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Designation Wizard

There is so much you can do with the Designation Wizard! You can add new designation lists, edit existing lists, and import text files. No more guesswork on bad imports.

The Designation Wizard

Create New Designations


Select Designations Wizard in the Workflow Ribbon


This brings up the Wizard, select Add New List

The Wizard with Add New List selected

Add an ID and a Name – Hit OK

Adding an ID and a Name

Choose the transcript associated with the designations you are adding.

Choosing the associated transcript

Choose your designation highlighter color.

Choosing the highlighter color

Copy and Paste your designations under the bracketed info.

Pasting designations under the bracketed info

You can preview what your list will look like by selecting Preview Changes or if you have Auto-Update Preview checked.

No errors? Click Save Designations.

Previewing and saving designations

Have errors? Fix them right in the wizard pane. Hovering over the error with your mouse tells you what it is. You can edit right in the pane.

Fixing errors in the wizard pane

Warnings are highlighted in yellow. Mouse over the warning for an explanation as to what the issue is. The most common warning is the Designation Wizard letting you know that your designation may not begin or end at a question prefix. These are not formatting errors.

Warnings highlighted in yellow

Easy to edit and save when done.

Editing and saving the list

Edit Existing Designations

Select Designations Wizard in the Workflow Ribbon.

Then choose Edit Existing List and Select the list you want from the dropdown menu.

Choosing Edit Existing List from the dropdown

OR...

Right-click on your list and select Edit in Designation Wizard. Both will give you the Wizard with your list in it.

Right-click Edit in Designation Wizard
The list open in the Wizard

You can change colors or the transcript, add designations, make any change you want. You can even change the ID and Name on a list, but be careful it will the overwrite list with the ID you have selected.

Let’s add counters to an existing list. First, click in the pane underneath the existing designations and then click on the highlighter color button to select a counter color.

Notice the color change at the top when [hl=3] is inserted.

Color change when hl=3 is inserted

Paste the counters below the [hl=3], notice how the preview shows the counters have been added to the bottom of the list.

Counters added to the bottom of the list

If you want to save a copy of the existing list without changes, check the Backup existing lists option.

The Backup existing lists option

If you don't want the backup, just hit Save Designations. You'll be warned.

Warning when skipping the backup

Here’s a side-by-side with the updated list (sorted and renumbered) and the backup.

Side-by-side of updated list and backup

Change Transcript in Designation Wizard

Rename your old transcript in the transcripts tab. In this example, I have a transcript (sync file) that is Picture in Picture. I selected my transcript and hit F2 to rename.

Renaming the transcript with F2

The list you want to change will now show the name change.

List showing the transcript name change

Open the existing list in the designation wizard following the instructions above.

You can add the new transcript in the wizard, if you have already added ignore this step.

Adding the new transcript in the wizard

Click inside the Wizard above your designations, so you see the cursor. Then click on the transcript button to select the transcript you want to use.

Selecting the transcript to use

You will see both the old and new in the Wizard. Delete the old list.

Old and new transcripts in the Wizard
Deleting the old list

Hit Save designations and then Replace List.

Saving designations and Replace List
Confirming the list replacement

Edit Tuned Designations in the Wizard

Did you already tune a designation list and then get a new changed list and don’t want to lose work you have done? Easy.

1 Open your existing list in the Designation Wizard.

2 Highlight the designations in the Wizard

3 Paste your new designations over the old designations.

IMPORTANT: If you delete designations – all the information is deleted with them. You must paste over existing to keep tuning and text edits.