Features and Views
To navigate to Stock Conversions, select the Assign Conversions tile on the Landing Page and choose the Stock Conversions tab, or select Conversions and then Stock Conversions from the Main Navigation toolbar.

The Stock Conversions table view displays the following:
      •  Test (test code)
      •  Delivery (scoring model delivery mode: All, PBT, IBT, MST)
      •  Model-Version (scoring model code/version number)
      •  Default (scoring model default: Yes or No)
            º The view is pre-filtered to Default = Yes.  This can be cleared using the filter icon.
      •  Score No. (conversion/output score number; multiple score numbers are separated by a comma)
      •  Score (conversion/output score name; multiple score names are separated by a comma)
      •  Type (test component type: ALL FORMS, METAFORM, BASEFORM, SUBFORM)
      •  Test Component Name (IBIS form code or 'All' if Type is ALL FORMS)
      •  Path/Context (for MST or context-based conversions, this field will contain a 'Details' link)
      •  Conv. ID (Conversion ID)
      •  Locking (Lock/Unlock action and status)

NOTE:
      •  The initial view is pre-filtered for default scoring models only, and sorted by the following values: Test, Delivery, Model-Version, Test Component Name, Score No.
      •  Filters are available for all columns except Path/Context

Default Program View:

Path/Context details for MST or context-based conversions are displayed by selecting the Details link.
      •  Conversion IDs are populated in the Default and Path rows, with node or context information in separate rows under each path.
      •  Additional columns, Measure, Stage, AU Class, and AU ID, are included for MST path-specific conversions.

Path-specific MST Conversions:

Context-based Conversions:   

      

New Stock Conversion
      •  To add a new stock conversion to a default scoring model for a test, select New Stock Conversion.  The Add Stock Conversion modal will open. 
          NOTE: Stock conversions can not be assigned to non-default scoring models.

      •  Program will be pre-populated based on what is selected in Global Navigation.
      •  The following fields under Conversion Target should be populated using drop down values:
            º  Test
            º  Delivery Mode = All, PBT, or IBT (MST is not available as an option because conversions are required to be imported and auto-assigned.  See Import Conversions)
            º  Scoring Model/Version will be pre-populated with the Default scoring model for the Test and Delivery Mode once those values are selected. 
            º  Output Score (Score Name - Number)
            º  Test Component Type = ALL FORMS, METAFORM, BASEFORM, or SUBFORM
            º  Test Component Name = 'All' or IBIS form code (if ALL FORMS is selected for Test Component Type, this field is automatically populated with 'All')
  

      •  After all fields under Conversion Target are populated, Available Conversions fields will be displayed.
      •  Under Available Conversions, the Program and Test will be pre-populated based on what was selected in the Conversion Target.
      •  Additional context fields, Administration and Base Score, OR Request Number can be used to filter available conversions.
            º  If Request Number is selected, Test, Administration, and Base Score fields are disabled.
      •  Search is enabled after Program and Test, or Request Number, are populated.
      •  Select Search to see a list of available conversions.
            º  The default view for available conversions is Flagged as Final.  Moving the toggle to Show All will display all conversions available for the selected context/request number.

Available Conversions:



      •  When a conversion ID is selected:
            º  A preview table will display showing the conversion table Input and Output scores.
      •  NOTE:  All actions automatically apply in eSKM when moving toggles in the steps below.
      •  The target conversion can be assigned to 'All Future' (stock) or any future admins that have already been acquired by eSKM and are not locked for final scoring, by moving the Unassigned/Assigned toggle to
         Assigned.
            º  Future admins that are locked for final scoring will have toggles disabled and will only be able to be modified within the admin-specific window (can navigate to specific admin by selecting the admin
                hyperlink).   
            º  When assigning to a specific admin, if the conversion score range does not match the min/max score range in the system, an 'Out of Range' message will be displayed and the user is given the option to 
                continue or go back.  (this validation is bypassed when assigning to 'All Future')
      •  To replace a conversion already assigned to a future admin in the list:
            º  If conversion is locked, move the Unlocked/Locked toggle to Unlocked.
            º  Move the Unassigned/Assigned toggle to Unassigned to remove the current conversion ID.
            º  Move the toggle back to Assigned to assign the target conversion.
      •  If attempting to assign to a score requiring context-based conversions, an error message will be displayed.                   
      •  Locking/Unlocking can be done using the Unlocked/Locked toggle as long as a conversion is assigned to the target.
      •  Once a conversion is assigned, the conversion ID will display in the specified row (see second screenshot below) and the conversion will be assigned in eSKM.       
      •  After selecting Close the modal closes and a new row for the stock conversion will be displayed in the table (see third screenshot below).

