What can you do on this screen?
On the IETMs screen, you can add and manage the Interactive Electronic Technical Manuals (IETMs) that are used in initiatives. The IETM extraction file can be imported into LEAD and then referenced in the initiative down to a specific node (table of contents item).
Figure 321: Resources > IETMs
For each IETM, you can:
•Add/Import a 
IETM by selecting + New.
•
the IETM Table of Contents by selecting View in the toolbar. This opens the IETM screen listing the IETM Table of Contents. Select an IETM Table of Contents item or node, then select:
o
to open the IETM to the selected node, provided you have the correct URL listed in the IETM and any necessary software installed.
oExpand 
to open up to five (5) levels of sub-folders of the IETM Table of Contents at a time.
oClose to return to the IETMs screen.
•Preview 
the All Resources spreadsheet listing all IETM entries with all the details in LEAD for each entry, or the Unused Resources spreadsheet listing all IETMs that are not cited anywhere in LEAD.
•View and manage all unused IETMs on the Unused Resource Management 
screen.
•View the different versions of an IETM by clicking on the arrow 
in the first column.
•Select an IETM and then:
oCreate a New Version 
of an approved IETM, which will automatically flag all initiatives and places within those initiatives where the selected IETM is cited or used.
oPreview the:
▪Related Materials Report that lists every initiative and place within each initiative where the selected IETM is cited or used.
▪Impact Report that lists every initiative and place within each initiative where any previous version of the selected IETM is cited or used.
▪All Resources spreadsheet listing all IETM entries with all the details in LEAD for each entry.
▪Unused Resources spreadsheet listing all IETMs that are not cited anywhere in LEAD.
oView 
the IETM information by selecting View in the Actions column.
oView and then Approve the IETM by selecting View in the Actions column and then Approve.
oEdit 
the IETM information.
oShow History 
to review the changes made to the IETM, including the user name and date/time of saved changes, and revert to an earlier saved revision.
oDelete 
the IETM, 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 IETM 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 IETMs
If you can't find the IETM you're looking for, enter a search term in the Find: field and select Search. The table will list all IETMs that contain your search term on the screen.
Alternatively, you can use the Filter drop-down to limit the list of IETMs to a specific sub-category, as set up on Customizations screens.
You can click on the column headers of each table to sort the IETMs 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 IETMs
Select the arrow at the start of the listed IETMs to show the previous versions of an IETM.
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. Number The Number of the resource could be a document number or other identifying number. The number can be used to distinguish between like-titled resources. 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. |
Follow these steps to create a new IETM entry in LEAD: 1.Select  Figure 322: Resources > IETMs - File Upload Screen
2.Select the IETM extraction file to import. 3.Select Upload. 4.Review and edit the fields that describe the IETM as needed. 5.Once you're finished editing the information, select Save to create the IETM, or select Cancel to close the pop-up and not create the IETM. |
On the IETMs screen: •Select View •Select Edit  Figure 323: Resources > IETM Detail Screen Either option opens the IETM Detail screen, ready for you to review, or update the following fields. Then: •To keep the edits you've made to an existing IETM, select Save. This will return you to the list of IETMs. •If you do not want to keep the edits, just select Cancel to close the pop-up. •If you're reviewing an IETM, you can select Edit to make changes, or select Approve to approve the IETM, or you can close the pop-up window by selecting the X in the top right of the pop-up. Type The Type or sub-category of the resource. The resource type allows you to further specify what kind of resource it is. You can set up the resource categories on the Customizations screens, to enable you to define groups of resources within the main categories. 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. Number The Number of the resource could be a document number or other identifying number. The number can be used to distinguish between like-titled resources. 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. 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. Supplier The Supplier of the resource, that is where you can buy it. Provide as much detail as is necessary to help someone order or request the resource from the supplier. Unit of Issue The Unit of Issue indicates how many items of the resource come together in a box or a pack. This helps determine how many resources need to be bought. Unit Cost The Unit Cost is the cost of buying one unit (e.g., one box of pencils, or a pack of paper) of the resource. URL The location or URL of the IETM or IETM Viewer that will enable you to view the IETM from within LEAD. This could be a server location or an internet address. The Comparison File shows the file name of the file that was uploaded to LEAD. This file is used to map the IETM nodes between the current version of the IETM and the immediate prior version of the IETM when the node identifiers are not persistent between different versions of the IETM. Using the comparison file allows LEAD to identify changes when you update to the latest version of the IETM in the initiative, or when you generate the Content Comparison Report or Impact Report. This file can be updated at any time, even for an approved IETM. Replace Comparison File (only shows when editing an approved IETM) If you need to replace the comparison file that was uploaded previously for the IETM, click Select to upload a replacement file. The Replace File shows the file name of the file that was uploaded to LEAD. Select X Remove, if you don't want to keep the uploaded file. |
Select the IETM, then select View Note: IETMs are automatically approved when the initiative that cites/uses the IETMs is approved. |
Before creating a new version, run the Related Materials Report to check the impact the new version has on all initiatives (select the IETM and then Preview To version an IETM, select it in the list, then select Create New Version After you created the new version, you can run the Impact Report (select the IETM and then Preview You can update •TNA/TMD > Training Data > Resources screen, for IETMs listed in the TNA or TMD respectively. This will update the IETM to the latest version in your initiative. •Resource Management screen on the Analysis/Design tabs under the Initiative Management folder, for any IETM cited or used anywhere in your initiative. This will update the IETM to the latest version in your initiative. •Cited Resources screen for any IETMs that are cited anywhere below the selected table of contents item on the Develop tab. This will update the IETM to the latest version only in the selected table of contents item or anywhere below it in the tree structure. Select the IETM to update on your selected screen. Then select Update |
