JOBTRACKER

draft of workflow map

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JOBTRACKER by Mind Map: JOBTRACKER

1. manage accounting codes

2. JOB ARCHIVE

2.1. auto create digital job folder

2.1.1. linkto archive file folder on server - upon job close place zip archive in archive folder

3. DATABASES - (EXTERNAL AUDIENCES)

3.1. database - continuing education

3.2. database - foundation

3.3. database - alumni

3.4. database - arts and entertainment

4. TYPES OF JOBS

4.1. signage

4.2. ads

4.3. print collateral

4.3.1. book / magazine

4.4. interactive

4.5. electronic

4.5.1. video

4.5.2. digital

4.6. photography

4.7. press release

4.8. copywriting

5. VENDOR

5.1. bid estimate / quote

5.1.1. generate Job Tracker PO's

5.1.2. post estimate / quote to Job Tracker

5.1.3. award quote to vendor

5.2. vendor database

6. PHOTOGRAPHY

6.1. Photo Tracker

6.2. Photo Archive

6.2.1. log, manage and archive all photos

6.3. photography services

6.4. thumbnails for client to browse / approve / select

7. ACCOUNT SERVICES

7.1. develop draft schedule

7.1.1. draft schedule approved

7.2. job intake / client follow up

7.3. schedule client meeting

7.4. generate calendar of milestones

7.5. meeting minutes / notes

7.6. change orders

7.7. client database

8. MARKETING DEPT

8.1. job received

8.1.1. http://www.valenciacc.edu/marketing/XXXXXXXXX

8.1.2. client receives auto email with link to webpage for all things related to this job: job number, account manager, schedule, proof, comments/notes log, accounting/GL code entry fields

8.2. job opened in Job Tracker

8.2.1. job assigned

8.2.1.1. account manager (based on department initiating job)

8.2.1.2. account team (based on type of job/project/program)

8.2.1.3. or assigned to category NEW. NEW category jobs managed by traffic/production manager.

8.2.2. job number generated

9. PRODUCTION / TRAFFIC MANAGER

9.1. generate work order to send to vendor

9.2. ALL JOBS IN SYSTEM - traffic manages department wide milestones and workflow

9.3. milestones populate calendar

9.4. traffic manager notes

9.5. job specifications for estimates/quotes

9.6. online / digital proofs / submissions / versions

10. PRODUCTION DEVELOPMENT

10.1. production notes field

10.2. online / digital proofs / submissions / versions

11. ACCOUNTING

11.1. process requisition request

11.2. manage vendor inquiries

11.3. manage VALENCIA PO assignments

11.4. manage and archive physical job folders

11.5. archive physical job folders

12. CLIENT

12.1. initiate job

12.1.1. submit electronic work order request

12.1.1.1. job

13. CREATIVE DEVELOPMENT

13.1. online / digital proofs / submissions / versions

14. PUBLIC RELATIONS

14.1. revise editions

14.2. database - media contacts

14.3. news release distribution - via email

14.4. post news releases to webpage

15. CALENDARS

15.1. publish calendars

15.1.1. important dates

15.1.2. holidays

15.1.3. events