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Generating a Template from a Reference Manual

A Template can be created automatically from a Reference Manual that has been uploaded.

You can even update a Template with the Hits detected between two versions of a Reference Manual.

Important

You can only generate a Template from the following technical publications:

  • SPM (Standard Practices Manual)

  • ESM (Engine Shop Manual)

  • AMM (Aircraft Maintenance Manual)

  • SB (Service Bulletin)

  • CIR (Cleaning, Inspection and Repair)

In a Reference Manual, you can generate a Template from the following elements:

  • Page block

  • Task

  • Subtask

You can also generate Templates from sub-elements. Following are some examples of sub-elements:

  • Job Set-Up

  • Procedure

  • Closing

The sub-elements vary from one manual to another.

  1. From the main menu, go to Templates > Your Templates.

    GenTemplateFromRefManualSelect.png

  2. From the property pane, navigate to the tab Reference manuals as shown below.

    GenTemplateFromRefManual2.png

    The Reference manuals tab opens.

  3. Select a Reference Manual.

    GenTemplateFromRefManualSelectRefManual.png

    Important

    The Reference Manual can be selected using a filter.

    manual_filter.png

    The collapsed structure of the Reference Manual appears.

  4. Expand the structure of the Reference Manual.

    GenTemplateFromRefManualExpandedManual.png

    You can search for the required element or sub-element of the Reference Manual using the following options:

    • Search by code: Allows you to search the Reference Manual content using the Public key of the elements.

      SearchbyCode.png

    • Search by text: Allows you to search the Reference Manual content using keywords.

      SearchbyText.png

      The search highlights the relevant content of the Reference Manual.

  5. Right click on one of the following elements: Page block, a Task, or a Subtask.

    You can also generate a Template from a Sub-element. In the below example Job Set-up, Procedure, and Closing are some Sub-elements.

    RightClick.png

    The available options appear.

    AvailableOptions.png

  6. Click Generate Template.

    GenTemplateFromRefManualRightClick1.png

  7. [Optional] Select a level of granularity for the Steps.

    GenTemplateFromRefManualGranularity.png

    Important

    The Default value generated by the system is the recommended value for granularity level.

    Note

    The granularity level defines the maximum number of sub-levels that the system will generate.

    If the Reference Manual contains more levels of steps than the value defined here, the content of the child Steps belonging to the inner levels merge with the parent Step at the same level as the granularity level set.

    For example, if you select a granularity level of 3 and the Reference Manual contains 5 levels of Steps, the child Steps of level 4 and 5 are merged with the parent Step at level 3 in the Template.

    Refmanual5steps.png
    stepsgenGL3.png

    The granularity level of the Steps generation is available only for the Templates generated from Manuals of format SGML.

  8. [Optional] Expand the section Options and check the Exact links to the referenced content option.

    ExactLinkCheckbox.png

    When the option is enabled, the links in the Template redirect you to the content in the original version of the Reference Manual.

    If the option is not enabled, the links in the Template redirect you to the content in the latest version of the Reference Manual.

  9. Click Generate.

    GenerateButton.png

    The Template is generated.

  10. The Template has the details of the Reference Manual under the Document Reference section of the Template Information Editor as shown.

    GenTemplateFromRefManualDocRef.png

  11. The Template appears in the Template list in the Library Pane under a Package and Suite that correspond to the Reference Manual.

    Suite name – Name of the Reference Manual.

    Package name – Number corresponding to the appropriate section / sub-section.

    Template name – Name of the Page Block / Task / Sub-task.

    TemplateSuit_Package.png

    You can update the Template based on the Impacts found during the Screening process.

In this section: