Public Relations Engine Technical User Manual
Contents
1. dip 22 42 2 eh reete 8 212 33 16 nre inda php page ptsacit 2 Esha PP Orage tro I e 0 Th JEFFREY GROUP Fay Ou Selected Clips select al Cien Deselect Voeweng Results Per Page 50 21 Uver Details Logged In 5 bsumpter r m r r m m pnm laita lati talise lana letz Habere lues lati Lda lesen lade diss lade deters esse lade etee lade deissclade idiots leis lade laits lads laits lade laits led Trees edis lene ta 20 1000 01 09 2929 02 01 2200 02 22 2029 01 21 2022 12 20 2019 1270472019 10 10 2010 1270772009 08 0172009 04 25 2002 04 15 2002 D4 15 2002 01 24 2002 01 24 2002 01 24 2002 01 30 2002 01 29 2002 9 0172772002 L PATRIA DIARIO OF TARDE DIARIO DO GRANDE sicko OEZTADO DE SAD PAULO AMERICA ECONOMIA LATIN TRADE CANALES TI REVISTA EXANE VIP B D Lo Agence de viajes Argentina FL AFICIONADO A Tado Notor Refarma Cultural Reforma Cultural Urgents 24 to 0 60 60 Contact Admis Cahmhis Brazi Brazi UENMEZUPLA Srazi PAN REGIONAL BRA2. Al Clee ei Vance lad daa ti 20 3000 L PATRIA Colambis Clos Tux ls 01 03 2929 DIARIO DA TARDE Brazi O2 DL 2200 DIARIO DO GRANDE ABC Brazi Results Per Page 501 21 late i VENEZUELA 2 OEZTADO SAD PAULO Brazi 12 20 2019 AMERICA ECONOMIA 5 PAN REGIOMAL lex lats idatita 12 04 2019 0 BRAZIL lates lade itatea 10 10 2010 LATIN TRADE op PAN REGIONAL Ins lade deters 1270772009 CANALES Merco A aS REVISTA EXAME VIP SP Brazi ERATIS 04 25 2002 B Dis ARGENTINA leim lade 04 15 2002 Lo Agero de viajes Argentina C ARGENTINA loses Lede D4 15 2002 EL AFICIONADO 5 ARGENTINA Uver Details Currertty 199020 In 5 bsumpter Taxes leds 01 24 2002 A Tada Notar ARGENTINA Tous lads lisha 01 24 2002 Reforms Cultural E vexICO 01 24 2002 Reforms Cultural 5 vexico Toss lode n1 30 2002 Urgente 24 ARGENTINA Vases leds Londen 01 73 2002 to x ARGENTINA PHI 0127 2002 60 x 60 ARGENTINA 12 1 good way to look at the side navigation would be to consider it Content Related navigation Basically all of your main functions can be accessed via the top navigation system As you get into the application the left navigation system will complement the top system by providing further options that are related to the section you a
3. DA TARDE GAZETA MERCANTIL TOOO DIA JORMAL DO COMERCIO You llnotice that all the occurrences of the word Brazil is highlighted in yellow In this particular instance the only items matched are the Country Name itself but it could have been any of the criteria on this page You can clear a filter by hitting the Clear Filter button at the top of the screen 17 Chapter Contacts amp Media Obstacles are those frightful things you see when you tak e your eyes off your goal Henry Ford 1863 1947 Introduction The Contacts and Media sections of the application mirror the way you usethe clips section The primary difference is the lack of the wizard when adding new records Due to the simplicity of contact and media entries you are directed straight to the data entry screen skipping all the preliminary steps of clip entry This being said we ll just briefly go over these two sections and if you have any questions on the basic functions of them please refer to Chapter 4 Clips Entering New Contact And Media Records If you choose to add anew contact or media record you will proceed directly to the data entry screen itself Y ou should get something similar to the following screenshots respectively 18 THEJEFEREY GROU Currently Logged 1n Ac bsumpter Add Entry Contacts Administrative Tagen Enter New Media tote AN denoted with a 7 are required Gene
4. as well D on t use this as a replacement for the actual Country search feature but use this to filter along a criteria not covered in the search menus De gk ee roota pis tip 2242 1 am 212 23 16 wfre Andac php j sech Fate Esha P999 Orage tro E 2000 THE JEFFREY GROUP SCALIS FORE Chops Datrh Taske Add tan Cip Etk Selected X Dakta Selected Clips wj select od Clee essct al Clos Viewing P Results Per Page 501 21 1 1 1 italeta Neier leds IDEST isilete lisina Uver Details Logged In 2 bsumpter ERE EP inno 2 1 2 200 01 21 2022 12 04 2019 pa at z00e 12 31 2001 09 21 2001 772172002 7972172001 7972172003 7922172001 772172002 03 21 2001 08 21 2001 03 21 2001 03 22 2001 03 13 2001 02 13 2001 0971372001 DIXA10 TARDE DIARIO DO GRANDE ABC ESTADO DE SAO PALLO RADAR REVISTA EXAME VIP SP O ESTADO DO PARANA DIARIO POPULAR Boo Paulo DIARIO DO GRANDE JOANA DA TARDE monitor mercantil 0 ESTADO DE SAO PALLO 0 ESTADO OF 40 PALO WALOR ECONONICO GAZETA MERCANTIL GLOBO JOANAL
