User Manual - MAD V1.5 Request Manager V1.5
Contents
1. 4 Edit the necessary data and click Save to close the Edit Request window and save your changes Click Cancel to close without saving A new request is added to the Request grid Searching for Requests You can quickly search for particular requests by entering a query in the text search field above the Requests grid See section Searching for Records on page 37 Sorting Requests The requests can be easily and quickly sorted in ascending or descending order See section Sorting Records on page 35 for more information 2 Managing Requests Companies and Users eS V5 USER MANUAL MAD 1 5 Request Manager a Filtering Requests You can filter the requests by one or more filter criteria See section Filtering Records on page 36 for more information 2 Managing Requests Companies and Users 14 EVS Broadcast Equipment S A Issue 1 5 D February 2015 2 2 Managing Companies 2 2 1 About Companies The customer that makes the request works for a particular department of a particular company Request Manager allows you to enter information about the company and about the department To be able to create a user for the customer the company and department have to be created first 2 2 2 Companies Tab Overview General Description The Companies tab gives you an overview of the all the companies that have been created up to now The Companies tab allows you to create new and edit existing companies For report2. Used to archive a request that is no longer valid or that has been refused See section Archiving a Request on page 15 Used to unarchive a request See section Unarchiving a Request on page 16 Used to add and remove columns from the Requests grid See section Organizing a Grid on page 34 Used to display or hide the Filter fields See section Filtering Records on page 36 Used to clear the contents of the Filter fields See section Filtering Records on page 36 2 Managing Requests Companies and Users V gt USER MANUAL MAD 1 5 Request Manager 2 1 3 Handling Requests Opening a Request To open a particular request and view its information proceed as follows 1 Open the Requests tab 2 Doone of the following o Double click the request Select the request and click the Edit button The Edit Request window opens displaying the information of the selected request Edit Request AS Number Company User Status Footage Football Required Sporza Programme s Cool Company Carl Customer Carl Customer CoolCompafJ Currency Euro Accepted Documents Customer statistics xIsx Workflow Customer Browse Sales Contact Julien Adan jad Technical Julien Adan jad Contact Browse Start Date 2013 05 23 End Date 2013 06 23 Cancel Creating a New Request To be able to create a request for a particular customer you must already have created the company of t
3. 07 10 2013 08 10 2013 07 04 2013 08 04 2013 06 27 2013 07 27 2013 06 26 2013 08 31 2013 06 26 2013 07 26 2013 06 26 2013 07 26 2013 05 29 2013 06 29 2013 05 23 2013 06 23 2013 05 21 2013 06 21 2013 04 17 2013 05 17 Sally Sales Sally Sales Sally Sales Sally Sales Sally Sales Sally Sales Lany Legal Sally Sales Sally Sales Sally Sales Organize Filters Reset Filters Not Archive Not Archived Not Archived Not Archived Not Archived Not Archived Not Archived Not Archived Not Archived Not Archived Not Archived 2 Managing Requests Companies and Users Ca VS USER MANUAL MAD 1 5 Request Manager a Area Description The table below describes the various parts of the Requests tab Part Name Description 1 Toolbar The action buttons on the toolbar allow you to manage the requests and customize the Requests grid See section Toolbar on page 10 2 Requests grid The grid with requests See section Requests Grid on page 9 Requests Grid General Description The Requests grid displays the existing requests By default only the requests that have not been archived yet are shown To avoid getting an overcrowded grid you can set the number of requests to be displayed per page and you can also sort and filter the requests A text search field allows you to quickly search a specific request Illustration The Requests grid contains the areas highlighte
4. 4 361 7000 North amp Latin America 1 973 575 7811 EVS Headquarters Asia amp Pacific Li ge Science Park 852 2914 2501 16 rue Bois St Jean B 4102 Seraing Other regional offices Belgium www evs com contact EVS Broadcast Equipment is continuously adapting and improving its products in accordance with the ever changing requirements of the Broadcast Industry The data contained herein is therefore subject to change without prior notice Companies and product names are trademarks or registered trademarks of their respective companies
5. To open the Request Manager online help click Y in the Navigation bar see below Click the Click here for online help link to open the online help 1 Introduction 5 EVS Broadcast Equipment S A Issue 1 5 D February 2015 2 2 1 2 1 1 Managing Requests Companies and Users Managing Requests About Requests Introduction A request is a demand made by an external or internal customer to retrieve particular content from the digital archive for a particular purpose The following information about a request can be entered in the Request Manager e AS Number The external ID number of the request e Company The company the customer or requester works for e User The name of the requester e Status The status of the request See below for more information e Browse Workflow The browse workflow assigned to the request See below for more information e Sales Contact The sales person of the digital content owner that treats the request e Technical Contact The technical person of the digital content owner that will perform a technical check on the content added to the projects linked to the request e Start and End Date The period in which the request is valid and the customer has access to the MAD Web client and to the digital archive e Footage Required The content the customer wants to retrieve from the digital archive e Programme s The reason why the customer needs the content e Currency The cu
