Create a Case

A Case is a group of items that share a split screen exhibit.

You must create a case before you can create an item for a case or add an item to a case. The Allow the creation of new cases option must be enabled on the Manage → Settings → Configuration → Cases tab (see Cases Tab) in order to create cases. Only users with the Create Cases permission described in Create Roles can create cases. Item writers not assigned the Create Cases permission receive an error if they try to create case from the Write Question page.

  1. There are three methods of creating a new case.
    1. Create an Item on the Write Question page and select the Add Question to Case button.

      The Add Question to Case button is only displayed for users with the Create Case permission.



    2. Select Case (G-Type) from the Question Type drop-down list on the Write Question page.
    3. Select the Develop → Cases → Add Case menu.

  2. The Add/Edit Case page opens where you enter the Case Name, select the Exhibit language, and enter Exhibit text. You can also format and add assets as required.
  3. Enter a Case name. This is a mandatory field.

    Case names must adhere to the following rules:

    • Case names cannot contain any of the following characters: \ / : * ? " < > |. Only alpha characters are allowed.
    • Case names must be unique within the Item Bank.



  4. Select the Exhibit language from the drop-down list. The exhibit languages available in the parent Item Bank of the project are available in this drop-down list. The selected exhibit language determines the language of the items inside the case. All items added to the case must be authored in the same language.

    The Exhibit Language field does not appear on this page if only one language is set for your Item Bank.



  5. Enter the Exhibit text. Enter text or assets that should be presented to the candidates when they are attempting to answer items from this case. This is the information that is displayed in the left pane of the split screen exhibit. It is available for all the items attached to the case.
    1. You can format the entered text by changing the font type, or adding tables and assets to the text.
    2. You can add assets to the text by clicking the Asset Manager icon on the Rich Text editor toolbar of the text field. For more details on uploading assets, refer to Attach an Asset.

  6. Click Save All. The case is saved and given a Case Number and an Exhibit ID.

    The exhibit item is checked out. A date and time stamp for when the item was checked out is displayed at the top of the window.

    The exhibit text is saved as an independent item.

    • It is assigned as a Display-Type item.
    • The Question Number is the same as the Exhibit ID for the case.
    • It is assigned the Exhibit Language from the case.
    • It is saved in a Draft state.
    • The item uses the Exhibit Text field of the case as the Question Stem.
    • Case exhibits cannot be deleted from the Draft/Returned items tab on Project Writing Summary page.
    • The Case accordion tab displays the Case Name, Exhibit Text, and lists any Assets on the case.

Add an existing item to a case

You can add previously authored and submitted items to a case.

  1. Enter the required search criteria in the search panel and click Retrieve Questions.

    Draft, and Obsolete state items, and items on other Submitted Cases cannot be retrieved by any search criteria.

    Only Review, Validate, and Completed state items are allowed by the search criteria.

    Only items with the same Language as the case can be added to the case.



  2. ExamDeveloper searches the ItemBank according to the criterion you provided, and the search results are displayed. Select the check box(es) on the left for the item(s) you wish to add.



  3. Click the Add Questions button. The selected items are displayed in the Questions tab of the Add/Edit Case page with a delete icon next to the item.

    When you add existing items to a case, a message at the top of the page notifies you that you have checked out the exhibit item, and the existing items you added to the case.

    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.

    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 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/cases/sections appears on the same page and it may be required to use the browser's vertical scrolling capability to view the entire list.



  4. Click Save All. The case is saved and displayed in the Add/Edit Case page.

    The exhibit item and all the added items remain checked out for 5 minutes after navigating away from the Add/Edit Case page. ExamDeveloper automatically checks all the items back in after 5 minutes. If you stay active on the Add/Edit Case page, all the items remain checked out thus preventing other users from editing any of the items.

Write a new case item

You can author a new item from the Add/Edit Case page. Only users with Create Case permission can see the Write Question button.

  1. Click Write Question on the Select Questions tab at the bottom of the Add/Edit Case page.
  2. The Write Case Question page opens where you can author a new item.

    The Case accordion tab displays the Case Name, Exhibit Text, and lists any Assets on the case, and all Case Questions attached to the case.



  3. Author the new item following the rules for the selected item type.
  4. You have three options for saving the item:
    1. Click Save, the item is saved as a Draft and added to the case. You are returned to the Write Case Question page at the point where you can author a new item. The Case accordion lists your newly authored item. Click the Edit  button to edit the newly authored item.
    2. Click the Preview button. Changes to the item are saved, all items on the case remain checked-out, and the case opens in the Preview window. Only users with permission to preview items will see this button.
    3. Click Exit to Case and then click OK to confirm you want return to the case without saving the changes to the item. If you have not saved changes to the item, all changes for the item are lost when you click Exit to Case. Any items that were saved are listed in a Draft state on the Questions tab of the case. Click the Edit  button to edit the newly authored item. Only items in a draft state can be edited from the Add/Edit Case page.
    4. Click Submit All to Save the changes to the current item and Submit the item to the case, and to submit all Draft items on the case and promote them to the next state in the workflow. The case is saved and no items are left in the Draft state.

      When you click Submit All, any Point and Click items in a draft state are not submitted if they are missing Shapes or Shape Labels. You must correct the item and then resubmit the case.



  5. If there are any items still in the Draft state, click Submit All on the Add/Edit Case page. This saves changes to the case and submits all items on the case that are still in a Draft state and promotes them to the next state in the workflow. 

    When you view the case on the Add/Edit Case page, all items on the case are checked out. They remain checked out as long as you are active on this page.

    If you navigate away from the Add/Edit Case page, the items remain checked out for 5 minutes until ExamDeveloper checks them back in. Otherwise the Project Manager may manually Check-in the item from the Examine Questions page.

 

To learn about editing a case, please visit Edit Cases.