Added Account Share settings for users with Sales-related roles (Account Executive, Sales Assistant, Sales Manager). [Article]
Added Out of Office settings for users with Production-related roles (Production Manager, Writer, Voice Over, Dubber, Continuity). [Article]
Added Production Settings section where Admins can configure certain Order and Workflow settings to customize their PromoSuite Production workflow. [Article]
Added options to optimize the Script Approval and Spot Approval processes when adding the Creative Details for an order. The Account Executive can have the Writer send the script to the client for review and/or have the Producer send the spot to the client for (vs. the script and/or spot being sent to the client by the Account Executive). [Article]
Improved client-facing Script Approval screen experience. Removed chat feature and replaced it with order details; updated Approve and Request Change buttons. Request Change button opens feedback box that enables the client to describe their desired changes. [Article]
Added Client Review status for orders. When a Script or Spot has been sent for review to the client, the order's status reflects that it is in Client Review.
Added optional Due Date field to Order entry page which enables user to define a date for the order to be "due" (prior to the spot start date defined in the order). [Article]
Added a Stay in Order Workflow setting that helps users responsible for multiple tasks stay within the order they are working in, as they complete tasks (vs. sending the user back to My Tasks after each task is completed). [Article]
Added a Continuity Queue setting that, when enabled, removes the need to assign a Continuity person for each order and simultaneously creates a section inside PromoSuite Production where all continuity tasks are pooled and reside. [Article]
Added Cancel button for all Production Orders. [Article]
Order Number now displays inside the Continuity tab for all orders with an order number submitted in the order. If multiple stations and/or multiple order numbers are included in the order, order numbers will show inline for each station.
Added Expiring Spots view which displays the spots that expire within the next 14 days (based on the spot end date). [Article]
Added CO-OP Order toggle on the Order entry page so CO-OP orders are appropriately identified as they sometime require further effort from Continuity users. [Article]
Made changes in the Record tab to improve user experience. Creative details display only when creative assets or audio are included in order details; copy points and draft scripts no longer display to users with a Voice Over or Producer role (as they are not applicable to the roles).
Removed the Recording checkbox from the pop-up form that displays when a user adds additional spot(s) to a Production Needed order.
PromoSuite Digital: Bug Fixes
Tasks with status = REPORT no longer appear in a Digital Producer's queue
CAMPAIGN SCHEDULE now correctly displays on internal orders
Resolved problem where deleting a channel's form impacts forms in other channels.
Fixed problem where users with Digital Account Executive (and other roles) were not seeing My Assignments.
Removed EDIT button on the DESIGN and REVIEW tabs.
Resolved multiple issues related to Placement Confirmation
Asset upload no longer causes the order to be automatically trafficked.
Placement Confirmation at the bottom of the TRAFFIC tab now appears only when Placement Confirmation is requested when the order is created
Adding a link or adding a file to Placement Confirmation now means that the requirement is met (for Placement Confirmation) and the task no longer appears in user's My Tasks
If no link or file is placed when Channel Manager hits TRAFFICKED - a confirmation warning will pop up that can be dismissed - and the task appears in user's My Tasks until completed