6. area displays how many entries are currently displayed Entries how many entries there are in total and how many entries have been filtered out 28 2 Managing Requests Companies and Users CC V5 USER MANUAL MAD 1 5 Request Manager Si Toolbar The toolbar in the Users grid contains the following buttons Button New Edit Organize Filters Reset Filters Function Used to create a new user See section Creating a New User on page 30 Used to edit the information of an existing user This button only becomes available when you select a user See section Editing a User on page 33 Used to add and remove columns from the Companies grid See section Organizing a Grid on page 34 Used to display or hide the Filter fields See section Filtering Records on page 36 Used to clear the content of the Filter fields See section Filtering Records on page 36 2 Managing Requests Companies and Users 29 EVS Broadcast Equipment S A Issue 1 5 D February 2015 2 3 3 Handling Users Opening a User To open a particular user and view its information proceed as follows 1 Open the Users tab 2 Double click the user whose information you want to view The User window opens displaying the information of the selected user Edit User First Name Tim Comment LastName Technical Company Cool Company Email username password to user on save Department Technical Phone 32 2 431 7889 Em
7. company information Name mandatory o Tax ID o gt Company Register ID Country mandatory o Language o Comment Note If you add a comment to a company this will be indicated by an icon next to the company name in the Companies grid Company X 4 When you create a new company the department Headquarters is created by default Enter the following department information o Name o Phone mandatory o Fax mandatory o Website Currency 22 2 Managing Requests Companies and Users USER MANUAL MAD 1 5 Request Manager o Street name mandatory o Street number Suite or PO Box number o City zip code mandatory City name mandatory Country mandatory V gt 5 Click Save to save the new company and close the New Company window The new company is added to the Companies grid The company will also become available in the drop down list of the New Request and Edit Request window If you have not completed one or more of the mandatory fields and you try to save the new company these fields will be highlighted and the following message will appear Please enter data for the marked fields Enter the missing information and save again New Company COMPANY Name Tax ID Company Register ID Country Language Comment Please select a country Please select a language Please enter data or correct data for the marked fields Save Cancel DEPA
8. new department Click the Edit button in the toolbar above the Companies grid The Edit Company window appears displaying the information of the selected company Click the New button under the Department list 2 Managing Requests Companies and Users SS V5 USER MANUAL MAD 1 5 Request Manager ii DEPARTMENT Deparment Headquarters 5 Enter the following department information o Name mandatory Phone number mandatory o Fax number mandatory o Website Currency Street name and number Suite or PO Box number City zip code and name mandatory Country mandatory Note that you are unable to create a new department until the mandatory data is entered into the department fields 6 Click Save to save the new department and close the Edit Company window The new department will appear in the Department list It will also become available in the drop down list of the New Company Edit Company New User and Edit User window Click Cancel to close the Edit Company window without saving the new department Searching for Companies You can quickly search for particular companies by entering a query in the text search field above the Companies grid See section Searching for Records on page 37 Sorting Companies The companies can be easily and quickly sorted in ascending or descending order See section Sorting Records on page 35 for more information Filtering Companies You can filter
9. smith coolcompany com m smith evs com Si N Headquarters 32 02 456789 msmth evs co m robson fernandes visa com n mandes Headquarters 01 650 432 3200 robson fernandes visa com 01 212 833 5878 helen grey sony com helen grey sony com elen re Si Headquarters sally sales evs com Sa Sales Ss Headquarters 32 02 456789 sally sales evs com rt tim technical evs com a Headquarters 32 02 456789 tim technical evs com rt rt larry legal evs com an Headquarters 32 02 456789 larry legai evs com carl customer coolcompany com Ca O Media 41 444 117967 carl customer coolcompany com water white nbc com r Sports 01 420 123 2100 waker white nbc com j pinkman espn com n S HeadQuarters 01 350 987 2500 j pinkman espn com Showing 21 to 30 of 99 entries Area Description The table below describes the various parts of the Users grid Part Name Description 1 Show Number _ This field allows you to set the number of entries to be of Entries field displayed per page See section Setting the Number of Records per Page on page 35 2 Search field You can enter a query in this field to search for a particular user See section Searching for Records on page 37 3 Filter fields These fields allow you to filter the users See section Filtering Records on page 36 To display these fields click the Filters button 4 Pagination These buttons allow you to navigate to next or previous pages buttons of the Users grid 9 Number of This
10. 2013 08 31 Customer Browse Sally Sales Tim Technical Not Archived AS4267 EVS Matthew Smith Accepted 2013 06 26 2013 07 26 Customer Browse Sally Sales Tim Technical Not Archived AS4333 Cool Company Carl Customer Accepted 2013 06 26 2013 07 26 Customer Browse Sally Sales Tim Technical Not Archived AS0987654321 Sony Music Entertainment Helen Grey Accepted 2013 05 29 2013 06 29 Owner Browse Larry Legal Tim Technical Not Archived AS2 Cool Company Carl Customer Accepted 2013 05 23 2013 06 23 Customer Browse Sally Sales Tim Technical Not Archived AS4202 EVS Matthew Smith Accepted 2013 05 21 2013 06 21 Customer Browse Sally Sales Tim Technical Not Archived AS123 VISA Robson Fernandes Accepted 2013 04 17 2013 05 17 Customer Browse Sally Sales Tim Technical Not Archived Showing 1 to 10 of 11 entries filtered from 74 total entries It consists of three tabs e Requests This tab allows you to create and manage the requests of the customers It is open by default when you log into Request Manager e Companies This tab allows you to create and manage the companies the various customers work for e Users This tab allows you to create and manage the MAD Web client user accounts A Logout button allows you to log out of the Request Manager With the About button you can check the version and build number of the application Next to the About button your username first and last name is displayed 1 6 Opening the Online Help
