Skip to main content

FieldLogs

User Actions Allowed on a Match Impact

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 current Active version and highlights all the changes.

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

Updating a Template from a Hit discusses how a Template is updated by a Match Impact. When the Screening process identifies a Template as being impacted, a new version of it must be initiated in order for it to be available for updation.

This page discusses all the actions that can be performed on such a Template that is available for updation.

The Hits tab lists all the Match Impacts.

UpdateTemplatefromHit4.png

On a Match Impact, click Show content.

UpdateTemplatefromHit5.png

The content of the manual is displayed. Clicking the content lists the available actions that can be performed on the Template.

UserActions-UseAsStepTitle3.png
UpdateTemplateFromAHit-ShowContentAction.png

The user can perform the following actions on the Template after initiating the new version.

  1. Search for Selection.

  2. Use as Step Title.

  3. Add Picture to Step

  4. Update Step Effectivity.

  5. Update File References.

  6. Add File to Step.

You can select some text from the Match Impact and search through the Template for matching Steps.

UserActions-SearchForSelection.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

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

UpdateTemplatefromHit-StepEdit.png

You can use some text from the Match Impact as a Step Title.

To use text from the Match Impact as a Step Title:

  1. Select the Step of the Template to which you would like to add a title.

  2. Select the text from the Match Impact which you would like to use as a title for a Step. In the below example, the text selected is highlighted in blue. From the Actions menu, select Use as Step Title for Step as shown.

    UserActions-UseAsStepTitle1.png

    The selected text replaces the title of the Step as shown below.

    UserActions-UseAsStepTitle2.png

You can add a picture identified by the Match Impact to a Step of the Template.

To add picture to a Step:

  1. Select the Step of the Template to which you would like to add a picture.

  2. Right Click a picture from the Match Impact. From the Actions menu, select Add Picture to Step for the Step as shown.

    UserActions-AddPictureToStep.png

    The picture is added to the Step as shown below.

    UserActions-AddPictureToStep2.png

If the Match Impact has identified a change to the Step Effectivity of a Step, that Step in the Template can be updated with the new Step Effectivity.

Right Click the Step Effectivity change highlighted by the Match Impact. From the Actions menu, select Update Step Effectivity for the Step as shown.

UserActions-StepEffectivity1.png

A confirmation dialog appears as shown below. Click Yes to update the Step Effectivity.

UserActions-StepEffectivity2.png

The Step Effectivity of the selected Step is updated as shown below.

UserActions-StepEffectivity3.png

Bulk Update Step Effectivities

You can also update the Step Effectivity for all Steps in the Template with a single click. In the Hits Tab UserActions-HitsTab.png, click Update Step Effectivity as shown.

UserActions-StepEffectivity4.png

Note

We recommend that you select the Step impacted by the Effectivity change and then click Update Step Effectivity.

Update Step Effectivity only updates Step level and Template level Effectivity. It does not update the Effectivity in tables, graphics and inline Step text.

A confirmation dialog appears as shown below. Click Yes to bulk update the Step Effectivities for the entire Template.

UserActions-UpdateEffectivtyRootStep.png

The Step Effectivities of all Steps highlighted by the Match Impact are updated. The Template Effectivity is also updated.

A Template may have links to files. Note that in the figure below, the Step has a link to a file. Clicking on View pdf displays the file as shown.

UserActions-FileReferences1.png

If a Template has links to a file, sometimes a Match Impact may highlight new file references. Note that in the figure below, the filename of the files are different.

Click Update File References, to update a file reference in your Template.

UserActions-FileReferences2.png

A confirmation dialog appears as shown below. Click Yes to update file references.

UserActions-FileReferences3.png

The file reference is updated with the new reference as shown below.

UserActions-FileReferences4.png

You can add a file identified by the Match Impact to a Step of the Template.

To add a file to a Step:

  1. Select the Step of the Template to which you would like to add a file to.

  2. Click the Match Impact. From the Actions menu, select Add File to Step for the Step as shown.

    UserActions-AddFiletoStep1.png

    The file is added to the Step.