What can you do on this screen?
On the Software screen, you can create and manage the software that are used in initiatives, whether by the participant or by the instructor.
Figure 328: Resources > Software
For each software entry, you can:
•Add a 
software entry to the existing list by clicking on + New.
•Preview 
the All Resources spreadsheet listing all software entries with all the details in LEAD for each entry, or the Unused Resources spreadsheet listing all software entries that are not cited anywhere in LEAD.
•View and manage all unused software on the Unused Resource Management 
screen.
•View the different versions of a software entry by clicking on the arrow 
in the first column.
•Select a software entry and then:
oCreate a New Version 
of an approved software entry, which will automatically flag all initiatives and places within those initiatives where the selected software is cited or used.
oPreview the:
▪Related Materials Report that lists every initiative and place within each initiative where the selected software is cited or used.
▪Impact Report that lists every initiative and place within each initiative where any previous version of the selected software is cited or used.
▪All Resources spreadsheet listing all software entries with all the details in LEAD for each entry.
▪Unused Resources spreadsheet listing all software entries that are not cited anywhere in LEAD.
oView 
the software information.
oView and then Approve the software entry.
oEdit 
the software information.
oShow History 
to review the changes made to the software, including the user name and date/time of saved changes, and revert to an earlier saved revision.
oDelete 
the software, 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 software 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 Software
If you can't find the software you're looking for, enter a search term in the Find: field and select Search. The table will list all software entries that contain your search term on the screen.
Alternatively, you can use the Filter drop-down to limit the list of software to a specific sub-category, as set up on Customizations screens.
You can click on the column headers of each table to sort the software 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 Software
Select the arrow at the start of the listed software to show the previous versions of the software.
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. 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. 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 Software screen: •Select •Select View •Select Edit  Figure 329: Resources > Software Detail Screen Any of these options opens the Software Detail screen, ready for you to enter, review, or update the fields below. Then: •To create a new software entry, select Save once you've entered all the information. Likewise, to keep the edits you've made to an existing software entry, select Save. This will return you to the list of software entries. •If you do not want to keep the edits or create a new software entry, just select Cancel to close the pop-up. •If you're reviewing a software entry, you can select Edit to make changes, select Approve to approve the software entry, 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. Date The Date helps the buyer of the software to distinguish between different versions of the software. This may be important when different release dates contain different functionality of the software. 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. Vendor The Vendor of the resource, that is where you can buy it or find it. Contact Information The Contact Information of the vendor or other location, where you can get more information about the software. Minimum System Requirements The Minimum System Requirements helps the buyer of the equipment that will run the software to ensure that it is compatible with the equipment. Likewise, it will also help ensure that the buyer of the software is aware of the minimum requirements for the software to run. Reference Information The Reference Information provides any additional information about the software. 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. |
Select the Software entry, then select View Note: Software entries are automatically approved when the initiative that cites/uses the Software 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 software and then Preview To version a software, select it in the list, then select Create New Version •Title •Version Text After you created the new version, you can run the Impact Report (select the software and then Preview You can update •TNA/TMD > Training Data > Resources screen, for software listed in the TNA or TMD respectively. This will update the software to the latest version in your initiative. •Resource Management screen on the Analysis/Design tabs under the Initiative Management folder, for any software cited or used anywhere in your initiative. This will update the software to the latest version in your initiative. •Cited Resources screen for any software that are cited anywhere below the selected table of contents item on the Develop tab. This will update the software to the latest version only in the selected table of contents item or anywhere below it in the tree structure. Select the software to update on your selected screen. Then select Update |
