Difference between revisions of "Subcontract (Digital)"

Latest revision as of 14:39, 21 August 2014

Page for Subcontracts (Digital)

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).

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Attachments

For more information on the Attachments page, click here

== Demographic Profile == (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.

Slot: Select the Player Slot for this Subcontract (Digital). A new Player Slot cannot be added here. A Slot Structure must already exist in the ALL Slot Structures under the Players folder.

Market: Select the Market for this Subcontract (Digital). Note: A new Market cannot be added here. It must already exist in the All Markets table under the Other folder.

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.

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.

Length: Enter the length of the Player Slots to be played for this Subcontract (Digital). This can be entered as the number of :seconds, or as minutes:seconds.

Loop Segment: If the Reservations of the Subcontract (Digital) are to play in a particular Segment of a Loop Structure, select the Segment from the list. This field will be blank when no Loop Structures have been defined.

Requirements - this area of the Details page is used to identify if a total slot count or a total budget is to be met when scheduling the reservations to the Subcontract (Digital).

Slot Count: Enter the total number of slots that should be scheduled Budget: Enter the total dollar amount that is budgeted for the Subcontract (Digital). NOTE: Rate cards need to be used in order to determine if the budget has been achieved.

Default reservation value - this area of the Details page is used to identify if an existing rate card is to be used or not when determining the Reservations' dollar value. NOTE: If user has preset whether to use the rate card values by default on the Rates page of the Options (need image), Ad Manager will honour that setting.

Use rate card option: Select the Rate to be used from the drop down. If Adjustment is to be applied to the selected Rate, use the Adjustment % field and enter either a negative (-) or positive percent. Don't use rate card option: Enter either a daily per Reservation Custom Rate in the Custom Rate field OR the total per Reservation Custom value for the entire duration of the Subcontract (Digital) in the Custom Value field. When you enter the one, Ad Manager will calculate and populate

the other field.

For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, 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 Reservations.

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 Reservations to be assigned is changed by clicking the properties button, or by double clicking the Distribution item. Tthe new number of Reservations to be assigned can then be added. Ad

Manager will not allow users to save the Subcontract (Digital) until the Unassigned value is 0.

For additional information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.

Exceptions

The Exceptions Page of the Subcontract (Digital) displays any Player Exceptions that have been recorded that may affect the delivery of the Subcontract (Digital). The user cannot delete nor add a Player Exception on this Page. The details are entered on the Player's Exceptions Page.

However, the user can view the details of any Exception listed, by selecting it and clicking the Properties button at the top right of the pane. Alternatively, the user can double click an Exception in the list to display the details. These Exceptions can also be displayed on a Proof of Play

report when it is generated in Ad Manager.

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Indoor Maps

The Indoor Maps Page of the Subcontract (Digital) displays a list of any Indoor Maps (floor plans) on which the Reservations' Players are displayed.

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The fuctions available through the buttons immediately above the Indoor Maps pane are:

- To add an Indoor Map, select the New button and enter the Filter criteria (Need Image) for the Place where the Players are located, then click <OK>. Any Indoor Maps matching the criteria will be displayed in a list (Need Image). Select the appropriate

Indoor Map and click <OK>. In the following window name the Indoor Map (eg. Eastgate Mall, First Floor) to identify it in the resulting list on the Page (need Image). Click the Save and Close button to save to the list. Repeat as necessary until all related Indoor Maps are in the list.

- To delete an Indoor Map from the list, select it in the list and click the Delete button. Ad Manager will ask for verification to delete the selected item. Answer <Yes> to remove the Indoor Map from the list.

- To view an Indoor Map in the list, select it and click the Properties button. Ad Manager will display the Indoor Map showing the Reservations" Player(s) on it (Need Image). Alternatively users can double click the Indoor Map name in the list to open

the record.

Map Views

The Subcontract (Digital) Map Views Page allows users to retrieve previously saved Ad Manager Map Views, displaying where the Subcontract's (Digital) Reservations' Player(s) are located in a particular geographical region.

The functions available through the buttons immediately above the Map Views pane are:

- To delete the Map View from the page, select it and click the Delete button. This will not delete any of the mapping, or any information displayed on the maps, just this saved view of information.

To open a saved Map View, double click on the desired item. Ad Manager will display the saved Map View showing the Reservations' Player(s) on it. (Need Image)

For additional information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.