Conversion Preview Table, Admin Grid, and Toggles:

Assigned Conversion:

Added Row to Stock Conversion Table After Assignment:




Actions
Selecting the kabob within a cell for a specific stock conversion will provide options to Replace, Remove, or Save .csv (dependent upon delivery mode, conversion type, and score status).  A kabob will not display for conversions assigned to non-default scoring models.
NOTE: For MST or context-based conversions, Remove is available at the form level, and Save .csv is available at the default/path level.
        


1.   Replace (disabled for MST admins, context-based conversions, or if conversion is locked)
      •  To replace a conversion that is already assigned, select Replace.  The Replace Stock Conversion modal will open.  
      •  Fields under Conversion Target will be pre-populated based on the selected cell.  
      •  Under Available Conversions:
            º  Program and Test are pre-populated based on the selected cell.  
            º  Available conversions based on Program and Test are displayed at the bottom of the modal.
            º  The default view for available conversions is Flagged as Final.  Moving the toggle to 'Show All' will display all conversions available for the selected context/request.
            º  If selections are changed for Program or Test, selections are made for Administration and/or Base Score, or Request Number is selected as search criteria, Search needs to be selected to re-populate
               the available conversions.
                  ♦  If Request Number is selected, Test, Administration, and Base Score fields are disabled.  
      •  When a conversion ID is selected:
            º  A preview table will display showing the conversion table Input and Output scores.
            º  'All Future' plus any future admins that have already been acquired by eSKM that contain the Test Component/Name for the specific test will appear in a grid below.  
      •  NOTE:  All actions automatically apply in eSKM when moving toggles in the steps below.
      •  To replace a conversion already assigned to 'All Future' or a future admin in the list that is not locked for final scoring:
            º  If conversion is locked, move the Unlocked/Locked toggle to Unlocked.
            º  Move the Unassigned/Assigned toggle to Unassigned to remove the current conversion ID.
            º  Move the toggle back to Assigned to assign the target conversion.
                  ♦  When assigning to a specific admin, if the conversion score range does not match the min/max score range in the system, an 'Out of Range' message will be displayed and the user is given the option
                      to continue or go back.  (this validation is bypassed when assigning to 'All Future')
      •  Future admins that are locked for final scoring will have toggles disabled and only be able to be modified within the admin-specific window (can navigate to specific admin by selecting the admin hyperlink).
      •  Once a conversion is replaced, the new conversion ID will display in the specified row and the conversion will be assigned in eSKM.
      •  After selecting Close the modal closes and the selected row in the stock conversion table displays the new conversion ID.
              º  If the conversion is replaced for a future admin, and the admin is already opened in the Assignments tab, the page will need to be refreshed to display changes.

2.   Remove (disabled if conversion is locked)
      •  To remove a conversion, select Remove.  The Remove Stock Conversion modal will open.  
      •  All fields under Conversion Target are pre-populated based on the selected cell.
      •  'All Future' plus any future admins that have already been acquired by eSKM that contain the Test Component/Name for the specific test will appear in a grid below. 
            º  For MST or context-based conversions, all admins listed will be disabled.  Stock conversions can only be removed from 'All Future'.  Unassigning a conversion from a specific admin can be done by going to
               that admin in Assign Conversions.
      •  NOTE:  All actions automatically apply in eSKM when moving toggles in the steps below.
      •  To remove a conversion assigned to 'All Future' or a future admin in the list that is not locked for final scoring:
            º  If conversion is locked, move the Unlocked/Locked toggle to Unlocked.
            º  Move the Unassigned/Assigned toggle to Unassigned to remove the current conversion ID.
      •   Future admins that are locked for final scoring will have toggles disabled and only be able to be modified within the admin-specific window (can navigate to specific admin by selecting the admin hyperlink).
      •  After selecting Close the modal closes.
             º  If the conversion is removed for 'All Future', the row will be removed from the Stock Conversions table for the program.  
             º  If the conversion is removed for a future admin, and the admin is already opened in the Assignments tab, the page will need to be refreshed to display changes.
      NOTE:  For MST or context-based conversions, removal is done at the form level, and will remove all path conversions in one step.

