Job Aid - Manage deliverables for a Job
Modified on: Mon, 3 Aug, 2020 at 4:42 PM
1.10 Manage deliverables for a Job
Step | Action | Result |
- Create a new 'PBS Delivery In' job
| - On the Job template, create new ‘PBS Delivery In’ job.
| |
- Associate 'Internal Materials Contact'
| - Internal Materials Contact is associated to the job.
| - Contact is associated to Job and displayed.
|
- Select the catalog and deal which can be associated to the job.
| - Job is associated to the corresponding catalog and deal
| - Selected catalog and deal are displayed on the job.
|
- Assign producer(s) to the Job and status is set to “Awaiting delivery”
| - Producers are assigned to the job
| - Producers are displayed and status is set to Awaiting Delivery
|
- Select the deliverable to be created on the deliverables table.
| - Create deliverables in deliverables table
| - Create Deliverable page is displayed
|
- On the deliverables, enter value for the following fields:
1.Catalog Item 2. Deliverable 3. Description 4. Date Due 5. Deliverable Method 6. Required | - Populate the following fields:
1. Catalog Item 2. Deliverable 3. Description 4. Date Due 5. Deliverable Method 6. Required | - Key Deliverable fields are populated
|
- Offline email process
| | - Email process is completed.
|
- Document will be uploaded to the Jobs
| - Upload the document to the jobs
| - Documents are finished uploading to the jobs.
|
- Select the deliverable status to “Approve”
| | |
- Select the Job status to complete if all the deliverables are approved.
| - If all deliverables approved, mark the Job Complete
| - Job status is Delivery Complete
|
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