---
title: "Item Bank Workflows"
slug: "item-bank-workflows"
updated: 2025-04-15T21:22:38Z
published: 2025-04-15T21:22:38Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Item Bank Workflows

**Item Bank Workflows** allow districts to create a local process for approving item bank questions and resources. You can create notification and approval steps for selected individuals or groups responsible for reviewing local item banks. Workflows must contain at least one approval step.

## **Quick Guide**

1. Select the **Item Bank settings** gear, and click**Item Bank Workflows**to edit existing workflows or **New Item Bank Workflow**to create a new workflow.
2. Click on the workflow **Title**to edit the workflow.
  1. Use the **Title**bar to change the title.
  2. Search for courses in the **Courses**search bar. After selecting courses, click **Finish**.
  3. Use the toolbar to **Save**, **Delete**, **Add Workflow Steps**, **Delete Workflow Steps**, or move selected steps **up**or **down**in the workflow.
  4. Click on the **Add Workflow Steps** drop-down menu to create an **Approval Step**or **Notification Step**.
3. Click on a workflow **Approval Step**or **Notification Step**to edit the step.
  1. Select a **staff member**, **group**, or **course delegate** for each step.
  2. Search for staff members, groups, or delegates by name in the search bar. Select the name and click **Save**.
  3. For groups, select the **Require All** option only if you want all group members involved in the **Approval**or **Notification Step**.

## **Illustrated Guide**

**Step 1:** Select the **Item Bank settings** gear, and click**Item Bank Workflows**to edit existing workflows or **New Item Bank Workflow**to create a new workflow.

![Item_Bank_workflow_new.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/15114465850263.png)

**Step 2:** Click on the workflow **Title**to edit the workflow.

- Use the **Title**bar to change the title.
- Search for courses in the **Courses**search bar. After selecting courses, click **Finish**.
- Use the toolbar to **Save**, **Delete**, **Add Workflow Steps**, **Delete Workflow Steps**, or move selected steps **up**or **down**in the workflow.

![Item_Bank_Workflow_Window.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/15114465725591.png)

- Click on the **Add Workflow Steps** drop-down menu to create an **Approval Step**or **Notification Step**.

![Item_bank_Approval_and_Notification.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/15114501440663.png)

**Step 3:** Click on a workflow **Approval Step**or **Notification Step**to edit the step.

- Select a **staff member**, **group**, or **course delegate** for each step.
- Search for staff members, groups, or delegates by name in the search bar. Select the name and click **Save**.

![Item_Bank_Workflow_Edit.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/15114477384855.png)

- For groups, select the **Require All** option only if you want all group members involved in the **Approval**or **Notification Step**.

![Item_Bank_Group.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/15114501445911.png)