Media

The Subcontract (Digital) Media Page displays a listing of all Subcontract (Digital) Media items that have been created and scheduled to the Reservations during the duration of the Subcontract (Digital).

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

- To add a Subcontract Media item, select the New button. Enter the details as required. For more information on the creation of Subcontract Media Items and Media Sets, click here

- To delete a Subcontract Media Item, select it in the list and click the Delete button. Ad Manager will ask for verfication to delete the selection item. Answer <Yes> to remove the Subcontract Media Item from the list. NOTE: Subcontract Media Items that are

associated with Reservations cannot be deleted. They must first be removed from the Reservation(s).

[[File:New_properties_button.JPG]- To view the details of a Subcontract Media Item, select it and click the Properties button. Ad Manager will display the Subcontract Media Item page, allowing users to view the Details, Production and Reservations information. (need image)

For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.

Notes

For more information on the Notes page, click here.

POP Summary

The Subcontract (Digital) POP Summary displays a summary of Proof of Play reported to Ad Manager from the Players. The page displays a summarized total for all reported Media Items of the Subcontract (Digital) on the first line of detail , then by each individual Media Item. Users

cannot add nor delete details from this page.

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Requirements

Ad Manager allows users to establish criteria that should/must be met by Player Slots to be assigned to a particular Subcontract (Digital). These criteria are identified in the Subcontract (Digital) Requirements Page.

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Tool buttons found on and specific to the Requirements Page are:

- Add a new item for the Condition/Restriction pane in which the icon is located. Identify if it is an Advertiser or Category Condition desired, then select the desired item from the resulting list. In the next window indentify if it has been assigned as a Condition or

Restriction in the data (Ad Manager defaults to Condition) and if it is mandatory (must be met). Then click <OK>.

- Delete the selected Condition/Restriction in the pane in which the icon is located. Select the item and click the Delete button.

- Allows users to view/edit the information for the Condition/Restriction in the pane in which the icon is located.

For additional information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.

The Requirements Page is divided into four panes. The left pane is used to identify Player Advertiser/Category conditions and/or restrictions that are required to be met when scheduling the Player Slots. The right pane is used to identfy Player Advertiser/Category conditions and/or

restrictions that users want to exclude when scheduling the Player Slots.

Ad Manager also allows users to set filters based on other criteria related to a Player Slot (Slot name, with a particular rate schedule, in a particular city, etc). The "Other Criteria" check box in the bottom left corner is clicked to set these additional required properties. A window will appear

where users identify all criteria that a Player Slot must meet. The "Other Criteria" check box in the bottom right is clicked to set additional excluded properties to avoid. A window will appear where users identify all the criteria that a Player Slot must not meet. A check mark will appear in the

appropriate box if there is a filter set. (Need Image)

Reservations

The Subcontract (Digital) Reservations page displays a list of all Player Slots that have been scheduled to the Subcontract (Digital) as well as any Subcontract Media Items that have been assigned to each. When Player Slots are assigned to the Subcontract (Digital) they are known as a

Reservation on the Player's Playlist. Each occurance of scheduling of a Player Slot during the Subcontract (Digital) is tracked here, including flight dates and media changes. And since a Player Slot can be scheduled more than once on a Subcontract (Digital) it can appear multiple times

on this page.

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Tool buttons found on and specific to the Reservations Page are: - To assign Player Slots to the Subcontract (Digital) click the New button. In the following window, enter Player Slot criteria for a list of desired Slots to be scheduled. (Need Image) Once all criteria has been entered, click <OK> and Ad Manager will display a list of all Player Slots matching the criteria. (Need Image) Select from the list of candidates the Player Slot(s) that are to be scheduled to the Subcontract (Digital) and click <OK>. Ad Manager will add the candidate Player Slots 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. If the Reservation(s) has been published to the Player(s),

Ad Manager will notify the user that the deletion cannot be done. It is recommended that users do not delete published Reservations, but rather adjust the duration of the Reservation(s) to stop it playing and republish the Playlist(s) of the affected Player(s). However, if the Reservation(s)

have been published and have not played on the Player(s), users can delete it by right clicking on the selected item(s) in the list and choosing "Reset Published Status". (Need Image) This will reset the status of the selected Reservation(s) internally to "not published" and users can then

delete the Reservation(s). Once the deletion(s) is completed, users should republish any affected Playlist(s) to the Player(s).

