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Each session kind follows from a route of the modernization vector:

SessionWorks onThe work
Fix Master Templatea master templateFix the master once; the applications inheriting from it are fixed with a design refresh.
Rebase Master Templatea master derived from an HCL standard templateReplace its design with the current version of the standard template, then re-apply your customizations.
Upgrade Standard Templatean HCL standard templateUpgrade the master to the current HCL version instead of editing it.
Unify Similar Appsa design familyInvestigate building one shared master for a family of similar, unlinked applications.
Investigate Inheritancethe template the applications resembleVerify or restore the template relationship, then bring the applications onto the fixed master.
Individual Code Fixesone applicationFix a standalone application in place.

Unify Similar Apps and Investigate Inheritance sessions need a human decision first: can the applications really share one template? Until that is decided, the applications they would make ready are a potential, not a certainty. "Not reconcilable" is a legitimate outcome.

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  • Master first, then the refresh, then the applications. Fix the master before you refresh the applications that inherit from it.
  • A refresh overwrites diverging application code. Decide about every Resolve Divergence item before the refresh; fix the remaining application code after it.

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  • [Modernization Topic]: the target platform; the dashboard opens with Notes 64-bit.
  • [App Usage in Last 90 Days?]: on the Planning Summary tab, limits the charts to applications used in the last 90 days (Yes) or not used (No). The bar chart applies it per session: Yes keeps every session with at least one recently used application.
  • [Session Details]: the selected session on the Work Session Overview tab. You set it by clicking a session title.

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  • Applications that need fixes by Modernization Vector: the donut chart shows how the applications that still need fixes divide between the routes.
  • Work Items by Work Kind and Modernization Vector: for each kind of session, the number of work items, split by work kind. Author Fix, Apply Authored Fix and Resolve Divergence are code work; Cleared by Template Update and HCL Owned need no code fix.

Work Session Overview Tab

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The product's own explanation: the session kinds, how the plan is calculated, and what each key number means.

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