11. By default no sorting is applied to the columns of a grid double arrow indicates the absence of sorting Sales Contact Samuel Verdonck Sally Sales James Hetiield To sort the data in a column in ascending order click the column header one time down arrow indicates the sort 2 Managing Requests Companies and Users 39 EVS Broadcast Equipment S A Issue 1 5 D February 2015 Sales Contact James Hetfield Samuel Verdonck To sort the data in descending order click the column header twice An up arrow indicates the sort Sales Contact Samuel Verdonck James Hetfield You can remove all sorting by clicking the Reset Filters button 2 4 5 Filtering Records The Request Manager allows you to filter the data in the Requests Companies and Users tab To display the available Filter fields click the Filters button Under the header of each column a Filter field appears By default the Filter fields are not displayed Three types of Filter fields are available e Text fields These fields allow you to enter one or more characters Only the records with data that contains the characters you entered in the Filter field will be displayed 36 2 Managing Requests Companies and Users CC V5 USER MANUAL MAD 1 5 Request Manager a e Date fields These fields allows you to select a particular date or date range Valid Period EE bd O April 2013 5u Mo Tu We Th 3 4 7 10 11 1 Valid P
12. FC Internazionale Milano vs CSKA Debreceni V USER MANUAL Request Manager Debre Olympiat 0 Debreceni Jebreceni Olympique Lyonnais 0 4 Debreceni VS Version 1 5 February 2015 Debreceni 1 Olympique Lyonnz 0 4 Debreceni VS Olympique Lyonnais a gt 4 Olympique Lyonnais Olympique Lyonnais Olyn que Lyonnais 0 4 gt 0 4 0 4 0 4 Debreceni VSC v Debreceni VSC vs Debreceni VSC v Debreceni VS RE Olympique Lyonnais mpique Lyonnais Olympique Lyonnais mpique Lyo 0 4 y 0 4 0 4 Debreceni V Cv Debreceni Debreceni VS Olympique L Olympique 0 4 ar 0 4 Debr f gt G Olym 1p a p Olympique Lyonnais MediArchives Directon Vs V5 USER MANUAL MAD 1 5 Request Manager pe Copyright EVS Broadcast Equipment S A Copyright 2003 2015 All rights reserved Disclaimer The information in this manual is furnished for informational use only and subject to change without notice While every effort has been made to ensure that the information contained in this user manual is accurate up to date and reliable EVS Broadcast Equipment cannot be held responsible for inaccuracies or errors that may appear in this publication Improvement Requests Your comments will help us improve the quality of the user documentation Do not hesitate to send improvement requests or report any error or inaccuracy on this user manual by e mail to doc evs com Regional Contacts The
13. RTMENT Department Headquarters Headquarters Fax Website Currency Please select a currency Street Nr Zip City Country Please select a country Click Cancel to close the New Company window without saving the new company Tip Toselect a value in any of the drop down lists you can just start typing which causes the list to scroll to the corresponding values 2 Managing Requests Companies and Users 23 EVS Broadcast Equipment S A Issue 1 5 D February 2015 24 Editing a Company To edit the information of an existing company proceed as follows 1 2 3 Open the Companies tab Select the company whose data you want to edit Click the Edit button The Edit Company window opens displaying the data of the selected company Edit Company COMPANY DEPARTMENT Name Cool Company Department Headquarters Sales Technical Legal Tax ID Company Register ID Country Australia Headquarters Language English 32 2 431 7889 Fax 32 2 431 7889 Comment Website Currency Street Wallaby Way Nr 42 Ngo ip 2000 ity Sydney Australia Cancel Change the necessary data and then click Save If you want to close the Edit Company window without saving your changes click Cancel Creating a New Department To add a new department to an existing company proceed as follows 1 2 3 Open the Companies tab Select the company for which you want to create a
14. Request Manager proceed as follows 1 Enter the address of the Request Manager in your internet browser The address has been provided to you by email The Request Manager Login window will appear MediArchive Director Web 2 Enter your username and password and then click the Login button By default your username is your email address If your login was successful the main window of the Request Manager will open You will be unable to log in and will get an error message if o your username and or password are incorrect o your login has expired o there are problems with the web server 2 1 Introduction V gt USER MANUAL MAD 1 5 Request Manager 1 4 Resetting Your Password If you have lost or forgotten your login password or you want to change it you can easily reset it To reset your login password proceed as follows 1 Inthe Login window of the Request Manager click the Forgot your password link Username Password login The Reset Password popup window appears Reset Password Please enter your usemame to reset your password you will receive an email containing the instructions User Name 2 Enter your username and click the Reset button You will receive an email with a link to a page where you can reset your password How to reset your password no reply coolcompany com Sent Mon 08 Apr 13 12 06 To SMITH Peter Dear Peter Smith To reset your passwor
15. address and phone number of the EVS headquarters are usually mentioned in the Help gt About menu in the user interface You will find the full list of addresses and phone numbers of local offices either at the end of this user manual for manuals on hardware products or at the following page on the EVS website http www evs com contacts User Manuals on EVS Website The latest version of the user manual if any and other user manuals on EVS products can be found on the EVS download center on the following webpage http www evs com downloadcenter Sa V5 USER MANUAL MAD 1 5 Request Manager SZ Table of Contents Table of Contents TABLE OF CONTENTS DD HI 1 INTRODUCTION UU 1 1 1 About Request Manager 22222 1 N2 NOON RER RO ste ae TE TERRIER RER TR 1 1 3 Logging into Request Manager 2 a 2 1 4 Resetting Your Password 222222 3 1 5 Man WW OO OP 5 1 6 Opening the Online Help 222222 5 2 MANAGING REQUESTS COMPANIES AND USERS 6 2 1 Managing Requests 0 00000000000000 oaoa o aoran raoran nonan 6 2 1 1 About Requests 022i occ cece eee cece cece eeceeccecceeceeseeseees 6 2 1 2 Requests TA G NUN Da NG NAGANO AA ANA LG ALL NAALSGO 8 2 1 3 Handling Requests 22 11 2 2 Managing Companies 2 18 2 2 1 About Companies aoaaa oaaao anaoa a aaa 2 aaa 2 aa Laa oaao aaoo aana 18 2 2 2 Companies Tab aa eee cece eee eee cece ee
