Getting Your Editorial Module Ready

You've been given access to the Editorial module and now you're ready to start using it. This article will assume that you have logged into the module for the first time, and the following are the basic steps you must take before you can start using it daily. Our guide will also take you through the process with no workflow added. Further information regarding how to set up and use workflows is available.

Editorial allows you to track a book from the germ of an idea to a possible product. It is a place to record manuscripts received or ideas that may never make it into reality. It is a point in the system to manage next actions and any correspondence related to possible projects. Items that are entered into this part of the system will stay here until you manually move and delete them. Think of this section of your system as a storage area.

Editorial can only link through to the system when you are ready to move a title from an 'idea' to an actual product that will be managed by the production department.

Before you can start to use the system on a regular basis, you will need to complete the following steps first.

Set up the costs associated with the project:

Please note that this is the same area of the system where you will add costs and tasks for Book Production: within Production Admin. Because of this, you may have all of your costs set up already. If not, please follow this page to set up your Editorial Costs.

Set up the tasks required within your Editorial processes:

Set up the statuses associated with your editorial processes:

 

Set up the Schedules required for your Editorial process

Now that these items are in place, you are ready to review our step-by-step guide to using Editorial.