5. not need to be entered If you note an error in these values you will have to change them in the Media section of the application Viewing Editing Deleting And Searching Existing Clips You can view and search existing clips in the system in many different ways Y ou can search by client keyword country and many more fields to narrow down what you re hunting for Once this information is brought up you can filter the results even further using the Filter box at the top of your screen Sorting of the results is as easy as clicking the field name you wish to sort by So lets view the clips already in the system Choose the Search Existing Clip option of the Clips top level menu You should be greeted by the following screen 15 THE JEFFREY GROUP Chips Datrhs Teske kg Add Cip 7 Edk Selected X Selected Cipe D TUM Date mj Select al Clee r Vance lac Lada d 01 20 2000 L PATRIA Colambis Clos delice 01 02 2929 DIARIO DA TARDE PA Brazi r 02 1 2200 DIARIO DO GRANDE osc Brazi Voeweng Preferences leita lats 03 22 2029 VERE ZUELA Results Per Page am e 01 21 2022 O ESTADO DE SAG PAULO Nco Brazi Detour 1501 d 12 20 2019 AMERICA ECONOMIA sc PAN REGIONAL RETO 1270472019 ons Brazil use
6. Volume THE JEFFREY GROUP Public Relations Specialists For Latin America THE JEFFREY GROUP PUBLIC RELATIONS SPECIALISTS FOR LATIN AMERICA www thejeffreygroup com Public Relations Engine T echnical User Manual JEMLEX STUDIOS Public Relations Engine Technical Users Manual Jemlex Studios Chapter Welcome Obstades are those frightful things you see when you tak e your eyes off your goal H enry Ford 1863 1947 The intemet has revolutionized many things since it s inception But the one thing that has transformed the most is business and how business is conducted This manual is the handbook for just one example public relations data management Introduction The PRM Public Relations Management Engine was designed from the beginning to focus on workflow management Because of this the way you use the software should be intuitive and flow easily from one stage to the next This manual will walk you through the basic features of the software and assure you start off with the information you need for a successful session Any special conventions in this manual will be specified as we go along With that said let us begin Chapter Basic Conventions O bstades are those frightful things you see when you tak e your eyes off your goal Henry Ford 1863 1947 LogIn The PRM Engine has extremely tight security standards in place So our first order of business is to log onto the engine using your usemame an
7. Y ou can choose as many as you want and the system will loop through the edits until you have completed them all D elete Selected Clips will delete any clips that you have checked on the right You will be asked to confirm this deletion before it becomes permanent Underthese options you have some handy shortcut links designed to save you some time Y ou can Select or D eselect all the clips on this page For instance lets say you have filtered down a result set of data and all of it needs to be deleted Y ou could click on the Select All Clips link and the system will select every clip on this page Once selected you could press the D elete Selected Clips button to remove them all or Edit Selected Clips if you wanted to start a batch editing session VIEWING PREFERENCES This menu will allow you to choose how many results per page you would like to see Note in the example above there are blue arrows at the top and bottom of every page pointing to the right This will allow you to go to the next page in the result set Since we are set up for the default number of records per page our pages are split using the default value of 50 So we have 50 records on this page and 50 on the next and 50 on the next and so on You can navigate throughout the pages using the arrows forward or backward at the top and bottom of every page USER DETAILS Reflects the current logged in user Miscellaneous N otes Now that you know how to batc
8. ZIL PAN REGIONAL Mexico Brazi ARGENTINA ARGENTINA ARGENTINA ARGENTINA MEXICO MEXICO ARGENTINA ARGENTINA ARGENTINA an cem NEN 1 a Clip Pre qualification So lets begin the process of entering a clip into the system First grab the Enter New Clip selection of the Clips menu That should bring you to the following screen 2242 2 o Crate 9 V 8 212 33 6 Frey Andac php pageemactd cipi Trachion Pub Trackngireturept v sese desees EM Orage ye 07 THE JEFFREY GROUP te WOW nm not Un oe Enter New Clip Prequalification Country Currertiy Logged In As lip Prequalif ti Sten 1 Choose Country gt gt Country We must first pre qualify a clip before we can begin entering it This is primarily to save you time during a batch entry session The prequalification process will allow you to set up some basic information about the set of clips you are preparing to enter and this will be carried along as you go through your session This is an example of the workflow ethic maintained throughout the PRM system So in our above example lets choose a country You can either drop down the menu itself or you can use the blue to quickly sort out your selection So what s this blue box you ask The blue box is a quick search box designed to facilitate speed in your clip en
