Contract How To - Revision history

Administrator: /* Face Characteristics */

2013-07-29T20:22:26Z

‎Face Characteristics

Administrator: /* View a Contract or Subcontract */

2013-07-29T20:21:13Z

‎View a Contract or Subcontract

Administrator: /* Targeting Client Needs */

2013-07-29T20:19:38Z

‎Targeting Client Needs

Administrator: /* Setting Distributions */

2013-07-29T19:58:00Z

‎Setting Distributions

Administrator: /* Renumbering Subcontracts */

2013-07-29T19:49:05Z

‎Renumbering Subcontracts

Administrator: /* Change Contract Status */

2013-07-29T19:37:36Z

‎Change Contract Status

Administrator: /* Posting Tasks Page */

2013-07-29T19:36:06Z

‎Posting Tasks Page

Administrator: /* Adding a Subcontract */

2013-07-29T19:33:47Z

‎Adding a Subcontract

Administrator: /* Bills Page */

2013-07-29T19:21:35Z

‎Bills Page

Administrator: /* Adding a Contract */

2013-07-29T19:20:55Z

‎Adding a Contract

@@ Line 571: / Line 571: @@
 Characteristics can be entered for any face indicating that a face is ideal or restricted for a specific Advertiser or advertiser Category. Note that some of the Face Characteristics are inherited from the site and apply to all faces on a site. On the Subcontract you have the option on the Template Tab to indicate which advertisers are to be targeted.
-The criteria set in this window will determine which faces are considered for scheduling and which will not. It also sets up an order of importance in the selection criteria. For more information see [[Charting How To#Setting Targetting Requirements|Face Properties]].
+The criteria set in this window will determine which faces are considered for scheduling and which will not. It also sets up an order of importance in the selection criteria. For more information see [[Charting How To#Setting Targeting Requirements|Face Properties]].
 Note you can also change these criteria during the charting process by clicking on the Template Tab and modifying the criteria there. If you change it on the Charting screen it DOES NOT CHANGE the template setup on the subcontract.

@@ Line 665: / Line 665: @@
 [[File:New_Subcontract_Details_static.JPG]]
-To move between Contracts and Subcontracts, see Navigating Contracts and Subcontracts.
+To move between Contracts and Subcontracts, see [[Contract How To#Navigating Contracts and Subcontracts|Navigating Contracts and Subcontracts]].
 == Wiping a Contract Subcontract ==

@@ Line 543: / Line 543: @@
 Note you can also change these distributions during the charting process by clicking on the Distribution Tab and modifying the numbers there. If you change it on the Charting screen it DOES NOT CHANGE the distribution numbers on the subcontract.
-For more information see Area Distributions.
+For more information [[Charting How To#Comparing Your Progress to Your Scheduling Requirements|click here]].
 === Distribution by Classification Factor ===
@@ Line 553: / Line 553: @@
 Note you can also change these distributions during the charting process by clicking on the Distribution Tab and modifying the numbers there. If you change it on the Charting screen it DOES NOT CHANGE the distribution numbers on the subcontract.
-For more information see Classification Factors.
+For more information see [[Contract How To#Custom Classification Factors|Custom Classification Factors]].
 === Site Characteristics ===
-Each site can be described as having location specific characteristics that make the site particularly good for a specific advertising group, advertiser or a user defined "characteristic" such as being part of McDonald's preapproved pool of locations as shown in the example below. For more information on the setup and use of site characteristics see Site Categories.
+Each site can be described as having location specific characteristics that make the site particularly good for a specific advertising group, advertiser or a user defined "characteristic" such as being part of McDonald's preapproved pool of locations as shown in the example below. For more information on the setup and use of site characteristics see [[Site#Categories|Site Categories]].
 Characteristics can be entered for any site indicating that a site is ideal or restricted for a specific Advertiser or advertiser Category. On the Subcontract you have the option on the Template Tab to indicate which advertisers are to be targeted.
@@ Line 571: / Line 571: @@
 Characteristics can be entered for any face indicating that a face is ideal or restricted for a specific Advertiser or advertiser Category. Note that some of the Face Characteristics are inherited from the site and apply to all faces on a site. On the Subcontract you have the option on the Template Tab to indicate which advertisers are to be targeted.
-The criteria set in this window will determine which faces are considered for scheduling and which will not. It also sets up an order of importance in the selection criteria. For more information see Setting Preferred Face Properties.
+The criteria set in this window will determine which faces are considered for scheduling and which will not. It also sets up an order of importance in the selection criteria. For more information see [[Charting How To#Setting Targetting Requirements|Face Properties]].
 Note you can also change these criteria during the charting process by clicking on the Template Tab and modifying the criteria there. If you change it on the Charting screen it DOES NOT CHANGE the template setup on the subcontract.
 == Targeting Conditions Explained ==

