Difference between revisions of "Subcontracts (Digital 2)"

Revision as of 14:15, 25 July 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). (need image). Note: Any instance where any of the fields on this page changes from one Subcontract (Digital), a new Subcontract (Digital) must be created.

Fields

Duration: Enter the duration of this Subcontract (Digital). By default, Ad Manager automatically populates this field with the dates from the Contract. If different, enter the dates.

Brand: Brand information can be entered for an Advertiser with a number of different product lines/departments/promotions/etc.. For example, Advertiser Ford would have brands such as Mustang, Explorer, Taurus and Windstar. Select an existing one or enter new, if not on the list. To enter a new Brand, type the name and in the following window, select the Advertiser name, then click OK.

Market: Select the Market for this Subcontract (Digital). Note: A new Market name can be added here. However, the remaining details of the Market must be completed in the All Markets table under the Other folder prior to scheduling Reservations to the Subcontract (Digital).

Type: Select the Type for this Subcontract (Digital). The four Types are: Sold, Bonus, Public Service and Trade. Note: The default Type for a new Subcontract (Digital) is Sold; change if required.

Segment: Select the Loop Segment for this particular Subcontract (Digital). Note: A new Segment name can be added here. However, the remaining details of the Segment must be completed in the Alll Segments table under the Configuration folder and the Segment must be associated with a Loop prior to scheduling Reservations to the Subcontract (Digital).

Spots: Enter the number of Spots that are to run for this particular Subcontract (Digital).

Spot Length: Enter the length of the Spots to be played for this Subcontract (Digital). This can be entered as the number of :seconds, or as minutes:seconds. NOTE: Ad Manager will auto populate this field with data that was entered in the All Segments table. Users can modify this, if desired. NOTE: If the Segment has been entered with the Booking Mode identified as <Length>, it is important to enter the correct Spot Length in this field. This determines how much time (Length) is still available for sale in the Segment.

Day part: If the Spots of this Subcontract (Digital) were sold for a particular Day part, click the <Day part...> button and select it from the list. (need screen shot). Once selected, the Times pane will display the time frame of the Day part. If no Day part is selected, Ad Manager will display the Times as 24-hour.

Times: Users can add/remove times of day, if no day parts have been entered, or if the ads are to run in mutiple time frames. (need screen shott). Times can also be modified in this frame. The default Time in Ad Manager is that the Spot will play in the Loop for 24 hours (all day). To add times of day, click the blue + symbol and enter the time(s). (need screen shot). The times will display in the Times frame as they are added. As well they will be represented in the visual time editor at the bottom of the window (need screen shot). NOTE: If the Times in the frame above the visual time editor are adjacent to each other, it will display as one bar for the entire time. NOTE: Ad Manager uses a 24-hour clock when entering time and periods of time must be entered accordingly. For example, if the time period is to be from 11:00 a.m. to 5:00 p.m., it will be entered as 11:00 to 17:00. To remove periods of time, click on the red - symbol and enter the time(s). The revised times till display in the Times frame and will be represented in the visual time editor at the bottom of the window (need screen shot) To edit the times entered for a period, select it and click the <Edit Time> button (need screen shot). In the Edit time window, make the modifications and click <OK>. (need screen shot) To delete a time period, select it in the list, and click the <Delete> button at the top right of the frame. Again, the visual time editor will display the deletion at the bottom of the screen

The visual time editor at the bottom of the Subcontract (Digital) page can also be used to edit the time periods. NOTE: It displays the time in 15-minute intervals and for a 24-hour period.

The frame to the right of the Times frame is used to identify which days of the week the Spots on this Subcontract (Digital) are to play. The default in Ad Manager is that the Spots will run all days of the week. (need screen shot) If the Spots are to play only on certain days of the week, uncheck the box beside the days that they will NOT play. (need screen shot)

NOTE: The data entered on the Details page is viewed by Ad Manager to be the "default" for this particular Subcontract (Digital). Users can still modify times/days on any Reservation as required. NOTE: If data is modified to the Times/Days after Reservations have been scheduled to the Subcontract (Digital) it will not affect those Reservations already existing. It will only apply to any new ones added after the data has been modified.

Distribution

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

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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.

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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.

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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). (need screen shot)

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. [[File:New_properties_button.JPG] - 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. (need screen shot) 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. (need screen shot). In the following window enter the criteria for the desired Media Item(s), and click <OK> (need screen shot). 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. (need screen shots)

Playback Counts

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

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. [File:New_delete_button.JPG]] -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. (need screen shot) In the following window enter the criteria for the desired Playback Count(s), and click <OK> (need screen shot). 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). (need screen shot) 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. (need screen shot)

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. [[File:New_properties_button.JPG] - 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. (need screen shot) In the following window enter the criteria for the desired Playlist(s), and click <OK> (need screen shot). 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. (need screen shot)

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. (need screen shot)

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. (need screen shot)

(Need Image)

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 Locatoin criteria for a list of desired Spots to be scheduled. (Need screen shot) NOTE: Ad Manager will pre-populate the Location (2) page of the Filter based on what was entered on the Subcontract (Digtal) Details page. (need screen shot) Once all criteria has been entered, click <OK> and Ad Manager will display a list of all Locations matching the criteria. (Need screen shot) 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. (need screen shot) Users can also associate Ads to the Reservation by choosing the Ads page of the Reservation. (need screen shot) 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. (need screen shot) 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.

[[File:New_properties_button.JPG]- 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. (need screen shot) In the following window enter the criteria for the desired Reservation(s), and click <OK> (need screen shot). 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. (Need screen shot) 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). (Need screen shot) 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. (need screen shot). 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. (need screen shot) Click <OK> and Ad Manager will display a list of all Media Items that meet the criteria. (need screen shot) 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> (need screen shot) When "Schedule a Media Set ad" is selected, enter the criteria to select the Media Set in the following window. (need screen shot) Click <OK> and Ad Manager will display a list of all Media Sets that meet the criteria. (need screen shot) 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>. (need screen shot) 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). (need screen shot) 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.(need screen shot) 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. (need screen shot) When "Proportionally to duration" is selected, identify the periods of time to be used in calculations. (need screen shot) 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. (Need screen shot) . 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). (need screen shot) 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. (Need Image) 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> (need screen shot). 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.