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Once completing the first part of the training, it’s time to start implementing what you you’ve learned and start creating real live orders in the system so we can improve the workflow templates and get some feedback.
Your goal now is to select an easy and quite common show and fully implement these orders in OOONA Manager including everything we have learned:
Order creation
Scheduling
Assigning
Uploading assets
Messages
And more
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If necessary, we’ll have targeted sessions on specific topics.
Below Below are the Configuration checklist and Helpful tips you must review to better prepare you for the next step of creating real live orders in the system.
Please, spend the time off to train and test the system and the topics we have reviewed, so you can come up with questions and requests we can target specifically.
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If you don’t want them to currently receive OOONA’s welcome mail with their username, switch off “Send password link by email” in the Resource copy page (in some systems it’s this might be displayed as a checkbox).
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Attributes
Make sure the following key attributes are correctly set for the resource.
From: Manager > Rolodex tables > Resources > Magnifying glass
Attributes are copied when copying the user and can be changed after the creation, if necessary.
You can set one user with all required attributes (see below) and then make copies of it .- Skills, roles, and other information will be copied.
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Make sure the following key attributes are correctly set for the resource.
From: Manager > Rolodex tables > Resources > Magnifying glass
“Login active” (fig 1) - should be set to ON to allow the resources access to the system
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“Is Manager” (fig 2) - Should be set to ON if the user is NOT a basic user.
Set the required “Resource type” (fig 3).
Set the “Suggest to complete task after uploading a file” to ON (Note: this switch requires additional activation from the Task types page) to activate the notification.
Set the “Resource active” to ON.
Set which tasks the resource can be assigned to using the “Languages”, “Tasks” & “Order Type” buttons (fig 5)
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Set the resources “Time zone” (fig 6)
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Customers
From: Manager > Rolodex tables > Customers > Magnifying glass
Create all your customers in the system.
Make sure the following helpful attributes are correctly set for the customer.
Set the Customer category (fig 1)
Set the “Active” switch to ON for active customers.
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If applicable, add default languages for order creation (fig 3)
If necessary, add customer contacts (fig 4)
Contacts can be added to orders, and will be available for selection when manualy sending files to customers.
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Email Notifications
Decide on your preferred notifications.
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When the task is completed, a task completion notification will be sent to the order’s resource in charge.
First, switch To set the notification:
Switch on the configuration on the task level.
From: Administrator > Tables > Task types page > Magnifying glass
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Set the system configuration
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witch to ON
From: Administrator > Web administrator > Configuration > Emails
Notifications for linked tasks once all pre-production tasks are completed
All tasks that are set with Previous task: All “All pre-production tasks completedcompleted”, will receive a notification once all pre-production tasks are completed.
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Automated distribution of final files
Once the file files will be are ready, they will be distributed to the customer or to an internal email.
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The flags are visible in grids and can visually indicate different problems within the order.
Customize from: Administrator > Tables> Flags
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Grid layout
Set Grid layouts for frequently used pages.
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