9. atabase Clients Allows an administrator to add edit and delete client records from the database Counties Allows an administratorto add edit and delete country records from the database Keywords Allows an administrator to add edit and delete keyword records from the database Sections Allows an administrator to add edit and delete section records from the database Users Allows an administrator to add edit and delete user permissions from the database LOGOFF This menu item will log you out of the system It is recommended that you log out if you are going to be away from your computer foran extended period i e lunch etc Side Site Navigation The PRM Engine also uses side navigation to further complement the top level navigation system This navigation system will change depending on which section of the site you are currently working in Since it is dynamic it will be explained as we go along in the correct context For example the screenshot below depicts a typical side level navigation system 22 42 ol s eh Orde Address PE es 212 13 1 inda php Tpegem ptsack Googk f 21 Esha PEM Orage tro I e 0 TH JEFFREY GROUP Contact Admis wan r Chops Datrhs Teske UT kg Add ten Cip Bak Selected e ipae Acres X Dalta Selected 90 pf 49083 Total CN TT 1 38 7 Select
10. bears some additional explaining The PD F upload procedures you follow are critical to a smooth workflow This system has been designed to facilitate this tedious process as efficiently as possible and save you time in the future A few rules to remember Only PDF files can be uploaded This cannot be stressed enough The system can only accommodate PD files and uploading any other file type will be rejected This will cause you grief down the road in trying to remember wich article went with what as you rescan the documents as PDF s Upload all your PD files in one session The system will remember which PD files are yours and keep them nicely organized and assigned as you go along Don t worry about trying to keep them in order at this point just get them all into the system Remember we re still in the pre qualification process and everything we do now will be ready for us to use in the actual entry section To upload afile click on the browse button shown below This will bring up a standard Windows dialog box and allow you to navigate your own hard drive to find the first file you want to upload Select that file and click on the Upload PDF button Once you do this the system will upload the file to the central server and bring you back to this screen to continue uploading until you are finished Repeat this process until you have uploaded all of your PD F files that you wish to use in this session O nce complete c
11. d password assigned by your system administrator When you first enter the site you will be greeted by the login screen Simply enter your username and password and hit the Login button Please remember that your username and password are CASE sensitive If you are having difficulties with your password please contact your systems administrator Iode Los rz s seh OP rede e http ies 212 32 16 Anda c pho pages ache Welcorse 450 5 Publi Falaaon vsus 4 aas 7 Eiche P9 99 Cray to jte 20000 THE JEFFREY GROUP FOR LADIN G Vadis User Details Logged In As Not Logged In Welcome to the Jeffrey Group Public Relation system Please logn below System Log In Username Password Opening Page lelolololololololololololololololololololololololololelelelelelelelelelelelelelelelelelelelelelelelolololololololololololololok OPENING PAGE CONTENT NOT DECIDED YET THISSECTION WILL NEED TO BE WRITTEN UPON THIS OCCURANCE PEELE LEELEE LLELLE LE LLELLE EE EEEE EEEE EEEE KK Cr 751 223 1 E 1 THE JEFFREY GROUP MISIS FOR LATIS 7 nm Clipe m Administrative Uver Details Currerti y Logged In As bsumpter Top Site Navigation The PRM Engine has several different methods of navigating the program and you will need to be familiar wit
