Update information for a single diagram

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You can edit a diagram's information, such as title, description, owner, version, author, date, progress and status. You can also assign and remove draft promoters and attach and remove documents and statement links.

 

Additionally, from the attachments tab you can change the order that documents appear by using the up and down arrows, access the document, modify the attachment link and set the diagram access rights.

 

Note: Modifying certain diagram information will create a change log.

 

Note: You must have the relevant diagram open to access the Diagram Information dialog and the diagram must be a draft (the Authorization Status is Update Pending).

 

Update Diagram Information Details:

 

1.From the Manage menu choose Diagram Information.

 

Note: Additionally, you can access the Diagram Information panel by double-clicking on Title in the Diagram Control Panel.

 

2.Modify any diagram details as required, then click OK.

 

Lock diagram title will prevent the diagram's title from being automatically updated when refreshing diagram titles. When a child diagram is created, the diagram title is automatically derived from the parent activity's description. From time to time, an administrator or map administrator may refresh the titles of a scope of diagrams with any updates to parent activity descriptions. This option is useful if you have manually edited the diagram title and you want to ensure it's not automatically updated with the parent activity's description.

Displaying diagram titles in different languages

Diagram titles can be displayed in a number of different languages (depending upon which languages have been specified by an administrator in the system options). The language that the title is displayed in will depend on the locale of the user's machine; if a user's locale does not match any of the language variants then it will display the default language.

 

To add a language variant, click Edit Language Variants on the Details tab. For any language variant that you want to add, click in the appropriate text box and enter the diagram title in the selected language.

 

Add Draft Promoters:

 

1.From the Manage menu choose Diagram Information.

 

2.Select the Promoters tab.

 

3.Click Add in the Set Promoters sub-tab to assign users and user groups as draft promoters. See Assigning draft promoters and Selecting Users and Groups for more information.

 

4.Click OK.

 

Remove Draft Promoters:

 

1.From the Manage menu choose Diagram Information.

 

2.Select the Promoters tab.

 

3.In the Set Promoters sub-tab select the promoter you wish to remove and click Remove.

 

4.Click OK.

 

Add Attachments:

 

1.From the Manage menu choose Diagram Information.

 

2.Select the Attachments tab.

 

3.Click New and then Document Registry Link.

 

4.From the Document Selector window search for the document you want to attach.  For further information see Searching for Documents.

 

5. Double-click on the document to attach it.

 

6. Click OK.

 

Delete Attachments:

 

1.From the Manage menu choose Diagram Information.

 

2.Select the Attachments tab.

 

3.Select the document you want to delete and click Delete .

 

4.Click Yes to confirm.

 

5.Click OK.

 

Add Statement Links:

 

Note: Only Statement Managers, Statement Set Administrators, Statement Set Managers and Administrators are permitted to add Statement Links via the Diagram Information dialog.

 

1.From the Manage menu choose Diagram Information.

 

2.Select the Statement Links tab, and click Add.

 

3.Locate the statement and select the check boxes of the links you want to add.

 

4.Click OK.

 

5.Click OK.

 

Delete Statement Links:

 

Note: Only Statement Managers, Statement Set Administrators, Statement Set Managers and Administrators are permitted to delete Statement Links via the Diagram Information dialog.

 

1.From the Manage menu choose Diagram Information.

 

2.Select the Statement Links tab.

 

3.Select the link you want to delete, and click Delete.

 

4.Click Yes to confirm.

 

5.Click OK.

 

View Statement Link Properties:

 

1.From the Manage menu choose Diagram Information.

 

2.Select the Statement Links tab.

 

3.Select a statement link, and click Properties. For further information see Statement Link Properties.

 

Related topics

 

Updating information across a scope of diagrams

 

Replacing authors and owners across diagrams

 

Viewing diagram changes