Editorial Update/Starting Update Tasks
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You will be taken to the ‘Update Overview Page’, this page lists all the amendment tasks that you need to complete for the first Point in Time (PiT) you have been allocated. All the amendments listed will have coming into force dates that start on the same day as the PiT you are working on. The amendment tasks are grouped into a number of categories:
To start the update task you can either click on the Details button which appears next to each of the provisions that needs to be updated for this Point in Time or click on the Continue update button which will take you to the ‘Update Details’ page for the first provision listed on the ‘Update Overview’ page.
On the ‘Update Details’ page for provision level amendments you will see all the amendments that need to be carried out for the provision selected for the specific Point in Time you are working on. This page allows you to see:
Once you are satisfied with both the amended provision details and the amending tasks, you can proceed and select the green Check out for edit button.
Selecting the ‘Check out for edit’ button will launch XMetal, the program that allows us to edit legislation.
Refer to specific amendment guidance for further information on how to carry out the amendments in XMetaL.
This page details the steps you take from selecting an update task from your "Dashboard" to checking out a provision and starting update in XMetaL, whether the amendment is an insertion, substitution or repeal.
From "My Current Work" to "Check out for edit"
- You can access all tasks allocated to you through your "Dashboard" which can be found under "My Current work". They will be displayed under the heading "Online update and review online update". From here, select a document to start the task.
- You will be taken to a page showing all the "Points in Time" that have been allocated to you for "Edit Update". The update 'barchart' shows the number of textual effects that need to be applied for each Point in Time. The dates on the 'barchart' are based on the commencement information for the effects within each Point in Time. Click on the green ‘Start Task’ button to begin.
Note: The Starting Update page also provides an option to download a spreadsheet of the researched effects for the amended document, click
. If you download this before you start the update it will give you a useful overview of all the amendments that need to be applied and when they are commenced. This is particularly useful if you're carrying out ‘coming into force effects’ or dealing with amendments that come into force on different dates or for different extents:
- High Level Amendments: Amendments that will require you to check out more than just a single provision e.g. a whole Part or Schedule.
- Provision Level Amendments: Amendments that only affect individual provisions, for example insertion of words
- Automatic Amendments: These are amendments that do not change the text. The system will automatically create an annotation which you can check and edit if necessary. These can be non-textual amendments, coming into force effects, or automatic additions to existing annotations, for example the addition of a further coming into force date and reference to commencement order/s
- Blanket Amendments: Amendments that needs to be applied to multiple provisions across the Act. This option allows you to choose what you need to 'check-out' in order to complete the amendments
- Checked Out Documents: If any documents have not been checked back in during the update process, a list of those documents will appear under this heading. You can’t proceed to the next Point in Time, or complete an update task, unless all documents have been checked back in.
- The extent of the affected provision and the affecting provision. If the extent of the amendment is narrower than the extent of the affected provision this will be classed as a limited extent amendment.
- Link to the affecting provision so that you can check the amendment instructions before going into XMetaL
- If any additional information was recorded with the effects originally that you need to consider during update, this will be flagged here. Click on any red exclamation marks to get a help tip.
- You can expand the amendment tasks by using the small purple arrow which appears to the left of the 'amending provision'. This will give you all the details recorded with the original effect as well as providing access to a PDF of the original ‘marked-up’ version of the amending legislation. This may help resolve any queries if there is an issue with the amendment
- There is a preview panel at the bottom of the page. Before update you can view the ‘previous version’ of the provision (which is the latest version from legislation.gov.uk). This step is highly recommended as it can alert you to any irregularity in the provision, or even in the document itself, which could later stop you from carrying out your editing. For the same reason we also recommend that you view the affecting legislation, by clicking on the Title of the document positioned under the heading 'Affecting Legislation'.After update you will be able to see the newly updated version appearing here too, labelled as the ‘Newly Edited version’
- There is also a 'Preview Provision' option, so that you can preview the legislation within the context of the whole Act. This preview is useful if you want to view the 'timeline' for the provision.
Setting up your XMetaL workspace
ADD SECTION REFERRING TO HOW TO SET UP XMETAL ITSELF - NO NEED TO GO INTO DETAIL OF CARRYING OUT THE AMENDMENT.
- From the ‘Update Overview’ page select the ‘Details’ button next to the update task you are going to complete.
- The ‘Update Details’ page for high level amendments will show a list of the high level amendments to be completed for the Point in Time you are editing (there may be more than one). The task details given are the same as for provision level amendments. However, to preview the amended provision you will need to select ‘Preview Legislation’. Directly under the task details you will be presented with the Table of Contents for the Act you are updating. The Table of Contents can be used to check out individual provisions, whole Parts, Schedules or even the whole Act.
- Use the link in the amendments list to link to the ‘affecting provision’ and check the amendment instructions. For example, if the amendment is in a repeal Schedule find the reference to the repeal you are carrying out. Please also check the effects spreadsheet to ensure that the repeal is straightforward i.e. whole extent, all in force on one date and there are no exceptions to what is being repealed. If there are any complications it may not be appropriate to use the 'auto repeal' functionality described below. If in doubt please seek advice from a Review Editor.
- Scroll down the Table of Contents and to find the Part or relevant heading level to be repealed. Next to the heading of the Part, Chapter or Schedule to be repealed you will see a button labelled ‘Auto Repeal’ – select this button.insert image