Certica Products

Using Projects

Updated Jul 30, 2021

If you have a subset of items (from any item bank) and/or assessments that you want to group together, you may gather them into a project. You can then go to the project and from there, access all the associated items and/or assessments.  

Creating a Project

To create a project:

  1. Click the navigation bar Globe icon, and choose a workspace.
  2. Click the Projects panel from the left.

Click New. The Create Project dialog appears.

Fill in the fields as needed.

Click Create Project. The project is listed but contains no items or assessments.

Adding Items to a Project

In order to add items to a project, you should create the items and then add them to the project. 

To add items to a project:

  1. Click the navigation bar Item Bank icon, and choose an Item Bank. 
  2. Choose Actions, followed by Projects and Add to.

Select one or more projects from the Add To Project(s) dialog and click Add Selected.

The item(s) are added to the project. You can see the count of items from the projects page:

Additionally, when you view items from an Item Bank list, you can see the project label on the item:

Adding Assessments to a Project

To add assessments to a project:

  1. Click  the navigation bar Globe icon, and click the Assessments panel on the left.
  2. Select one or more assessments to move to the project.

Choose Actions, followed by Add to Project.

Select one or more projects from the Add To Project(s) dialog and click Add Selected.

The assessments are added to the project.

Viewing the Project

To see the items and assessments in a project:

  1. Click the navigation bar Globe icon, and choose a workspace.
  2. Select the Projects panel from the left.
  3. Click on the name of a project. The project page opens. The Items panel is open by default to show the items in the project. Select the Tests panel to see assessments.

Select the Settings panel to change the title of the project or to manage leasing. 

Removing Items or Assessments from a Project

To remove an item or an assessment from a project:

Select the item or assessment from either an item bank or from the project itself.

To remove an item, from the Actions menu, choose Project followed by Remove from.
To remove an assessment, choose Remove from Project from the Actions menu.

Select one or more projects and click Remove Selected.

The item or assessment is removed from the project, but still exists in the item bank or workspace.

Previous Article Deleting a User
Next Article Creating Custom Tags