Because WebOPSS allows for innovative template creation, this section deals with the simple creation and editing of a template, as well as how to build data islands within that template, integrate existing templates into a draft template, make the template “Always Authorized,” add guidance to the draft template, and designate how the draft template impacts other templates.  For other functionality not address in this section, see Other Template Functions below.

To Create a New Template:

1. In the left navigation area, under Headquarters  >  Templates, click Library.  The Template Library page appears:

Figure 6.25: Template Library

2. Click Add Template.  The Template Details pop-up screen appears:

Figure 6.26: Template Details

3. Select the CFR from the drop-down menu. 

NOTE: When the screen appears, the Part and Para drop-down menus are grayed out (inaccessible).  They will become accessible as valid options are selected.

4. Select the Part from the drop-down menu. 
5. Select the Para from the drop-down menu.  The Title field is automatically populated.
6. Select the Template Type from the drop-down menu.
7. Select the Authorizing Doc Type from the drop-down menu.
8. Select the type of Release Type from the drop-down menu.
9. Select the HQ Control Date from the drop-down calendar that appears.
10. Select the Compliance Date from the drop-down calendar that appears.
11. Select the Authorizedor Not Always Authorized radio button under the Authorization/A004 Statement. Use this section to indicate whether the template applies to all operators authorized under this CFR Part or only certain operators engaged in a particular operation (the default). (See “To Designate Whether a Template Applies to Optional (A004) Operations” section below.

NOTE: The Not Always Authorized radio button is selected by default.

12. Do one of the following:
    • Click Apply to apply the changes and remain on the pop-up screen. A confirmation message will appear stating the template has been created successfully.
    • Click Save & Close to apply the changes and close the pop-up screen. A confirmation message will appear. Click OK to close the pop-up and proceed to the editor screen where you can begin entering the content of the template.
    • Click Cancel to stop creating a new template. A confirmation message will appear. Click OK to stop creating the template and close the pop-up.
13. Once the template is created and the Edit Draft Template screen appears, the following actions are possible:
• Use the Data Island feature to add a placeholder for operator specific data. (See “To Add a Data Island” section below.)
• Copy/Paste the desired template text from a Microsoft Word document.
• Associate Guidancewith the template. (See “To Assign Guidance to a Template” section below.)
• Identify and associate Impacts related to the template. (See “To Add Impacts to a Template” section below.)



Figure 6.27: Edit Template Window

To Add a Data Island:

1. Do one of the following:
   • Open a new template.  (See "To Create a New Template"), or
   • Open a draft template to edit from the Headquarters  >  Templates  >  Library navigation.  (See "To Edit a Template".)
2. In the upper right corner of the template workspace, click on the double arrow (<<) next to “Click arrows to expand:”

Figure 6.28: Expand Workspace Tabs

2. Under the Data Islands tab, select the desired Control from the drop-down menu:

Figure 6.29: Data Islands Tab

3. If necessary, select the Data Island name from the drop-down menu.  The Description field is automatically populated.
4. If desired, enter the Bookmark name in the text field.

HINT: Bookmarks serve as placeholders for items/data.  Bookmarks are designed to help a template creator navigate the template more easily; they are especially useful when dealing with templates spanning multiple pages.  To allow bookmarks to serve their full purpose, name each bookmark in a manner that easily identifies the desired section; for example, “FAA Regulation checklist.”

5. If desired, enter the Name in the text field.
6. If the selected Control is a Data Grid, do one of the following:
   • Select a Data Island Name from the drop-down menu.
   • Enter the desired number of Rows and Columns in the appropriate fields.

   NOTE:  Columns must have at least 2 rows (for the header and at least one row of data).

7. If the selected Control is Help Text, enter the desired text in the Help Text field.
8. Click the specific place in the template work area in which the data island will go.

NOTE: If no specific place is chosen, the data island will appear by default at the top of the template.

9. Click Add Control.
10. Click Save.

 

To Designate Whether a Template Applies to Optional (A004) Operations:

1. Do one of the following:
   1. Create a new template.  (See "To Create a New Template"), or
   2. Select a draft template to edit from Headquarters  >  Templates  >  Library navigation and do one of the following: 
   • Click the Edit Details button on the Template Preview screen, or
   • Click Edit Template on the Template Preview screen to open the template editor and then click the Edit Details link in the top right of the screen. (See "To Edit a Template".)
2. The Authorization/A004 Statement section of the Template Details pop-up indicates whether the template applies to either:
   • All operators authorized under this CFR Part
   • Only certain operators engaged in a particular operation (the default)
3. If this template applies to all operators authorized under this CFR Part regardless of whether they engage in optional A004 operations, select the Always Authorized radio button and skip to step 6. If this template applies to a specific, optional condition listed on the Authorization/A004 Statement, continue to the next step.
4. Verify that the Not Always Authorized radio button is selected.
5. In the text box, type a description of the operation that this template applies to. Your description will appear as the label for an A004 checkbox, and in the issue text of paragraph A004 as specifically authorized or specifically not authorized for each operator.
6. Do one of the following:
   • Click Apply to apply the changes and remain on the pop-up screen. A confirmation message will appear stating the template has been created successfully.
   • Click Save & Close to apply the changes and close the pop-up screen. A confirmation message will appear. Click OK to close the pop-up and proceed to the editor screen where you can edit the content of the template.
   • Click Cancel to stop creating a new template. A confirmation message will appear. Click OK to stop creating the template and close the pop-up.

