Manipulating the Production Checklist

As we discussed when you first configured your Production Manager, you will need to have set up a Default schedule and all other format-specific schedules by the time you are manipulating a title in Book Production. For more information about setting up schedule templates, please click here.

When you have added a title to Book Production, click onto the name and you will be taken to a screen with several tabs, as shown in the image below. The first tab is where you determine your production checklist. Checklist tasks are tasks that need to be completed but don't necessarily get assigned to anyone. They are simply things that need to happen, like a check list, before the book(s) are sent to trade. They have deadline dates only - so when you add a date to the system, it understands that that particular item will be completed by that day. Please note that production deadlines do not have date ranges.

The starting point is to establish which of the schedule templates apply to your particular title. Click on the title you want to work on, from the main Book Production list, and you will be taken to a screen where you can apply the Checklist template to a project, and set the deadline for each of the tasks in your checklist:

You can edit the schedule by clicking the Edit All button, and a pop-up window will appear with all the related items of that particular production schedule template. You can edit your schedule for this particular title. This modifies the tasks assigned to this production project (it does not edit the schedule template):

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You can clear all the applied schedule by clicking on the Clear All tab.

When you enter a date for your first task, in the example above it is "Manuscript in", the system will populate the rest of the dates depending on duration timescales in the Schedule you are applying. You can change those dates manually as well.  

Clicking on this symbol  next to the Applied Schedule field on the top of the screen will bring up printer symbols next to the tasks. These are marked with red in the image below:

Give your production project a label, for example: Initial, Test, Reprint 1 etc. Check the 'Check List' box if you would like this title to appear in the Cover Checklist report. If it is a Reprint check the reprint checkbox.

Generally the auto generated sequence number will be sufficient. If you wish to change the Sequence of your project, use the shown sequence field (in the picture above the number is 2).

Use Archived to hide the current project in production list admin. This will generally only be done when the project is completed.

Choose an Editor, Designer and Controller from the drop-down menu. Choose the Status of your project from the drop-down menu, is it "Ahead of Schedule", "Late Handover" etc.. You can also you can add a Status Note in the blank field.

Click Update when you are finished.