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.
Figure 330: Resources > Tools/Equipment
For each tool or piece of equipment, 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.
oView 
the tool or piece of equipment information.
oView and then Approve the tool or piece of equipment.
oEdit 
the tool or piece of equipment information.
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.
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. |
On the Tools/Equipment screen: •Select •Select View •Select Edit  Figure 331: Resources > Tool/Equipment Detail Screen Any of these options opens the Tool/Equipment Detail screen, ready for you to enter, review, or update the fields below. Then: •To create a new tool or piece of equipment, select Save once you've entered all the information. Likewise, to keep the edits you've made to an existing tool or piece of equipment, select Save. This will return you to the list of tools and equipment. •If you do not want to keep the edits or create a new tool or piece of equipment, just select Cancel to close the pop-up. •If you're reviewing a tool or piece of equipment, you can select Edit to make changes, select Approve to approve the tool or piece of equipment, 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. 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. 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. Supplier The Supplier of the resource, i.e., where you can buy it or find it. Technical Reference The Technical Reference of the resource provides source data, amplifying information, or justification for a resource. 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 Tool or Piece of Equipment, then select View Note: Tools or Equipment are automatically approved when the initiative that cites/uses the Tools or Equipment 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 tool or piece of equipment and then Preview To version a tool or piece of equipment, select it in the list, then select Create New Version •Title •Part Number •Version Text After you created the new version, you can run the Impact Report (select the tools or equipment and then Preview You can update •TNA/TMD > Training Data > Resources screen, for tools or equipment listed in the TNA or TMD respectively. This will update the tool or piece of equipment to the latest version in your initiative. •Resource Management screen on the Analysis/Design tabs under the Initiative Management folder, for any tool or piece of equipment cited or used anywhere in your initiative. This will update the tool or piece of equipment to the latest version in your initiative. •Cited Resources screen for any tool or piece of equipment that are cited anywhere below the selected table of contents item on the Develop tab. This will update the tool or piece of equipment to the latest version only in the selected table of contents item or anywhere below it in the tree structure. Select the tool or piece of equipment to update on your selected screen. Then select Update |
