Difference between revisions of "Subcontracts (Digital 2)"

Latest revision as of 14:44, 21 August 2014

Subcontracts (Digital) are a subset of a Contract used to schedule digital media. This is where Reservations are scheduled and Media Sets are associated with each Reservation. There must be at least one Subcontract (Digital) on a Contract in order to schedule digital media. Subcontracts (Digital) are normally added on the Subcontracts (Digital) page of a Contract. However, they can also be added when on a list of Subcontracts (Digital). Right click on the list and select New (need image). Ad Manager will prompt the user to select or create the corresponding Contract on which the Subcontract (DIgital) is to be added (need image).

Details

The Details page of a Subcontract (Digital) shows the basic information about the Subcontract (Digital).

Note: Any instance where any of the fields on this page changes from one Subcontract (Digital), a new Subcontract (Digital) must be created.

For more information about the Details Page fields click here.

Distribution

The Subcontract (Digital) Distribution Page allows users to set the desired Distribution of Reservations based on established criteria.

There are 2 panes of information, a Factors pane and a Distribution pane. The Factors pane lists all Factors that have been added for use during the scheduling process. When scheduling, Ad Manager considers Factors in the order they appear and will attempt to assign Reservations accordingly. A Factor higher on the list will be matched prior to a Factor lower on the list (which will be treated as a Factor within the higher Factor).

When a| Factor is highlighted, the Distribution pane will display a listing of all valid items pertaining to that Factor and the default distribution for the items. Each item can be edited and assigned the desired number of Locations.

The functions available through the buttons immediately above the Distribution pane are:

- To add a Factor, select the New button and select the Factor to be used to distribute Reservations during the scheduling process.

- To delete a Factor, highlight it and click the Delete button. Ad Manager will not use this Distribution Factor when charting (scheduling).

- The Move Up button is used to move the highlighted Factor up the list of Factors.

- The Move Down button is used to move the highlighted Factor down the list of Factors.

- Once a Distribution item is highlighted, the number of Locations to be assigned is changed by clicking the properties button, or by double clicking the Distribution item. Tthe new number of Locations to be assigned can then be added. Ad Manager will not allow users to save the Subcontract (Digital) until the Unassigned value is 0.

Info

The Subcontract (Digital) Info Page displays creation and modification information for this Subcontract (Digital). It displays when the Subcontract (Digital) was Created and the user name who did it, as well as the last Modified On date and and user name. The information is auto-populated by Ad Manager and cannot be edited by users.

Media Items

The Subcontract (Digital) Media Items page displays a list of any Media Items that have been associated with the Reservations of the Subcontract (Digital).

The page provides details about the Media Item(s) such as Name, when it is to start playing, if it requires approval, the number of reservations associated with it, etc. As with any list, the view can be customized to add/remove columns of data and the list can be ordered as desired.

Users cannot add nor delete Media Items from this page, but can view information about each. - To view further information about a particular Media Item, select it in the list and click the properties button. Users may double click the Media Item in the list to also view further information. Ad Manager will open the selected Media Item on the Details page, and users may view additional pages for further information.

For additional information on Media Items, click here.

To filter the list of Media Items in order to see a subset list, click the Filter checkbox at the top of the pane. In the following window enter the criteria for the desired Media Item(s), and click <OK>.

Ad Manager will display those Media Items that match the criteria entered. When the Filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click in the checkbox, and in the following window click <Clear>, followed by the <OK> button.

Notes

For more information on the Notes page, click here.

Playback Counts

The Subcontract (Digital) Playback Counts page displays information as to how many times a particular Media Item plays on the Players.

The page provides details about the particular Media Item, the Dates it played, Times player per Screen, Player Site information, etc. As with any list, the view can be customized to add/remove columns of data and the list can be ordered as desired. Users cannot add nor modify an item on this page as it is populated from the connection to Content Manager. However, users may delete any item(s) from this list as desired. -To delete the item(s), select in the list and click the delete button in the top right of the pane.

To filter the list of Playback counts to see a subset list, click the Filter checkbox at the top of the screen.

In the following window enter the criteria for the desired Playback Count(s), and click <OK>.

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Ad Manager will display those Playback Counts that match the criteria entered. To enter filter criteria based on Reservation and/or Media Item criteria, click the appropriate box and enter the criteria as necessary. When the Filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click the checkbox, and in the following window click <Clear>, followed by the <OK> button.

Playback Summary

The Subcontract (Digital) Playback Summary page displays a summary of the Playback Counts to date for this particular Subcontract (Digital).

