To link cross reference items to hierarchy components:
1.Open the list of Cross Reference tables by selecting Open from the Cross Reference menu located on VISION's main menu bar.
2.Highlight the tables that you want to open (you don't have to highlight all of the tables). Then click the Open button.
3.VISION will open the selected tables and offer to neatly arrange them if a workbench is open.
4.Be sure the correct screen configuration for linking cross reference items is displayed. Specifically, if a workbench isn't open, now is a good time to open one.
a.To link cross reference items, you'll need to open the right Workbench screen (Analysis, Objective or Program) and the Cross Reference Table windows.
b.If the display you see is confusing and you don't know what to do from here, select 'Tips' from the options along the top of the Steps help window. Then choose a tip that matches what you want to do.
5.Expand the hierarchy to reach the hierarchy entries that you want to link to the table items. For example, if you want to link Tasks, then expand the Analysis Hierarchy to find those Tasks.
6.In the Cross Reference Table that you want to link, click on the specific items you want to link to a hierarchy component.
7.Now click and drag the hierarchy component to be linked from the hierarchy to anywhere in the area of the active Cross Reference Table.
8.A prompt will ask if you want to link the items to the selected nodes. Click OK. The link will be made according to which specific item you highlighted in Steps 4 and 5.
9.Repeat the process to link each hierarchy component to the items in the Cross Reference Tables until all of the components have been linked that you want to link.
10.Do the same with any other Cross Reference Tables until all hierarchy components are linked to all tables as needed.
What’s next?
If you have been working toward producing special documents, such as Job Qualification Cards, Task Performance Evaluations and Procedures, now is the time you can get them.
From Outcomes on the Main Menu, select VISION Documents. Click the button that describes the category you want (Qualification or Procedure are the most likely at this point). Then highlight the document and click the Generate Document button.
Tips for Linking Cross Reference Items
To quickly add a lot of items to a Cross Reference Table, try using the <Insert> key.
You can also add an item by selecting Cross Reference  New Item from the Main Menu.
|
You can link more than one hierarchy component to more than one table item. Highlight each Cross Reference Table item that you want to link. Then highlight each of the hierarchy components that you want to link to all of the highlighted table items. When you drag and drop the components to the area of the Cross Reference Table, all of the components will be linked to all of the table items that were highlighted.
You can't simultaneously link one or many hierarchy components across several tables. But you can simultaneously link one or many hierarchy components to many items within a single table.
|
View Linked Cross Reference Items
Normally, when you open a cross reference table, you see all of the items for the table. When you select a node in a Workbench, a check appears in the Linked Items column for each item that is linked to that node. However, if your table has more items than those appearing on the screen, it can be difficult to see which items are linked to the selected node. To overcome this, use one of the following methods with an open Workbench:
Method 1: The Main Menu
1. Select Cross Reference on the Main Menu and then View Linked Items Only or right-click your mouse button in the Cross Reference window and select View Linked Items Only. 2.What this feature does is show you only those items that are linked to the selected node in the Workbench. You will see different items (or none at all) as you change the selection. Method 2: Workbench Node
1.Double-click on the node in the Workbench. 2.Select the Cross References menu item. This tab will show all cross reference items linked to that node. The items will be organized by the cross reference tables to which they belong. Method 3: Links Window
1.View the linked items in the links window below the hierarchy–the "Cross References Linked To" links window. |
There are three different methods you can use to unlink a cross reference table item from a node in a Workbench:
Method 1: Cross Reference Table
1.In the Workbench window, highlight the node from which the item should be unlinked. In the Cross Reference Table window, highlight the item(s) you want unlinked. Remember that if a check does not appear in the Linked column for an item, the item is not linked to the selected node. 2.To unlink each highlighted item from the node, follow one of these procedures: a.click the Unlink button  on the Cross Reference Table toolbar. b.Select Cross Reference and then Unlink from the Main Menu. c.Right-click your mouse button and choose Unlink. 3.Click the OK button to confirm that you want to unlink the items from the hierarchy component.  Notice the check marks no longer appear beside the now-unlinked items.
Method 2: Workbench Node
1.Double-click on the node in the Workbench. 2.Select the Cross References menu item. This menu item will show all cross reference items linked to that node. The items will be organized by the cross reference tables to which they belong. 3.Highlight the items in the window that you want to unlink. Click the Unlink button. Method 3: Links Window
1.Right-click the linked item in the "Cross References Linked To" links window and select Unlink from the popup menu. |
To delete an item, follow these steps:
1.Select the item(s) you want to delete. 2.Press the <Delete> key or select Cross Reference Delete from the Main Menu.  Warning: Please note that this operation is permanent and irreversible.
Note: If any of the items you are deleting is linked, a message box will be displayed informing you of this.
|
Query is used to find data records that have been linked to a table item. To use Query on an item, follow these steps:
1.Select Cross Reference Query from the Main Menu. 2.In the Cross Reference Table window, select the item of interest. The text of the item selected will appear in the ‘Selected item’ field in the Query window. 3.In the Query window, select the type of data record you want to check for links to the selected item. 4.If you prefer the result list to be in a document that you can print, select the ‘In a document’ option. 5.Click the Query button. The Query Result window will display all data records that are linked to the cross reference item. |
Related Topics
What are Cross Reference Tables?
