<< Click to Display Table of Contents >> Navigation:  Resources > Tools/Equipment

What can you do on this screen?

On the Tools/Equipment screen, you can create and manage the tools and equipment that are used in initiatives. This includes all tools or equipment that are used during the learning event, including hand tools, power tools, computers, maintenance trainers, and all other kinds of training devices.

 

On the Tools/Equipment screen, you can:

•Add a tool or piece of equipment to the existing list by clicking on + New.

•Preview the All Resources spreadsheet listing all tools and equipment entries with all the details in LEAD for each entry, or the Unused Resources spreadsheet listing all tools and equipment entries that are not cited anywhere in LEAD.

•View and manage all unused tools and equipment entries on the Unused Resource Management screen.

•View the different versions of a tool or piece of equipment by clicking on the arrow in the first column.

•Select a tool or piece of equipment and then:

oCreate a New Version of an approved tool or piece of equipment, which will automatically flag all initiatives and places within those initiatives where the selected tool or piece of equipment is cited or used.

oPreview the:

▪Related Materials Report that lists every initiative and place within each initiative where the selected tool or piece of equipment is cited or used.

▪Impact Report that lists every initiative and place within each initiative where any previous version of the selected tool or piece of equipment is cited or used.

▪All Resources spreadsheet listing all tools and equipment entries with all the details in LEAD for each entry.

▪Unused Resources spreadsheet listing all tools and equipment that are not cited anywhere in LEAD.

oReplace one tool or piece of equipment with another tool or piece of equipment in the list.
Note: This will replace the tool or piece of equipment 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 tool or piece of equipment information.

oTo approve the tool or piece of equipment, select View and review then information, then select Approve.
Note: Tools or Equipment are automatically approved when the initiative that cites/uses the Tools or Equipment is approved.

oEdit the tool or piece of equipment information, as long as it has not been approved.

oShow History to review the changes made to the tool or piece of equipment, including the user name and date/time of saved changes, and revert to an earlier saved revision.

oDelete the tool or piece of equipment, 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 tool or piece of equipment 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 Tools or Equipment

If you can't find the tool or piece of equipment you're looking for, enter a search term in the Find: field and select Search. The table will list all tools or equipment entries that contain your search term on the screen.

Alternatively, you can use the Filter drop-down to limit the list of tools or equipment to a specific sub-category, as set up on Customizations screens.

You can click on the column headers of each table to sort the tools or equipment 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 Tools or Equipment

Select the arrow at the start of the listed tools or equipment to show the previous versions of the tool or piece of equipment.

Details on the Resources > Tools/Equipment 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.

Part Number

The number or Part Number of the resource that can be used for ordering the resource.

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.