TechPak and TechNeed Managers

TechPak and TechNeed Managers

See Also:

How to Manage TechPak Forms

On this page:

Tips on Finding a TechPak or TechNeed in the List
TechPak Command Descriptions
TechNeed Command Descriptions

TechPak/TechNeed Manager

The Manager page shows different groups of TechPaks or TechNeeds depending on the tab you have selected. The tabs that are visible depend on your role: Administrator, author, personal account holder, or group member.

To take an action on a TechPak or TechNeed:

Click the radio button for the item to select it.
Choose a command from the pulldown list, and then click Go.

Important: Some tabs show TechPaks or TechNeeds in different states. For example All may show titles that are live, draft, and archived. Commands in the pulldown list may not be appropriate to all TechPaks or TechNeeds that appear. For example, you can only Restore a TechPak that is already Archived; you cannot Restore a TechPak that is Live.

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Tips on Finding a TechPak or TechNeed in the List

Use the Find boxes to locate a specific item or group of items.

To find a specific TechPak or TechNeed by ID, type the ID into the Listing ID field, and then click Find. You must type the specific ID -- typing 123 does not find 1234, for example.
Only numbers are allowed in the ID field. If you type 12A34, yet2.com searches for 1234 and throws away the A.
An entry in all other fields is treated as a "contains" search -- "ter" finds Stern, Peter, or terminal.
There are no wildcards.
Searching is case-insensitive. Polymer, POLYMER, and PoLyMeR are all the same.
If you choose a command that displays another page (such as Check Out), the search is still in effect when you return.
If you click another tab, the search is applied automatically to that tab, too.
To see all TechPaks or TechNeeds appropriate to the tab, click Clear All to clear the fields, and then click Find. This finds all items that are appropriate to the tab.

Note: The My Drafts and My TechPaks tabs automatically refresh periodically (you may see them change on the screen). This is so that yet2.com can display changes to a TechPak´s status as soon as possible. For example, when you´ve just uploaded a new TechPak that yet2.com is still processing. The automatic refresh will change that status to Draft as soon as processing is complete, rather than doing so the next time you switch tabs or refreshing the screen manually. You can refresh the "check in processing" notification for a TechPak yourself by clicking Find.

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TechPak Command Descriptions

This table explains what each listing command does, and describes the listing conditions where each one works.

Command

Does this to the selected TechPak...

TechPak must be...

Archive

Sends TechPak to the Archive list.

In Action List
Off line
Not checked out

Cancel Check Out

Unlocks TechPak for submission or editing without making any changes from the previous check in.

Checked out to user cancelling or the user cancelling must be Administrator at user´s organization

Change Author

Changes the author of record for a TechPak.

Draft, in Action List, submitted to Admin, or submitted to yet2.com
Cannot be checked out.
User must be Administrator at author´s organization

Check In

Unlocks the official version of the TechPak for submission or editing and makes permanent any changes from previous check in.

Must already be checked out to user who is checking in
Must be Draft, in Action List, or Submitted to yet2.com

Check Out

Locks the official version of the TechPak to prevent submission or editing by anyone else. Downloads most recent version of the TechPak document.

Check out and check in also migrate any listings in the previous listing format to the TechPak format.

Cannot be checked out already
Must be in Draft, Action List, or submitted to yet2.com
User must be TechPak´s author or organization Administrator

Delete

Removes the TechPak.

Must be Draft, in Action List, or Archived
Cannot be checked out
User must be TechPak´s author or organization Administrator

Get Latest Version

Downloads the most recent official version of the TechPak, but does not prevent others from checking out and changing the official version.

Only the author can get the latest version of a draft

Preview

Preview displays the TechPak in the on-screen TechPak format. If a listing in the previous format has never been checked out (never been migrated), Preview displays the previous on-screen format.

Only the author can preview a draft TechPak.

Restore

Removes the TechPak from the Archived list and places it into the Action List.

Must be in Archived list
Cannot be checked out

Retrieve

Returns the TechPak from yet2.com to the Action List. The TechPak remains live unless the Administrator specifically requests that it be taken down.

Must be on line and live
Cannot be checked out

Return to Author

Transfers the TechPak from the Administrator´s Action List to the author´s Draft list.

Must be in Action List
Cannot be checked out

Submit to Admin

Transfers the TechPak from the author´s Draft list to the Administrator´s Action List.

Only author can submit
Must be in author´s Draft list
Cannot be checked out

Submit to yet2.com

Transfers the TechPak from an Administrator´s Draft or Action list, or from a personal account holder´s Action List, to yet2.com.

Must be in Action List (or Administrator´s own Drafts list)
Cannot be checked out

View Live Listing

Displays a live TechPak that belongs to the organization.

Must be live
User must be member of organization that submitted TechPak

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TechNeed Command Descriptions

TechNeed manager commands parallel TechPak manager commands, except that you prepare TechNeeds on line, so there is no need to check out or check in.

Command

Does this to the selected TechNeed...

TechNeed must be...

Archive

Sends TechNeed to the Archive list.

In Action List
Off line

Change Author

Changes the author of record for a TechNeed.

Draft, in Action List, submitted to Admin, or submitted to yet2.com
User must be Administrator at author´s organization

Delete

Removes the TechNeed.