16. ail tim technical coolcompany com User Groups Agents Technical Team Broadcaster Commercial Affiliate national supporter Commercial Affiliate partner Commercial Affiliate sponsor Confederations DENTSU Cad ua omaan Fl BAF 1 Cancel Creating a New User To be able to create a user for a particular customer you must already have created the company and the department of the customer To create a new user in the Users tab proceed as follows 1 Open the Users tab 2 Click the New button in the toolbar above the Users grid The New User window appears allowing you to enter information about the new user 30 2 Managing Requests Companies and Users SS V5 USER MANUAL MAD 1 5 Request Manager a New User First Name Comment Last Name Company Please select a company Email username password to user on save Department Phone Email User Groups Agents Broadcaster Commercial Affiliate national supporter Commercial Affiliate partner Commercial Affiliate sponsor Confederations DENTSU rm cme owe SFM L TT E E a Cancel 3 Enter the following user information o gt First Name mandatory o Last Name mandatory Company You can select an existing company If the company is not available you must create it first See section Creating a New Company on page 21 This field is mandatory Department You can select an existing or create a new department See sect
17. ating a New User on page 30 This field is mandatory Status The status of the request By default this is set to Pending See section Request Status on page 7 This field is mandatory Workflow The browse workflow See section Browse Workflows on page 7 This field is mandatory Sales Contact The sales person that will treat the request in the MAD Web client This field is mandatory Technical Contact The technical contact that will perform a technical check on the content that will be added to the projects linked to the request This field is mandatory Start Date The date on which the request becomes valid By default the current day is entered This field is mandatory End Date The date after which the request is no longer valid By default the current day 1 month is entered This field is mandatory Footage Required The content the customer wants to retrieve from the digital archive This field is mandatory Programme s The reason why the customer needs the content This field is mandatory Currency The currency in which the price of the projects linked to the request will be expressed 2 Managing Requests Companies and Users CC V5 USER MANUAL MAD 1 5 Request Manager paa 4 Optional Add one or more documents to the request Mark them as being public or private See section Attaching Documents to a Request on page 14 5 Click Save to save the new request and close the New Request window Cl
18. code lt Code gt amp username lt Username gt 7 Click Save to save the new user and close the New User window The new user is added to the Users grid If you have not completed one or more of the mandatory fields and you try to save the new user these fields will be highlighted and the following message will appear Please enter data for the marked fields Enter the missing information and save again New User First Name Comment Last Name Company Please select a company Email username password to user on save Department Phone Email User Groups Agents Broadcaster Commercial Affiliate national supporter Commercial Affiliate partner Commercial Affiliate sponsor Confederations DENTSU ose FFs DS Please enter data or correct data for the marked fields Cancel Click Cancel to close the New User window without saving the new user Tip Toselect a value in any of the drop down lists you can just start typing which causes the list to scroll to the corresponding values 2 Managing Requests Companies and Users eS V5 USER MANUAL MAD 1 5 Request Manager a Editing a User To edit the information of an existing user proceed as follows 1 Open the Users tab 2 Select the user whose information you want to edit 3 Click the Edit button The Edit User window opens displaying the data of the selected user Edit User First Name Tim Comment Last Name Techn
19. d simply click the link below That will take you to a web page where you can create a new password http lt IP Address gt RequestManager ResetPassword html code lt Code gt amp username lt Username gt 3 Click the link 1 Introduction EVS Broadcast Equipment S A Issue 1 5 D February 2015 The Reset Password window will open MediArchive Director 4 Enter your new password Type the new password again to confirm 5 Click Reset The Login window of the Request Manager will open again You can use your newly created password to log in If you have already reset your password you will get an error message A 1 Introduction V5 USER MANUAL MAD 1 5 Request Manager Has 1 5 Main Window The main window of the Request Manager opens after you have successfully logged in It allows you to keep track of and manage the requests originating from the external and internal customers Export CSV Organize Filters Reset Filters Show 10 entries per page AS Number Company S T s Valid Period X date Not Archived AS3747 EVS Matthew Smith Rejected 2013 07 10 2013 08 10 Customer Browse Sally Sales Tim Technical Not Archived AS25 Cool Company Carl Customer Accepted 2013 07 04 2013 08 04 Customer Browse Sally Sales Tim Technical Not Archived AS4347 EVS Matthew Smith Accepted 2013 06 27 2013 07 27 Customer Browse Sally Sales Tim Technical Not Archived AS0009 VISA Robson Fernandes Accepted 2013 06 26
20. d on the screenshot below 10 y entries per page Search AS Number Company Valid Period v Sales Contact gt Technical Contact Archived Currency lt gt date Not Archived y AS3747 EVS Matthew Smith Rejected 2013 07 10 2013 08 10 Customer Browse Sally Sales Tim Technical Not Archived AS25 r Cool Company Cari Customer Accepted 2013 07 04 2013 08 04 Customer Browse Sally Sales Tim Technical Not Archived EVS Matthew Smith Accepted 2013 06 27 2013 07 27 Customer Browse Sally Sales Tim Technical Not Archived VISA Robson Fernandes Accepted 2013 06 26 2013 08 31 Customer Browse Sally Sales Tim Technical Not Archived EVS Matthew Smith Accepted 2013 06 26 2013 07 26 Customer Browse Sally Sales Tim Technical Not Archived AS4333 Cool Company Cari Customer Accepled 2013 06 26 2013 07 26 Customer Browse Sally Sales Tim Technical Not Archived AS0987654321 Sony Music Entertainment Helen Grey Accepted 2013 05 29 2013 06 29 Owner Browse Larry Legal Tim Technical Not Archived Cool Company Cari Customer Accepted 2013 05 23 2013 06 23 Customer Browse Sally Sales Tim Technical Not Archived EVS Matthew Smith Accepted 2013 05 21 2013 06 21 Customer Browse Sally Sales Tim Technical Not Archived VISA Robson Fernandes Accepted 2013 04 17 2013 05 17 Customer Browse Sally Sales Tim Technical Not Archived Showing 1 to 10 of 11 entries filtered from 74 total entries 2 Managing Requests Companies and Users 9 EVS Broadcast Equipment S A A
