership through the Access Group Management Interface.

After creating an Item Bank, see Moving content between banks to learn how to move content into or between Item Banks.