The Design Module manages the workflow of your Designers. This Module contains several Queues which allow you to quickly see and update Product Statuses as they move through the workflow. You have the ability to refine your Queues with filters, as well as assign responsibilities & Product prioritization. Queues are a significant part of the Design Module. Everything from new Orders, Estimates, Proofs awaiting approval, and final designs heading to pre-production are handled in these Queues.
Note: Employees with access to this Module typically include Designers.
Key areas of the Module:
a. Design Queues: Each Queue contains tasks with relevant Statuses to help Designers locate their jobs faster, and allow them to clear a Queue as they complete the work.
NOTE: Queues in the Design Module always display Products rather than Orders
b. Queue Filter: The filter feature allows you to refine the Product list to display only the information that meets your criteria.
c. Queue Prioritization: Set the Priority & responsibility for each Product. For more information, please see Queue Prioritization.
d. Assignments: Assign Products to a specific employee, or several employees.
e. Invoice Number: Select the Invoice number to be directed to the Product View page.
f. Product Number: This indicates the Product number.
Example: 1/2 indicates this is Product 1 (one), of a 2 (two) Product Order.
g. Orange Icon: Click here to be directed to the Order View screen.
h. Proof Icon: When this icon is outlined, a Proof has been attached to this product. Click on the icon to view the Product Proof.
Product Expanded View
The Product expanded view is a quick way to see details about the Product.
a. Clicking the arrow button will either expand or close the view.
b. These details are easy to update using the dropdowns and information fields.
c. Click here to print a Work Order.
d. Click here to view or add Product Notes.
Note: Once a Product has been approved and has production-ready files, the Designer then updates the Product to the appropriate Status which moves it to the related Queue in the Production Module.