SI Editor View Menu - Tailoring Options 

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  1. About Tailoring
    1. Editing Tailoring With Revisions
    1. Editing Tailoring Without Revisions
  2. Standard Windows Commands
  3. How To Use This Feature
    1. To Unhide and Restore Individual Redlined Tailoring Options:
  4. Additional Learning Tools
  5. Technical Support Information

This command can also be executed from the SI Editor's Right-click menu.

The Tailoring Options command allows you to display and manage the existing 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 Options throughout the SectionA set of files within the Division of a Master or Job that covers specific aspects of construction.  Select or deselect Tailoring Options from the list to show or hide them, customizing your view by activating or deactivating single or multiple Tailoring Options as required.

If Show this dialog box when opening Sections with Tailoring Options is checked, the Tailoring Options window will automatically appear when you open a Section that contains Tailoring. 

Illustration Icon Indicating StopIf you unchecked the Show this dialog box when opening Sections with Tailoring Options, so the Tailoring Options window no longer appears when you open a Section that contains Tailoring, refer to the SI Editor's Tools menu > OptionsEdit tab and check Show Tailoring Options when opening Sections.

About Tailoring

When you open a Section with Tailoring Options, the Tailoring (TAI) tag will surround the tailored text. Tailoring Options are designed to simplify specification editing by providing a method for pre-editing information marked with TAI tags by the Master Specification Technical Proponent. This provides the ability to include or exclude tailored text, thereby eliminating requirements that do not pertain to the Job without manually editing each occurrence.

Illustration Icon Indicating StopThe disposition of any hidden Tailoring Options, when a Section is closed, is controlled by the related selections made on the Tools menu > Options > Save tab within the drop-down box below When Saving. You should review these options before using this function to avoid permanently removing options you may want to retain.

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Illustration Icon Indicating Helpful HintManaging Tailoring Options within a Master by adding or removing individual instances within a Section should be done through the Insert menu > Tailoring command. You can also manage Tailoring Options for a Job through the SpecsIntact Explorer's File menu > Tailor, or individual Sections through the Sections menu > Tailor.

Illustration Icon Indicating CautionGrammatical inconsistencies may occur during the Tailoring of a Job or Section, specifically when Tailoring Options are removed. The specification writers and editors are responsible for identifying and correcting these inconsistencies.

Editing Tailoring With Revisions

When using RevisionsThe Revisions command reveals or conceals Revisions that are tagged in the text. Text to be added is identified with underscoring and the addition tags, <ADD> and </ADD>. Whereas text to be deleted, or Redlined, is identified with overstriking and the delete tags, <DEL> and </DEL>, the deselected (unshaded) Tailoring Options will be redlined. If the Tailoring Option contains more than one attribute, such as <TAI OPT=Army, Navy, Air Force</TAI>, the deselected (unshaded) attribute will be removed, but not redlined. Hidden Tailoring Options can be restored provided that neither the Section nor the SI Editor has been closed.

Illustration Icon Indicating Helpful HintTo restore the hidden Tailoring Options before saving and closing the Section, return to the Tailoring Options window, select the unshaded Tailoring Option you want to restore, and click OK.

Illustration Icon Indicating Important Information To NoteRedlines are applied when a Section is saved and closed. Redlined Tailoring Options cannot be globally restored, but individual ones can be restored by using the SI Editor's Edit menu > Undelete Redlined Revisions.  When using Revisions, hidden Tailoring Options will display '(REDLINED)' next to their name when the Section is reopened.

Editing Tailoring Without Revisions

When Tailoring without Revisions, the deselected (unshaded) Tailoring Options will be hidden. If the Tailoring Options contains more than one attribute such as <TAI OPT=Army, Navy</TAI>, the deselected (unshaded) attribute will be removed.  You can restore hidden Tailoring Options in a saved Section, provided you haven't closed the Section or the SI Editor. To restore, select the unshaded options and click OK.

Illustration Icon Indicating CautionOnce you have saved and closed the Section, all hidden Tailoring Options will be deleted and cannot be restored.

Standard Windows Commands

Illustration SI Explorer's Dialog Box OK buttonThe OK button will execute and save the selections made.

Illustration SI Explorer's Dialog Box Cancel buttonThe Cancel button will close the window without recording any selections or changes entered.

The Options button opens the SI Editor's Tools Options window.

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The Help button will open the Help Topic for this window.

How To Use This Feature

Illustration Icon Indicating How To StepsTo Unhide and Restore Individual Redlined Tailoring Options:

  1. In the SpecsIntact Explorerselect a Job or local Master
  2. In the Contents panel, select a Section, then perform one of the following:
    1. Right-click and select Edit
    2. Select the Sections menu and select Edit
    3. Double-click to open the Section in the SI Editor
  3. In the Tailoring Options window, perform one of the following:
    1. Select one of the hidden (unshaded) redlined Tailoring Options (e.g., DESIGN-BUILD (REDLINED))
    2. Select multiple hidden (unshaded) redlined Tailoring Options (e.g.,  DESIGN-BUILD (REDLINED), SUSTAINABILITY (REDLINED), and HARD COPY SUBMITTAL (REDLINED))
  4. Click OK
  5. With the redlined Tailoring Options visible, perform the following:
    1. Click the Find Tags button on the Toolbar
    2. Select the Edit menu and select Find Tags
    3. Use the keyboard shortcut Ctrl+I
  6. In the Find Tags window, Name field, perform one of the following:
    1. Select the drop-down arrow, within the list select Tailoring Options
    2. Type 'T' until Tailoring Options is displayed
  7. Below Find select Begin tags
  8. Below Attributeselect Find tags only with the following attribute value, and enter the Tailoring Option attribute (e.g.,  DESIGN-BUILD, SUSTAINABILITY, or HARD COPY SUBMITTAL)
  9. Below Search, select whether to search the Entire File or From Cursor
  10. Click OK
  11. Upon locating the initial Tailoring Option, highlight the deleted redlined text from its beginning <DEL> tag, through its ending </DEL> tag, then perform one of the following:
    1. Right-click and select Undelete Redlined Revisions
    2. Select the Edit menu and select Undelete Redlined Revisions
  12. To continue, perform one of the following:
    1. Click the Next Find/Replace button on the Toolbar
    2. Select the Edit menu and select Next
    3. Use the keyboard shortcut F3
  13. Repeat Steps 11 and 12 until the required content is restored

Additional Learning Tools

Illustration Icon Indicating eLearning ModulesWatch the Tailoring a New Job eLearning module within Chapter 2 - Creating a Job and Adding Sections.

 

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

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