21. e digital archive make a selection of the content and send it to the customer The customer can accept the selection or send an adapted version back to the digital content owner e Inthe Customer Browse workflow the customer is allowed to browse the digital archive and make a selection of the content This selection is sent to the digital content owner to be approved 2 Managing Requests Companies and Users EVS Broadcast Equipment S A 2 1 2 Requests Tab Overview General Description Issue 1 5 D February 2015 The Requests tab is open by default when you log into the Request Manager It gives you an overview of all the nonarchived requests that have been created up to now The Requests tab allows you to create new and edit copy and archive existing requests For reporting purposes the requests displayed here can be exported as a csv file Requests that are no longer valid or that have been refused can be archived Illustration The Requests tab contains the areas highlighted on the screenshot below AS3747 EVS VISA EVS Cool Company Sony Music Entertainment Cool Company EVS VISA Showing 1 to 10 of 11 entries filtered from 74 tote entries Matthew Smith Carl Customer Matthew Smith Robson Fernandes Matthew Smith Car Customer Helen Grey Cari Customer Matthew Smah Robson Fernandes Export CSV Accepted Accepted Accepted Accepted Valid Period date 2013
22. e eceeeeeseeeeees 18 2 2 3 Handling COMICS sen toueeue 21 2 3 Managing Users 1 26 2 3 1 About Users User Groups and Roles cece eee eee ee eeee 26 2 3 2 Users Tab 2 2 3 3 Handling Users a 30 2 4 Managing Grids 22222222 34 2 4 1 Introduction 2 22 2 eee cece cee ee cee 222222222222 34 242 CNOANIZING ACSI ce nett eke 52 E cae eee de ted otal 34 2 4 3 Setting the Number of Records per Page 2 35 2 4 4 Sorting Records eee eee 35 2 4 5 Filtering RecordS TA ABUEL AGA esses tee eestee eee 36 2 4 6 Searching for Records 2 2 37 2 4 Exporting Grid DAS oes EEEE TRUE EAREN 37 II V5 USER MANUAL MAD 1 5 Request Manager as 1 1 1 1 2 1 Introduction Introduction About Request Manager Request Manager is a web application that forms part of the management module of the central archiving system MediArchive Director or MAD It is used by an administrative user to keep track of and manage the requests originating from external and internal customers to make use of the MAD Web client to retrieve specific content from the digital archive and request the delivery of this content to a particular target destination in a particular file format and on a particular carrier The administrative user can store the information of the requests accept or refuse them create a temporary login f
23. eriod i4 15 16 18 27 73 2 75 2G date e Drop down lists These lists contain predefined values Status Pending Pending Accepted Rejected You can combine multiple filters To clear the applied filtering click the Reset Filters button To hide the Filter fields click the Filters button again 2 4 6 Searching for Records In each grid you can quickly search for specific records requests companies users by entering a query in a text search field Request Manager will check each grid column and only return the records whose data matches your search query 2 4 7 Exporting Grid Data The data in the grids can be exported in the form of a csv file for reporting purposes Note that only the data that is currently visible in the grid will be exported Data that has been filtered out will not be exported To export the grid data proceed as follows 1 Open the Requests Companies or Users tab 2 Click the Export CSV button 2 Managing Requests Companies and Users 37 EVS Broadcast Equipment S A Issue 1 5 D February 2015 A csv file is created The file name consists of the name of the tab and a time stamp for example users 2013 03 16 csv The csv file is stored in the download location that is configured in your internet browser or the browser will ask you where to save the file 38 2 Managing Requests Companies and Users a i a V To learn more about EVS go to Www evs com Corporate 32
24. escription The Users tab gives an overview of all the users that have been created up to now The Users tab allows you to create new and edit existing users For reporting purposes the companies displayed here can be exported as a csv file Illustration The Users tab contains the areas highlighted on the screenshot below peter smith coolcompany com msmih devs com robson fernandes visa com helen grey sony com tim technicai evs com saly sales evs com larry legai evs com cart customer coolcompany com waker whie nbc com jp pinkman espa com Area Description The table below describes the various parts of the Requests tab Part Name Description 1 Toolbar The buttons on the toolbar allow you to manage the users and to customize the Users grid See section Toolbar on page 29 2 Users grid The grid with users See section Users Grid on page 28 2 Managing Requests Companies and Users 21 EVS Broadcast Equipment S A Issue 1 5 D February 2015 Users Grid General Description The Users grid displays the available users To avoid getting an overcrowded grid you can set the number of users to be displayed per page and you can also sort and filter the users A text search field allows you to quickly search a specific user Illustration The Users grid contains the areas highlighted on the screenshot below entries per page Username peter smith coolcompany com er Headquarters 32 65 12345678 peter
25. g the information of the selected request Edit Request AS Number 2 Footage Football Required sy Sporza Company Cool Company v Programme s gt P User Carl Customer Carl Customer CoolCompa R Currency Euro Status Accepted Workflow Customer Browse Documents Customer statistics xIsx Sales Contact Julien Adan jad Technical Julien Adan jad Contact Start Date 2013 05 23 End Date 2013 06 23 Cancel 4 Change the necessary data and then click Save If you want to close the Edit Request window without saving your changes click Cancel Attaching Documents to a Request To attach one or more documents to a request proceed as follows 1 Open the Requests tab 2 Open the request you want to attach documents to 3 Click the Browse button next to the Upload Document field Documents 4 Select the desired document and click Open The document is added to the Documents list It is highlighted This indicates that the document is private In the MAD Web client in the Negotiation window the document will only be visible for a limited group of users 14 2 Managing Requests Companies and Users V5 USER MANUAL MAD 1 5 Request Manager a 5 Documents Customer statistics xlsx Browse To make the document public select it and click the Make Public button The document will no longer be highlighted In the MAD Web client in the Negotiation window the document will be