NOTE: The Authorization/A004 Statement section cannot be changed for an Active template.

 

To Assign Guidance to a Template:

1. Do one of the following:
   • Create a new template and save.  (See "To Create a New Template"), or
   • Select a draft template to edit from the Headquarters  >  Templates  >  Library navigation.  (See "To Edit a Template".)
2. Then do one of the following:
   • Click the Guidance button on the Template Preview screen, or
   • Click the Guidance button on the Edit Template screen.
3. The Guidance pop-up screen appears:

Figure 6.30: Assigning Guidance to a Template

NOTE:  Guidance cannot be selected for a template until it has been saved as a Draft. 

4. Select a Media Type from the first drop-down menu.

NOTE: The Category drop-down menu is inaccessible until a valid Media Type is selected.

5. Select Category from the drop-down menu.  The Available section populates with all available guidance.
6. Select the desired guidance from the Available section.
7. To assign guidance to the draft template, click the green plus button () for the desired guidance.  The guidance is removed from the Available section and appears in the Assigned section:

Figure 6.31: Assigning Guidance to a Draft Template

8. To remove the assigned guidance for a template, click on the red minus button () for the desired Assigned guidance.  The guidance will be removed from the Assigned section and appear in the Available section:

Figure 6.32: Removing Guidance from a Draft Template

9. Click Save & Close to update the template and close the pop-up. Click Apply to update the template and remain on the pop-up screen. Click Close Window when done.

To Add Impacts to a Template:

1. Do one of the following:
   • Create a new template and save.  (See "To Create a New Template"), or
   • Select a draft template to edit from the Headquarters  >  Templates  >  Library navigation.  (See "To Edit a Template".)
2. Then do one of the following:
   • Click the Impacts button on the Template Preview screen, or
   • Click the Impacts button on the Edit Template screen.
3. The Impacts pop-up screen appears:

Figure 6.33: Assigning Impacts

4. Expand the list of Active templates by clicking on the plus sign (+) next to the CFR folder and Part:

Figure 6.34: Selecting Impacts

5. Check the box next to the Active templates impacted. Multiple boxes may be selected.
6. Click Apply. The impacted template appears in the "Possible Impacts to Changes in: [CFR/Part/Para]" section:



Figure 6.35: Impacted Templates

7. To remove impacts, follow step 1 above and uncheck the affected template. Click Apply to save the change and remove the impact from the template.
8. When all changes have been completed, click Save & Close or Close Window.

 

To View Revision History for a Template:

1. Do one of the following:
   • Create a new template and save.  (See "To Create a New Template"), or
   • Select a draft template to edit from the Headquarters  >  Templates  >  Library navigation.  (See "To Edit a Template".)
2. Then do one of the following:
   • Click the History button on the Template Preview screen, or
   • Click the History button on the Edit Template screen.
3. The History pop-up screen appears:

Figure 6.36: Viewing Revision History

 

• The screen will highlight by default the current template you have open.
• Rev number will display either the revision (for Active and Archived template revisions) or the copy number (for Draft template revisions).
• The revision which is currently Active will have a red Rev number.
4. Edit the Summary (reason for the revision) by selecting any row to highlight the revision.
5. Enter text in the Summary field:

Figure 6.37: Adding Reason for Revision

6. Click Apply. The Summary text reason for the revision appears in the "Statement" column next to the revision:

Figure 6.38: Updated Revision History

7. The Summary field can be re-edited by repeating from step 4. Click Apply to save any changes.
8. When all changes have been completed, click Save & Close or Close Window.

 

 

 

To Edit a Template:

NOTE:  Only templates in the Draft and/or Active categories can be edited from the Template Library.  Archived templates cannot be modified and the Edit Details and Edit Template buttons will be gray (disabled) on the Template Preview screen.

1. In the left navigation area, under Headquarters  >  Templates, click Library.  The Template Library screen appears.
2. Expand either Drafts or Active by clicking on the plus sign (+) next to the word "Draft" or "Active".
3. Expand the hierarchy by clicking on the plus sign (+) for CFR number, Part letter, and Para number, and click on the desired draft template to edit:

Figure 6.39:  Template Library Hierarchy Detail 

4. The details for the selected template will automatically be populated in the Template Preview window:

Figure 6.40:  Template Preview Screen 

5. If you want to modify the template details, click Edit Details button and follow steps 3 to 13 under the "To Create a New Template" section. Otherwise, skip this step and go to step 6.
6. Click Edit Template button to open the template editor and modify the text of the template as desired.
7. Click Update to save any changes.

