<< Click to Display Table of Contents >> Navigation:  Resources > Consumables

What can you do on this screen?

On the Consumables screen, you can create and manage the consumables that are used in initiatives. Consumables are any type of resource that is used during the delivery of a learning event and needs to be replenished or replaced at the end of the event, e.g., flip chart paper and pens, or participant guides and handouts, or oil and oil filters.

 

On the Consumables screen, you can:

•Add a consumable to the existing list by selecting + New.

•Preview the All Resources spreadsheet listing all consumable entries with all the details in LEAD for each entry, or the Unused Resources spreadsheet listing all consumables that are not cited anywhere in LEAD.

•View and manage all unused consumables on the Unused Resource Management screen.

•View the different versions of a consumable by clicking on the arrow in the first column.

•Select a consumable and then:

oCreate a New Version of an approved consumable, which will automatically flag all initiatives and places within those initiatives where the selected consumable is cited or used.

oPreview the:

▪Related Materials Report that lists every initiative and place within each initiative where the selected consumable is cited or used.

▪Impact Report that lists every initiative and place within each initiative where any previous version of the selected consumable is cited or used.

▪All Resources spreadsheet listing all consumable entries with all the details in LEAD for each entry.

▪Unused Resources spreadsheet listing all consumables that are not cited anywhere in LEAD.

oReplace one consumable with another consumable in the list.
Note: This will replace the consumable everywhere it is used, including in approved initiatives! Hence, you will only see Replace , when you have the Replace privilege as part of your role.

oView the consumable information.

oTo approve the consumable, select View and review the information, then select Approve.
Note: Consumables are automatically approved when the initiative that cites/uses the consumables is approved.

oEdit the consumable information, as long as it has not been approved.

oShow History to review the changes made to the consumable, including the user name and date/time of saved changes, and revert to an earlier saved revision.

oDelete the consumable, if has not been cited in any initiative. Once you've selected OK to the confirmation message, the Data Item Deletion screen displays. Enter the title of the consumable to confirm the deletion.
Note: You can copy and paste the title from the screen into the field to make it easier on yourself. If you only enter a partial title, the item will not be deleted, and the Data Item Deletion screen stays open, ready for you to try again.

Finding Consumables

If you can't find the consumable you're looking for, enter a search term in the Find: field and select Search. The table will list all consumables that contain your search term on the screen.

Alternatively, you can use the Filter drop-down to limit the list of consumables to a specific sub-category, as set up on Customizations screens.

You can also click on the column headers of each table to sort the consumables by that column. Clicking on a column header again will reverse the sort. Clicking on the column header a third time will remove the sort. Small arrows in the column header let you know which way the data is currently sorted.

Viewing Versions of Consumables

Select the arrow at the start of the listed consumables to show the previous versions of a consumables.

Details on the Resource > Consumables Table

No

The number (No) column provides a sequential count of the entries, which is not attached to the entries themselves.

Title

The Title or name of the resource. Resources are used or cited extensively in initiatives, specifically, on the following screens:

•Analysis - in the Training Needs Analysis and the Task Analysis.

•Design - in the Training Management Document.

•Develop - in the initiative contents: pages and paragraphs, sheets, and test items.

Part Number

The number or Part Number of the resource that can be used for ordering the resource.

Version

The Version number of the resource. All resources start with version 1. Once a resource has been approved, changes can no longer be made, unless a new version of the resource is created. Then changes can be made as needed in the new version.

When viewing the resource item, you can view a previous version by selecting it from the Version drop-down.

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.