Tips for using a VC worksheet
Using the VC worksheet for
personalized
Header Fields
For each header field on each copy of the Template worksheet in the workbook, you have the choice:
- Use linked cells to link to the central default data in the VC sheet -
so that every sheet gets updated whenever the data is changed in that one shared place - Manually overwrite data unique to that field on that sheet
Purposes of a VC worksheet
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Bookmark = Personalize
Personalize your VC Header Fields
Version Control video 
You can personalize your VC field labels, field label text boxes, and default data
in ways that are automatically found and transferred to your new templates each time that you upgrade.
It is okay to hide rows,
but do not insert, move, or delete rows
on the VC worksheet itself, or in the top header section of any sheet in the workbook.
Do not move or delete header text boxes.
When upgrading from a legacy template that was purchased after April, 2012,
the following will be automatically found and transferred to your new templates each time that you upgrade:
On the VC worksheet - in the Header Fields - User Defined section:
- Header Labels
(a field on the VC sheet that has a Name defined by Systems2win that starts with LabelUH)Formulas and Formats
- Header Default Data
(a field on the VC sheet that has a Name defined by Systems2win that starts with UHeader)Formulas, Formats, and Validation
Tip: When Excel copies 'Formulas',
it will instead copy the data for any cell that contains data rather than an actual formulaTip: Formats include Wrap Text, Shrink To Fit, font size, font weight, font color, and more
Tip: Validation can restrict acceptable data, and can present a dropdown list from the DV sheet
Tip: See Idea Starters for User-Defined Header Fields - in the text box below
On the VC worksheet - in the Default Data section:
- Default Data: Formulas
- Default Data Labels: User Substitutions only
(see explanation in the 'Header Fields - Standard' section below)On the VC worksheet - in the Header Fields - Standard section:
- Header Labels will NOT be automatically found and transferred to your new templates each time that you upgrade, but (just like any other field in any Systems2win template) you CAN use User Substitutions to substitute your preferred text - which WILL be automatically found and transferred to your new templates each time that you upgrade.
- Default Data will NOT be automatically found and transferred to your new templates each time that you upgrade.
On the Template worksheet -
- Header Data for User-Defined fields
(a field that links to the VC sheet that has a Name defined by Systems2win that starts with VCUData)Formulas, Formats, and Validation are automatically found & transferred
- Header Labels for User-Defined fields
(a field that links to the VC sheet that has a Name defined by Systems2win that starts with VCULabel)Formulas, Formats, and Validation are automatically found & transferred
- Header Label Textboxes for User-Defined fields
(a header texbox that links to the VC sheet that has a Name defined by Systems2win that starts with txtVCU)Formulas and Fonts are automatically found & transferred
If you made any additional changes not specified here,
then be sure to use your Customization Log to remind you to make those same changes each time that you upgrade.And whenever you do an upgrade, you should always manually inspect any template that you know that you have personalized.
The following Systems2win Excel templates have a VC worksheet:
Job Instructions, Standard Work Combination Sheet, FMEA, and Control Plan.
When upgrading from templates older than May 2012,
you will need to manually recreate any changes that you made to VC headers.
Idea Starters for User Defined Header Fields Value Stream, VStream, Process, Program, Job, Project, Phase, Category, Type, Tip: If you need translation to multiple languages, all of these terms are already translated in the TT worksheet. If your template is single language only - then it's even easier. |
Bookmark = StepLabel
Step Label
When using the Job Instructions template,
When you click the Renumber Steps or Generate Report button,
it will automatically renumber your steps (in column B).
Exception:
Auto-numbering will skip any cell in column B that contains text that does NOT start with the same text as the Step Label field on the VC worksheet.
Benefit of this feature: This allows you to intentionally skip step numbering - perhaps to provide addtional comments or training for a complex sub-step.
Potential gotcha: If you change the Step Label field after you already have some numbered steps - you will need to manually delete the old numbering before clicking the Renumber Steps button (because the old number labels will start with the old text - which will no longer match the new text, and will therefore be skipped).
Integration with Version Control software
The VC sheet makes it possible to integrate with most third-party Version Control software.
The version control software updates the data in just one place (the VC sheet) -
which then auto-updates all sheets in the workbook.
Exception: On any sheet, you can purposefully overwrite the formula linking to the default data on the VC sheet -
replacing that formula with static text or data that won't change
Your version control software might then automatically generate a controlled document in PDF format -
and store it in your usual document control vault.
