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Add items to a case

  1. Select the Develop Questions → Cases → View Cases menu.
  2. Click the  Edit button for the desired case.

    What is the easiest way for item authors to create cases?


    The Item Authors (SMEs) can also visit this page by selecting Case (G-Type) from the Question Type drop-down list at the top of the Write Questions Page (assuming the Project Settings allow these types of items). Typically, item authors give the case a name and add the shared text passage or asset(s). In order to add items, item authors must either select Write Question from the Select Questions tab (see below) for each new item they want to add to the case, OR they must select items from the bank of available items.


    You are prevented from editing a case if even one question on the case is checked out by another user. A message states, "<username> checked out item 12345 on MMM DD, YYYY at HH:MM." You are unable to open the case until all the questions on the case are checked-in. None of the items in the case are checked out if even one item on the case is checked out by another user. If you have one of the items on the case checked out, you are able to open the case for editing. All items on the case are then checked out.

  3. The Add/Edit Case page is displayed with the case lead-in details and the items associated with the selected case. Modifications can be applied to the Case name and Exhibit text. You are prevented from changing the Exhibit language if items have been attached to the case.

    • The AngOff value displayed on the top right is calculated from the individual AngOff values of the selected items.
    • The Scroll icon can be clicked to toggle enable/disable scrolling of the selected items list on the Questions tab, when the number of selected items/cases/sections exceeds the tab height. Scrolling is enabled by default and a small scrollbar appears on the right when required. When a user clicks the Scroll icon to disable scrolling, the list of all the selected items appears on the same page and users must use the browser's vertical scrolling capability to view the entire list.
    • The State text for items by default is listed as Returned by default for items that are rejected by a reviewer. The text can be renamed on the Item Bank Configuration tab. See the Configuration Tab topic for details.
    • See the Lock Response for Items on Cases topic to learn more about the Lock Response check box.



  4. Click the Select Questions tab to Write new Items or to Add/Submit existing items to the case.


    To view details about an embedded asset in the case text, double-click the asset to open the details in a pop-up window.

  5. Enter search criteria to retrieve and then add items to the cases. See the Add a Case topic for details on adding existing items to a case.

     How does the selection and pagination of search results work?

    Users can optimize the number of search items per page by selecting a value from the Items Per Page drop-down; this number ranges from 10 to 50 per page. The default number is 20.

    The selected number of search items is displayed in the grid below the drop-down.

    The search items per page can be changed and viewed at any time for the user's convenience.

    The search results are listed on multiple pages according to the selected number of Items Per Page in the drop-down, if the total number of search items resulting from the search criteria exceeds the selected number of items per page.

    The user can also directly jump to another page of the search results grid by clicking its corresponding link above the search results grid.

    The Selection drop-down in the left of the header row has four selection options: None, Some, Page, and All.

    This Selection drop-down is present on pages in which users need to select multiple search items for use such as viewing, modifying, etc.

    The Selection drop-down options perform the following functions:

    NoneAll items in the list across all pages of the search results grid are deselected.

    All items on the currently visible page of the search results grid are selected.

    If you move to another page of the search results grid, you will see that none of the items on that page are selected, but the items selected on the earlier page are still retained.


    This selection appears when you manually select a few items from the list by selecting their corresponding check boxes. This selection also appears if you select Page from the drop-down and then increase the Items per page, or if you select All from the drop-down and then deselect any item on the search results page.

    It is also possible to select items across multiple pages of the search results grid by simply making the selection on one page and moving on to another - the item selection made on the earlier page is retained even if you move to another page to make additional selections.


    All items in the list across all pages of the search results grid are selected.

    Even when moving to any other page of the search results grid, all the items on that new page are also selected.

    The selection drop-down remains as All if any of the items are not deselected, and it changes to Some if any of the items on any of the pages of the search results grid are deselected. Furthermore, if the deselection is made on the first page of the search results grid, then all the items on other pages are deselected. However, if you move to another page of the search results grid while the selection drop-down is All and deselect any item, the selection drop-down for that page changes to Some, while all items on the remaining pages remain selected with the selection drop-down selection showing as Page on those pages.


    If the case is part of an exam or section and you add an existing item that is not on any other exam or section or if you write a new item for the case, the newly added item on the case is not added to the existing exam or section. You must add the item to the exam or section if you need it on the exam or section.

    If an item is on an exam in an unsectioned section and you add the item to a case, when you save the case a message notifies you that the item added to this case will be moved to the end of the case section on the following draft exams.

  6. Click the Write Question button to author a new item. Using Write Question is typically how item authors (SMEs) create new items and automatically attach them to the case. See the Add a Case topic for details on the Write Question button.
  7. After adding the item click Save. If you are submitting an item, click Submit All from the Write Case Question page to navigate to the Add/Edit Case page. From this page click Save All. Click the View Cases tab. The case is displayed in the View Case page.


    A new version of a case is created when any of the following changes are made to the case and saved:

    • Update the case name
    • Add or remove items on the case
    • Update the sequence of the items on the case
    • Update the lock response on any of the case items

    It is possible for a user to open version 1 of a case and make modifications. While the user has the case open and they have not saved the changes, a Project Manager can check-in all the items on the case and create a new version 2 of the case as listed above. The first user that opened the case is not aware that the Project Manager has performed this action. When they try and save the case, they receive a message that it is not possible to save the case as it has been updated. The first user must click the Refresh the page link to load the latest version 2 of the case. The user will lose any changes they made to the case. They must make the desired modifications to the case and save the changes. This then creates a new version 3 of the case.


    An error message is displayed if you try to modify the Exhibit Language of a case that contains items. While it is possible to change the exhibit language of an empty case, an error is displayed if it is included in sections or exam forms. The exhibit language modification fails.


    It is possible to modify the properties of Spreadsheet Material (.xls and .xlsx file format assets) attached to exhibit text via the pop-up window that appears on double-clicking the attached spreadsheet material.

    The Maximum rows, Maximum columns, and Frame Height can be modified and saved by clicking the Submit button.

    The Maximum rows range is from 1 to 500, Maximum columns range is from 1 to 100, and Frame Height range is from 0 to 9999.


    Only Reviewer (Case Review) or Project Manager role can edit cases.


    All the items on the case remain checked out as long as you are actively editing the case from the Add/Edit Case page. When you navigate away from the Add/Edit Case page, all the items on the case remain checked out for 5 minutes. ExamDeveloper checks-in the items after 5 minutes. The Project Manager can manually check-in the items from the Examine Questions page. See Project Manager Manually check-in an item topic for details.

Delete Items on a Case

  1. Click the Edit   button for the desired case.
  2. Click the Delete  button for the item you want to remove from the case.
  3. Click OK to confirm you want to delete the item.
  4. Click Save All. The case is saved.


    If the item you removed from the case is on an exam, a message notifies you the item will be moved to the end of the unsectioned section on the following draft exams.


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