26. he customer and you must already have created a user for the customer To create a new request proceed as follows 1 Open the Requests tab 2 Click the New button in the toolbar above the Requests grid The New Request window opens 2 Managing Requests Companies and Users 11 EVS Broadcast Equipment S A Issue 1 5 D February 2015 New Request AS Number Footage Required Company Please select a company Programme s User Currency Please select a currency Status Please select the status Workflow Please select a workflow Documents Sales Contact Please select a sales contact Technical Please select a technical contact Contact Browse Start Date 2013 07 03 End Date 2013 08 03 Cancel Enter the following information o AS Number The external ID number assigned to the request This number must be unique If you enter a number that is not unique and you save the request you will get the following error message Please enter a different AS Number A request with this AS number already exists This field is mandatory Company The company the customer or requester works for You can select an existing company If the company is not available you must create it first See section Creating a New Company on page 21 This field is mandatory User The user account of the customer or requester You can select an existing user If the user is not available you must create it first See section Cre
27. ical Company Cool Company Email username password to user on save Department Technical Phone 32 2 431 7889 Email tim technical coolcompany com User Groups Agents Technical Team Broadcaster Commercial Affiliate national supporter Commercial Affiliate partner Commercial Affiliate sponsor Confederations DENTSU ee 7 o ee ee ENS Cancel 4 Change the necessary data and then click Save If you want to close the Edit User window without saving your changes click Cancel Searching for Users You can search for particular users by entering a query in the text search field above the Users grid See section Searching for Records on page 37 Sorting Users The users can be easily and quickly sorted in ascending or descending order See section Sorting Records on page 35 for more information Filtering Users You can filter the users by one or more filter criteria See section Filtering Records on page 36 for more information 2 Managing Requests Companies and Users 33 EVS Broadcast Equipment S A Issue 1 5 D February 2015 2 4 2 4 1 2 4 2 34 Managing Grids Introduction The Request Manager has a number of features that allow you to customize the view of the grids and manage the grid data You can e add and remove columns e set the number of records per page e sort grid data in ascending or descending order e filter grid data e search for particular records using a
28. ick Cancel to close without saving the new request The new request will be added to the Request grid If the request has one or more attachments an icon will appear next to the AS Number AS Number AS55889999 AS4444 AS5555 AS7777 AS0110 As7315 If you have not completed one or more of the mandatory fields and you try to save the new request these fields will be highlighted and the following message will appear Please enter data for the marked fields Enter the missing information and save again New Request AS Number Footage Required Company Please select a company Programme s User Currency Please select a currency Status Please select the status Workflow Please select a workflow Documents Sales Contact Please select a sales contact Technical Please select a technical contact Contact Browse Start Date 2013 07 03 End Date 2013 08 03 Please enter data or correct data for the marked fields Tip To select a value in any of the drop down lists you can just start typing which causes the list to scroll to the corresponding values Editing a Request To edit the information of an existing request proceed as follows 1 Open the Requests tab 2 Select the request whose information you want to edit 2 Managing Requests Companies and Users 13 EVS Broadcast Equipment S A Issue 1 5 D February 2015 3 Click the Edit button The Edit Request window opens displayin
29. ing purposes the companies displayed here can be exported as a csv file Illustration The Companies tab contains the areas highlighted on the screenshot below Export CSV y entries per page Johnson amp Johnson Inc VISA CBS News ESPN 18 2 Managing Requests Companies and Users Ca VS USER MANUAL MAD 1 5 Request Manager a Area Description The table below describes the various parts of the Companies tab Part Name Description 1 Toolbar The buttons on the toolbar allow you to manage the companies and to customize the Companies grid See section Toolbar on page 20 2 Companies grid The grid with companies See section Companies Grid on page 19 Companies Grid General Description The Companies grid displays the available companies To avoid getting an overcrowded grid you can set the number of companies to be displayed per page and you can also sort and filter the companies A text search field allows you to quickly search a specific company Illustration The Companies grid contains the areas highlighted on the screenshot below Johnson amp Johnson Inc ii United States VISA Switzerland CBS News ich Austria ESPN ci Bahamas Showing 1 to 10 of 10 entries 2 Managing Requests Companies and Users 19 EVS Broadcast Equipment S A Issue 1 5 D February 2015 Area Description The table below describes the various parts of the Companies grid Part Name Descriptio
30. ion Creating a New Department on page 24 This field is mandatory o Phone Email mandatory The email address has to be unique It will be used as username and password If the email address is not unique an error message will appear and you will be unable to save the user 4 Select the user groups you want to add to the user and click o Toselecta consecutive group of items click the first item press and hold down the SHIFT key and then click the last item To select non consecutive items press and hold down the CTRL key and then click each item you want to select You have to select at least one user group 5 Optional Add one or more comments Note N If you add a comment to a user an icon will appear next to the username in the Users grid indicating this p smih evs com 6 Select the option Email username password to user on saveif you want the username and password used to log into the MAD Web client to be automatically sent to the email address of the user when saving 2 Managing Requests Companies and Users 31 EVS Broadcast Equipment S A Issue 1 5 D February 2015 32 Dear Peter Smith Your account has been created To access MADWeb Client use these credentials Username psmith Server lt IP Address gt MADwebClient To set your password simply click the link below That will take you to a web page where you can set your new password lt IP Address gt RequestManager SetPassword html
