The Editorial Checklist Report

Your Stison system has an Editorial Checklist, a report that can be created as your organisation begins to populate items within Editorial.

The Checklist template used is configured in Editorial --> Editorial Admin --> Schedule Templates.

Whilst the Editorial Checklist tab within a title in Editorial displays the checklist for an individual title, as well as the next action, the Editorial Checklist in the main Editorial Menu provides an overview of the  checklists, and the status of each task, across all live titles in Editorial.

In order to add a title to this checklist, which must be done manually, you need to access the item through Editorial - Editorial Checklist Tab, as shown below. In this example, we have ticked the item called 'In CheckList?'.

To access and manipulate titles once they are within this report, navigate to Editorial - Editorial Checklist. You will see a separate report that acts as a sort of checklist, putting all tasks associated with the editorial workflow of a title into a format where you can add dates when items are completed. By adding the information here, you are also simultaneously updating other areas within the modules. 

Here is a screenshot of how the Editorial Checklist can appear on your screen:

You have the option to add tasks from your editorial schedules as tick boxes or as dates. The default is to have them set as tick boxes. You can configure the system to reflect dates by navigating to: Editorial Admin - Editorial Tasks. Click into the relevant task and ensure that 'date in checklist' is ticked. The relevant item is highlighted in red in the screenshot below.

Deadlines and completed tasks will automatically be updated here when they are updated within a title's editorial data in other parts of the system. You can also add information directly through the Editorial  Checklist, ticking completed items and adding dates of completion - this will update the other areas of the system

If you wish to remove an item from the checklist, you can select the red X by the title:

Please also note that by clicking onto the title's name at the top of the screen, you will be taken back into the title's Editorial Record.