EMUG2016 PPT PMUG MC - Aries Systems …Avg. Days to Complete Production Tasks Uses Submission...

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Transcript of EMUG2016 PPT PMUG MC - Aries Systems …Avg. Days to Complete Production Tasks Uses Submission...

Page 1: EMUG2016 PPT PMUG MC - Aries Systems …Avg. Days to Complete Production Tasks Uses Submission Production Tasks View Takes the field “Days between Submission Production Task Assignment
Page 2: EMUG2016 PPT PMUG MC - Aries Systems …Avg. Days to Complete Production Tasks Uses Submission Production Tasks View Takes the field “Days between Submission Production Task Assignment

ProduXion ManagerMelanieCotterell,ClientServicesManager

[email protected]

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ProduXion ManagerReporting

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Contents�Useful Tables and Views�Establishing Desired Results�Default EAR PM Reports�Alternative Reporting�Custom Reports in EAR

Page 5: EMUG2016 PPT PMUG MC - Aries Systems …Avg. Days to Complete Production Tasks Uses Submission Production Tasks View Takes the field “Days between Submission Production Task Assignment
Page 6: EMUG2016 PPT PMUG MC - Aries Systems …Avg. Days to Complete Production Tasks Uses Submission Production Tasks View Takes the field “Days between Submission Production Task Assignment

ProductionRelatedReportingTablesGeneral Data Export and Enterprise Analytics Reports:

Schedule Groups Production Task Assignments TableSchedule Group Production Tasks

Schedule Group TOCSchedule Group TOC HeadersSchedule Groups

Submission Production Task Assignments TableSubmission Production Tasks Table

Useful Tables – Document Table, People Table

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ProductionRelatedReportingViewsCustom Reports and Enterprise Analytics Reports:

Schedule Groups Production Task ViewSchedule Group TOC and Headers ViewSchedule Groups ViewSubmission Production Tasks ViewSubmission Production View

Production Task Questionnaire View

Useful View – Manuscript Status History View

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ChoosingTablesandViewsinEnterpriseAnalyticsReporting

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ScheduleGroupProductionTasksViewProvides information on all Schedule Group Production Tasks

Returns one row per Schedule Group Production Task (may return multiple rows per Schedule Group)

Available in Custom Reports and EAR reports

For general Schedule Group information, use the Schedule Groups View

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ScheduleGroupProductionTasksView-example

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ScheduleGroupViewProvides an overview of all Schedule Group fields (such as Schedule Group Description, Target Publication Date, Volume and Issue, Budget)

Also includes calculated/totals fields for current counts

Returns one row per Schedule Group

Available in Custom Reports and EAR reports

For SG Task info, use Schedule Group Production Tasks View

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ScheduleGroupView- example

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SubmissionProductionViewContains basic submission and corresponding author metadata; key editorial and production dates and information; some Schedule Group and TOC information.

Returns one row per submission

Available in Custom Reports and EAR reports

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SubmissionProductionView- example

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To see or not to see…

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Picturethis…“I want a report on all papers in production”

- Submission Production Task Assignment Table/Submission Production Tasks ViewSome papers wont show up – no tasks assignedSome papers will show multiple times – multiple tasks- Submission Production ViewThis will give one result per paper

“I only want one result, but I used the Submission Production View and can’t see when they were copyedited”

Need to see the task and completion dates and filter by task name

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Work smarter not harder…

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DefaultReportsStandard EAR Cross-Publication EAR

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EAR– DefaultProductionTrackingReports� Avg Days to Complete Production Tasks in selected

timeframe� Submission Turnaround Times – Editorial and Production� Submission Turnaround Times – Production� As with all standard EAR reports, they can be resaved and

modified as needed

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Avg.DaystoCompleteProductionTasks� Uses Submission Production Tasks View� Takes the field “Days between Submission Production Task

Assignment and Task Completion” and averages it for each task assignment

� Shows top 10 slowest tasks as a bar chart� Shows top 12 fastest tasks as gauges� Shows a detail report with each task name and average days

to complete� Date range is selectable

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Results Page – Date Criteria

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Results Page – slowest tasks

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Results Page – Fastest Tasks

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Results Page – Detail Report

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SubmissionTurnaroundTimes- Production

� Uses Manuscript Status History View and Document Table� Uses the Arithmetic option to subtract date fields (e.g. First

Decision Date – Initial Date Submitted)� Limited to submissions that have entered production (Date

First Entered Production isn’t blank)� 9 turnaround time calculations per manuscript,

production-related� Date range is selectable

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ResultsPage

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Reminders, Searches and Downloads

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ReminderReports

•Easily send reminders for outstanding tasks (overdue or not)

•Filter by task, Schedule Group, Recipient Role, due date, Online Publication date, Article Type and Section/Category

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ChooseCriteria

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ResultsandRemindersPage

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Permissions and the Power Grid

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RoleManager

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Permissions

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SearchSubmissions

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Results

Save Search Download Search Again Help Video

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PowerGridOptions

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MultipleCriteria

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ManageScheduleGroupsandAMD’s

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ConfigurationofAMD’s

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DisplayforEditGroupDetails

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Blank slate or a modification?

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SelectDataSource

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SelectFields

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SelectFields

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AddFilter

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ResultsandReminder!

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AutomatedReminder

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AutomatedReminder

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Questions?