Editorial and Production Settings

Before using the Editorial and Production module you have to

Auto-generate new code for stock records

  1. Go to MaintenancePreferences
  2. Select Code Formats
  3. Under Stock Ledger select System-Generated
  4. Click the Save button

Configure the Progress Tracking Workflow

Your dealer should help setup an initial Progress Tracking workflow during the installation exercise, where the tasks will be configured to trigger embedded actions, such as emailing specified personal at the appropriate stage/task.

  1. Go to Publishing Editorial & Production
  2. Click on Workflow and indicated below, to configure the Progress Tracking Workflow as required
  3. Click Save to finish