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FieldLogs

Updating a Template from a Hit

Templates generated from a Reference Manual may need to be updated when a new version of the Reference Manual is released.

FieldLogs performs a process called Screening that compares the new version of the Reference Manual with the old Active version and highlights all the changes. This is referred to as the Screening Revision.

A change detected by the Screening process is called a Hit.

If a Template has been impacted by a Hit, it needs to be updated. Let us suppose that a Template has been originally generated from a Task A in the earlier version of the Reference Manual. The new version of the Reference Manual has a change in Task A. So, the Template generated from Task A is impacted. It needs to be updated from the Hit.

Pre-requisites to update a Template from a Hit

The following steps need to be completed in the Enterprise section before a Template can be updated:

  1. The updated version of the Reference Manual must be uploaded and submitted to the Screening process.

  2. The Screening process highlights any Templates that are being impacted by the new version of the Reference Manual.

  3. Select the impacted Template to be updated and initiate a new version of the Template.

The above steps are discussed in detail in Submitting a Template for Modification.

The Template is now available to the Template Author to make any modifications.

Updating a Template identified by a Hit

The pre-requisites detailed above need to be completed before a Template can be updated by the Template Author.

To update the Template identified by a Hit:

  1. On the main menu, go to Templates > OEM Revised Templates Under Edition.

    UpdatingTemplateFromHit1.png

    The Template identified by the Hit appears in the OEM Revised Templates Under Edition page as shown.

    UpdateTemplateFromHit2.png

  2. Click Pick up.

    UpdateTemplatefrom_Hit3.png

    The Hits identified by the Screening process appear in the property pane.

    UpdateTemplatefromHit4.png

  3. Click Initiate.

    UpdateTemplatefromHit-clickInitiate.png

  4. In the Match Impact, select the Task reference.

    UpdateTemplatefromaHit-Actions.png

    The list of Actions available appear.

    Note

    In the Match Impact section, click Show Content to see the content of the Manual.

    UpdateTemplatefromHit-ShowContent.png

    The Content Window appears as shown below.

    UpdateTemplateFromAHit-ShowContentAction.png

    The user can perform the following actions from a Match Impact:

    1. Search for Selection (described in Step 5 below)

    2. Use as Step Title.

    3. Add Picture to Step.

    4. Update Step Effectivity.

    5. Update File References.

    6. Add File to Step.

    These user actions are discussed in detail here.

  5. From the list of actions available, click Search for selection.

    UpdateTemplatefromaHit-Actions.png

    The Search tab of the Property Pane opens with the list of steps that match the selected reference as seen below.

    UpdatingTemplatefromaHit-Searchresults.png

  6. The Template Author can edit the Step by clicking the Step Editor icon as shown.

    UpdateTemplatefromHit-StepEdit.png

    Step information can be edited.

    UpdatingTemplatefromaHit-StepEditor.png

  7. Click Save to save the Template.

    UpdateTemplatefromHit-Save.png

  8. Repeat Steps 4, 5 and 6 for each Match Impact.

  9. Click Submit for Review when the Template is ready to be submitted to the Enterprise.

    UpdateTemplatefromHit-Submitforreview.png

    The Template can now be published.

    UpdateTemplatefrfomHit-last.png

    To know more about publishing a Template, see Publishing a Template.

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