4.2.4 Manage an Overview

 

Once an Overview Item is created, it is possible to edit and send the Overview through its Workflow Cycle with the use of the Item Query results panel.



4.2.4.1 Locate an Overview


  1. Navigate to the Workspaces Tab
  2. Click on the Item Query icon (Item Query windows appears)


  • Alternatively Click on the Item Query icon on the left hand side



  1. Expand the Where Item Type Is menu


Item Query - Where Item Type Is Search Criteria


  1. Select Overview
  2. Specify other relevant Search Criteria
  3. Click Search
  4. Select required Overview


Item Query - Overview Search Results


Note that an Overview cannot be Checked Out or fully managed from the Administration Suite. You must do this through the Visio Overview Designer



4.2.4.2 Revising an Overview

 

  1. On the Welcome Page select Item Query
  2. Enter the name or part of the name of the Overview in the All or part of the item: field
  3. In Where Item type is select Overview
  4. On required Overview, right click on the Overview and select Action Item


Item Query > Overview > Showing Right Mouse Button Options


  1. The Item Workflow screen is displayed


Item Workflow Screen


  1. Select the Revise checkbox
  2. Add in a Revision statement in the Action Comment field (if required)
  3. Click Action
  4. Click Ok
  5. Click Close
  6. On the Item Query Screen click Search to refresh the results, the Overview to be revised is now shown as Draft Status
  7. Open the Visio Overview Designer
  8. Click the Open Overview button
  9. Search for the required Overview (this only allows the searching of Overviews)
  10. Select Overview
  11. Check Out the Overview
  12. Once the Item is Checked Out (this must be done from the Visio Overview Designer) it is possible to Edit the:


 

Available tabs within the Visio Overview Designer


Available tabs within the Agility Admin Suite


Note that editing an Overview follows the same steps as creating an Overview, for more information refer to Section 4.1.9



4.2.4.3 Editing an Overview Using Override

 

  1. Open Microsoft Visio
  2. Navigate to the Agility tab
  3. Select Open and the Item Query Screen is opened (this only allows the searching of Overviews)
  4. Either enter the Number or Title of the Overview and click Search or click Search and scroll the list to find the Overview to be edited
  5. Select the Overview
  6. Click the Check Out icon


  • If the Item is already Checked Out to you please skip this step
  • If the Item is Checked Out to other User and you have Control Override you will be able to Override their Check Out and Check the Item out to yourself
  • If you do not have Control Override you cannot Check Out the item to yourself



  1. Once the Item is Checked Out (this must be done from the Visio Overview Designer) it is possible to Edit the:


 

Available tabs within the Visio Overview Designer


Available tabs within the Agility Admin Suite


Note that editing an Overview follows the same steps as creating a Overview, for more information refer to Section 4.1.9



4.2.4.4 Overview History

 

  1. Click the History tab
  2. Expand Revision Item History


Item History



4.2.4.5 Preview an Overview


  1. Click the Preview button located in the Item Query tab on under the Item Query results list (Overview window is opened)



Overview Preview



4.2.4.6 View Overview Relationship

 

  1. Click the View Relationship button under the Item Query results list (Item Relationship Viewer window is opened)



Note that the top represents Links from the Item and the bottom represents Links to the Item.


  • Click the Top or Bottom buttons (depending on what is available) to view individual links to or from Items
  • Hover over the linked to or from Item
  • Click the Designer icon (Item is opened in new window).



4.2.4.7 Action an Overview 

 

  1. On the Welcome page or Workspaces tab, select Item Query
  2. Enter the Number/Title or part of the Number/Title of the Overview in the All or part of the item: field
  3. In Where item type is: select Overview
  4. Click Search
  5. On the required Overview, right-click on the Overview and select Action Items


Item Query - Showing Right-Click Button Options


  1. The Item Workflow screen is opened where the Overview (the default workflow for a Overview is Advanced) can have the following set:


  • Send for Review with the Review Task Settings being modified if required - See Section 4.3.4 for details on how to achieve this
  • Set as Reviewed
  • Send for Approval with the Approval Task Settings being modified if required - See Section 4.3.7 for details on how to achieve this
  • Set as Approved
  • Release.