Training Module: Drafting amendments inline

1 Introduction
2 Exercises
3 When complete…

Introduction

Exercises

Getting Started

Before you complete this exercise, you will need a published version of the bill.

For modules within Drafting, submitting and managing amendments, you will need to create a training project containing the following published Bill:
The following steps will allow you to create the data required for this exercise.

Download the XML document for the exercise by clicking on the link you’ve been provided with. By default, the downloaded file is usually placed in the “downloads” folder on your computer.
Log in to Lawmaker.
From the Dashboard, create a new project of the type you need for the exercise. Give it a title such as [Your Initials] Drafting, Submitting and Managing Amendments Bill. (See Creating a new project.)
From the Project tab for that project, select Document Actions > Upload document, and select the XML file for the exercise which you have downloaded. It can be uploaded into the default folder that has been created in the project. (See Create a new document by uploading an XML file.)
On the newly uploaded document version, select Actions > Update Document Information and update the Title to match the title you originally gave the project.
On the uploaded document version, select Actions > Generate PDF to generate a PDF. (See: Generating and viewing a PDF.)
Select Actions > Publish version on the PDF snapshot version. (See Publishing a Bill document version.)

Exercise 1: Creating textual amendments (leave out, insert and substitute)

This exercise takes you through the process of creating different kinds of amendments inline.

Step 1: Create an inline LoDA

Inline amendments are made within an inline List of Draft Amendments (or “inline LoDA”).

Start by creating a new inline LoDA called Textual amendments for the As Introduced version of the Bill at Consideration Stage. See Creating a List of Draft Amendments (LoDA) .

From the Amendment Workspace tab, click +New.
Select “Inline” as the Type of Amendment.
Select “As Introduced” from the Bill version dropdown menu.
Select “Consideration Stage” from the Stage dropdown menu.
Enter Textual amendments in the List name box.
Click Create.

Step 2: Create some ‘insert' text amendments

In Section 2, within Article 44A, create the following insert text amendments.

Place your cursor in the location of the amendment (after “hotel,” in section 44A(1)) and click Enter to view the insert menu
Select Insert text and type a country mansion, into the empty text element
Carry on creating the remaining insert amendments
When you have finished, click the Save icon or press CTRL+S to save your changes.

Step 3: View traditional amendments corresponding to the inline amendments

Every time you save an inline LoDA, Lawmaker updates an associated list containing the traditional form of the amendments in the inline LoDA.

View the traditional amendments and check they match what you were expecting. See Viewing traditional amendments.

From the inline LoDA, open the Inline Amendment Tools panel on the right hand side of the Editor.
Click View Traditional Amendments. A new tab will open containing the traditional amendments corresponding to the amendments in the inline LoDA.

Expected outcome of steps 1-3

Type of amendment	Traditional amendment

Type of amendment	Traditional amendment
Example of an insert text amendment
Example of an amendment with ordinality
Example of inserting text at the start of a provision
Example of inserting text immediately before punctuation (before the ending full-stop)

Close the traditional list of amendments by clicking on the Close Editor button and move to the next step.

Step 4: Create some Leave Out text amendments

In Section 3 create the following 3x leave out text amendments:

3 x leave out text amendments

Highlight the text 'in relation' in article 44C(1).
In the toolbar that appears next to the highlighted text, click Leave Out.
Save your changes and then view the traditional amendments to check they match what you were expecting (click View Traditional Amendments in the Inline Amendments Tool panel).

Expected output of step 4

Type of amendment	Traditional amendment

Type of amendment	Traditional amendment
Example of a leave out text amendment
Example of an amendment with ordinality
Example of leaving out text that spans over a line

Close the traditional list of amendments by clicking on the Close Editor button and move to the next step.

Step 5: Create some Substitute text amendments

In Section 4, create the following 3 x substitute text amendments.

Highlight the text “first” and in the hovering tool bar, click on Substitute
Type “second" within the empty text element
Carry on creating the remaining substitute amendments

Save your changes and view the traditional amendments to check they match what you were expecting (click on View traditional amendments button to see the new substitute amendments).

Expected output of step 5

Type of amendment	Traditional amendment

Type of amendment	Traditional amendment
Substitute a word
Substitute a phrase
Substitute a single word
Leaving out words that span over a line to the end of a line

Close the traditional list of amendments by clicking on the Close Editor button and close the inline LoDA by also clicking on the Close Editor button and move to the next exercise.

Exercise 2: Creating structural amendments (leave out, insert and substitute)

This exercise takes you through the process of creating different kinds of amendments inline.

