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

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).

 

On the IETMs screen, 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:

oAll Resources spreadsheet listing all IETM entries with all the details in LEAD for each entry.

oUnused Resources spreadsheet listing all IETMs that are not cited anywhere in LEAD.

oMissing File Resources spreadsheet listing all IETMs with a Comparison File that is listed with the IETM but cannot be found on the server.

•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.

▪Missing File Resources spreadsheet listing all IETMs with a Comparison File that is listed with the IETM but cannot be found on the server.

▪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.

oReplace one IETM with another IETM in the list.
Note: This will replace the IETM 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 IETM information by selecting View in the Actions column.

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

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

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.

Details on the Resources > IETMs 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.

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.