produxion manager bootcamp - aries sys
TRANSCRIPT
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ProduXion Manager
Bootcamp
Introduction & Basic Overview
Victoria Beaulac
US Client Services Manager
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Agenda
• What is ProduXion Manager?
• Getting Started
• Role Families
• 4 Ways to Get a Submission Into ProduXion Manager
• Production Status Grid
• Assigning a Production Task
• Schedule Groups
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What is ProduXion Manager?
• Companion product to Editorial Manager
• Offers a set of features that allow publications to manage activity outside of the peer-review workflow
• Production Tasks are used to track and manage assignments to outside vendors or freelancers
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Getting Started with ProduXion Manager…
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Main Page Overview
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Main Page Overview
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Role Families
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Role Families
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Role Families
• Editor Roles: Can have as much access to the Production environment as the publication needs
• Used for internal staff – Production Editors
• Publisher Roles: Less access to peer-review functionality
• Used for third-party suppliers – External freelancers or vendors
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Configurations
Policy
Manager
Role
Manager
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ProduXion Manager
configurations are
added to Policy
Manager
Configurations
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ProduXion Manager
configurations are
added to Role
Manager for Authors,
Editors, & Publishers
Configurations
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Searching Submissions in ProduXion Manager
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Searching Submissions in ProduXion Manager
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4 Ways to Get a Submission into ProduXion Manager…
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• Final Disposition – Accept
• New Submissions – Initiate
Production link
• Create Submission Interface
• Imports
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Final Disposition - Accept
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Final Disposition - Accept
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Final Disposition - Accept
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Final Disposition - Accept
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Final Disposition - Accept
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Final Disposition - Accept
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Final Disposition - Accept
New Action Links are available
in ProduXion Manager:
• Assign Production Task
• Assign to Schedule Group
• End Production
• Production Status Grid
• Production Details
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Final Disposition - Accept
Policy
Manager
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New Submissions – Initiate Production
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New Submissions – Initiate Production
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New Submissions – Initiate Production
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New Submissions – Initiate Production
You can choose to:
1. Proceed With Assigning a Task
2. Proceed Without Assigning a Task
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New Submissions – Initiate Production
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Create Submission Interface
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Create Submission Interface
Role
Manager
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Create Submission Interface
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Create Submission Interface
• Create
Submission is
found in a user’s
profile record
• Role Manager
permissions allow
an Editor to see
this option
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Create Submission Interface
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Create Submission Interface
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Create Submission Interface
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Imports
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Imports
• ProduXion Manager
accepts submissions from
other peer-review sites,
such as Scholar One or
EJP
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Imports
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Submission drops into the Production
Initiated – No Tasks Assigned folder
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Imports
**An email address can be added for
notification of successful and failed
imports
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Production Initiated – No Tasks Assigned Folder
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Production Initiated – No Tasks Assigned
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Production Tasks begin to populate on the Production Details page as the workflow proceeds.
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File Inventory
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Assigning a Production Task
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Assigning Production Tasks
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Assigning Production Tasks
Production Tasks allow you to do the following:
• Assign a submission
to a person for
processing
• Set due dates for
each task within the
workflow
• Control who can
carry out each task
• Choose which files are
automatically sent as
part of the assignment
• Recipients can upload
new files
• Dates are
automatically
recorded for each
task/activity
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How do I assign
a production
task?
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Assigning Production Tasks
YAY! I know how to assign a production task!
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Production Status Grid
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Production Status Grid
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Schedule Groups
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Schedule Groups
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Schedule Groups
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Managing Schedule Groups
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Managing Schedule Groups
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Managing Schedule Groups
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Managing Schedule Groups
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Assigning Schedule Group Production Tasks
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Assigning Schedule Group Production Tasks
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Adding Headers to Schedule Groups
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Adding Headers to Schedule Groups
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Adding Headers to Schedule Groups
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Copying Schedule Groups
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Copying Schedule Groups
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Closing Schedule Groups
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Closing Schedule Groups
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Closing Schedule Groups
Schedule groups can be re-opened
once they are closed
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ProduXion Manager Reporting
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Produxion Manager Reporting
Automated &
Manual Reports
are offered in
ProduXion
Manager
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