What can you do on this screen?
On the IMM screen, you can create and manage the Instructional Media Materials (IMM) that are used in initiatives. IMM are all types of media that can be used in a learning event, including Microsoft® PowerPoint® slides, graphics, videos, models (electronic and physical), and animations.
Figure 324: Resources > IMM
For each IMM, you can:
•Add a 
IMM to the existing list by clicking on + New.
•Preview 
the All Resources spreadsheet listing all IMM entries with all the details in LEAD for each entry, or the Unused Resources spreadsheet listing all IMM entries that are not cited anywhere in LEAD.
•View and manage all unused IMM on the Unused Resource Management 
screen.
•View the different versions of an IMM by clicking on the arrow 
in the first column.
•Select an IMM and then:
oCreate a New Version 
of an approved IMM, which will automatically flag all initiatives and places within those initiatives where the selected IMM is cited or used.
oPreview the:
▪Related Materials Report that lists every initiative and place within each initiative where the selected IMM is cited or used.
▪Impact Report that lists every initiative and place within each initiative where any previous version of the selected IMM is cited or used.
▪All Resources spreadsheet listing all IMM entries with all the details in LEAD for each entry.
▪Unused Resources spreadsheet listing all IMMs that are not cited anywhere in LEAD.
oView 
the IMM information.
oView and then Approve the IMM.
oEdit 
the IMM information, which includes the ability to Update the associated file, as long as the IMM is not approved.
oShow History 
to review the changes made to the IMM, including the user name and date/time of saved changes, and revert to an earlier saved revision.
oDelete 
the IMM, 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 IMM 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 IMM
If you can't find the IMM you're looking for, enter a search term in the Find: field and select Search. The table will list all IMM that contain your search term on the screen.
Alternatively, you can use the Filter drop-down to limit the list of IMM to a specific sub-category, as set up on Customizations screens.
You can click on the column headers of each table to sort the IMM 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 IMMs
Select the arrow at the start of the listed IMMs to show the previous versions of the IMM.
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. |
On the IMM screen: •Select •Select View •Select Edit  Figure 325: Resources > IMM Detail Screen Any of these options opens the IMM Detail screen, ready for you to enter, review, or update the field below. Then: •To create a new IMM, select Save once you've entered all the information. Likewise, to keep the edits you've made to an existing IMM, select Save. This will return you to the list of IMM. •If you do not want to keep the edits or create a new IMM, just select Cancel to close the pop-up. •If you're reviewing an IMM, you can select Edit to make changes, select Approve to approve the IMM, 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. Source The Source of the resource, i.e., where you can buy it or find it. Note: If you enter a website and include "http://" or "https://" with the website address, then you will get a clickable hyperlink in the various pdf outputs. Description A detailed Description of the Instructional Media Material, which is also used Section 508 compliance. This helps everyone, not just those with vision problems, understand what they are looking at. It also helps with reuse of the IMM in other initiatives. 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. Associated File The Associated File shows the file name of the file that was uploaded to LEAD. You can click the hyperlink in LEAD to open the file in a new tab. You may need to close the tab to continue working in LEAD. The associated file is included with the SCORM export when it is created, as well as with any of the Training Packages you can create on the Implement tab. Note: When the IMM is not printed in a pdf output, say when you have the IMM listed in the Reference section of a Sheet, then you will get a hyperlink in the various pdf outputs that you can click on. If you have downloaded and unzipped a Training Package, then clicking the hyperlink will open the file locally from the Media folder. If you only generated the pdf, clicking on the hyperlink will attempt to open the file online. Should you not be logged into LEAD when you select the hyperlink, you will be asked to log in prior to viewing the IMM. Replace File (only shows when editing an existing IMM) If you need to replace the file that was uploaded previously for the IMM, 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. Attribution The Attribution statement is required for an IMM resource if the owner or author of the IMM requires it. This field can also be used to capture the Creative Commons license information, or other copyright license information. |
Select the IMM, then select View Note: IMMs are automatically approved when the initiative that cites/uses the IMMs 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 IMM and then Preview To version an IMM, select it in the list, then select Create New Version •Title •Number •Version Text After you created the new version, you can run the Impact Report (select the IMM and then Preview You can update •TNA/TMD > Training Data > Resources screen, for IMMs listed in the TNA or TMD respectively. This will update the IMM to the latest version in your initiative. •Resource Management screen on the Analysis/Design tabs under the Initiative Management folder, for any IMM cited or used anywhere in your initiative. This will update the IMM to the latest version in your initiative. •Cited Resources screen for any IMM that are cited anywhere below the selected table of contents item on the Develop tab. This will update the IMM to the latest version only in the selected table of contents item or anywhere below it in the tree structure. Select the IMM to update on your selected screen. Then select Update |