Users cannot add, delete nor modify the information displayed on this page. It is populated by information received from the connection to Content Manager and calculations are applied by Ad Manager.

Playlists

The Subcontract (Digital) Playlists page displays a list of all Playlists on which Reservations of the Subcontract (Digital) have been scheduled.

The page provides details about the Playlists such as From and To dates, Player Name and Output, the number of Contracted Items, if the Playlist(s) has been approved, etc. As with any list, the view can be customized to add/remove columns of data and the list can be ordered as desired. Users cannot add nor delete Playlists from this page, but can view information about each. - To view further information about a particular Playlist, select it in the list and click the properties button. Users may double click the Playlist in ths list to also view further information. Ad Manager will open the selected Playlist on the page that displays Contracted entries, and users may view additional pages of the Playlist for further information. (need screen shot) For additional information on Playlists, click here.

To filter the list of Playlists, click on the Filter checkbox at the top of the pane. In the following window enter the criteria for the desired Playlist(s), and click <OK>.

Ad Manager will display those Playlists that match the criteria entered. When a Filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click in the checkbox, and in the following window click <Clear>, followed by the <OK> button.

Production

The Subcontract (Digital) Production page displays a list of Subcontract Media for this Subcontract (Digital), along with Due dates for material and approvals as required.

As with any list, the view can be customized to add/remove columns of data and the list can be ordered as desired. Users can add items, delete them and view further information about an item in the list.

The fuctions available through the buttons immediately above the items pane are: - To add a new Subcontract Media Item, select the New button and in the following screen enter the details as required. (need screen shot)

- To delete a Subcontract Media Item, select it in the list and click the delete button.

- To veiw further information about a particular Media Item, select it in the list and click the properties button. Users may double click the Media Item in the list to also view further information. Ad Manager will open the selected Media Item on the Details page, and users may view additional pages for further information.

For additional information on Media Items, click here.

Reservations

The Subcontract (Digital) Reservations page displays a list of all Locations that have been scheduled to the Subcontract (Digital). When Locations are assigned to the Subcontract (Digital) they are known as a Reservation on the Player's Playlist. Each occurance of scheduling of a Location during the Subcontract (Digital) is tracked here, and since a Location can be scheduled more than once on a Subcontract (Digital) it can appear multiple times on this page.

As with any list, the view can be customized to add/remove columns of data and the list can be ordered as desired. The page displays such information as duration dates, Location information, Weekdays the Reservation(s) play, Spot Length, etc.

Tool buttons found on and specific to the Reservations Page are:-

- To assign (add) Locations to the Subcontract (Digital) click the New button. In the following window, enter Location criteria for a list of desired Spots to be scheduled.

NOTE: Ad Manager will pre-populate the Location (2) page of the Filter based on what was entered on the Subcontract (Digtal) Details page.

Once all criteria has been entered, click <OK> and Ad Manager will display a list of all Locations matching the criteria.

As with any list, the view can be customized to add/remove columns of data and the list can be ordered as desired. This is done using the <Order> and <Columns> buttons at the bottom of the window. Select from the list of candidates the Location(s) that are to be scheduled to the Subcontract (Digital) and click <OK>. In the following screen users can modify the data fields as desired prior to saving the Reservation.

Users can also associate Ads to the Reservation by choosing the Ads page of the Reservation.

For additional information on Media Items, click here. As well, users can add monies and any adjustments to the same by choosing the Value Page and entering the amount.

When all details are entered as desired, save the Reservation and Ad Manager will add the candidate Location(s) to the Subcontract (Digital) and display them on the Reservations page.

- To remove a Reservation from the Reservations page of the Subcontract (Digital), select it in the list and click the Delete button. Ad Manager will request confirmation to proceed; click <Yes> to do so. It is recommended that users do not delete published Reservations, but rather adjust the duration of the Reservation(s) to stop it playing. If the Reservation is deleted, there will be no Playback associated with the Reservation as Ad Manager has no record to apply/display this information.

- To view details about a particular Reservation, select it in the list and click the Properties button. Ad Manager will open the selected Reservation to display the information. (Need Screen Shot) Alternatively users can double click a Reservation to view further details. For additional information on Reservations click here.

To filter the list of Reservations, click on the Filter checkbox at the top of the pane. In the following window enter the criteria for the desired Reservation(s), and click <OK>.

Ad Manager will display those Reservations that match the criteria entered. When a Filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click in the checkbox, and in the following window click <Clear>, followed by the <OK> button.

