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CAR Training Module PRODUCT REGISTRATION and MANAGEMENT

CAR Training Module PRODUCT REGISTRATION and MANAGEMENT. Module 4 - Register Multi-part Indexed Products (Multiple Files with TOC) ( Run as a PowerPoint show ). Sta rt>.

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CAR Training Module PRODUCT REGISTRATION and MANAGEMENT

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  1. CAR Training ModulePRODUCT REGISTRATION and MANAGEMENT Module 4 - Register Multi-part Indexed Products (Multiple Files with TOC) (Run as a PowerPoint show) Start>

  2. SCENARIO: Some documents will exist as multiple HTML files and graphics files, all referenced by an Index file, such as a table of contents (TOC). Some documents may also exist in alternate formats that you may also want to register. In such a case the Index file and the associated files need to be placed in an accessible directory. The associated files should be listed on the index file (TOC). The directory contents should then be Zipped up into a single Zip file. • Example – We have a set of files with an HTM file as a TOC pointing to a .DOC and PDF file. We also have an ALT Format file that is an .XLS file • After creating the Zip file You may accomplish the registration as follows: Next>

  3. At the Manager Menu click on “Register New” and “Document” Next>

  4. 1.View the NEW Document Registration Screen with embedded data entry dropdowns 2. Enter the Document Title 3. Select the Distribution Access from the dropdown 4.Select/verify RDL Repository button (default) 5. Browse to the Zip file of document you want to register 5.a Because this is a Zip File you must enter the Start Page File name (TOC) that is in the Zip File 6. Open the Additional Options dropdown 7. Select Discoverable to make the document search- discoverable 8. Select Doc type from the dropdown 9. Enter the Document Identifier – if any exists 10. Select/verify your Knowledge Center 11. Select/ verify any Foreign Disclosure 12. Enter the Official Approval Date (if any – defaults to today) 13. Enter the date posted (date when it can be seen by search- defaults to today) 14. Enter a short description (recommended). If none is entered one is generated by the system. 15. Open the Product POC dropdown selection 16. Enter Responsible Organization information 17 Verify your Email or Enter your Organization Email At the New Document registration screen, perform the following steps to upload and register a multi- part document, or one with Alternate Formats: Next>

  5. 18. Expand the Alternate Formats Dropdown 19. Because this is an Alt Format File you must enter Alternate format File’s name that is in the Zip File 20. Open the Job Specialty dropdown 21. Select any related Job Specialty category and enter any related Job Specialty codes or keywords 22. Open Keyword Fields Dropdown Selection 23. Enter any content related keywords (use + to add each) 24. Open Joint Document/Aliases dropdown selection 25. Select related Service listed on the document 26. Enter the Alias ID for the document WHEN REGISTRATION DATA IS COMPLETE click on the “REGISTER” button at the Upper left of the registration window (Continued) Next>

  6. At the Verify Registration Data screen enter the desired Change History data and click on OK to verify the data and register the document. Next>

  7. At the Registration Submission screen showing successful submission, click on OK and you will return to the Manager Screen.

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