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 311: Software
On the Software screen, 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.
oReplace 
one software with another software in the list.
Note: This will replace the software 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 software information.
oTo approve the software, select View and review the information, then select Approve.
Note: Software entries are automatically approved when the initiative that cites/uses the Software is approved.
oEdit 
the software information, as long as it has not been approved.
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.
Details on the Resources > Software 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.
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.