@@ Line 497: / Line 497: @@
 == Setting Distributions ==
-Ad Manager allows you to specify different distributions of Faces to be met while scheduling. You can create a geographic distribution of Faces using your areas, or you can create your own custom classifications, and distribute Faces based on these items.
+Ad Manager allows you to specify different distributions of Faces to be met while scheduling. You can create a geographic distribution of Faces using your areas, or you can create your own [[Custom classifications]], and distribute Faces based on these items.
 To set a distribution, go to the desired Subcontract and click on the Distribution Page. From this screen you can add a distribution factor by clicking on the New button ([[File:New_add_button.JPG]]) in the Factors pane of the window and selecting the desired item.

@@ Line 490: / Line 490: @@
 Select the order by which you wish to number your Subcontracts by moving up or down the list of columns, or adding new ones to order by. For example, if you wish to number your Subcontracts by Media type, then Market then the From date, you would order them as shown above. Once you have selected your order, click on the OK button. Your Subcontracts will now be numbered accordingly.
-For more instructions on ordering, click here.
+For more instructions on ordering, [[FAQ and General Info#How do I...|click here]].
 == Rotary Contracts ==

@@ Line 317: / Line 317: @@
 To change the status of a Contract, go to the Details page for the desired Contract. Click on the Status dropdown combo box and change the status to the desired type. Click the Save button ([[File:New_save_button.JPG]]) to save the change.
-For details on the different status types tracked in Ad Manager, see Contract Status Definitions.
+For details on the different status types tracked in Ad Manager, see [[Contract How To#Contract Status Definitions|Contract Status Definitions]].
 == Change Subcontract Status ==

@@ Line 154: / Line 154: @@
 The Posting Tasks Page provides information about when postings are scheduled for this Subcontract. Users can also identify completion information.
-For more information, see the [[Subcontract#Posting Tasks|Posting Tasks Page]].
+For more information, see the [[Subcontract#Posting Task|Posting Task Page]].
-−
-−
 === Production Page ===

