1 conceptualize program design - login | neo€¦ · (not sure if we need to tell them what to...

Pearson Integrated Workflow

Job Aid Title 1

1 Conceptualize Program Design

Once editorial approval has been granted for the program, develop the holistic design for all content assets and learning objects based on the program design plan for all components.

Design includes content assets and/or learning objects with core aspects (fonts colors), visual presentation details, book cover, and DVD menu. After review and approval of the program design, InDesign and WriteRAP templates are created, which also need to be reviewed and approved.

1 When the content is promoted to the ? (need SME confirm this is the state name) workflow/lifecycle state, Documentum attaches files to a task and sends you an email. The email includes links to guidelines and subsets of learning objects or content assets to used for the concept design, etc. (Need to confirm last sentence when I can replicate steps)

FPO


Job Aid Title 2

2 In Documentum, click on the Inbox node. The workflow task appears in the Content pane. Double-click the (?) task to open it.

3 The workflow task opens in the Content pane defaulting to the Info tab. Select the asset(s).

Quick Tip As updates are made to the program and component design plans, the design manager checks them out, updates them, and then checks them back in.

Quick Tip Export the program design plans located in the program folder structure in Documentum for reference, if needed.

FPO

FPO

RP: Unsure if the guidelines actually appear in the Inbox. If so would they Export them?


Job Aid Title 3

4 Click the FILE menu and select Check Out.

5 Navigate to the Documentum Checkout folder on your computer and open the asset(s).

6 Using the assigned subset of learning objects or content assets, create the concept design per the program design plan and guidelines (designs are valid in InDesign, Word/WriteRAP, Flash, etc.).

Quick Tip A key icon appears next to the assets in Documentum, indicating that you have them checked out.

Quick Tip To check out and edit the file, click the FILE menu and select Edit.

For Mac Your Documentum Checkout folder is located at: Macintosh HD > Home Folder > Documentum > Checkout to access checked out files.

For PC Go to C: > Documents and Settings > your username > Documentum > Checkout to access checked out files.

FPO

Unsure if user can just export the assets.

FPO


Job Aid Title 4

7 When you complete the concept designs, return to your Documentum Inbox. Double-click the (? need name of task) task.

8 The workflow task opens in the Content pane defaulting to the Info tab. Select the checked out asset(s).

FPO. Make sure to take screen grab of file with a key icon.

FPO cannot duplicate


Job Aid Title 5

9 Click the FILE menu and select Check In.

10 The Checkin screen appears. Select the appropriate version, add a version label if needed, and then click the button. (Not sure if we need to tell them what to version select or add as a version label here)

More InfoRefer to the Documentum Checkin Screen Quick Reference Guide.

FPO

FPO


Job Aid Title 6

11 The workflow task appears in the Content pane. Click the button.

12 The Comments tab appears. Click the [insert Add btn] button to add comments, if desired.

Quick Tip If you do not need to add any comments, click the {Finish} button.

FPO

FPO: Need new image with new image name.


Job Aid Title 7

13 The Add Comment: screen appears.

a Type your comments into the Comment text box.

b Select the recipients for whom the comments are intended.

NOTES

• IfyouselecttheFor subsequent recipients option, your comments will be available to all remaining users in the workflow state.

• IfyouselecttheFor next recipient(s) only option, your comments will only be made available to the next user(s) in the workflow state.

c Click the [Insert OK btn] button.

a

b

c



Job Aid Title 8

14 The Comments tab appears, displaying your comments. Click the [insert Next btn] button.

15 The Progress tab appears.

a The Upcoming... field displays the remaining workflow state performers.

b The History field displays past workflow state reviewers.

c Click the [insert Forward btn] button to complete the task.

a

b

c

Quick Tip Click the { Edit button} or {Remove button} buttons to edit your comment or delete it.




Job Aid Title 9

16 The workflow task is completed and the ‘Task Name’ successfully forwarded confirmation message appears in the Status bar. The workflow task is removed from your Documentum Inbox.

NOTES

• Documentumadvancestheprogramdesignworkflowtothenextstate, detailed program design executed, and emails the art director. (Unsure if this is the next state).

• Thistaskisiterativeuntilthedesignconceptisapproved.
