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Editing existing Life Cycles

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Editing existing Life Cycles

Life Cycles occasionally require changes after it has been set up and running for a while. Changes can be made to a Life Cycle without having to recreate every page from scratch.

To make a change such as adding an icon to an existing Life Cycle page, all links on the page can be kept in tact by following these easy steps.

Step 1: 
Access the Document >> List and then click on the applicable .svg document that you wish to update. From the Document >> View page click, for the selected .svg page, click on the Download Latest Version icon.

kb_lifecycle_step54.png

The .svg document retains all links (to documents, reports, dashboards, PPO pages, web sites and e-mails) and that is the reason you need to download the existing .svg page.

Step 2:
After downloading the .svg page, open the page using MS Visio. Once the page has opened hover over the icons, to ensure that the links are still in tact.

If you are a Visio 2010 user, before editing the Life Cycle .svg page, click on the Design tab and un-select Auto Size.  The Auto Size option is selected by default when a .svg file is opened using Visio 2010. If the Auto Size is not un-selected, the page size will become bigger automatically and the view of the Life Cycle will be small and unreadable in PPO.

Visio_2010_Screenshot.jpg

Step 3:
Once the required changes have been made in Visio, save the updated .svg page, then access the Document >> View page for the previous .svg page and then click on the Edit Document icon. Upload the amended .svg page and then click on the Submit Document icon.

Re-linking existing life cycles

When documents are linked in the life cycle the link refers to the document key of the .svg page. When life cycle pages are updated and then uploaded again, the document key does not change, which means you will not be required to update any links in the life cycle. The only links that will have to be amended after changes have been made to a life cycle page, are links to a newly added .svg page NOT links to an updated .svg page.

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