Remove Stock Conversion for MST Conversions:

3.   Save .csv 
      •  To save a csv file of the conversion that contains context, raw score, unformatted conversion score, and formatted conversion score information, select Save .csv
      •  If there are multiple formatted conversion scores associated to the same input score, there will be multiple Save .csv buttons followed by the Score Name.
      •  For MST path-specific conversions or context-based conversions, the Save .csv option is found using the kabob in the 'Default'/path cells.  For context-based conversions the csv file will contain additional path-specific fields for the path and context information (context name(s) and context value(s)). For MST path-specific conversions the file will not contain any additional path-specific fields.

Save .csv for Path-Specific Conversions with Multiple Formatted Conversion Scores:



4.   Locking/Unlocking stock conversions:
      •  Locking can be accomplished in the following ways:
            º  Using the Unlocked/Locked toggle in the 'All Future' row in the Add Stock Conversion or Replace Stock Conversion modals.
            º  Clicking on the checkbox or lock icon in the Locking column in the Stock Conversions table. (seen in first screenshot below)
      •  Unlocking can only be accomplished by clicking on the checkbox or lock icon in the Locking column in the Stock Conversions table.

5.   Formatted conversions can be viewed by selecting the Conversion ID hyperlink. 
      •  A Conversion Detail modal (seen in the second screenshot below) will open to display context (User Form Code will always be N/A), Score Name/Number, Conversion ID, Status, and Input Score, Output Score, and
         Formatted Score.    
      •  If there are multiple formatted conversion scores associated to the same input score, there will be multiple tabs in the modal for each conversion score.

Stock Conversion Audit History

• Viewing and exporting an audit log of all actions performed on a stock conversion table (e.g., assign, unassign/remove, lock/unlock) can be done by accessing the eSKM Scoring Model History directly in eSKM or through the PARcore UI.  The Scoring Model History will include all actions performed on the scoring model and stock conversion tables associated with the scoring model.

• To access the Scoring Model History from PARcore, select the hyperlink in the Model-Version column with the scoring model code and version number for the desired Test and Delivery Mode.  This hyperlink should automatically log the user into eSKM using the single sign-on feature.

• Selecting the hyperlink will open a new browser tab for eSKM and the 'View Scoring Model' screen will open for the selected scoring model.  At the top of the screen, either select the Scoring Model History hyperlink or scroll down the page to the Scoring Model History section to view the audit details.

• The audit history will contain the following columns:
  • Created Date (date/time)
  • Category
    • 'Conversion' or 'Scoring Model'
  • Reason
    • If Category = 'Scoring Model'
      • Created
      • Deleted
      • Finalized
      • Set Default
      • Synced
      • Unset Default
    • If Category = 'Conversion'
      • Stock Conversion Assigned
      • Stock Conversion Copied
      • Stock Conversion Locked
      • Stock Conversion Removed
      • Stock Conversion Synced
      • Stock Conversion Unlocked
    • Description
    • Created By (user id)

• There is an Export option within the Scoring Model History window where a user can select:
  • Export Current Rows to Excel
  • Export All Rows to Excel
  • Export Current Rows to PDF

• Selecting any of the three export options will provide a saved file that includes the information displayed in the eSKM UI.  The default location for your saved files is configured based on your browser settings and the default name for the file is 'Scoring Model History.xlsx' or 'Scoring Model History.pdf'.