Bank Values

User Banks link

Frequently used text may be stored for every text input and text box for any form in the program. By storing frequently used text in banks, users can avoid needing to rewrite common content for each document and can store powerful templates for fields that require long entry.

Text may be stored in banks at both the user and district level.

• User banks are stored at a per-user level and are accessible only to the user who stored their values.
• District banks are accessible to all users across the district. A value stored in a district bank for a field is automatically shown to all users in the district. Administrators who populate district banks may help their users across the district save significant time while authoring documents.

To add a user bank value:

1. Visit the document you wish to store text for.
2. Click in the field you wish to store text for.
3. Click edit bank in the bottom of the dropdown.
4. Click add to add a new value.
5. Enter your value, then click done.
6. You will see your new bank value as an option to select in the bank menu.

To use a user bank value:

Simply click it in the bank dropdown menu. The bank value will be inserted into the destination field.

• For one-line text inputs, the field value will be replaced.
• For text boxes, the bank value will be added wherever your cursor is placed in the field.

To delete a bank item:

Click the "X" at the top right of the item. NOTE: Users cannot delete, change or remove district bank values.

District banks link

District banks allow administrative users to store frequently used, compliant text at the district level. District banks are accessible to all users across the district, but they may not be edited or deleted by non-administrative users. However, users can add, edit or delete their own user bank values.

Populating district banks:

• Provides end users with compliant text and suggestions
• Saves user time while authoring documents
• Reduces the amount of bank value creation and management required at the end-user level

Many districts review district bank values on a yearly basis with selected staff members to continuously add to and improve what's available to help staff save time. If you have user bank values you think might be useful for staff across the district, you can reach out to your district administrators to suggest having them added as district bank values.

Bank substitution link

Banks support name and gender pronoun substitution. For example, in Jane Smith's document, if you had stored [name] will tie his shoes as a bank value, the text will be converted to Jane will tie her shoes. Write all bank values as if for male students to get correct gender substitution semantics (as in the example [Name] changed to Jane and his shoes changed to her shoes).

Pronouns are substituted based on pronoun and gender information filled out in a student's Details tab.

If you do not want a pronoun to automatically substitute, you may use brackets.

For example, in Jane Smith's document, the sentence He enjoys Mr. Johnson's class. [His] class is the best will convert to She enjoys Mr. Johnson's class. His class is the best. The pronoun without brackets will be substituted based on the student, but the pronoun with brackets will not be substituted and will remain as written.

In addition to supporting name and pronoun substitution, banks also support substitution for:

• [last name] or [lastname]
• [age]
• [birthday]
• [grade]
• [building]
• [address]

Advanced Settings link

Topic: Bank values can be stored by topic. To add a value to a topic, click the advanced button while editing the bank value. Add the topic. The bank value will now be grouped with any other bank values with the same topic. An example topic might be math sense or language comprehension.

Keyword: Bank values can be stored with a keyword. Providing a keyword for a bank value is especially helpful when a bank value is very long. A good example is when banks are used to store evaluation templates that include large tables. If a bank value is given a keyword, the keyword will appear in the bank menu itself rather than the first few lines of the template. This can help you identify the bank value you are looking for more quickly.

To add a keyword to a bank value, click the advanced button while editing the bank value. Add the keyword. When you go to use this bank value, you will see the keyword rather than full sentences in the dropdown.

Default district banks: Administrative users can also add district banks as default values. Default district bank values will automatically pre-populate fields when a new document is created. These values are often meant to act as a template for staff to follow and they can be edited or removed by users when necessary.

District bank only fields link

Admin users have the option to set specific fields to only allow district bank values. This can be done for any field that supports bank values. When a field is restricted to district banks, you will not be able to manually enter in your own input or populate the field with any of your user bank values. Rather, the field will functionally act as a dropdown menu where the selectable values are controlled by district admin.

If you have saved user bank values for a field that is later restricted to district banks, the user bank values will no longer appear in the bank list. However, if the field is ever switched back to allowing other inputs, your saved user banks will be restored.

If you have already populated a field with your own content and then the field is later restricted to district banks, the field contents will remain until you populate the field with one of the district bank values. At that point, you would not be able to replace the field contents with your previous custom content.