@@ Line 104: / Line 104: @@
 === Details Page ===
-In the Subcontract window, enter in the appropriate information related to this particular Subcontract. For more information on each item, see the Subcontract - Details Page.
+In the Subcontract window, enter in the appropriate information related to this particular Subcontract. For more information on each item, see the [[Subcontract#Details|Subcontract - Details Page]].
@@ Line 110: / Line 110: @@
 === Counts Page ===
-The Counts Page is used to identify the number of Faces that are to be scheduled on this Subcontract. For more information on how to enter details for the Counts Page, click here.
+The Counts Page is used to identify the number of Faces that are to be scheduled on this Subcontract. For more information on how to enter details for the Counts Page, [[Subcontract#Counts|click here]].
@@ Line 116: / Line 116: @@
 === Template Page ===
-The Template Page allows you to specify any special conditions or requirements that you want Faces to be scheduled on this Subcontract to meet. For more information, see Setting Targeting Requirements.
+The Template Page allows you to specify any special conditions or requirements that you want Faces to be scheduled on this Subcontract to meet. For more information, see [[Charting How To#Setting Targeting Requirements|Setting Targeting Requirements]].
 === Distribution Page ===
-The Distribution Page provides a powerful way to select the percentage of Faces to be scheduled in each area, or to schedule to Faces based on their Custom Classification Factors. For more information, click here.
+The Distribution Page provides a powerful way to select the percentage of Faces to be scheduled in each area, or to schedule to Faces based on their [[Contract How To#Custom Classification Factors|Custom Classification Factors]]. For more information, [[Subcontract#Distribution|click here]].
@@ Line 127: / Line 127: @@
 === Designs Page ===
-The Designs Page allows you to identify which Designs you want to use on a Subcontract. For more information, see Selecting Designs.
+The Designs Page allows you to identify which Designs you want to use on a Subcontract. For more information, see [[Subcontract#Designs|Selecting Designs]].
@@ Line 134: / Line 134: @@
 The Assigned Page can be used to see all the Faces scheduled to a particular Subcontract. Users can choose to see all the Faces on the Subcontract by selecting "Entire Subcontract", or can choose to see only those Faces that are in a particular Flight of the Subcontract.
-Faces can be added to the Subcontract or Flight by clicking on the New ([[File:New_add_button.JPG]]) button. For more information on scheduling Faces to the Subcontract or Flight, see Manually Assign Faces, or Auto Charting.
+Faces can be added to the Subcontract or Flight by clicking on the New ([[File:New_add_button.JPG]]) button. For more information on scheduling Faces to the Subcontract or Flight, see [[Charting How To#Manually Assigning Face|Manually Assign Faces]], or [[Charting How To#Scheduling Design Changes on a Face|Automatic Scheduling]].
 Faces can be removed from a showing by highlighting the Face and selecting the Delete ([[File:New_delete_button.JPG]]) button.
@@ Line 140: / Line 140: @@
 If you are interested in finding out more information about a Face, you can select the Properties ([[File:New_properties_button.JPG]]) button.
-For more information on features available from this page, see Assigned Page.
+For more information on features available from this page, see [[Subcontract#Assigned|Assigned Page]].
 === Summary Page ===
@@ Line 146: / Line 146: @@
 The Summary Page provides information about the status of the Subcontract. Users can review the number of Faces scheduled, sold and posted by type, and review the circulation provided and the percentage distribution.
-For more information, see the Summary Page.
+For more information, see the [[Subcontract#Summary|Summary Page]].
@@ Line 154: / Line 154: @@
 The Posting Tasks Page provides information about when postings are scheduled for this Subcontract. Users can also identify completion information.
-For more information, see the Posting Tasks Page.
+For more information, see the [[Subcontract#Posting Tasks|Posting Tasks Page]].
@@ Line 162: / Line 162: @@
 The Subcontract Production Page provides users with the ability to track all production related information that is to be undertaken for this Subcontract.
-For more information, see the Production Page.
+For more information, see the [[Subcontract#Production|Production Page]].
@@ Line 170: / Line 170: @@
 The Value Page allows you to enter cost information for the Subcontract. Rate Card, Gross and Net Values for this Subcontract can be entered. All Subcontracts are automatically totalled at the Contract.
-For more information, see Value Page.
+For more information, see [[Subcontract#Value|Value Page]].
@@ Line 187: / Line 187: @@
 To create a User field, click the New button. Ad Manager will then prompt you for the name of the User field. Once this is saved, the new User field will appear. To enter data relating to the User field, click on the User field you wish to add information for, then double click in the Value field and begin typing. To save your data entry, hit the Enter key on your keyboard.
-For more information on User fields see Adding User fields.
+For more information on User fields see [[Subcontract#User Fields|User Fields]].
@@ Line 195: / Line 195: @@
 The Attachments Page is where documents can be stored pertaining to the Subcontract. You can create a document library showing different files or documents, of any file type (TXT, DOC, XLS, PDF), with each Subcontract.
-For information on adding Attachments to a Subcontract, click here.
+For information on adding Attachments to a Subcontract, [[Subcontract#Attachments|click here]].
 === Map View Page ===
@@ Line 201: / Line 201: @@
 The Subcontract Map Views Page allows users to retrieve previously saved maps of their Subcontracts.
-For more information on the Map View page, click here.
+For more information on the Map View page, [[Subcontract#Map Views|click here]].
-−
 == Adding Flights ==

