1. Creating and Managing Report Packages for Narrative Reporting
  2. Creating Report Packages
  3. Adding and Organizing Report Package Content
  4. Adding Supplemental Doclets

Adding Supplemental Doclets

Supplemental doclets are the same as a doclet except the content for supplemental doclets is not included within the merged report package. Supplemental doclets can be used for procedures, instructions, reference material, and so on and can be any type of document file (for example, PDF, Excel, Word, and so on). They are excluded from the review and sign off processes, but users can download and use native programs to open the supplemental doclet in the same way that you can work with third party artifacts in the library. Supplemental doclets are defined by the report package owner and assigned to authors and approvers. These doclets are fully supported within the author phase. Since the content from the supplemental doclet is not merged into the report, the report’s sample document is not applied to the contents of the supplemental doclet.

Note:

Microsoft Office files that are encrypted (password protected) are not supported in supplemental doclets.

Watch this tutorial video, you’ll learn how to add and organize supplemental doclets for report packages in Narrative Reporting.

video icon -- Managing Supplemental Doclets.

To add supplemental doclets:

  1. Click down arrow next to add doclet and select Supplemental Doclet.
  2. Enter a name and, optionally, a description for the doclet.

    Note:

    If you leave the name field blank, it automatically populates with the supplemental doclet file name when you upload a supplemental doclet.

  3. Select either Local or Library.
    browse_library

    You can select the doclet that can be either sourced from Local or Library file options.
    doclet_browse_local

  4. In Doclet, click Browse to select a document file from your file system, and then click Open to upload it. You can upload the doclet again by clicking Update.
  5. On each tab of the Supplemental Doclet Propereties, select and assign users for the Author, Approver, and Viewer responsibilities for the supplemental doclet, and then click Save. You also define the number of approval levels on the Approvers tab for the supplemental doclet from zero up to the maximum that you defined at the report package level.

    Note:

    Supplemental doclets are not included within the review or sign off phase.

  6. Click save to save the supplemental doclet and return to the report center, or click save and add another to save the supplemental doclet and remain on the Supplemental Doclet Properties screen to add another supplemental doclet.