Table of Contents
The Work in Progress (WIP) Dashboard is designed to provide a real-time overview of order items and tasks currently managed by the Premiere teams. This tool helps departments monitor and manage their workload based on order item due dates, ensuring efficient workflow and timely completion of tasks. The WIP page serves as the default starting page in PDX.
Navigating to the WIP Dashboard
Users can navigate to the WIP Dashboard either by:
Clicking the PDX logo in the top left corner.
Or by clicking into the Quick Link icon at the top right of PDX and selecting WIP
The WIP dashboard is split into 2 sections: Order items or Tasks
Order Items
The Order Item tab displays all Order Items currently in progress, categorized by the following departments:
- Client Services
- Mastering
- Fulfillment
Clicking on the Expand All button at the top of the list will expand all departments and shows the total number of order items for each department for each open order status. These Order items are grouped based on the order due dates to help effectively prioritize workloads.
Clicking on any of these categories will redirect to the Order Item Dashboard with filters applied. This allows users to:
- Search for Specific Order Items: Utilize various filters to quickly locate specific order items.
- Access Detailed Data: View detailed information about each individual order item, including its status, history, and any associated notes.
For more information about the Order Item Dashboard, click here.
Tasks
Users can navigate to the tasks portion of the WIP dashboard by clicking on the Tasks tab located at the top of the page.
This dashboard provides an organized and efficient way to manage tasks across orders. PDX allows for duplicated tasks across orders to be grouped into a single task on this dashboard, which reduces effort for users.
This dashboard displays both Mastering and Fulfillment tasks.
Clicking on any of these categories will redirect users to the Task Dashboard with filters applied. The Task Dashboard enables users to:
- View and Update Task Status: Easily monitor and change the status of tasks.
- Manage Tasks: Organize tasks effectively, ensuring they are completed on time and within scope.
- Assign Tasks: Allocate tasks to the appropriate team members, ensuring the right person handles the right work.
For more information about the Tasks Dashboard, click here.
Advanced WIP Filters
On the right side of the Work In Progress Dashboard, users be able to apply filters to the WIP dashboard so they can narrow down tasks based:
- Keyword - Keywords associated with metadata of order or title. Select a keyword based on any aspect of an order or title.
- Provider - Creator or provider of content. Select from a drop-down list.
- Platform - Destination for streaming of content. Select from a drop-down list.
- Billing Party - Select the party responsible for billing from a drop-down list.
- RDD - Stands for revised due date. The “To” and “From” fields allows a search of a range of due dates.
- Live Date - The date that content is to go live on the intended platform. The “To” and “From” fields allow a search of a range of live dates.
Saving and Sharing Filters
Users have the ability to save their customized filters on the Work Dashboard for future use. Additionally, saved filters can be shared with other users to ensure consistency and streamline workflows.
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Save Filters: Once a filter is set, users can click on the Save Filter option to save their current filter settings. Saved filters are not universal across PDX; filters saved in one page are not applicable to a different page's filters.
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Share Filters: Saved filters can be shared with other users by selecting the Share Filter option, allowing team members to collaborate on tasks.
For more information about navigating filters, click here.
For more information on managing & sharing filters, click here.