72.2.2.79 Worksheets

The Resources Management section permits operators to manage all the worksheets generated -via T-workflow- for the current asset, allowing them to consult and also compile them, all these, under a simple and intuitive interface.

NB: Detailed information on the overall worksheets management can be found in the proper Resources Management section of the Etere MAM chapter.
 
Compiling a worksheet

In the top part of this section there will be displayed all pending worksheets (i.e. waiting for being compiled), being possible to the operator to quickly and easily compile them just by following the next procedure:

1.The operator search for the assets associated to a certain worksheet being possible to filter them by "worksheets" (e.g. subtitles production) and "job status" (i.e. All jobs, All available jobs, All my jobs, Only jobs undertaken by me, Only jobs assigned to me). Once found, the asset is opened by making double-click on it.

2.Under the "Resources Manager" tab, the operator sets the following parameters required to detail the worksheet execution:

Resources Manager

Resources manager - Shows the T-workflow and the action on which the worksheet is based.
NB: The MAM_ML_Virtual_Doc icon in Media Library indicate that there is virtual document attached to the asset.

Status - Displays the current status of the worksheet, and in case it is available allows the operator to undertake it. Possible status colors are:
The worksheet is available and ready to be undertaken by any user.
The worksheet is undertaken by the operator and it is now ready to be compiled.
The worksheet is unavailable for compilation since it is owned by another user.

Info - The [info] button provides information on the worksheet job (e.g. status, assignee, invoice) and worksheet  worker (e.g. login name, pc name, etc).

Assignee - In case the worksheet has been assigned, here will be detailed the assigned user as well as the assignment date and time.
Users are assigned to worksheets either manually from the Resources Manager) or automatically (by specifying it on the worksheet action).

Cost - Set the cost type (money, time or quantity), cost value and measurement unit required for calculating the cost of the worksheet. For details on this calculation refer to Defining costs.

NB: In case of saving a worksheet that is incomplete but with an entered cost, the cost will be inserted into the list of asset costs. If this cost is subsequently modified, it will be updated.

To invoice - Specify if the worksheet will be either invoiced or not.

Notes - Enter a brief note regarding the worksheet processing (e.g.: problems, extra info, etc).

Result - Choose the more suitable result for the worksheet among the supported ones (e.g.: completed, failed, missing media, etc).

3.Once compiled, press the [Save] button to process the worksheet (it will make the related T-workflow to move forward).
NB: In case the worksheet is set to require a password to confirm the task result, the operator will be asked to enter its password (the same set in its personal data) in order to proceed:

4.Once completed, worksheets are moved from the pending worksheets to the worksheets history, there it will be displayed all the costs derived from the worksheets owned by the current operator, detailing for each cost the following data:

worksheets history

- action, workflow, status, cost type, value, measurement unit, invoicing status, economic value, worker and start/end execution dates.

5.Moreover, the following features will be provided for completed worksheets:
▪making right-click on the history area and selecting the "Report" function will allow to generate a document on project costs.
▪For detailed information on how to consult and monitor worksheets please refer to the Tracking worksheets chapter.
▪All asset operations related to worksheets can be consulted under the Operations tab, where they are logged and certified.

Note
Please note that assets having "costs" cannot be deleted from the system (e.g. using the Ingest > Operations By Workflow module). In order to allow them from being deleted it's required to first remove the related workflow (containing the worksheet action) from the system using the Configuration Editor.
 
System worksheets

It is important to note that the "Worksheets" section allows to manage not only those T-workflow actions created as worksheets but also other ones for which a resource management is also supported. Among these T-workflow actions the following can be mentioned:

•Quality check: These T-workflow actions can be processed, besides that under the asset's Properties > Quality check section, also here, in the asset's Worksheets section; in the latter case, the "quality check" operation will be managed as a worksheet (i.e. including costs and performer information).