About workflow statuses in Item Authoring

In Surpass, every item is assigned a status that indicates its progress along the workflow. Every item starts at Draft and must be set to Live before being able to be added to a test form.

By default, your Surpass instance also comes with To Review, Reviewed, and Withdrawn workflow statuses. You can create custom workflow statuses in Site Settings if you need more granularity to your workflow.

Using roles and permissions, you can set up your user accounts to have restricted workflow access levels. For example, one user may only be able to set Draft items to To Review, where another user can only set To Review items to Reviewed.

This article explains how workflow statuses work in Item Authoring.

NOTE: Tests and test forms also have workflow statuses, but you are limited to default values of Draft and Live.
In this article

Changing a single item’s workflow status

You can set an item’s workflow status in the Status drop-down menu. Only items set to Live can be used in a test.

An item's workflow status being set to Live.
IMPORTANT: Surpass prevents you from saving an item that does not have content in all required fields at any status higher than Draft.

Changing multiple items’ workflow statuses

TIP: You can also use Authoring tasks and Review tasks to change workflow statuses en masse. To learn more, read the Tasks section of the Surpass Help Site.

You can use bulk update to update the workflow statuses of multiple items in your subject.

To open bulk update, select Bulk Update in your subject.

Choose Status in the Select update type dialog and select Continue.

Drag the items you want to update from the left panel to the right panel.

TIP: You can also add items by selecting them and pressing Add .

Select the status you want to update the items to in the Change Status menu.

Select Yes, I want to update these items to enable the Confirm and Finish button.

Select Confirm and Finish to start the bulk update process. You will receive an email when bulk update is complete.

TIP: For more information on Bulk Update, read Using bulk update.

About changing live items

It is important to consider changes made to live items carefully. Items that have already been delivered to candidates will already have statistical data associated with them, so editing these items will affect the reliability of data in Reporting.

In Surpass, post-results analysis is performed at the item level. If significant changes are made to a live item, it may be inappropriate to combine the data of the two different item versions. A significant change could include an alteration to the total mark of an item, the number of answer options, the correct answer, or the question text. Each of these examples would affect a candidate’s performance on the item and it would not be accurate to combine data across these two item versions.

If a significant change needs to be made to a live item, it is best practice to duplicate the item and make changes to the item clone before retiring the original item. Following this process ensures that the new item has clean statistical data independent of the original item, whose reporting metrics are preserved.