Step1: Create an inline LoDA

Start by creating a new inline LoDA called Structural amendments for the As Introduced version of the Bill at Consideration Stage. See Creating a List of Draft Amendments (LoDA) .

Ensure your renumbering mode is set to “Off” (Tools > Turn on/off renumbering) if you want your inserted provisions numbered correctly.

Step 2: Create some ‘insert' structure amendments

In and around Section 8, create the following 5 x insert amendments.

Inserting a subsection after the first subsection

Inserting a new section before section 8

Inserting a new section after section 8

Inserting a new section after section 9 that is contained within a cross heading

Inserting a new subsection with child paragraphs in section 7

In Section 8, place your cursor anywhere in subsection (1) and click Enter to view the insert menu
Select Subsection and type In Article 42 of that Order (general permitted hours), in each of paragraphs (1) and (2), after "Article 5(1)(b)" insert "or (m)". within the empty text element
Carry on creating the remaining insert amendments
Save your changes and then view the traditional amendments to check they match what you were expecting (click View Traditional Amendments in the Inline Amendments Tool panel).

Expected output from steps 1-2

Type of amendment	Traditional amendment

Type of amendment	Traditional amendment
Insert a new subsection
Insert new clause before
Insert new clause after
Insert new clause with grouping level (cross heading in this instance)
Insert new subsection with child paragraphs

Close the traditional list of amendments by clicking on the Close Editor button and move to the next step.

Step 3: Create some ‘leave out' structure amendments

In Sections 10 to 12, create the following 4 x leave out amendments.

Leave out subsection (3)(b) which will include the child quoted structure

Leave out Subsection (5) which will include the children paragraphs

Leave out section 11

Leave out paragraph (c) inside a quoted structure

In Section 10, place your cursor subsection (3)(b) and select ‘Paragraph’ from the breadcrumb to highlight the whole paragraph
There isn’t a hovering tool bar when you select whole provisions, so instead view Inline Amendment Tools in the right-hand panel and click on Leave Out
Complete the remaining leave out amendments
Save your changes and then view the traditional amendments to check they match what you were expecting (click View Traditional Amendments in the Inline Amendments Tool panel).

Expected output for step 3

Type of amendment	Traditional amendment

Type of amendment	Traditional amendment
Leave out subsection (3)(b) which will include the child quoted structure
Leave out Subsection (5) which will include the children paragraphs
Leave out section 11 which, as you’ve selected Consideration Stage when creating the inline document, will auto-convert the wording to the ‘stand part’ motion wording which you will need to manually updating in the traditional list as appropriate
Leaving out a provision within a quoted structure

Close the traditional list of amendments by clicking on the Close Editor button and move to the next step.

Step 4: Create some ‘Substitute' structure amendments

In Section 13, create the following 2 x substitute amendments.

In Section 13, place your cursor in subsection (1) and select ‘Subsection’ from the breadcrumb to highlight the whole provision
There isn’t a hovering tool bar when you select whole provisions, so instead view Inline Amendment Tools in the right-hand panel and click on Substitute
Type into the empty ‘text’ element In Article 60 of the Licensing Order (sale, etc., of intoxicating liquor to young persons), after paragraph (4) insert "The"
Receate the other substitute amendment
Save your changes and then view the traditional amendments to check they match what you were expecting (click View Traditional Amendments in the Inline Amendments Tool panel).

Expected output with brief explanation of the type of amendment created

Type of amendment	Traditional amendment

Type of amendment	Traditional amendment
Substitute subsection (3) including the child paragraphs and their child quoted structures
Substitute subsection (1)

Close the traditional list of amendments by clicking on the Close Editor button and close the inline LoDA by also clicking on the Close Editor button and move to the next exercise.

Exercise 3: Creating hybrid amendments (part textual and part structural in composition)

This exercise takes you through the process of creating different kinds of amendments inline.

Step 1: Create an inline LoDA

Start by creating a new inline LoDA called Hybrid amendments for the As Introduced version of the Bill at Consideration Stage. See Creating a List of Draft Amendments (LoDA) .

Step 2: Create some ‘insert' hybrid amendments

In Section 23, create the following 3x insert amendments.

In Section 23, place your cursor immediately after the text ‘paragraph (3)’ and click Enter to view the insert menu
Select Insert text and type — into the empty text placeholder element
Insert a paragraph and type in sub-paragraph (a), omit "Good Friday or", and
Insert another paragraph and leave the text placeholder empty.
Continue drafting the remaining hybrid amendments.
Save your changes and then view the traditional amendments to check they match what you were expecting (click View Traditional Amendments in the Inline Amendments Tool panel).