31. n 1 Show Number of Entries field This field allows you to set the number of companies to be displayed per page See section Setting the Number of Records per Page on page 35 2 Search field You can enter a query in this field to search for 3 Filter fields a particular company See section Searching for Records on page 37 These fields allow you to filter the companies See section Filtering Records on page 36 To display these fields click the Filters button 4 Pagination buttons These buttons allow you to navigate to next or previous pages of the Companies grid ay Number of Entries This area displays how many entries are Toolbar currently displayed how many entries there are in total and how many entries have been filtered out The toolbar in the Companies grid contains the following buttons Button New Edit Organize Filters Reset Filters 20 Function Used to create a new company See section Creating a New Company on page 21 Used to edit the information of an existing company This button only becomes available when you select a company See section Editing a Company on page 24 Used to add and remove columns from the Companies grid See section Organizing a Grid on page 34 Used to display or hide the Filter fields See section Filtering Records on page 36 Used to clear the content of the Filter fields See section Filtering Records on page 36 2 Managing Re
32. or the MAD Web client and provide it to the customer Requests that are no longer valid can be archived Workflow The Request Manager is used in the following workflow 1 An external or internal customer wants to retrieve particular content from the digital archive using the MAD Web client and request the delivery to a particular target destination in a particular file format and on a particular carrier The customer fills in a digital or paper request form and sends it to the digital content owner 2 The digital content owner receives the customer request form 3 Thedigital content owner uses the information of the customer request form to create in Request Manager o the company and department the customer works for o a user With a MAD Web client login username and password and particular user rights depending on the user group the user belongs to o request that is valid for a particular period and that has a particular browse workflow assigned to it 4 Thedigital content owner accepts or rejects the request 5 The digital content owner sends an email to the customer with the customer username and a link to a web page where the customer can set his password 6 With the username and password the customer can log into the MAD Web client retrieve the content from the digital archive and request the delivery EVS Broadcast Equipment S A Issue 1 5 D February 2015 1 3 Logging into Request Manager To log into
33. ove the Requests grid Otherwise go to step 3 3 Open the drop down list below the Archived column header and select Archived The requests that are not archived will be hidden Only the archived requests will be displayed Unarchiving a Request To unarchive an archived request proceed as follows 1 Open the Requests tab 2 Click the Filters button to display the Filter fields 3 Select the option Archived or All from the drop down list below the header of the Archived column 4 Select the archived request you want to unarchive The Unarchive button becomes available 5 Click the Unarchive button The status of the request changes from Archived to Not Archived Copying a Request If you want to quickly create a new request for the same user without having to fill out all the request information again you can copy an existing request and edit the necessary data for the new request To do this proceed as follows 1 Open the Requests tab 2 Select the request you want to copy 3 Click the Copy button in the toolbar above the grid The Edit Request window opens displaying the information of the existing request However the AS Number has been cleared and the request status has been set to Pending The start date has been set to the current date and the end date has been set to the current date 1 month The documents that were linked to the original request have been cleared All the other information is copied
34. quests Companies and Users USER MANUAL MAD 1 5 Request Manager 2 2 3 Handling Companies Opening a Company To open a particular company and view its information proceed as follows 1 Open the Companies tab 2 Doone of the following o Double click the company Select the company and click the Edit button The Edit Company window opens displaying the information of the selected company Edit Company COMPANY DEPARTMENT Name Cool Company Department aan QUE ales Technical Legal Tax ID Company Register ID Country Australia Headquarters Language English 43224317889 Fax 322 431 7889 Comment Website Currency Wallaby Way 42 NG ip 2000 ity Sydney Australia Cancel Creating a New Company To create a new company in the Companies tab proceed as follows 1 Open the Companies tab 2 Click the New button in the toolbar above the Companies grid The New Company window appears allowing you to enter information about the new company 2 Managing Requests Companies and Users 21 EVS Broadcast Equipment S A Issue 1 5 D February 2015 New Company COMPANY DEPARTMENT Name Department Headquarters Tax ID Company Register ID Country Please select a country Headquarters Language Please select a language Fax Comment Website Currency Please select a currency Zip City Country Please select a country Cancel 3 Enter the following
