Sources & Banks

Summary

This portion of Performance matters will allow you to create sources and banks to organize items within folders for future use.

Analogy: Sources are filing cabinets while banks are folders in a filing cabinet.

1. Creating a Source

Click on "Items" and then choose "New Item Source".

2. Source Settings

You can choose "private" or "shareable". Sharing allows others to use that source.

3. Saving Sources and Banks

After you have created the source (on the left-hand side), you are able to create banks (folders) that will allow you to put items into specific banks for organization purposes.

Adding Banks to Existing Sources

1.Click the global search.

2. Select "Item Source" under "Type" on the left-hand side.

3. You may need to enter search criteria and then press "enter".

4. Click "edit" for the item source of your choice.

5. Click "Add Item Banks", then enter the "Title" and "Description".

6. Click "Update" then "Continue to Edit" to add the banks to the item source.

Permissions:

-Read: Users can display the item source or item bank

-Copy: Read permissions plus users can copy items in this item bank or this item source's banks.

-Author: Display the item source or item bank, assign work orders to the item banks, author items and resources for item banks; update the items UNTIL items are submitted and accepted.

-Update: Copy permissions plus user can edit this item source/item bank. Update items in item banks after being submitted by an author and until saved on a test.

-Admin: Author and update permissions plus the ability to delete and assign permissions for the item source or item bank.

Permissions for Sources and Banks

You assign permissions to new sources and banks, or existing sources and banks.

Permissions set for a source will also grant the same level of permissions to all item banks in that source.

Permissions set for an item bank apply only to that item bank and provide no permissions to its item source.

Page updated

Report abuse