12. h edit or batch delete items using the left hand menu system note that you can do singles as well On each row of data you will find t he following options View Edit D elete Clicking these buttons will perform the desired command on that particular record only Note that deletions must be confirmed You can sort the data list by any of the fields at the top For instance if you wanted to sort by Client click on the blue Client field title towards the top of the screen Y our data will then resort alphabetically based on the client field Clicking any of the other field names will do the same One thing 16 to be aware of however is that if you are nestled deep into several pages of data and resort the set you will be brought back to page one The reason for this is simple if you resort the data then the data on those pages change as well The system handles this by bringing you back to page one with the new sort in place You can filter data by typing a search term into the filter box towards the top of the screen Y ou can type anything you want into this box and the system will bring up any data that matches that criteria So in the following example I have searched for the word Brazil using the filter box It will retum all records that are related to the word Brazil Please note that this may not just be the country name the Publication name have the word Brazil in it or the authors last name could be Brazil
13. h them all in order to use the software effectively The primary means of navigation is the drop down menu bar at the top of the screen see screenshot below 9 2427 2 EJ 212 33 16 fry Anda phe 21 Erha P9999 into ye os JEFFREY GROUP noe Lin um To use the top down navigation system simply place your mouse over the menu item you wish to expand The menu will drop down with other options This is very similar to the way Windows itself works so this should present no difficulties Note that any menu item with a gt at the end will pop out another menu on hover Lets break down all the menu items at the top and give a brief overview of their functions CLIPS EnterN ew Clip Allows you to enter a new clip into the database This process is 4 stage wizard that will walk you through every step of entering a new clip Search Existing Clip Will bring up all clip entries in the database This can be further restricted by using the submenus View All This does the same as selecting Search Existing Clip By Client This will allow you to view all clips by a particular client By County This will allow you to view all clips from a particular country By Media Type This will allow you to view all clips by media type Newspaper Magazine etc By Date Range This will allow you to view all clips within a specified date range Repo
14. ion No Clips Are In Your Queue Publication Frequency User Details 3 Circulation Currertty Logged In 5 Seumpter Author Source P Arc Fred F v Tora 3 mas o Ow Year Catagory RE 21 Greet Composites Photo Round up to wioie bw frenar Lets explain this screen a piece d a time and we ll begin with the left bar You have three important menus on your left and one information window Let s explain what they are and how they relate to the content at hand ENTER NEW CLIP OPTIONS This menu contains some informational details to help you remember where you re at as well as some important commands Y our Current Country and Current Client that you chose in the pre qualification process are listed here This is to constantly remind you of which country and client you are currently working with which takes one more detail away from you If you wish to change either the country or client for this session click on the Change Current Country Client link in this box This will clear your current country client selection and take you back to Step 1 of the pre qualification procedure From there you can choose another country and client If you wish to cancel the entire clip entry session click the Cancel This Process link PDFSYOU HAVE UPLOADED This box contains the names of all the PD F files you uploaded earlier in the pre qualification procedure As you assign these PD F files to an actua
15. l clip record they will disappear out of this box only showing you the clips that have yet to be assigned This is to hdp reduce the clutter as you complete your entry session CLIPS YOU HAVE ENTERED Think of this as a Clips Holster This is just a informational record of all the clips you have successfully entered during this session Note that in the example above none are listed as we ve not completed any actual records at this point just the uploading of the PD F files O nce we enter a few clips this box will populate and give you a record of what you ve done so far If you remember something in one of these records that you forgot to do you can click on that record and re edit it Once complete you will be brought back here to complete your session This sounds much more complicated than it really is using the system will be the best way to leam it 14 USER DETAILS This box contains informational data In this case it s printing the name of the currently logged in user you This is the name that will be assigned to records as the creator of the record If this name does not reflect your real usemame please contact an administrator This describes the left hand navigation system for this particular section Y ou are now ready to enter the actual clip data First we must associate one of our PDF files to this record We do that from the dropdown entitled Clip Attachment When you drop this menu box down you ll see the name
