What can you do on this screen?
On the Resource Management screen, you can review, view, and update any resources that are cited anywhere in the initiative. This includes resources cited in the:
•TNA or TMD Resources screen under the Training Data folder, or for a specific Initiative Location.
•Task Analysis for a Task, Subtask, or Step.
•And on the Develop tab:
oSub-Elements: Page / Paragraph / Caution / Note / Warning.
oSheets.
oCertain Test Items.
oStoryboard.
oTest Instructions.
Figure 40: Initiative Management > Resource Management
On this screen:
•Use the Type drop-down to limit the list of resources to a specific sub-category, as set up on Customizations screens.
•Enter a search term in the Find: field and select Search to list all resources that contain your search term on the screen.
•Select the Show Out-of-Date Resources Separately check box to see those outdated resources at the top of the list grouped under: Items to Update.
•Preview a spreadsheet listing all cited resources.
•View the different versions of a resource by clicking on the arrow 
in the first column.
•Select a resource and then Preview 
to:
oGenerate a Related Materials Report that lists every place within the initiative where the selected resource is cited or used.
oGenerate an Impact Report that lists every place within the initiative where any previous version of the selected resource is cited or used.
oGenerate the All Resources spreadsheet listing all cited resources.
•Select a resource and then:
oUpdate 
to the latest version of a resource.
oView the resource information.
oEdit the resource information if the resource is not approved.
Note: This will update the resource everywhere it is used in LEAD.
You can click on the column header to sort the entries. Clicking on the column header again, will reverse the sort. Small arrows in the column header let you know which way the data is currently sorted.
Resource Name The Resource Name shows both the name and the number of the resource to help you select the resources you need for the learning event. Version Text The Version Text of the resource. Unlike the Version field, this field is user editable, so you can enter the version number or text of the resource, if applicable. Status The current Status of the resource. Once the initiative that uses the resource is approved, then the resource is also approved. You can also approve a resource manually by viewing the resource on the Resources tab and then selecting Approve on the screen. You cannot approve a resource from the Edit screen. |
Select the resource you want to update to the latest version, then select Update Note: You can only update to the latest version of the resource that is in LEAD. So, if you have three versions of a resource, versions 1, 2, and 3, and version 1 is currently cited/used in your initiative, you can ONLY update to version 3, you cannot update to version 2. Once the update process has finished, the latest version of the resource is displayed in the list (now without a flag) and any previous versions of the resource are no longer listed. The New Version flags After you review the item that uses or cites the resource, you can either delete the flag on the Explain Flag screen if no change is necessary, or edit the item that uses or cites the resource. If you are on version 2 or higher of the initiative, you will get a User Edited flag |
