Manage Input Sets

For certain reports, such as the Item Summary Report, the Custom PDF Report, and the Assessment Report, you can either select attributes individually or create input sets containing attributes and values that you wish to print.

If you’re planning to generate a report with the same set of attributes and values multiple times, it may make sense to create an input set containing those attributes and values. You can then select the input set from the Select Input Set dropdown list without having to manually select the attributes every time you generate the report.

Once you’ve selected an applicable report type to generate, you can add, edit, or delete input sets.

To create an input set:

1. From the Category Group dropdown list, select an attribute category. The attributes are categorized by groups within entity types. A list of the categories and their descriptions can be found in Table 10. When you select an attribute category, the available attributes are listed in the Available Values section.

Table 10: Available Attribute Categories

Category/Categories	Description
Form: Form Builder Info	This category contains attributes pertaining to the form or forms an item/stimulus belongs to. When the report is for a list of items, values are comma-separated. When the report is for a form, only a single value appears.
Item: Item Info Stimulus: Stimulus Info	These categories contain various item and stimulus attributes. For example, Platform Review Status provides the platform review status from the last batch an item/stimulus was in. Note that this may not be the same as the item/stimulus’s current review level.  As another example, ApprovedInfo lists the approved lanes with their version numbers. Note that for a shared item, only the alignment lane can be approved in the destination bank.
Item: Review Stimulus: Stimulus Review	These categories contain attributes corresponding to review levels. They provide information about the review outcomes from when an item/stimulus was last at those review levels. Note that a review outcome for a level may not be the same as the item/stimulus’s current review level.
Item: ContentStandard Item: Socks	These categories contain attributes corresponding to specific content standards and SOCKs, respectively, with information on whether an item is aligned to them.
Item: Form Association	This category contains item attributes that are specific to the form or forms to which it belongs.  When the report is for a list of items, values are comma-separated. When the report is for a form, only a single value appears. For example, the Block attribute provides the names of the form blocks to which the item belongs, and the Item Position attribute provides the positions in which the item appears on the forms.
Item: Item ReviewLane Stimulus: Stimulus ReviewLane	These categories contain attributes corresponding to certain individual lanes. They provide the current levels and statuses of an item/stimulus in those lanes.

2. Select the required attributes from the Available Values list on the left. The selected items are highlighted in blue. You can select multiple items simultaneously using the Ctrl or Shift key. The attributes include fields such as Mark up for FT, Additional Markup for Operational, IAT has HRR, IAT has Paper, and others. These fields provide key information about an item or stimulus.

3. Click >> to move the attributes to the Selected Values list. You can click << to move them back.

4. Repeat these steps until you have chosen all the required attributes from the different attribute groups.

   In addition to attributes, you can also include other information in the summary report. These options, if available, are listed below the Available Values section. To include any of these values, mark the checkboxes. The options appear under the Selected Values section.

5. If required, rearrange the order in which the attributes are listed using the or buttons. The report prints the attributes in the order in which the attributes are listed in the Selected Values list.

6. Optional: Specify customized labels for the attribute fields. For example, you can change the label for the attribute “Description” to “Item Name” or add a prefix or suffix to the label. To create a customized label, select the attribute, click , enter the new label and other necessary information in the dialog box that appears, and click Submit.

7. Optional: Create a custom field to be included on the report if required. To create a custom field, click Add Custom Field under the Selected Values section. Enter the label and other necessary information (such as mapping information) in the dialog box that appears. Click Submit.

8. Click Create Input Set. Additional controls display.

9. In the Input Set Name field, enter a unique input set name.

10. From the Shareable options, specify whether the input set can be shared with other users. This setting cannot be changed after you’ve saved.

11. From the Editable options, specify whether the input set can be edited by other users. This setting cannot be changed after you’ve saved.

12. Click Save. A message appears, indicating that the input set has been successfully added. Click OK. The new input set is displayed in the Select Input Set dropdown list.

Note that most user roles cannot share an input set with another bank. Some administrator users can do this.

To update an input set:

1. Select the input set from the Select Input Set dropdown list. All the input set’s values display in the Selected Values list.

2. In the instructions on creating an input set, follow steps 1–7.

3. Click Update Input Set when you are done editing. In the confirmation pop-up, click OK. Your changes to the existing input set are saved.

To delete an input set:

1. Select the input set from the Select Input Set dropdown list.

2. Click Delete Input Set to delete the input set. A message appears, confirming that the input set was successfully deleted. Click OK.