16. lick on the Finished Uploading button the Faota Dds We a 22422 s dires jam 212 33 16 wfrey Anda php Goog 2 P999 E Bi rir THE JEFFREY GROU FO ARE Media Ester Kew Clip Options Enter New Clip Prequalification Attach PDF Files Currert Country lir tud Status Currert Clerk AMANNA mj chaar gurer en 3 Upload POF Files gt gt POFs You Have Uploaded Attach POF File TX lt a p Currerdp Logged 1n as bsumpter 22 finrhadipicadrg Proceed gt 13 New Clip Entry Now that we ve completed the pre qualification procedure we re now ready to move along and actually begin sorting this information we ve put into place Make note of the screenshot below apres 5212 21 16 php Tpegemacd clit iCounitry UNETEDA STATES Chant Erha EM ray Eye 2007 JEFREY GROUP nu m Eat m Enter New Clip Finalize Clip Info Current C Urste d La Currert Clark Amazon Comntryi Step 4 UNITED STATES r Sharae nli 774 777 2 Amazon Finalize Clip Info gt gt X Cancel Thi Process Clip Attachment POFs You ded Selext a fle to atach to he dip below tast pd jiras test 1 Generel Informat
17. r Details Leder eds idake 10 10 2000 LATIN TRADE KOD PAN REGIONAL reed ne 3207 2009 CANALES TT Mexico lator lode idatene 0 01 2009 REVISTA EXAME VIP SP AP Brazi r rmxisiridsies 0 04 25 2002 B Ds ose ARGENTINA loses lade deters 04 15 2007 Lo Agence de viajes Argentine 080 ARGENTINA Taxes led 04 15 2002 EL AFICIONADO osc ARGENTINA luexls4rldshre 0 2002 A Tada Motor ANZ ARGENTINA r lasts led 03 24 2002 Reforme Cultural nsc 8 hisp jam 212 23 16 fran Andac php page ptsack 2 2 0 desee PPS rapio Ee 20007 Fiber Based On eee Page Record 1 5 52 of 49973 Tob A 0 02 24 2002 Reforma Cultural osc vexIco laits lads oy3a 2002 Urgente 24 ARGENTINA 0 t x40 ANZ ARGENTINA 0 60 60 ANZ ARGENTINA 0 _ a LE From here you can accomplish several important data management features built into the system First lets focus on our left menu CLIPS BATCH TASKS This box contains commands that will allow you to fully exploit the abilities of the system The Add New Clip button will take you to the clip entry process described above The Edit Selected Clips option will edit any clips that you have marked with a checkbox on the right hand side of your screen
18. ral intersation Nadia Adder 1 Address 2 State Or Region Country Postal Code Phone Fax Manual Fax Circulation Audience mds wambarz entr wem 26 Email Address Medis Type Web Bie Address M Mess Typs Dees Medis Profile 95 Ade crate nod Enter N ew Media 19 J D 2 mde D 5212 93 10 alten tinder php pageseciitt bise Contact aor PubD abe v z DOE SC kd P 1 THE JEFFREY GROUP aR Add Entry Taska Enter New Contact X Carcel Add Contact P cles Al Information Prete 5 Rasuits Par Page retur 150 3 Uver Details 3 Currarty Logged In Computer Technology Design Architecture C ves Economy C ves Enter N ew Contact Viewing Editing Deleting And Searching Media And Contact Records If you choose to add a new contact or media record you will proceed directly to the data entry screen itself Y ou should get something similar to the following screenshots respectively 20
19. re currently working in Moving On Now that you are familiar with the basic navigation system and are able to move around within the application lets put this all to use Chapter Clips Obstades are those frightful things you see when you tak e your eyes off your goal Henry Ford 1863 1947 Introduction The clips section of the PRM Engine is arguably the most import of all Here is where the magic of a PRM system will come into play and probably change the way you and your company work forever Read this chapter carefully as the lessons learned here will apply to the entire PRM engine as we go along The basic way you use the system is defined here so this is one chapter you don t want to skip The clips section can be broken down into three basic functions They are 1 Addanewclip 2 Edit an existing clip 3 Delete and manage clips Due to it s complexity several items in the clips section are based upon the wizard concept meaning you will be walked through a process step by step This is to cut down on training time and put you in the drivers seat that much faster With that said let s take the three parts above and break them down step by step Enter A New Clip Entering anew clip is a wizard process that will walk you through each step Y ou can begin entering a clip from any screen within the application as it is always accessible via a top level menu see Chapter 2 Basic Conventions Dm D
