Quick Guide (Print & DM)

As a Production team member for the Print & DM workflow you will need to upload work against work items and send them for approval.

Before your involvement in the workflow, the Account Manager creates work items corresponding to work to be completed, the Resource Manager then assigns them to you.

Use the workflow diagram to get a bigger picture of the process.

Work item statuses you will use in Print & DM

Status Function
In Production Use this when you have picked up a work item and are producing the content offline. 
Sent for QA Approval  Set this, after uploading your file, to send work for QA approval.

Beginning Work

Beginning Work{nav}

First of all, once you've logged in, work items will be assigned to you and you will see them on your homepage, accessible through the house icon  in the nav bar at the top of the page.


Clicking the work item you want to work on will open it and take you to the Details tab. At the top there is a set of tabs, of which you will be using: Details, Brief and Files.

In the Details tab, change the status to In Production and click Save.

Uploading Content

Uploading Content{nav}

Once you've finished your work offline, you can upload the file and change the work item status to move the process on. To do this, open the work item and follow these steps:

  1. Click the Files tab
  2. Click Add files
  3. Add a description of the file and click Select
  4. Navigate to the relevant file using your computer's file picker
  5. Click Open
  6. Click Save
  7. Click the Details tab
  8. Change the work item status to Sent for QA Approval if in the Print & DM workflow.
  9. Click Save

Finishing Work

Finishing Work{nav}

Setting the status to Sent for QA Approval completes your work, at this point you should log your time{/s}.



You can access training and help directly within the platform, by clicking the blue Help icon on the right side of the page.  We've set up training tasks tailored to your role. 
Access these from the training tab of the Help menu and you will be guided step by step through different tasks. These tasks will get crossed off as you complete them. You can replay them whenever you need to as well as access other content from the Help Menu.

Screen_Shot_2018-07-25_at_14.28.36.png Walkthroughs: step by step guides
Screen_Shot_2018-07-25_at_14.28.28.png Articles: Clicking on one of these will open a help article in a new browser window/tab
Screen_Shot_2018-07-25_at_14.28.44.png Videos: will play in a pop up window in the system

Lastly wherever you see this Screen_Shot_2018-07-25_at_14.31.51.png in the system you can hover over it for more information.

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