Initiatives > Analysis/Design > Training Needs Analysis/Training Management Document > Training Data > Resources

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Initiatives > Analysis/Design > Training Needs Analysis/Training Management Document > Training Data > Resources

What can you do on this screen?

The Resources screen provides you with the ability to add any resources needed to deliver or conduct the learning event. You can select resources on this screen that you anticipate needing and LEAD will add to this list of resources when you select them during development.

 

TNA/TMD > Training Data > Resources

Figure 55: TNA/TMD > Training Data > Resources

On this screen you can:

•Select Show History ShowHistory to review the changes made to the information, including the user name and date/time of saved changes, and revert to an earlier saved revision.

•Select Explain Flag ExplainFlag-White to review the reasons the list of resources has been flagged.

•Select Preview Preview-Blue to generate the:

oUnused Resources Report. A spreadsheet that lists all resources in the Resources table that are not cited in the selected areas in the initiative. On the Output Options screen that pops-up, you can choose to check for resources not cited within storyboards, design considerations, test instructions, and skills, along with the default elements, sheets, practice and assessment test items (including the test item’s references area), but listed in the Resources table.

oUnlisted Resources Report. A spreadsheet that lists all resources cited in the selected areas in the initiative and that are not in the Resources table. On the Output Options screen that pops-up, you can choose to check for resources cited within storyboards, design considerations, test instructions, and skills, along with the default elements, sheets, practice and assessment test items (including the test item’s references area), but not listed in the Resources table.

•Select a resource and then:

oPreview Preview-Blue to generate the:

▪Related Materials Report that lists every place within the initiative where the selected resource is cited or used.

▪Impact Report that lists every place within the initiative where any previous version of the selected IETM is cited or used.

▪Unused Resources Report. A spreadsheet that lists all resources in the Resources table that are not cited in the selected areas in the initiative. On the Output Options screen that pops-up, you can choose to check for resources not cited within storyboards, design considerations, test instructions, and skills, along with the default elements, sheets, practice and assessment test items (including the test item’s references area), but listed in the Resources table.

▪Unlisted Resources Report. A spreadsheet that lists all resources cited in the selected areas in the initiative that are not in the Resources table. On the Output Options screen that pops-up, you can choose to check for resources cited within storyboards, design considerations, test instructions, and skills, along with the default elements, sheets, practice and assessment test items (including the test item’s references area), but not listed in the Resources table.

oUpdate Update to the latest version of a resource.

oView the different versions of a resource by clicking on the arrow VersionArrow in the first column.

oSelect Explain Flag ExplainFlag to review the reasons the selected resource has been flagged.

oView Table-Viewthe selected resource.

•Edit the resource list:

oOn Hand and Required quantities.
Note: If a resource is missing in the output of the TNA or TMD, but is listed on the screen, check the Required quantity. If the Required quantity is set to 0, it will not output in the TNA or TMD.

oDelete Table-Delete a selected resource from the list (provided it is not selected or cited on the Develop tab).

oSelect Select resources for the list.

hmtoggle_arrow1Viewing or Editing the Resource List

Select Edit at the bottom of the list to make changes to the data. Then use Select Select above the list of resources to select or unselect the resources on the list.

Resource Name

The Resource Name shows both the name and the number of the resource to help you select the resources you need for the learning event.

On Hand

The On Hand quantity is the number of the selected resource you already have on hand for the learning event.

Required

The Required quantity is the number of the selected resource you need to get to conduct or deliver the learning event.

Note: Set the Required quantity to 0 if you do not want the resource to output as part of the TNA or TMD list of resources.

hmtoggle_arrow1How to Update a Selected Resource to the Latest Version of that Resource

Select the resource you want to update to the latest version, then select Update Update that shows at the top of the Resources table. This will update all versions of the selected resource that are used or cited in the initiative to the latest version of the resource.

Note: You can only update to the latest version of the resource that is in LEAD. So, if you have three versions of a resource, versions 1, 2, and 3, and version 1 is currently cited/used in your initiative, you can ONLY update to version 3, you cannot update to version 2.

Once the update process has finished, the latest version of the resource is displayed in the list (now without a flag) and any previous versions of the resource are no longer listed. The New Version flags Flag-Yellow that show you where the resource has been used or cited in your initiative change to System flags Flag-Red to show you that an object cited by this item has been changed.

After you review the item that uses or cites the resource, you can either delete the flag on the Explain Flag screen if no change is necessary, or edit the item that uses or cites the resource. If you are on version 2 or higher of the initiative, you will get a User Edited flag Flag-Green after saving the edits to the item.