Right Click

Right clicking on the list of assigned Reservations will display this menu.

From here users can do such activities as schedule Ads, Republish the Reservation, Allocate Value, and alter the assignment's duration using the Update option.

XML Mapping Export - This tool is used to create an file of the Reservations' Player latitudes and longitudes that can be imported and displayed in Google and Bing maps. For information on the XML Mapping Export tool, click here.

Update - The Update tool is used to modify one or more properties for the selected Reservation(s).

NOTE: When using this tool it is important that the data being updated is common to ALL selected Reservations. Click the checkbox beside the data to be updated, enter the new details and click <OK>. Ad Manager will update the field(s) on all selected Reservations. Ad Manager will check for any potential conflicts. If there are any locations Ad Manager cannot reschedule, it will inform users that there are Locations that generate conflicts. To see the list, click <Yes>, and to continue without rescheduling these locations, click <No>.

Schedule an Ad - This tool is used to add Media Items or Media Sets to the selected Reservation(s) When invoked, users choose either Schedule a Media Item ad or Schedule a Media Set ad.

Choose the appropiate option as required. When "Schedule a Media Item ad" is selected, enter the criteria to select the Media Item in the following window.

Click <OK> and Ad Manager will display a list of all Media Items that meet the criteria.

Select the appropriate one and click <OK> . In the following window users identify if the Media Ad is to start playing on the Reservation start date or to specify the date it is to start and then click <OK>.

When "Schedule a Media Set ad" is selected, enter the criteria to select the Media Set in the following window.

Click <OK> and Ad Manager will display a list of all Media Sets that meet the criteria.

Select the appropriate one and click <OK>. In the following window users identify if the Media Set is to start Playing on the Reservation start date or to specify the date it is to start and then click <OK>.

NOTE: This tool is used to schedule the initial Media Ads as well as any future Media changes on the Reservationn(s)

Clear Ads - This tool is used to remove all Media Ads that have been scheduled to the Reservation(s). When the tool is invoked, Ad Manager will ask to confirm if the user wishes to remove all ads from the selected Reservation(s).

Click <Yes> to clear the Ads. Click <No> to cancel the process.

Allocate Value - This tool is used to allocate dollar value to the selected Reservation(s). When invoked, the following window will appear.

Enter the total Amount to be added and the number of Decimal digits to be used in calulations. Select either "Equally" or "Proportionally to duration" as applicable from the dropdown. When "Equally" is selected, no further information needs to be added.

When "Proportionally to duration" is selected, identify the periods of time to be used in calculations.

Click <OK> and Ad Manager will add the Value appropriately to the selected Reservation(s) and it will display on the Value page of the same.

Add Value Adjustment - This tool is used to adjust the Reservation Value on one or more selected Reservations.

Select which Reservations are to be adjusted, enter a description of the adjustment (eg. Adjustment for power outage) and enter the amount of the adjustment. Note that users can enter a negative (-) amount as well as a positive amount for the adjustment. Then click <OK> and Ad Manager will adjust the selected Reservation(s). These Value Adjustments will display on the Value Page of the same.

Clear Value Adjustments - This tool is used to remove ALL Value Adjustments on the selected Reservation(s). When the tool is invoked, Ad Manager will ask to confirm if the user wishes to remove all Value Adjustments from the selected Reservation(s).

Click <Yes> to clear the Value Adjustments. Click <No> to cancel the process. NOTE: If users wish to delete only certain Value Adjustments and not all, this is done on the Value page of the Reservation(s).

Republish - This tool is used to republish previously published Reservation(s). Select the Reservation(s) to be republished, right click and choose Republish from the list.

Go To - The Go To feature allows users to open and view details of the related object that was selected from the "Go To" list.

Note that this feature can only be used with single Reservations. If more than one Reservation is selected, the feature is not available to the user.a for the desired Reservation(s), and click <OK>.

Ad Manager will display those Reservations that match the criteria entered. When a Filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click in the checkbox, and in the following window click <Clear>, followed by the <OK> button.

Scheduling Summary

The Subcontract (Digital) Scheduling Summary Page is used to identify if scheduling requirements have been met. From this screen users can see if the desired client thresholds have been reached, and if any Distribution criteria that were previously set on the Subcontract (Digital) Distribution page have also been met. Choose the Distribution requirement from the dropdown list and Ad Manager will display

the requirement for each factor and the currently scheduled threshold. (need screen shot)

User Fields

For more information on the User fields page, click here.