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It will be in the Reports menu that the stories will be structured. The user will be able to create, delete, view, select and consult the reports.

You can create new ones or link to the guidelines. When there are reports created, all of them are listed according to the date of creation and it is possible to filter them by start/end date or slug. Later on, the concept of the grid will be explained in general.


CREATING REPORTS

As mentioned, you can create new reports or linked to an existing guidelines.

Report linked to a guideline

If an agenda already exists, when entering the Reports area, in the right corner there is an agenda drawer. Look:

By clicking on the icon, the screen below will be expanded:

Note that at the top, there are some filters. By default, the system already displays all the guidelines for the day, but it is possible to combine other filters:

  • Slug: insert the slug

  • Start date / end date: enter the search period you want to filter

  • Program: insert the program for which the agenda was destined S

  • Status: choose the agenda by status (producing, ready, completed and dropped)

After combining the filters, all options will be displayed.

When you find the desired agenda, click on the icon located on the right:

When doing this action, the system will open the report form so that the story is structured. As the document was linked, all fields that were filled in the headline of the agenda, were automatically filled in the header of the report.


To consult the agenda information, just click on More> View> History:

History will display all information on the agenda: Content, Roadmaps and Tasks (if any).

In the upper corner, there are the Remove and Reassociate options.

When you click Remove, the agenda will be disconnected from the report. And the History tab will be empty. In this scenario it is possible to associate:

When clicking on Associate, the window below will open. Select the date of the staff you want to link to, select and click OK to confirm and the staff will be associated.

After the link, fill in the fields as explained below in “Creating a new report”.

What differentiates a linked report from a new report, is only the immediate link and the automatic filling of the header. In addition, the fields are exactly the same.

A new report created, can later be linked to an agenda.

Creating a new report

To create a new Report, click on the “New” option. The report can be of the public type (it will be visible to all users) or private (it will be available to those who created it and shared users).

Then, the report form will open:

  • Date: select the date the report is being created (mandatory item)

  • Headline: insert the headline of the report (mandatory item)

  • Reporter: enter the name of the reporter who produced the report (required item)

  • Program: select which program the report is intended for Vehicle *: choose the vehicle (tv, radio, web and print). Each vehicle has different fields. And they will be explained soon.

  • Editor: select the name of the editor responsible for reviewing the text / structure of the report

  • Images: insert the name of the cameraman who made the images for the report

  • Classification: select the classification of the report. To learn more, access Auxiliary Data

  • Editorials: select the editorial section of the report. To learn more, access Auxiliary Data.

  • Branches: choose the square where the report was created (contributor) or copied (remote). Learn more in Branches.

It is important to note that it is possible to hide certain fields. In the print above, everyone was enabled so that all possibilities were shown. But, most of the time, not all fields are used, it depends a lot on the workflow. For this reason, there is a possibility to hide them.

In general, the header is standard for all vehicles, but there is a small detail that differentiates the form of the report: the chosen vehicle.

If the TV option is chosen, the form will present the options:

If the option Radio is chosen, the form will present the options:

If the option Web or Printed is chosen, the form will present the option Text.

After the reports have been created, you can view the reports in list or table mode.

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