Must be Draft, in Action List, or Archived
User must be TechNeed´s author or organization Administrator

Edit

Displays the current text of the TechNeed for editing.

In Draft mode or in Administrator´s Action List

Preview

Preview displays the TechNeed in the on-screen TechNeed format.

Only the author can preview a draft TechNeed.

Restore

Removes the TechNeed from the Archived list and places it into the Action List.

Must be in Archived list

Retrieve

Returns the TechNeed from yet2.com to the Action List. The TechNeed remains live unless the Administrator specifically requests that it be taken down.

Must be on line and live

Return to Author

Transfers the TechNeed from the Administrator´s Action List to the author´s Draft list.

Must be in Action List

Submit to
Licensing Admin

Transfers the TechNeed from the author´s Draft list to the in-licensing Administrator´s Action List.

Only author can submit
Must be in author´s Draft list

Submit to yet2.com

Transfers the TechNeed from an Administrator´s Draft or Action list, or from a personal account holder´s Action List, to yet2.com.

Must be in Action List (or Administrator´s own Drafts list)

View Live
TechNeed

Displays a live TechNeed that belongs to the organization.

Must be live
User must be member of organization that submitted TechNeed

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pg_listing_mgr

Command	Does this to the selected TechPak...	TechPak must be...
Archive	Sends TechPak to the Archive list.	In Action List Off line Not checked out
Cancel Check Out	Unlocks TechPak for submission or editing without making any changes from the previous check in.	Checked out to user cancelling or the user cancelling must be Administrator at user´s organization
Change Author	Changes the author of record for a TechPak.	Draft, in Action List, submitted to Admin, or submitted to yet2.com Cannot be checked out. User must be Administrator at author´s organization
Check In	Unlocks the official version of the TechPak for submission or editing and makes permanent any changes from previous check in.	Must already be checked out to user who is checking in Must be Draft, in Action List, or Submitted to yet2.com
Check Out	Locks the official version of the TechPak to prevent submission or editing by anyone else. Downloads most recent version of the TechPak document. Check out and check in also migrate any listings in the previous listing format to the TechPak format.	Cannot be checked out already Must be in Draft, Action List, or submitted to yet2.com User must be TechPak´s author or organization Administrator
Delete	Removes the TechPak.	Must be Draft, in Action List, or Archived Cannot be checked out User must be TechPak´s author or organization Administrator
Get Latest Version	Downloads the most recent official version of the TechPak, but does not prevent others from checking out and changing the official version.	Only the author can get the latest version of a draft
Preview	Preview displays the TechPak in the on-screen TechPak format. If a listing in the previous format has never been checked out (never been migrated), Preview displays the previous on-screen format.	Only the author can preview a draft TechPak.
Restore	Removes the TechPak from the Archived list and places it into the Action List.	Must be in Archived list Cannot be checked out
Retrieve	Returns the TechPak from yet2.com to the Action List. The TechPak remains live unless the Administrator specifically requests that it be taken down.	Must be on line and live Cannot be checked out
Return to Author	Transfers the TechPak from the Administrator´s Action List to the author´s Draft list.	Must be in Action List Cannot be checked out
Submit to Admin	Transfers the TechPak from the author´s Draft list to the Administrator´s Action List.	Only author can submit Must be in author´s Draft list Cannot be checked out
Submit to yet2.com	Transfers the TechPak from an Administrator´s Draft or Action list, or from a personal account holder´s Action List, to yet2.com.	Must be in Action List (or Administrator´s own Drafts list) Cannot be checked out
View Live Listing	Displays a live TechPak that belongs to the organization.	Must be live User must be member of organization that submitted TechPak

Command	Does this to the selected TechNeed...	TechNeed must be...
Archive	Sends TechNeed to the Archive list.	In Action List Off line
Change Author	Changes the author of record for a TechNeed.	Draft, in Action List, submitted to Admin, or submitted to yet2.com User must be Administrator at author´s organization
Delete	Removes the TechNeed.	Must be Draft, in Action List, or Archived User must be TechNeed´s author or organization Administrator
Edit	Displays the current text of the TechNeed for editing.	In Draft mode or in Administrator´s Action List
Preview	Preview displays the TechNeed in the on-screen TechNeed format.	Only the author can preview a draft TechNeed.
Restore	Removes the TechNeed from the Archived list and places it into the Action List.	Must be in Archived list
Retrieve	Returns the TechNeed from yet2.com to the Action List. The TechNeed remains live unless the Administrator specifically requests that it be taken down.	Must be on line and live
Return to Author	Transfers the TechNeed from the Administrator´s Action List to the author´s Draft list.	Must be in Action List
Submit to Licensing Admin	Transfers the TechNeed from the author´s Draft list to the in-licensing Administrator´s Action List.	Only author can submit Must be in author´s Draft list
Submit to yet2.com	Transfers the TechNeed from an Administrator´s Draft or Action list, or from a personal account holder´s Action List, to yet2.com.	Must be in Action List (or Administrator´s own Drafts list)
View Live TechNeed	Displays a live TechNeed that belongs to the organization.	Must be live User must be member of organization that submitted TechNeed


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