35. rea Description Issue 1 5 D February 2015 The table below describes the various parts of the Requests grid Part Name il Show Number of Entries field Description This field allows you to set the number of requests to be displayed per page See section Setting the Number of Records per Page on page 35 You can enter a query in this field to search for a particular request See section Searching for Records on page 37 These fields allow you to filter the requests See section Filtering Records on page 36 To display these fields click the Filters button These buttons allow you to navigate to next or previous pages of the Requests grid This area displays how many entries are currently displayed how many entries there are in total and how many entries 2 Search field 3 Filter fields 4 Pagination buttons 5 Number of Entries Toolbar have been filtered out The toolbar in the Requests grid contains the following buttons Button New Edit Copy Archive Unarchive Organize Filters Reset Filters Function Used to create a new request See section Creating a New Request on page 11 Used to edit the information of an existing request This button only becomes available when you select a request See section Editing a Request on page 13 Used to copy an existing request This button only becomes available when you select a request See section Editing a Request on page 13
36. rrency in which the price of the projects linked to the request will be expressed You can also upload digital documents and link them to the request For example you can attach the original request form sent by the customer The attached documents can be marked as being private i e only visible to a limited group of people or public i e visible to everyone Requests that have expired or that have been refused can be archived 2 Managing Requests Companies and Users V5 USER MANUAL MAD 1 5 Request Manager Es Request Status You can assign a request one of the following statuses Status Description Pending No decision has been taken yet concerning the validity of the request Not all information has been received from the customer or has been entered yet in Request Manager Requests with this status will not appear in the Request Overview window of the MAD Web client Accepted The request has been accepted It will appear in the Request Overview List of the MAD Web client Rejected The request has been refused Requests with this status will not appear in the Request Overview window of the MAD Web client Browse Workflows A browse workflow can be assigned to a request It determines which user will be able to create projects and search for the requested content in the digital archive Two types of browse workflows can be distinguished e Inthe Owner Browse workflow the digital content owner will browse th
37. text search field e export the grid data in the form of a csv file Organizing a Grid You can easily customize the Requests Companies and Users grid by adding and removing columns To add or remove a column from a particular grid click the Organize button above the desired grid The Organize window opens The list on the left contains the headers of the columns you can add to the grid The list on the right contains the headers of the columns that are currently visible in the grid Organize Username First Name Last Name Company Department Phone Email Cancel To remove a column select its header in the list to the right and click OoOo To add a column select its header in the list to the left and click Lo 2 Managing Requests Companies and Users CC V5 USER MANUAL MAD 1 5 Request Manager a 2 4 3 2 4 4 Click Ok to save your changes and close the Organize window Click Cancel to close the Organize without saving your changes Setting the Number of Records per Page You can customize the number of records to be displayed per page in a grid Click the Show Entries field above the grid and select the number of records to be displayed from the drop down list entries per page By default 10 records are shown per page Sorting Records The data in a column of the Requests Companies and Users grid can be quickly sorted in ascending or descending order by clicking the column header
38. the companies by one or more filter criteria See section Filtering Records on page 36 for more information 2 Managing Requests Companies and Users 25 EVS Broadcast Equipment S A Issue 1 5 D February 2015 2 3 2 3 1 26 Managing Users About Users User Groups and Roles Users have access to and can perform actions in the MAD system They are defined by the department and the company they work for Moreover they are member of a user group Depending on the user group they belong to they will be able to perform certain actions in the MAD system For example search for content in the MAD archive and deliver it in a particular file format H 264 IMX50 on a particular carrier tape DVD to certain target locations network directory internal or external FTP server etc All users of the MAD system are member of one or more user groups All groups have at least one role assigned The user group a user belongs to determines the actions he can perform in the MAD system A role is a user right It allows a user to perform certain actions in the MAD system Roles are not assigned to users but to user groups There are various types of roles They are part of the system For example request the delivery of video content to DVD accept a project etc Group 1 Role 3 a EE ss 2 Managing Requests Companies and Users CC V5 USER MANUAL MAD 1 5 Request Manager paa 2 3 2 Users Tab Overview General D
39. visible for everyone Click Save to save your changes If you click Cancel the document will not be saved Archiving a Request Introduction You can tidy up your Requests grid by marking requests that are no longer valid or that have been rejected as archived without having to delete them Archived requests will remain visible until you filter them out How to Archive a Request To archive a particular request proceed as follows 1 2 3 Open the Requests tab Select the request you want to archive Click the Archive button in the toolbar above the Requests grid The status in the Archive column changes into Archived If the Not Archived filter is active the request will be hidden How to Filter Out Archived Requests To filter out the archived requests from the Requests grid proceed as follows 1 2 Open the Requests tab If the Filter fields are not visible click the Filters button in the toolbar above the Requests grid Otherwise go to step 3 Open the drop down list below the Archived column header and select Not Archived The archived requests will be hidden How to Filter Out Not Archived Requests To only display the archived requests in the Requests grid proceed as follows 1 Open the Requests tab 2 Managing Requests Companies and Users 15 EVS Broadcast Equipment S A Issue 1 5 D February 2015 2 Ifthe Filter fields are not visible click the Filters button in the toolbar ab
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