8.12 How to set up Question Bank Segregation and Restrictions

• Click Blueprints from the top menu bar

• Click Edit Master Blueprint

• Click + Add Dimension

• In the Free Text box enter a name for your Dimension

• From the dropdown menu select the Dimension type (discrete or text)

• By clicking in the check boxes select all possible applications of your new Dimension

• By clicking in the check box select whether or not this new Dimension is mandatory when used

• Click Create

Your new Dimension will appear under the Maps menu under the subheading Unassigned Dimensions. The colour bar will appear Blue, this means the Dimension is pending and cannot be used in the system until it is assigned to a Blueprint Map and approved.

• Click Edit Categories for your new Dimension

• Click + Add New Category

• In the free text box enter the name of the category

• If you have a hierarchical set of categories you can use the parent option when applicable to define a hierarchy

• If applicable you can link categories from other Blueprint Dimensions. For example the specialty category Cardiovascular Surgery may only be linked to Year of Study category Year 4.

• Click Create Category

The category will be saved and the screen will refresh allowing you to continue creating categories for your new Blueprint Dimension. Once you have created all your categories click Back to Category List.

From the Manage Maps & Dimensions Screen

• Click + Add Map

• In the free text box enter the name for your Blueprint Map

• Click Create

Your new Blueprint Map will appear under the Maps menu. The colour bar will appear Blue, this means the Blueprint Map is pending and cannot be used in the system until it is approved.

• Click Edit Map for your New Blueprint Map

• Access the dropdown list of available Dimensions to apply to this Blueprint map click --- Please select dimension ---

• Click the appropriate Dimension

• Click Add to this map

• Submit the Blueprint Map for review by clicking Submit for Review

If you have the permissions you will able to approve the Blueprint Map yourself. If you are not able to do this then you will need to wait for a User with the appropriate permissions to approve your Blueprint Map before it can be used.

Once the Blueprint Map is approved it is ready for use in the system.

• Click Back to Blueprint Maps

• Your Blueprint Map is now ready for use and the colour bar is Green showing a status of approved. It can now be used in risr/assess.

Repeat the above to create all categories within the Dimension until complete

Edit (or Create) User Groups

Users need to be assigned to a User Group before you can modify their blueprint restrictions

• Click Settings in the top menu

• Click risr/assess User Groups

• Click + Create new User Group

• In the free text box provided, enter a name for your User Group (eg. Question Authors)

• Now for any permission you want this User Group to have, click the check box

• Click Create Group

Edit (or Create) Users

• Click Settings in the top menu

• Click risr/assess Users

• Click + Create new User or search for and Edit an existing User

• If creating a User

  • Enter a Username (this is a required field)

  • Fill in the User’s First Name, Last Name and Email address

  • Choose Manually assign permissions or groups from the drop down menu Global Permissions

  • Using the checkbox select the User Group you just created

  • Click Save

• Click Modify Restrictions for the User Group you wish to restrict access by, found under Detailed Group Assignment

• Click Change for the Dimension you wish to restrict by

• Select the Categories you wish to restrict by

• Repeat these steps until all appropriate Categories are selected

• Click Save