Expected output for steps 1-2

Type of amendment	Traditional amendment

Type of amendment

Traditional amendment

Breaking subsection (2)(a) into 2 paragraphs

Adding 2 paragraphs to the end of subsection (3)

Note that the text is added after the full-stop so that Lawmaker knows it should use the ‘at end’ form of words.

Breaking subsection (4) into paragraphs

Note that the empty Text element will not render in the PDF and when the amendment is auto-applied, the text remaining from the carved up provision will be inserted into paragraph (b)

Close the traditional list of amendments by clicking on the Close Editor button and move to the next step.

Step 3: Create some ‘leave out' hybrid amendments

In Section 25, create the following 2 x leave out hybrid amendments.

In section 25, within Article 26A(1) (in the inserted text), highlight from the word ‘which’ to the end of paragraph (b)
In the hovering tool bar select Leave Out
Create the remaining leave out hybrid amendment
Save your changes and then view the traditional amendments to check they match what you were expecting (click View Traditional Amendments in the Inline Amendments Tool panel).

Expected output for step 3

Type of amendment	Traditional amendment

Type of amendment	Traditional amendment
Hybrid leave out removing some text and child paragraphs
Hybrid leave out which will merge 2 separate subsections into a single subsection

Close the traditional list of amendments by clicking on the Close Editor button and move to the next step.

Step 4: Create some substitute hybrid amendments

In section 26, create the following 2 x inline amendments

In Section 26(5) highlight from ‘paragraph' until ‘in’ in section 26(5)(c)
In the hovering tool bar click on Substitute
Type sub-paragraph (a) and into the empty ‘text’ element
Continue with the other amendment
Save your changes and then view the traditional amendments to check they match what you were expecting (click View Traditional Amendments in the Inline Amendments Tool panel).

Expected output of step 4

Type of amendment	Traditional amendment

Type of amendment	Traditional amendment
Substitute hybrid that will remove a paragraph
Substitute hybrid that will result in the removal of 3 paragraphs

Close the traditional list of amendments by clicking on the Close Editor button and close the inline LoDA by also clicking on the Close Editor button and move to the next exercise.

Exercise 4: Creating amendments involving cross references

This exercise takes you through the process of creating amendments that involve cross references, either including them in your amendment or amending an existing cross reference as part of your amendment.

Step 1: Create an inline LoDA

Start by creating a new inline LoDA called Cross reference amendments for the As Introduced version of the Bill at Consideration Stage. See Creating a List of Draft Amendments (LoDA) .

Step 2: Create an amendment that edits a cross reference

In section 36, create the following 2 x amendments which are amending existing cross references and involve inserting new marked up cross references

In both cases, you need to delete the whole cross reference by highlighting it and selecting Substitute from the Inline Amendment Tools
To insert the marked up cross reference, find the target provision in the structure view
Right-click and select Select reference to copy and select your preferred notation
Back in the Editor, paste the copied cross reference into the ‘Insert text’ element using keyboard shortcut CTRL+V
Create the other amendment
Save your changes and then view the traditional amendments to check they match what you were expecting (click View Traditional Amendments in the Inline Amendments Tool panel).

Expected outcome of step 2

Type of amendment	Traditional amendment

Type of amendment	Traditional amendment
Substitute a single cross reference
Substituting text within a cross reference range

As your inline document is a copy of the bill that is being amended, you can create cross references to the provisions within it and when these are auto-applied, they will remain as valid cross references (assuming their target provisions aren’t removed by other amendments).

Close the traditional list of amendments by clicking on the Close Editor button and close the inline LoDA by also clicking on the Close Editor button and move to the next exercise.

Exercise 5: Adding proposers and supporters

This exercise takes you through the process of adding or updating proposers and supporters against your amendments.

Step1: Open an inline LoDA

Start by opening the inline LoDA you created most recently called Cross reference amendmenents from the Amendment Workspace tab

Step 2: Manage proposer and supporters in the inline LoDA

Assign a proposer to all the amendments in your inline LoDA

View the Inline Amendment Tools right-hand panel and click on the Manage Members button
In the Manage proposers and supporters dialog box add a proposer name (select between a Member’s chair title, ministerial title or just their name depending on the capacity in which they are laying the amendment).
Click on the Update button
Save your changes and then view the traditional amendments to see the proposers and supporters assigned to each amendment (click View Traditional Amendments in the Inline Amendments Tool panel).

