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CAR Training Module PRODUCT REGISTRATION and MANAGEMENT Module 2 - Register a New Document - Without Alternate Formats (Run as a PowerPoint show)

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Presentation on theme: "CAR Training Module PRODUCT REGISTRATION and MANAGEMENT Module 2 - Register a New Document - Without Alternate Formats (Run as a PowerPoint show)"— Presentation transcript:

1 CAR Training Module PRODUCT REGISTRATION and MANAGEMENT Module 2 - Register a New Document - Without Alternate Formats (Run as a PowerPoint show)

2 [Premise: You have a training related product to register in the CAR. The product exists as a single file on accessible storage media] Log in to see the CAR Search Screen and click on the green REGISTER A NEW DOCUMENT button

3 At the Manager Menu click on “Register New” and “Document” The Document Manager Menu screen displays:

4 The New Document registration form displays. The data fields in Red are mandatory to do a minimal registration. You will need to expand the registration form dropdowns to enter other metadata. Note: In order to provide CAR users with optimal product discoverability it is recommended that as much product metadata as possible be entered during, or added soon after, initial registration.

5 1. View the NEW Document Registration Screen with embedded data entry dropdowns 2. Enter the Document Title 3. Select the Distribution Access from the dropdown 4. Select/verify RDL Repository button (where is the content ?)(default RDL) 5. Browse to the document you want to register 6. Expand the Additional Options dropdown 7. Select Discoverable to make the document search- (Default discoverable) 8. Select Doc type from the dropdown 9. Enter the Document Identifier ID – if any exists 10. Select/verify Your Knowledge Center (defaults to yours} 11. Select/ verify the Foreign Disclosure 12. Enter the Official Approval Date (if any – defaults to today) 13. Enter the date posted (date when it can be seen by search- defaults to today) 14. Enter a short description (recommended). If none is entered one is generated by the system. 15. Expand the Product POC dropdown 16. Enter Responsible Organization information 17 Verify your Email or Enter your Organization Email The New Document registration form displays. Enter data per the steps shown at right. Besides the Mandatory data - Highly recommend: 8 Doc Type, 9 ID, and 14 Description - for user discoverability

6 18. Skip over the Alternate Formats Dropdown 19. Open the Job Specialty dropdown selection 20. Select any related Job Specialty category and enter any related Job Specialty codes or keywords 21. Open Keyword Fields Dropdown Selection 22. Enter any content related keywords (use + to add each) 23. Open Joint Document/Aliases dropdown selection 24. Select related Service listed on the document 25. Enter the Alias ID for the document WHEN REGISTRATION DATA IS COMPLETE click on the “REGISTER” button at the Upper left of the registration window Continue entering the product registration data per the steps at right, as desired. When done, click on the Register button

7 The Verify Registration Data screen displays. Verify the data, enter any desired change history information Click OK to complete the registration (or cancel to terminate)

8 It provides information about the document and its URL within the CAR. Click OK to close the message screen and return to the Manager Menu screen. The Successful Document Register request message displays:


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