The following document outlines the actions available in the Knowledge Management app.
Create New Template
You can easily create a new template from scratch by selecting the Add New Template option from the main screen.
When creating a new template, you will be prompted to enter the following information:
|Template Name||Required. The name of the template|
|Language||The template language.|
|Category||The category associated with the checklist. This can then be used as a filter. New categories can be created by selecting the ADD CATEGORY option.|
|Revision||The template revision sequence. A revision can be used to further distinguish a template.|
|Description||The template description. This will display in the Template Designer when create/editing checklist templates.|
It is often necessary to create a copy of an existing template in order to add new add additional steps or elements for a specific scenario. With the Copy feature, you can quickly make a copy, and then open the copy in the Checklist Designer to make the necessary changes.
Change Template Status
You can quickly and easily change the Template status by selecting the desired status icon from top row.
When a template status is changed to released, the application will display the following options:
|Deactivate Other Versions||Deactives other versions of the checklist template.||By selecting this option, all previous versions of the checklist tempalte will be deactivated and changed to
|Delete Other Versions||Deletes other versions of the checklist template.||By selecting this option, all other versions of the checklist template will be deleted and no longer diplsayed in the Template Library.|
|Do Nothing with Other Versions||Release current template checklist without changing other version statuses.||By selecting this option, the current checklist will be changed to
Generate XML File for Translation
With this translation export feature, you can generate an XML file containing all of the element information.
The XML file can then be submitted to an agency for translation.
Note: refer to the following topic for more information on template translation management.
When the translations are ready, they can then be imported. The Template will now be available in multiple languages.
Translated checklist templates can then be previewed by selecting the Preview translations option:
And by selecting the language you wish to preview from the dropdown:
Checklist template reports can be previewed by selecting the Preview Report option from the action menu in the Checklist Designer mode:
The application will then generate a previewable report in the Preview Report screen:
Checklist Report Parameters
The following Parameters can be applied to checklist reports:
|Show Internal Elements||By selecting, the report will display the name of the elements in the position in which they occur in the checklist template.|
|Show Empty Elements||By selecting, the report will display empty elements.|
|Show Indexes||By selecting, the numbering schema will display in the report (example:
|Show Table of Contents||By Selecting, the report will include a table of contents based on the chapter, sub-chapter, and element ordering at the beginning of the checklist report.|