Step 3: Manage proposer and supporters in the traditional LoDA

Assign a different proposer to one amendment and remove the supporters from all amendments

Click on the proposer name for any amendment in your traditional list of draft amendments and in the Manage proposers and supporters change the proposer name
Click on Update button when complete

Select Tools > Update Members… from the upper toolbar
In the Update Members dialog box, leave all amendments to update and select Replace proposer with the selected member
Type a different proposer’s name into the Member(s) input field and click on the Update button
Click on the Update button when complete
Save your changes when complete.

Expected outcome of steps 1 to 3

Type of amendment	Traditional amendment

Type of amendment	Traditional amendment
Different proposers for each amendment and no supporters

Tips

Create a new inline document per proposer as this will make it easier to manage proposers on all the amendments in your document
If you need to manage different supporters or proposers within the same document, make these changes in the traditional document by updating the individual amendment in the Editor, or making updates in bulk using Tools > Update Members… in the upper toolbar. Save these sorts of changes to the end so as to avoid any out-of-sync markers in your inline LoDA whilst drafting amendments.

Close the traditional list of amendments by clicking on the Close Editor button and close the inline LoDA by also clicking on the Close Editor button and move to the next exercise.

Exercise 6: Handling out-of-sync amendments

This exercise explains how Lawmaker handles changes made to the traditional amendment which do not backwards sync with the inline LoDA. Warning markers are used to signify when the traditional amendment (which gets submitted) is out of sync with the inline equivalent. It’s possible to remove a warning marker if you are sure you want to overwrite the changes made to the traditional amendment.

Step 1: Open an inline LoDA

Start by opening the recently created inline LoDA called Structural amendmenents from the Amendment Workspace tab

Step 2: Make changes to a traditional amendment

Click on View Traditional Amendments in the Inline Amendments Tool panel and make the following changes to a new clause amendment in the traditional list and save your changes)

Save your changes when complete.

Step 3: Attempt to edit the inline amendment

Return to the inline LoDA and attempt to edit the same amendment in the inline LoDA. You will know which one it is as the inline amendment (in the Inline Amendments right-hand panel) will have a warning marker next to it. A warner marker prevents you from unwittingly making edits to an amendment in the inline LoDA if its equivalent traditional amendment has been amended.

View the traditional amendments by clicking on View Traditional Amendments in the Inline Amendments Tool panel
Add or remove some text in one of your amendments and save the changes, making a note of the DNumber
Back in the inline LoDA, attempt to type into the amendment you just updated.
Yellow warning messages will advise you that the corresponding amendment in the traditional list has been changed and a black triangle will appear on that amendment card in the Inline Amendments right-hand panel indicating that the inline LoDA is out-of-sync with changes made in the traditional LoDA.

Step 4: Remove the warning marker and overwrite the changes you made to the traditional amendment

In the inline LoDA, remove the black warning marker against the updated amendment before you make further changes to the inline amendment. Save your changes when you’ve finished updating the amendment.

In the inline LoDA, view the Inline Amendment right-hand panel and click on the black warning triangle
In the Remove out-of-sync warning marker dialog box click on the Remove button
Add or remove some text from the amendment (this time you will be able to).
Save your changes and go back to the traditional list and see that your recent changes to this list have been overwritten by your more recent changes to the inline LoDA (you might need to refresh your list if you already had the tab open in the browser)

Close the traditional list of amendments by clicking on the Close Editor button and close the inline LoDA by also clicking on the Close Editor button and move to the next exercise.

Exercise 7: Removing amendments from the inline document

Step 1: Open an inline LoDA

Start by opening the recently created inline LoDA called Textual amendmenents from the Amendment Workspace tab

Step 2: Remove an amendment from the inline LoDA

In the inline LoDA, find an amendment, make a note of its DNumber and delete it by clicking on the cross on the amendment card in the Inline Amendments right hand panel.

Save your changes

Click View Traditional Amendments in the Inline Amendments Tool panel and view the traditional amendments to check that the amendment you removed is no longer in the list.

The amendment that was deleted from the inline document has not been deleted from Lawmaker. You can still view it on the Amendment Manager tab.
If you filter the Amendment Manager using the filter option List of Draft Amendment’s name you will see the list of amendments minus the amendment that you had deleted from the list.

Close the traditional list of amendments by clicking on the Close Editor button and close the inline LoDA by also clicking on the Close Editor button and move to the next exercise.

When complete…

Move to Training Module: Drafting traditional amendments