Before you start creating Schedule Templates you should have created your Tasks (details on creating a task can be found here). To be able to start working on individual books, you must first establish your Default Schedules.
First step is to create a schedule called ‘Default’ that will automatically be applied to all of your titles until you create any other schedules.
If you don’t do this you won’t be able to access your titles in Book Production screen.
Select Schedule Templates from the main Production Admin menu and you will be taken to a new screen. The list will be empty if you haven't created any schedule templates. Click on Create New and you will be taken to a screen with the following fields:
Form/Class: Choose a format from the list of options in the drop-down menu that contains all of the possible publishing formats. If you are creating your general Default schedule, then leave this item at Default.
If you want a format that is not on the list click on the little blue NEW and you will be able to type a name of your schedule. To go back to drop down menu click on Select existing.
There are 3 sub-tabs:
Deadlines: Here you can set the deadlines and duration for your tasks. Deadlines are editorial workflow and are tasks that occur prior to a title entering the actual production schedule. For instance, you cannot begin the schedule until the manuscript is received from the author. You can add as many deadlines as needed by clicking on the blue Add another task.
Select a Task, from the ones you already created from the drop down menu.
Add the Duration of the deadline by typing in a numerical value and chose the Period from the drop down menu as either days or weeks. You must set at least 1 deadline in your schedule, otherwise you will get an error message when accessing a title in Book Production. You can tick the boxes to mark weather your deadline is a milestone or is immovable.
To modify your dependencies, that is, how your work flow phases are connected to each other or not, if they are not going in a linear order A, B, C, click on Modify dependencies, on the right hand side, marked with a red square in the image below:
When clicking on Modify dependencies your dependencies will show up and you can put them in any logical order you want. For example proofreading can’t start before the manuscript is in, but design can be independent and components can be dependant on design etc, please see an example below:
To hide your dependencies click on Hide Dependencies.
Roles sub-tab is where you will be able to add details about your roles:
Roles are production workflow and are tasks that are needed to create the title and move it from concept into publication. Roles differ from deadlines in that they are assignable.
Choose a Task from the drop-down menu. Set the Duration of the deadline by typing in a numerical value and label the period either by days or weeks. You can tick the boxes to mark weather your deadline is a Milestone or is Immovable. You can add as many roles as needed by clicking on the blue Add another task.
The Costs tab is where you will set up a set of costs to remind users about which costs we would normally incur. This is used in pre-production, in Costs tab more information about Costs tab in pre-production click here.
Here you can add information about costs connected to tasks and set the basis on which the costs are being built weather it is a fixed cost or by copies ordered or by a page, and you can set the rate and a currency. This will then go into your profit and lost estimation. You can add as many costs as needed by clicking on the blue Add another task
Once you created your Default schedule you can create as many schedules as needed for different formats. If you want to copy an existing schedule click on the looking glass symbol (in the red square in the image below) and you can choose from the list of schedules you have already created:
To remove a Schedule template click on a box in front of the Schedule template and click Remove Selected: