A case study is a set of one or more tabs with descriptive passages, special instructions, tables, images, or other information you can link to questions. Case Studies are typically used to mimic information as it would be displayed in a patient’s medical chart. When taking an online exam or printed test, case studies are presented to the learner, along with the questions they are linked to.

The ability to create a Case Study to link to questions must be turned on for your account / organization. To have the Case Study option enabled, contact your Account or Customer Success Representative.

Create a Case Study

1. From a web browser, go to your region's login page:
   
   • North / South America
   • Europe / Africa / Middle East
   • Asia Pacific
2. Enter your email address and click Sign In.
   

   If you are part of multiple institutions, from the dropdown, choose your institution and click Sign In.

3. Enter your password and click Sign In.
4. From the My Library tab, select Case Study.
5. Click the New Case Study button.
   

   The New Case Study window opens.

6. Enter a name for the case study.
7. Click Save.
   

   The case study editor screen opens.

8. In the Enter text box, type in one or two sentences describing the case study.
   

   Use the Rich Text Editor to edit the description.

   Optionally, you can copy / paste text from another document and format it as necessary.

9. Click Add New Tab to add a tab for the case study.
10. In the Enter tab name, type in a name for the tab.
    

    The label can be up to 25 characters with bold, italic, or underline formatting.

11. In the Enter tab content box, type in the case study information.
    

    Use the Rich Text Editor to edit the case study information text.

    Optionally, you can copy / paste text from another document and format it as necessary.

12. By default, no questions are linked to a new case study. Click Link a Question to link to an existing question.
    

    The questions in your question library display.

    You cannot create a new question while creating a case study. Import or create your question(s) to link them to your case study in the editor.

    • Search for questions using the search bar.
    • Any question already linked to the case study will be grayed out.
    • Sort questions by Updated, Created, A to Z, and Z to A from the drop-down in the top right. The default is Updated.
    • Use the checkboxes to select one or more questions.
    • Click Add.
      

      The question(s) are linked to your case study and appear on the right side of the screen.

13. From the right side of the window
    
    • Search for linked questions using the search bar.
    • Filter linked questions by question type from the dropdown.
    • Click the unlink button next to a linked question to unlink it and remove it from the list of linked questions.
14. Optionally, click the Desktop, Tablet Portrait, and Mobile Portrait icons to preview how the case study is displayed on different devices.
15. When finished, click Save.
16. Click Continue to confirm "Any Changes to this case study will be reflected on all linked questions."
    

    The case study is added to your Case Study library so you can use it again and link it to additional questions.

Case Studies will be displayed for learners on mobile devices but may not be ideal for large amounts of text, images, or linked content. Exams that include case studies should be completed with a screen width of 1024px or larger.

Case Study Action Items

You can view and manage all of the case studies you have created and imported from the case study library. Click on the three vertical dots to open the action menu for a single case study, or select the checkbox for one or more case studies to take action on multiple case studies simultaneously.

• Edit- This launches the case study view. Instructors can edit the case study and link / unlink questions.
  

  Editing a case study will apply the changes to all questions linked to the case study.

  Any question unlinked from a case study is removed from that case study only. The question will remain in your Question library and any Question Banks it is a part of.

• Rename - Opens a dialog box to update the case study name.
• Duplicate - Creates a copy of the case study and prepends "copy - " on the case study name.
  

  If a single case study is duplicated, the editor will open automatically with the new case study.

• Preview - This opens a window to preview the case study. Click Close to close the preview. 
• Delete - Opens a confirmation window to ensure Instructors don't accidentally delete case studies.
  Delete removes the case study only. Optionally, you can delete all questions associated with the case study by checking the box in the confirmation window. If chosen, those questions are removed from your Question library and any Question Banks they are a part of.

You may copy or delete case studies in bulk by selecting multiple checkboxes on the left and using the bulk action buttons at the bottom.

Edit a Case Study

1. From a web browser, go to your region's login page:
   
   • North / South America
   • Europe / Africa / Middle East
   • Asia Pacific
2. Enter your email address and click Sign In.
   

   If you are part of multiple institutions, from the dropdown, choose your institution and click Sign In.

3. Enter your password and click Sign In.
4. From the My Library tab, select Case Study.
5. Search for the case study to edit using the search bar.
6. Additionally, sort case studies by Updated, Created, A to Z, and Z to A from the drop-down in the top right. The default is Updated.
7. Click on the three vertical dots and select Edit from the action menu for the case study you want to edit. 
8. Click Continue to confirm "Any Changes to this case study will be reflected on all linked questions."
   

   The case study opens.

9. Use the Rich Text Editor to edit the case study description, tab name, and / or tab information.

   Optionally, you can copy / paste text from another document and format it as necessary.

10. Click Link to a question to add existing questions.
    

    The questions in your question library display.

    You must create a case study before creating a new question. Import or create your question(s) and link them to your case study in the editor.

    • Search for questions using the search bar.
    • Any question already linked to the case study will be grayed out.
    • Sort questions by Updated, Created, A to Z, and Z to A from the drop-down in the top right. The default is Updated.
    • Use the checkboxes to select one or more questions.
    • Click Add.
      

      The question(s) are linked to your case study and appear on the right side of the screen.

11. From the right side of the window
    
    • Search for linked questions using the search bar.
    • Filter linked questions by question type from the dropdown.
    • Click the unlink button next to a linked question to unlink it and remove it from the list of linked questions.
12. Optionally, click the Desktop, Tablet Portrait, and Mobile Portrait icons to preview how the case study is displayed on different devices.
13. When finished, click Save.
14. Click Continue to confirm "Any Changes to this case study will be reflected on all linked questions."
    

    The case study is updated.