Bank Workflow Creation for Forms, Items and Shared Stimulus

Banks are a way to manage content (forms, items and shared stimulus).  Use the bolded links below to open an article explaining how to complete the step.

1. Create a New Item Bank.  Banks are buckets used to store content.  When a user searches for content, they first choose to view that content within a specific bank.
2. Create Bank Workflow for each content type (forms, items and shared stimulus)

1. • Add the Status' for each content type
     • Define Status Visibility.  Permissions are granted for each content Status to allow user role access to content only when the content Status matches your authority.
     • Define Status Transitions.  For each content Status, determine what roles can transition from the current Status into another Status.
3. Define the Metadata.  Metadata is defined within the bank for each content type.  These fields are set up as: drop down lists with single select or multi select, text fields or checkboxes.  Controls are enabled to specify when the field is displayed: show when printing, show as an item search filter, etc.
4. Enable the Standards available to be used in the Bank.
5. Define Permissions to access Bank features available on the Form, Item and Shared Stimulus search pages.  Permissions enable access to; export metadata, upload metadata and bulk change the styles.