Define Custom Production Status Terms

A publication can define custom production status terms to provide specific information about a submission's progress through the production workflow.

There are four system-defined production status terms. They are:

• Not in Production
• In Production
• Production Completed
• Returned to Production

These system production status terms are not editable and are not intended to give a detailed summary of progress through production. These terms appear in the Production Status field, which can be configured to display on Production Details and Editorial Details pages.

When a submission is identified as In Production, custom production status terms can provide more detail into the steps of the production process that have been completed, that are in progress, or that are pending. Users with Editor and Publisher roles with search permissions can use custom production status terms as search criteria to find submissions at a particular stage in the production process. This is useful for manual task assignment.

Users with Editor and Publisher roles with search permissions can use custom production status terms as search criteria to find submissions at a particular stage in the production process. This is useful for manual task assignment.

Custom production status terms also provide information for users who do not have permission to view the full production status grid. A submission's current custom production status term displays in the Production Status column in production tracking folders. Custom status terms may also be configured to appear in a submission's production history.

The current custom production status term will also appear on Production Details and Editorial Details pages after the system term In Production. For example: In Production: Ready for Copyediting.

Rules for publication-defined production status terms

Custom production status terms are applied to submissions based on rules configured by the system administrator. These rules work by checking any existing submission production tasks previously linked to the submission, if any, to see which tasks in the workflow have been started, completed, or are currently in progress.

Rule conditions follow this basic formula: Criterion + Is/Is not + Equal To + True/False. Combining condition statements defines the parameters of the status term.

The system checks for a change in a submission's custom production status whenever production is initiated or ended for a submission, or whenever a submission production task for that submission is assigned, submitted, or cancelled.

Custom status terms for use with Task Manager

Custom status terms may be defined for use with Task Manager editorial tasks. The custom status will be applied to a submission if the associated tasks are assigned in the Task Manager workflow.

These status terms may be configured to be recorded in a submission's history. The custom status will appear in the Task Manager History section of the History page.

For more information, see the video on custom production status terms.

To Configure:

Go to RoleManager > Editor or Publisher Role. Grant permissions as needed to the applicable roles:

1. View Submission Production Status History: Allows user to see the list of previously assigned production tasks.
2. View Production Details: Allows user to access Production Details page. Select the applicable layout from the drop-down list.
3. View Production Status Grid: Allows user to access the Production Status Grid. Custom production status terms may be most useful for users who do not have access to the grid.

Configure Production Status field to display on custom Details page layouts. For configuration information, see Configure Details Page.

Define status terms. Go to PolicyManager > Configure Production Statuses.

1. Click the Add button to create a new status term. This opens the Edit Production Status page.
2. Production Status Name: Enter a name for the status term.
3. Record in History: Check this box to record the date when a submission enters this status on the Production Status History page.
4. Status Rules: Use the tool to define rules for this status.
   1. Criterion: Select from the drop-down list. This drop-down list includes all tasks defined by the publication with the conditions Started, In Progress, and Completed for each.
   2. Is/Is not: Select from the drop-down list.
   3. Selector: Equal to.
   4. Value: Select True or False.
   5. Click the Add button to enter another term for the rule.
      1. If more than one term is entered, use the drop-down at the right to select And or Or to join the two terms.
      2. Use parentheses to group conditions as needed.
5. When finished, click Submit.

Defined terms appear in a list on the Configure Production Statuses page. The order the terms appear here is the same order in which they are displayed on submission-related pages. The order may be changed by entered the preferred numbered order in the boxes and clicking the Update Order button. Terms may be edited (click the Edit link). Terms may be removed (click the Remove link) if they have not been used. An existing term that has been used may be hidden (retired from use) by checking the Hide box on the Edit Production Status page.

 

 

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