Managing items in a subject

In Surpass, a subject is where you create and manage items for use in tests. Subjects can hold folders and sub-folders of items as well as item sets, allowing for flexible organisation of your test content. You can also upload media to your subject’s media library for use in its items.

This article explains how to manage items in your subject, including how to navigate the item tree, create and use folders, move items, duplicate items, and delete items.

In this article

Navigating to your subject

To enter your subject, go to Item Authoring > Subjects and select your subject in the subject list.

For more information about the Subjects screen, read About the Subjects screen in Item Authoring.

About the item tree

The item tree contains all of your subject’s items. These items may be organised into folders or item sets. You can expand () and collapse () folders and item sets to show and hide items. Select an item to open its Edit screen, where you can work on its content and settings.

Using folders

To improve the organisation of your subject, you might find it useful to put your items in folders and subfolders.

Moving items to a folder in the same subject

You can move multiple items to a folder in the same subject at the same time without dragging and dropping into the folder.

Moving items to another subject

IMPORTANT: You cannot move items from an HTML subject to a Mixed subject.

You can move multiple items to another subject.

Duplicating items

You can create copies of items in your subject. This can save time if you are creating multiple items that are very similar.

Deleting items

To delete an item, choose the item and select Delete . This sends the item to the Recycle Bin .

NOTE: Deleting a folder sends all the folder's items to the Recycle Bin .

To view the items in the Recycle Bin , select the expander . In the Recycle Bin , you can right-click an item to view options to Restore Item(s) or Permanently Delete Item(s).

Refreshing the item tree

If multiple people are working in the same subject, or if you are working in multiple tabs in your browser, you can select Refresh item tree to update the item tree with the latest data.

Bulk updating items

You can use bulk update to update multiple items simultaneously. Select Bulk Update to open the Select update type dialog. For more information about how to use these different update types, read Using bulk update.

Filtering items

To find a specific item, you can search and filter the item tree.

Searching for items

Type in the search bar to filter the item tree in real time. Surpass looks up your search string in items’ Name and ID fields.

Filtering items

To filter the visible items on the item tree by workflow status, select a status under Item Status in the filter panel.

To filter items based on their tags, open the tag group and select Add next to the tag values you want to filter. Select Back to return to the filter panel.

To filter items based on their numeric tags, open the tag group and use the slide bar to control the search range. Drag to change the minimum and maximum value of numeric tag values.

All currently active filters are visible on the filter panel.

To clear filters, select Clear All .

NOTE: If any filters are active, you cannot create a new folder, duplicate, or delete items.

Creating new items

To create a new item, select Create New Item .

TIP: You can create new items directly in folders or item sets if the folder or item set is already selected when you press Create New Item .

For more information on creating items, read Creating items and Setting up items.

Using the Test Wizard

To create a basic test using the Test Wizard, select Tests to open the Test Wizard menu and select Create New Test.

For more information, read Creating a test with the Test Wizard.

Accessing the media library

To view, add, edit, and remove the media associated with your subject, select Media Library to open your subject’s media library.

For more information, read Using media.

Further reading

To learn more about working with subjects in Surpass, read the following articles: