ART DIRECTOR

PROgRAm REsOuRCEs

INTEgRATED WORKFLOW

Last Updated: December 26, 2011

ROLL OVER THE COMPLETED & NEXT STEPS ABOVE TO LEARN MORE

YOu ARE HEREupdate the Program Resource Plan

In this Program Planning workflow phase process, you collaborate with the Program manager, the Project manager, and the Art specialist/Image Lead to update the resources needed to do the work on the Program.

In this job aid, you will learn how to:

• update the program resource plan

PROgRAm PLANNINg PHAsE

Learning Objectives

Pearson Integrated Workflow

1Program Planning

In this Job Aid, you will learn how to:

1 Update Resource Plan 2

Add/Assign Roles 4

Edit Assigned Roles 5

Delete Roles 6

Copy a Team Structure 7

Team Templates 8

Access to Extranet 9

Prepress Vendor Scorecard / Manufacturing Vendor Scorecard 10

PROGRAM PLANNING:

PROGRAM RESOURCES

SYSTEMS & TOOLS

For this process, you will use the following systems and tools:

Publishing Control System (PCS)

2

In this step, you can modify and/or add new team members to program, program component, and supplement teams to update the resource plan.

1 Click the tab. The Team Structure screen appears. This screen is read-only.

a Team member assignments display.

b Roles for which no member is assigned will display as Not Yet Assigned.

a

b

2 Click the sub-tab.

Quick Tip To access a program, click My Programs or run a search.

Pearson Integrated Workflow

Program Planning

1 Update Resource Plan

3

3 Click the program, program component, or supplement in the program tree to modify its team members.

Pearson Integrated Workflow

Program Planning

4

Add/Assign Roles

1 To add/assign roles by category:

a Select a category from the Select Category drop-down menu. Options populate in the Select Roles panel.

b Click to select the appropriate role in the Select Roles panel.

c Click the button.

d The role displays. Select a team member from the drop-down menu.

e Click the button.

a

b

cd

e

Quick Tip If an Art Studio or Full Service Vendor role is added as a team member, a check box

appears next to the name. Select the Access to Extranet check box as a shortcut to grant a vendor company access to the PCS Extranet system.

Pearson Integrated Workflow

Program Planning

5

Edit Assigned Roles

1 To edit assigned roles:

a Click the drop-down menu with the current team member assignment in the Team Member column and select a new member.

b Click the button.

ab

Pearson Integrated Workflow

Program Planning

6

Delete Roles

1 To delete roles:

a Select the appropriate role(s).

b Click the button.

c Click the button.

a

b

c

Pearson Integrated Workflow

Program Planning

7

Copy a Team Structure

1 To copy a team structure from another ISBN or PEAR ID:

a Select the ISBN-10, ISBN-13, or PEAR ID from the drop-down menu.

b Type the appropriate number into the text box.

c Click the button.

ab

c

d The roles and corresponding team members from the selected program display. Click the button.

Quick Tip If an Art Studio or Full Service Vendor role is added as a team member, a check box

appears next to the name. Select the Access to Extranet check box as a shortcut to grant a vendor company access to the PCS Extranet system.

Pearson Integrated Workflow

Program Planning

8

Team Templates

1 Existing team templates are created by Admins/Super Users (from the Team Maintenance option under the PCS Admin menu). To use an existing team template:

a Select a template from the SELECT TEMPLATE drop-down menu.

b Click the button to preview the template. Repeat the process until you have the desired template.

c Click the button.

a

b

c

Pearson Integrated Workflow

Program Planning

9

Access to Extranet

The Access to Extranet screen is the main screen that is used to define vendors’ access to the PCS Extranet. This screen allows a Pearson user to select a vendor and then identify the schedule template that a vendor should see in PCS upon login. PCS users as well as vendors will provide input on schedule milestones via the Extranet. Each vendor company granted access to the PCS Extranet system must also be assigned a vendor role (i.e., AV or Schedule. The AV role corresponds to the Art Studio role and the Schedule role corresponds to the Full Service Vendor role).

1 To define vendor access to the Extranet:

a Click the sub-tab. The Access to Extranet screen appears.

b Select the appropriate vendor from the Vendor list.

c Select an AV Role or Schedule Role from the Vendor Role drop-down menu.

d Click the button. The added vendor appears in the right panel. Conversely, you can select a vendor and click the button to remove.

e Select a default schedule template.

f Click the button.

ab

c

e

f

d

Quick Tip • Click the button

to export to PDF.• Click the

button to add additional vendors.

• Click the button to delete a vendor.

Pearson Integrated Workflow

Program Planning

10

Prepress Vendor Scorecard / Manufacturing Vendor Scorecard

You can come back to the Team tab after the component is in stock and add vendor performance details. The vendor scorecard is used to track vendor performance as well as individual performance by vendor employees and freelancers for each parent title. This tool allows quantitative analysis of performance along with detailed information that supports the data. Scorecard results will be shared with vendors as the need arises and will be the basis for annual prepress vendor meetings. The vendor scorecard should be filled out no later than two weeks after the title is declared instock.

1 To rate a vendor’s performance for either prepress or manufacturing:

a Click the appropriate sub-tab or sub-tab. The scorecard screen appears.

b The team displays at the top as read-only.

c Select answers for the online copyediting, PDF workflow, ETMv2 workflow, and manufacturing services questions.

c

a

b

Pearson Integrated Workflow

Program Planning

11

d Select Category, Role, and Team Member values.

e Select a rating for each service on a scale of 1-5. A rating must be selected for every service. Select 0 (zero) if the service was not provided. If a service is rated below 3 (acceptable), include a brief comment describing the issues with the service. If a service is rated 5 (excellent), include a brief comment describing the significantly higher level of performance.

f A comment regarding overall vendor performance can be included at the bottom of the screen.

g Click the button to save the information.

h Click the button to submit the scorecard. When the scorecard is submitted, the data feeds to PCS and PIMS BO. An email is sent to the managing editor and the operations specialist confirming that the scorecard has been completed. Once submitted, the scorecard is locked and only the managing editor listed on the Team tab can unlock it.

d

e

f

h g

Pearson Integrated Workflow

Program Planning