Rounds

In the Rounds tab, the daily rounds / wiretaps made by the broadcaster are registered.

The round is an activity developed by the journalism production team and consists of calling institutions, in order to determine if there is relevant information / occurrences that could be the subject of an assignment.

When clicking on the ‘Rounds’ menu, the screen below will appear:

Open

• Date: by clicking on this option, a calendar is opened to select the date you want to register the round;

• New: create new rounds;

• More: area where institutions and contacts linked to institutions are registered. If any item is selected, the following options also appear: Print, Copy, Delete and Send to;

• Time: shows the time the tour was created;

• Rear: shows the title of the round;

• Institution: displays which organization the broadcaster contacted (if selected);

• Contact: displays who passed the information recorded in the round (if selected);

• User: indicates the name of the user who registered the tour.

The first step to start recording the calling rounds is to select the date. It usually opens on the date of the day, but it is possible to write rounds for future dates.

To start recording calling rounds, click on the date and the calendar will open, as shown in the image below:

Open

The next step is to click on the top “New” button. Then, the fields below will open with the following information:

Then enter the title of the boom and select the institution and contact. If you want to enter text, click on the ‘+’ icon, which is on the left side of the hour. See the completed fields:

In the example above, all information has been filled in, but only the boom is mandatory;

Users who have permissions will be able to see the content of the tour;

The information is automatically saved. If you want to change any data, just click on the field you want to edit and modify.                                                    

On the left side of the round, there is a checkbox. Clicking on it means that the item is selected. Therefore, in the ‘More’ menu, the following options will appear:

Print: when clicking on this option, the system opens a new tab with the information contained in the round (generates a pdf). You can select one or several rounds for printing

Copy: copy the contents of the tour, to another day. For this to happen, it is necessary to click on the calendar icon and select the date. This option is widely used in cases where production was unable to ascertain all the necessary information that day, and the source asked him to call later, which would likely have more details. Therefore, it is possible to place for future dates.

After selecting the date, click on ‘Create’ to actually create a copy of the tour. As soon as this option is selected, the message “Copy of the round” boom title ’has been created” will appear. As the image below shows:

Click ‘Cancel’ if you want to give up the action.

Delete: delete the created tour. In this case, it is important to note that once deleted, there is no way to recover. When you delete it, a confirmation message shows like in the image below. Click ‘Yes’ to confirm the deletion and ‘No’ to abandon the action.

Send to: allows the agenda to be sent to the ‘Assignment Proposals’ or ‘Assignments'. In this case, the round will be copied with the appropriate information:

• Sending to ‘Assignments Proposals ', will bring a feedback message: ‘Suggestion "Slug” has been created’.

It will be possible to view the information in the Assignment Proposals area. Automatically, all information filled in the round will be exported. To edit, just double click and the file will be opened, allowing changes. For more information on this menu, see Assignment Proposals .

• Sending to ‘Assignments’, brings you a window to choose the date and program. Then click on ‘Create’ to send it to the Assignments area.

After filling in the data, the following message 'Assignments "Slug" has been created' will appear.

It will be possible to view the information in the Assignments menu. Automatically, all information filled in the round will be exported. To find out more about this menu, see Assignments.

• Institutions: allows you to register institutions and contacts.

Registering institutions and contacts

Before registering an Institution, it is necessary to register the segments first.

Click on “Segments” and then ‘New Segment’.

The window below will open for you to enter the segment name. After entering the name, click ‘Save’ to confirm the inclusion and ‘Cancel’ to abandon the action.

After saving, it will be possible to view the list with the names of the segments and on the right side, the edit and delete icons.

To edit a segment, click on the pencil icon, it will open a screen for changing the segment name. After completing the changes, click ‘Save’ to apply the change or ‘Cancel’ to abandon the action.

To delete a segment, click on the trash bin icon, a confirmation message will appear: ‘Are you sure?’ Click ‘Yes’ to confirm the deletion or ‘No’ to cancel the action.

To register other segments, repeat the entire procedure.

After registering the ‘Segments’, click on Institutions and ‘New Institution’.

The ‘New institution’ window will open and the following fields will appear:

· Segment: the list opens with previously registered segments;

· Name: insert the name of the institution you want to register;

· Contacts: allows you to search for contacts in the phone book or register new ones.

To register a new institution, click on the ‘Segment’ field and select the institution type (for the options to appear, they must have been previously registered).

Then enter the name of the institution that was contacted.

If you want to link a contact to the institution, click ‘+ Select contact’. This option is widely used when there are specific sources that pass on information within the institution. This is not a mandatory item, so filling in is optional.

When selecting this option, the tab below will appear. Note that there is a bar to search for existing contacts, if it is a new contact, use the ‘New’ option.

If the contact is already registered in the Contacts menu, it is possible to search by name or profession in the search bar. As the image below shows:

When you select the contact, all the contact information will be displayed.

After verifying that the information is correct, click on ‘Select’ to link the contact to the institution. Or ‘Cancel’ if you want to cancel.

After selecting, the contact information will be shown.

Once the contact is added, you can edit (pencil icon) and delete (trash bin icon).

Clicking on ‘Edit’ will open a tab to change the contact details. By clicking on ‘Delete’ the system will disconnect the contact from the institution.

To add a new contact, click ‘New’. The form will appear for you to fill in the data.

· Name: enter the first and last name of the contact you wish to register. Only mandatory item. The remaining fields are optional;

· Profession: enter the profession of the source;

· Company: write the name of the company which the contact works for;

· Address: enter an address - it can be the contact's workplace, or his home;

· Groups: select which group that contact belongs to;

· Emails: add as many emails as needed;

· Phones: add as many phones as you want (cell, fax, home, business, etc.);

· Information: write extra characteristics about the source - physical, personal, specializations and other information that can identify it;

· Private: mark a contact as private (in this case, information about the source is only available to those who registered the contact);

· Save contact in the phone book: by checking this option, this contact will be automatically saved in the list of the ‘Phonebook’ menu. If the option is deselected, the contact will be saved only at the institution.

With the exception of the name, all other fields on the form are optional, but it is interesting that they are filled in, as there is a mechanism that allows the search for keywords.

After filling in the information, click ‘Save’ to add the contact and ‘Cancel’ if you give up.

For more information on how to manage contacts, see the Calendar menu.

After registering the institutions, it is possible to edit (pencil icon) and delete (trash bin icon).

 When you click to edit, the fields for changes to the institution will appear. After finishing, click on ‘Save’ to apply the change (s) or ‘Cancel’ if you want to give up the action.

When you click on delete, a confirmation message will appear: ‘Are you sure?’. Click ‘Yes’ to confirm the deletion and ‘No’ to abandon the action.

To register new institutions, simply repeat the entire process.

By going to “Rounds”, it will be possible to view all records made on the selected date. I.E.:

To learn about other features, access other sections available on this platform.