The Item Bank Health Check (IBHC) uses Guidelines to perform certain jobs. By default, a set of Guidelines is created by Learnosity for immediate use.

You can also create your own custom Guidelines to meet your organization’s specific needs. Currently, custom Guidelines can be created for Bias check and Representation report job types.

Creating new Guidelines

1. Navigate to the Item Bank Health Check page through the Learnosity Console.
2. Select Guidelines from the left navigation panel.
3. On the Guidelines list page, click Create new Guidelines and select a job type from the dropdown menu.
   
   Create New Guideline
4. For this guide, we will create Guidelines for a Bias check job.
5. On the New Guidelines page, enter a title for the Guidelines in the Title field.
6. Select the Item banks to which these Guidelines will apply.
7. In the Guideline categories section, select categories to include in these Guidelines. To add a custom category, click + Add category and enter the category details.
   Note: You can add up to 15 categories per Guidelines.
8. After adding all required categories, click Preview.
9. Review your Guidelines and click Publish to make them available for use.
10. When running either a Bias check or Representation report job, any published Guidelines you have created will be available for selection.

Refining Guidelines for Bias check

Refinement options allow you to extend Learnosity’s standard Guidelines, for the bias check job, with your organization’s specific terminology preferences and standards.

You can add a description of the Guidelines' purpose to guide the AI, and language to include or exclude from your Items. These are particularly useful for addressing subject-area sensitivities unique to your learner population.

• Click the blue icon on the right of the categories you want to refine.

Select the refinement option on Guideline categories

• You can edit the category title, if needed.
• Add a description of Guidelines' purpose and/or language to include or exclude by clicking the "+ Add" button and either typing in the field or copy and pasting your text.
• You can select the checkbox "Include category in Guidelines" to include your refined category to the Guidelines.
• Click Confirm to save your changes or Cancel to discard them.

                                         Edit a Guideline category

Archiving Guidelines

If certain Guidelines are no longer needed, you can archive them:

• Open the Guidelines you want to archive and click Archive.

The Guidelines will be moved to an archived state and will no longer be available for new jobs.