Configure Production Task Reporting

Production task reports enable Editor and Publisher roles with permission to get information on outstanding tasks and task assignment totals.

Tasks reminder reports

Users can run reports to follow up on outstanding tasks and send reminder letters to task assignees. Users with permission can also configure automated reminder reports to run at scheduled intervals.

Reports for sending production task reminders are:

1. Submission Tasks Reminder Report
2. Automated Submission Tasks Reminder Report
3. Schedule Group Tasks Reminder Report
4. Automated Schedule Group Tasks Reminder Report

Total task assignment report

The Editor/Publisher Assignment Totals by Task Type Report provides counts of production tasks assigned or completed in a specified time span. Results are broken down by task type, role, and task assignee.

For information on using the reports, see Production Task Reports.

TO CONFIGURE:

Go to RoleManager > Editor or Publisher Role. Grant permission to the applicable roles:

1. Send Production Reminders: Allows users to access and run manual reminder reports to send reminder letters.
2. Create Automated Submission Task Reminders
3. Create Automated Schedule Group Reminders
4. Run Production Task Assignment Totals Report

Create letters to send from reminder reports. These letters may be use from both manual and automatic reminder reports. For details on letter configuration, see Create Letters.

Letter family:

1. Production Reminder

Production and production-tracking merge fields may be used in reminder letters.

 

 

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