20. rts All of the reports that can be generated are accessible using this menu Submenus define the type of report Standard Reports Standard report formats Further broken down my submenus Snapshot Content Quality PR Investment Quantitive Results Keyword Report Graphic Quality Impressions Tone Report Wizard MEDIA Add N ew Media Allows you to add a new Media record to the database Search Existing Media Shows all media entries in the database These are further restricted by the submenus View All Does the same thing as selecting Search Existing Media By Name Allows you to search media records based on name By Section Allows you to search media records based on section By City Allows you to search media records based on city By Country Allows you to search media records based on country By Media Type Allows you to search media records based on media type By Classification Allows you to search media records based on classification By Frequency Allows you to search media records based on frequency By Categories Allows you to search media records based on category CONTACTS Add N ew Contact Allows you to add a new Contact record to the database Search Existing Contacts Shows all contact entries in the database ADMINISTRATIVE These functions are only available to a top level administrator Categories Allows an administratorto add edit and delete category records from the d
21. s of all the clips you have uploaded Choose the clip you want to associate with this record Continue down the page and complete the rest of the clip information Rememberto utilize the blue boxes to speed up your data entry session Once you have successfully entered all of the data for this clip you can either choose to Submit and Upload Another or Submit and Quit If you have more clips to enter after this one choose the Submit and Upload Another button Otherwise simply Submit and Quit This completes the Enter A New Clip section of this document Clip Entry Items Of Note A few random notes about the clip entry process Make sure all your files to upload are PDF files Use the blue boxes to speed up data entry Keywords are assigned by an administrator and are associated with a particular client Y ou would get a different set of keywords for Amazon than you would for The D iscovery Channel If you don t see a keyword in the list that you would like to use click on the Suggest A Keyword link beside the K eywords section O nce your keyword is approved by an administrator it will show up in this list in all future Sessions Fill in as much data as you possibly can Only leave a field blank if absolutely necessary This will create much more detailed reports later on Frequency and Circulation are automatically updated once you select a Publication These values are married to the Publication and do
22. try process You can place your cursor in the blue box and begin typing your selection In this case we re going to choose a country so lets type Unite in the box Note how the dropdown updates as your enter the characters Y ou only need to enter as many characters as it takes for the system to down your match This will vary depending on the data stored in the dropdowns and could be as few as one or as many as ten before you select the one you want But this boxwill save you a significant amount of time and as you will see is integrated throughout the application 10 3 2 52 Bc 212 33 L6 wffrery Andac php pageant cip babies PTracktipre Dub s Trackinghretureepir achat artruniber i GROUP Uver Details veal Enter New Clip Prequalification Country Currertiy Logged In As bsumpter Clip Prequalification Sten 1 Once you have United States appearing in the dropdown box click the proceed button This will bring you to Step 2 of the prequalification process You should be greeted by the following screen 11 THE JEFFREY GROUE User Details Enter New Clip Prequalification Client Currentty Logged 1n As cle Clip Prequalification Repeat the process used in Step 1 to choose a client Once done click the Proceed button This will bring you to the last part of the pre qualification procedure 12 PDF Upload The PD F Upload section of pre qualification
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