Using the Document Level Controls
LeaderGuide Pro provides unique and powerful document level controls via the buttons in the Controls group on the LGPro ribbon.
TAG - Generate the Training at a Glance
The TAG button generates the Training at a Glance in LeaderGuide Pro Plus facilitator guides.
Unless the Express option is selected when starting a new guidebook all LGPro Plus facilitator guides include a placeholder page for the Training at a Glance in the Introductory Materials section of a facilitator guide.
To populate the Training at a Glance page
- Click the TAG button.
This action builds a 3-column table on the Training at a Glance page.
The table is populated by the names of each module currently in the document, as well as the associated module time and module overview description.
This data is gathered from the information that has been added to the Module Overview pages by the developer. Special LGPro styles designate the content to transfer.
If no information has been added to the module page fields the the Training at a Glance is populated by the default field placeholder text.
If the Module Overview pages have been altered to remove the special TAG fields, or if the LGP styles that drive the TAG functionality have been changed then error messages will be generated by the Training at a Glance page.
To update the information in the Training at a Glance
- Edit the Module Name, Module Time and Module Overview on the module pages.
- Click the Update All Fields button.
Do not type new information into the Training at a Glance table because it will be overwritten the next time the Update All Fields button is clicked. Instead, make your edits on the Module Overview pages.
TO ADD NEW MODULES TO AN EXISTING TRAINING AT A GLANCE
- Add the new modules to your facilitator guide.
- Click the TAG button.
Troubleshooting the Training at a Glance
There are two problems you may experience. You may see error messages in the Training at a Glance if the LGP styles have been altered or removed from the Module pages in your facilitator guides. And new modules that you have added to your facilitator guide will not appear in your Training at a Glance if the modules have been added after/below the red text that marks the end of the modules section.
TO CORRECT AN ERROR MESSAGE
Error. Reference source not found. If you click the TAG button and see this message it means that one or both of the following has occurred.
- The LGP styles that drive the TAG functionality have been changed on one or more Module Overview pages.
- One or more Module Overview pages have been altered to remove the Module Blocks that hold the special TAG fields.
Tip: Review the Styles Tutorial to learn about the Training at a Glance styles.
To remove the error message.
Re-establish the required styles on the Module pages. This can be accomplished in one of two ways.
Re-apply the LGP styles to the offending text on the affected module pages.
Place your cursor in the text.
Click the Styles drop down menu on the LGPro ribbon. Locate the necessary style in the list and click on it to apply it.
Repeat steps 1 - 2 as needed to re-apply the correct LGP styles to all damaged styles.
Click on the Update All Fields button on the LGPro ribbon.
Go to the Training at a Glance page to verify that your corrections have worked.
If you still see errors, or if you now see different errors, this means there are still issues on some on your Module pages.
Starting with the first module page, check each LGP Module style on each module page until you find the errors and correct them.
Then Update All Fields and go to the Training at a Glance page.
If you still see errors, proceed to option 2.
Insert New Modules where needed.
Go to the first offending Module page. Place your cursor at the the first free paragraph mark at the start of the page.
Click the Module button on the LGPro ribbon. Type in the Module Name and click OK.
Type in the name of the first Lesson in the module and click OK.
Remove the damaged module page and page break from your document. Highlight and Cut, or use the use the Delete Rows function.
Remove the old Lesson name and lesson page heading row using either of the two remove methods. Also delete any paragraph marks separating the lesson page heading row from the first content block on the page to bring the lesson table together.
Add the necessary information to the new module page.
Click Update All Fields.
TO CORRECT THE PROBLEM OF NEW MODULES NOT ADDING
If new modules are not adding to the Training at a Glance this means that new modules have been added to your facilitator guide after/below the red text that marks the end of the modules section
Go to the first offending module.
Scroll backwards and find the red text. Highlight and copy everything after/below the red text. Use regular Paste to add the copied content into your document before/above the red text.
Update All Fields.
Click the TAG button. Verify that your Training at a Glance is correct.
Go to the end of the last lesson in your last module. You should see the red text. Highlight and Cut everything after/below the red text.
Update All Fields
Click Update All Fields to update the following repeating fields:
- Table of Contents
- Training At A Glance
- Slide numbering in column one above slide block icons
- Program name references in the the Getting Started section and the page footers
- Revision date references in the page footers
- Copyright references in the page footers
- Module name references in the page headers
IT - Instructional Term Shortcuts
This button is a toggle switch to turn the automatic application of LGPro Instructional Term Shortcuts on and off.
You do not need this button if you are using LeaderGuide Pro version 10 or higher because the LGPro Instructional Term Shortcuts all start with an equal sign. For example =irs is the Instructional Term Shortcut for instructors. To use the shortcut to get the word instructors you must type in =irs.
In LeaderGuide Pro version 9 and earlier the Instructional Term Shortcuts did not start with an equal sign. For example the Instructional Term Shortcut for instructors was simply irs and it would automatically expand to instructors... even if you truly simply wanted to use IRS to reference the Internal Revenue Service. Thus, the old need for the button to turn the Instructional Term Shortcuts on and off.
With the release of LeaderGuide Pro version 12 this button will no longer be on the LGPro ribbon.
Go To - Document Navigation
Go To uses Word's Browse function to take you to the next instance of each of the objects that can possibly be in a LeaderGuide Pro facilitator guide or participant guide.
Go To is very helpful when you want to check each instance of a particular block, or move from one lesson to the next, or check your Table of Contents or Training at a Glance.
To use Go To:
- Click on Go To
- Select what you want to go to
- You will be taken there
When you click the Go To button it reveals a drop down menu with all of the navigation options. There are 54 of them!
To continue going to...
Use Word's Browse Next and Browse Previous controls; they will be set to go to the next (or previous) occurrence of the object you selected with Go To.
The best way to access Browse Next and Browse Previous in Word 2016 and Word 2013 is to add these controls to your Quick Access Toolbar. This is how:
Click the down arrow at the end of your Quick Access Toolbar and select More Commands
In the Customize Quick Access Toolbar dialog, change the selection list from Popular Commands to All Commands
Scroll through the list until you see Browse Next. Highlight Browse Next and click on ADD to add it to your Quick Access Toolbar
Find "Browse Previous" below Browse Next. Highlight Browse Previous and click on ADD to add it to your Quick Access Toolbar
Highlight Browse Previous and click on ADD to add it to your Quick Access Toolbar
In Word 2010 and 2007 there is a browse control in the lower right corner of your computer screen. Click the up arrow to go to previous. Click the down arrow to go to next.
Special - Document Autotmation
Special provides automation functionality that is unique to LeaderGuide Pro Plus to make fast work of all the tedious but necessary tasks you otherwise need to do manually as you build your facilitator and participant guides. Special automates five areas of effort:
- Working with PowerPoint or Keynote
- Working with Pictures
- Extracting content
- Syncing content
- Show/Hide Content Block icons and/or entire content block rows
To use Special
- Click on Special
- Select the Special function you need
- Work in the Special function dialog boxes to complete your task
The Special drop down menu is divided into categories of effort.
- Each category starts with a heading that is text only.
- Each of the category functions have an icon next to them.
- If you click on a category heading nothing will happen.
- Click instead on the Special function you need.
LEARN MORE about each of the Special functions in the Special Tutorial.