[[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 Image) Alternatively users can double click a Reservation to view further

details.

To change the information being viewed in the Reservations list, right click in the list, and choose Customize Current View to add or remove columns of data. To change the sort order, right click in the list, and choose Order.

Conflict Checking and Resolution

Ad Manager automatically performs conflict checking to ensure that there are no issues as users select candidate Player Slots for a Subcontract (Digital). There are nine (9) conflict checks that are preset in Ad Manager and these are the ones that are used as Player Slots are added to the

Subcontract (Digital) Reservation page. (Need Image)

If any of the Player Slots produce a conflict, Ad Manager will inform the user that the Reservations were not created and ask the user if they would like to review the list of rejected Reservations. If the user clicks <No>, none of the Player Slots that generate a conflict will be added to the

Subcontract (Digital). To review the list of Reservations that generated conflicts, click <Yes> and Ad Manager will display the list. (Need Image). To view the conflict(s) generated by the Reservation(s), double click on it, then click "Conflicts" in the list on the left of the following window. Ad

Manager will list all conflict(s) for review and determination if user still wants to schedule the Player Slot to the Subcontract (Digital). (Need Image) To override the conflicts and schedule the Player Slot to the Subcontract (Digital), click the Save button in the toolbar, then click <Accept> in the

following window. (Need image). To reject the scheduling of the Player Slot to the Subcontract (Digital), click the Cancel button and Ad Manager will not add it to the Reservations page. Continue checking and resolving the remaining items in the list until all have been either accepted or

rejected. NOTE: Even though the Player Slot has been "accepted" and scheduled to the Subcontract (Digital), the conflict will remain and show on future conflict checking. If a resolution can be made (eg. remove another Reservation that may be scheduled in the same time frame or

change scheduling dates) and it is completed, the conflict will be removed from the Reservation that is currently being scheduled and it will not appear on any future conflict checking. NOTE: If users close the window, by clicking the "x" in the top right of the window, in which the

Reservations with conflicts are listed, any Reservation(s) that have not been resolved nor "accepted" will not be added to the Subcontract (Digital).

Right Click

Right clicking on the list of assigned Reservations will display this menu. (Need Image) From here users can do such activities as schedule Media changes, select the Media to be assigned, and alter the assignment's duration using the Update option.

Media Item - The Media Item tool is used to assign Media to one or more selected Reservations. Select the appropriate Media Item from the drop down list and click <OK>. NOTE: The Media Item must be created on the Media page of the Subcontract (Digital) in order to appear in the

selection list.

Schedule Media Changes - This tool is used to create Media Changes for one or more selected Reservations. (Need Image) Enter the recurrence pattern of the Media Changes (i.e. Once, Weekly, etc.) and the Range of Recurrence (ie. enter the Start date, then the required number of

occurances OR the end by date). Note: If the required number of occurances is entered, Ad Manager will auto populate the End by with the date of the last occurance. Click <OK> and Ad Manager will split the duration of the selected Reservation(s) accordingly.

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 Image) 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. Note that when updating the Duration or Length information, users can have Ad Manager ignore any conflicts that may arise from the change by clicking the checkbox beside "ignore conflicts"

and identifying which conflicts to ignore.

Add Value Adjustment - This tool is used to adjust the Reservation Value on one or more Reservations. (Need Image) It is especially useful when the total of the values is slightly different from the Contracted dollars due to rounding issues. Select which Reservations are to be adjusted,

enter a description of the adjustment (eg. Adjustment for rounding issue) 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).

Reservation Conflicts - The Reservations Conflicts tool is used to check for any conflicts on the selected Reservation(s). (Need Image) When launched, the window will display a list of conflicts to check. Add/remove by checking or unchecking the box beside each and click <OK>. Ad

Manager will review the selected Reservation(s) and inform the user of any that arise. For further information on Conflict Checking and Resolution, click here.

Reset Published Status - This tool is used to reset the status on the selected Reservation(s) that have been published to be "not published". (Need Image) This allows for changes to be made to the Reservation(s). Ad Manager will request confirmation to proceed; click <Yes> to do so. It

is not recommended to use this tool to make Media changes to Reservations that have been published are are playing on the Players. Rather, users should use the Schedule Media Changes tool to do this to retain a history of Media Items and their scheduling.

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.

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.

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User Fields

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