SI Editor Insert Menu - Tailoring

This command allows you to Add a new TailoringTagged elements <TAI> </TAI> inserted by the Master Specification writer to indicate specific elements within a specification. These tags allow them to include or exclude requirements based on factors like agency or product. This pre-editing removes irrelevant requirements, simplifying customization for each project Option or Remove an existing one.

Tailoring

Tailoring is designed to make specification editing easier by providing a method for pre-editing information that has been marked with the Tailoring TagsSpecsIntact relies on tags to control content, and formatting, automate processes, and generate reports. These special markers, like <SEC> and </SEC>, define elements and attributes within the specifications. Some tags, like <Page />, function independently. In essence, tags are the building blocks of SpecsIntact documents <TAI> by the Master Technical Proponent (specification writer). This provides the specification editor with the ability to include or exclude portions of text in their entirety, thereby eliminating requirements that do not pertain to the Job without editing each occurrence manually from the text.

Add Tailoring Options

In general, Tailoring Options are added to the specification by the Master Technical Proponent or a specification writer who is preparing a Master SectionA set of files within the Division of a Master or Job that covers specific aspects of construction. This provides the Job editors with the ability to tailor the Section by removing one or more of the options.

Adding Multiple Tailoring Options

It is possible that information may be relevant to more than one Tailoring Option to specify Agency or Agencies, project method (Design-BId-Build or Design-Build), location, or products. For this reason, SpecsIntact allows inserting multiple Tailoring Options. These options are separated with a comma and no space. (Example:  Army,Navy,Air Force).

There is a character limit of 152 characters within the Tailoring Tag.

Remove Tailoring Options

This function is used to remove individual instances of Tailoring Options from the Tailoring Option Tag.  For instance, the Tailoring tag is <TAI OPT=ARMY,NAVY,DESIGN-BID-BUILD>, and if you need to remove 'DESIGN-BID-BUILD' the tag will reflect <TAI OPT=ARMY,NAVY>.   If there is only one Tailoring Option, this feature will remove both the Tailoring Option and the TAI Tag for that occurrence.  Other instances of the same Tailoring Option in the Section will remain.

Example of Tailoring Options

Single Tailoring Options

Multiple Tailoring Options

Using this Feature

Adding A Tailoring Option

1. In the Editor, select the tagged element or text you want Tailored
2. Right-clickTo press the right button of a mouse and release it to open a menu on the highlighted text
3. Select Insert >Tailoring > Add Tailoring Options
4. From the Tailoring Options window, choose either the Options in Section or Options in Master UFGS (to ensure consistency) or you can enter a new Tailoring Option by placing the cursor in the field below Tailoring Option and type the name of the new Tailoring Option

Adding Multiple Tailoring Options

1. In the Editor, select the tagged element or text you want Tailored
2. Right-click on the highlighted text
3. Select Insert Tailoring
4. In the Tailoring Options window, choose either the Options in Section or Options in Master UFGS (to ensure consistency)
5. Hold the Ctrl key + Click on the Tailoring Options you wish to use
6. Or you can place the cursor in the field below Tailoring Option, enter the name of the first Tailoring Option followed by a comma, and then the second Tailoring Option
7. Select OK

 Some combinations can be used when adding multiple Tailoring Options as described below:

1. Enter the new Tailoring Option (not provided in the list), separating each with a comma and no space.  (Example:  PIPES,COPPER) or
2. Enter the New Tailoring Option, and select one or more from the list using the Ctrl or Shift keys or
3. Select one or more from the Options in Section or Options in Master list box using the Ctrl and Shift Keys
4. Select OK

The Ctrl key will allow you to select various options while skipping others. The Shift key will allow you to select a list of options by clicking the first and last you want to select.

Modify Existing Tailoring Options

You can modify the existing Tailoring Options by either Adding a new Tailoring Option or Removing an existing Tailoring Option. This is a useful tool that can be used when an existing Tailoring Option needs to be modified, such as changing USACE to ARMY.  You would begin by adding the correct Tailoring Option as 'ARMY', and then remove the incorrect Option 'USACE' .

1. From the Editor, place your cursor to the right of the beginning Tailoring Tag (Example:  <TAI OPT=ARMY,NAVY>)
2. Right-click and select Attributes > Tailoring > Add Option
3. From the Tailoring Options window, place cursor in the field below Tailoring Option and enter the name of the new Tailoring Option
4. Select OK
5. Right-click and select Attributes > Tailoring > Delete Option
6. From the Tailoring Options window, select the incorrect Tailoring Option from the list
7. Select OK

Additional Learning Tools

Watch the Inserting and Managing Tailoring Options eLearning module within Chapter 7 - Master Preparation.

Technical Support Information

Users are encouraged to visit the SpecsIntact Website's Support & Help Center for access to all of our User Tools, including eLearning (video tutorials), printable Guides, a Knowledge Base containing Frequently Asked Questions (FAQs), Technical Notes and Release Notes, and Web-Based Help.

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