 

To Designate a Specific Sort Order for DataGrid Data Islands

1. Do the following: 
   1. In the desired data grid, place the cursor in the column cell and right-click. A menu will display.
   2. Select “Cell properties”:

Figure 6.41: Selecting the Cell Properties

3. At the bottom of the Attributes tab (open by default), under “Misc,” enter the desired Sort Order in the text box and click OK when done: 

Figure 6.42: Changing a Data Grid’s Sort Order

NOTE: The sort order must be in sequential order from “1” to “x” (“x” being the total number of columns available in the table). Sorting cannot be modified for 1) grids that auto-populate from the database (i.e., are not attached to a data island) and 2) cells that span multiple columns. For these two exclusions, the Sort Order text field will not be visible in the Cell Properties box.

2. Click Update to save the template.

To Release a Draft Template (to Active Status):

1. In the left navigation bar, under Headquarters > Templates, click Library.
2. Click on the desired Draft template to edit. The details for the selected template appear in the Template Details section.
3. Click Edit Template. The Edit Draft Template page opens.
4. In the upper right corner of the template workspace, click on the double arrow (<<) next to “Click arrows to expand.”
5. Open the Template Actions tab.
6. Click Release Template. A confirmation box appears.
7. Click OK. A confirmation box appears listing the template type and revision number of the Active template.

NOTE:  The template status is now changed from “Draft” to “Active,” and the template is moved from the Draft section of the Template Library to the Active section. The currently “Active” template is moved to the Archive section.

To Delete a Template:

1. In the left navigation area, under Headquarters > Templates, click Library. The Template Library screen appears.
2. Expand Drafts by clicking on the plus sign (+) next to the word, and click on the desired template.

NOTE: Authorizing documents cannot be deleted once they have been released (i.e.,are in the Active folder in the Template Library).

3. Click Delete. A confirmation box appears.
4. Click Yes. The template is removed from the Template Library. 

To Archive a Template:

1. In the left navigation area, under Headquarters > Templates, click Library. The Template Library screen appears.
2. Select the desired Active template.
3. Click Archive. A confirmation message appears.
4. Click Yes. The template is removed from the Active list on the Template Library screen.

To Multi-Copy a Template:

1. In the left navigation area, under Headquarters  >  Templates, click Library.  The Template Library screen appears.
2. Select the desired template. 
3. In the Template Details area, click Multi-Copy.  A confirmation box appears.

NOTE: If opening a new template, the Multi-Copy button will be inaccessible until the template has been saved.

4. Click OK.  The Template Multi-Copy form appears:

Figure 6.43:  Multi-Copy a Template

5. Select the CFR from the drop-down menu.

NOTE: When the screen appears, all but one of the drop-down menus is grayed out (inaccessible).  The rest of them will become accessible as valid options are selected.

6. Select the Part from the drop-down menu.
7. Select the Para from the drop-down menu.
8. Click the down arrow () to add the template information in the Paragraph area.
9. If desired, select the check boxes next to Copy Guidance, Copy A004 Questions, and/or Copy Impacts List.
10. Click Copy.  A confirmation box appears.
11. Click OK.  A copy of the copied template(s) has been added under the Drafts folder.

NOTE: The Multi-Copy button is also available on the Template Actions tab on the Edit Template screen. To Multi-Copy from an open Edit Template window, go to the Template Actions tab and click the Multi-Copy button, and start from step 4 above.

 

 

To View a Template:

HINT: Users can quickly View a template from the Template Library to get a brief scan of the template contents and the types and locations of data islands within.

1. In the left navigation bar, under Headquarters > Templates, click Library.
2. Click on the desired template to edit. The details for the selected template appear in the Template Details section.
3. Click View. A window appears displaying the template data:

Figure 6.44: View a Template

This section focuses on the functionality in the Template Management page that does not directly concern the information present in the template workspace.  This section discusses how to test, approve, and set/manage an operator within the draft template.  For information on how to create new templates and edit existing templates, see previous “Add/Edit Templates” drop-down section above.

NOTE:  The draft template must be saved (by clicking the Save button below the template workspace) before the Approve, Test, or Test PDF buttons are available. 

To Test the Draft Template:

1. Open a draft template to edit from the Headquarters  >  Templates  >  Library navigation.  (See "To Edit a Template".)
2. To see a PDF of the draft, click Test PDF.  A PDF appears with the information from the template workspace.

NOTE:  If no operator has been set, the system will prompt the user to do so before displaying the PDF.

3. To test the draft, click Test.  A window appears with the information from the template workspace.

NOTE:  The views between Test and Test PDF are vastly different.  Test view displays the  template with the data island information included; however, formatting here is not a reliable indication of how it would appear when printed. Test PDF displays the text as a PDF, so the formatting shown is reliable; however, this view does not display data island information.

To Set/Change Operator:

1. Open a draft template to edit from the Headquarters  >  Templates  >  Library navigation.  (See "To Edit a Template".)
2. Click the Set Operator hyperlink underneath the template workspace.  The Select Operator table appears:

Figure 6.45: Select an Operator

3. Select the row of the desired operator.
4. Click Select.  The selected operator appears:

Figure 6.46: Selected Operator

5. Click Close Window.
6. To change the operator again, click Change Operator and follow the same process.