@@ Line 89: / Line 89: @@
 The Bills page allows you to enter the planned Bill Definitions for the Contract.
-For information on adding a new Bill Definition to the Contract, see [[Financial#Adding a Bill Definition|Adding A Bill Definition]].
+For information on adding a new Bill Definition to the Contract, see [[Financial#Adding Bill Definitions|Adding A Bill Definition]].
 == Adding a Subcontract ==

@@ Line 18: / Line 18: @@
 == Adding a Contract ==
-Ad Manager is designed to allow you to enter Contract information into the system in an efficient manner. Contracts are entered any time you wish to undertake scheduling of Faces; Contracts can be Proposals (this status allows you to undertake scheduling without affecting the number of Faces available and is usually used for preliminary requests from clients), Limited Holds (Ad Manager allows you to hold (reserve) Faces for a Contract for a default of 72 hours - this will affect your list of available Faces), Unlimited Holds (Faces are reserved, and will remain unavailable until they are removed from the Hold, or the status of the Contract changes), or Contracted (the approval has been given to proceed). For more information, see [[Contract How To#Contract Status Definition|Contract Status Definitions]].
+Ad Manager is designed to allow you to enter Contract information into the system in an efficient manner. Contracts are entered any time you wish to undertake scheduling of Faces; Contracts can be Proposals (this status allows you to undertake scheduling without affecting the number of Faces available and is usually used for preliminary requests from clients), Limited Holds (Ad Manager allows you to hold (reserve) Faces for a Contract for a default of 72 hours - this will affect your list of available Faces), Unlimited Holds (Faces are reserved, and will remain unavailable until they are removed from the Hold, or the status of the Contract changes), or Contracted (the approval has been given to proceed). For more information, see [[Contract How To#Contract Status Definitions|Contract Status Definitions]].
 All Contracts are broken down into a Contract component and a Subcontract component. The Contract component deals with details that relate to the entire duration of the Contract, whereas the Subcontract deals with a specific portion of the Contract.
@@ Line 37: / Line 37: @@
 === Details Page ===
-On the Contract - Details Page, enter in the appropriate information related to this particular Contract. For more information on each item, see the Contract - Details Page.
+On the Contract - Details Page, enter in the appropriate information related to this particular Contract. For more information on each item, see the [[Contract#Details|Contract - Details Page]].
@@ Line 45: / Line 45: @@
 The Subcontracts page provides information on each Subcontract associated with this Contract. This includes the Brand, the Start and End Dates, Market, Media type and other Subcontract information. To assign Subcontracts to a Contract, you can either go to the Subcontracts page, or add the Subcontracts later. If you wish to add a Subcontract at this time, select the New button ([[File:New_add_button.JPG]]) and the Subcontracts - Details window will appear.
-For information on adding Subcontracts to a Contract, see Adding a Subcontract.
+For information on adding Subcontracts to a Contract, see [[Contract How To#Adding a Subcontract|Adding a Subcontract]].
@@ Line 73: / Line 73: @@
 To create a new User field, click the New button. Ad Manager will then prompt you for the name of the User field. Once this is saved, the new User field will appear. To enter data relating to the User field, click on the User field you wish to add information for, then double click in the Value field and begin typing. To save your data entry, hit the Enter key on your keyboard.
-For more information on User fields, see Adding User fields.
+For more information on User fields, see [[Contract#User Fields|User Fields]].
@@ Line 81: / Line 81: @@
 The Attachments Page is where documents can be stored pertaining to the Contract. You can create a document library showing different files or documents, of any file type (TXT, DOC, XLS, PDF), with each Contract. Signed Contracts and Proposals are a couple of examples of what can be saved here.
-For information on adding Attachments to a Contract, click here.
+For information on adding Attachments to a Contract, [[Contract#Attachments|click here]].
@@ Line 89: / Line 89: @@
 The Bills page allows you to enter the planned Bill Definitions for the Contract.
-For information on adding a new Bill Definition to the Contract, see Adding A Bill Definition.
+For information on adding a new Bill Definition to the Contract, see [[Financial#Adding a Bill Definition|Adding A Bill Definition]].
 == Adding a Subcontract ==