Manage

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The '''Manage''' tab is where you can access and email system usage reports, archive jobs, manage asset requests, and create and manage galleries.

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==Archive==
*A job on GLOBALedit can be copied to an external location in a predefined organized hierarchy using '''Archive'''.
*To setup a predefined '''Archive Route''' (on the [[Admin]] side), see the '''Archive''' section on the '''[[Accounts]]''' page.
*Choose '''Manage''' > '''Archive'''.

[image||{UP}Manage/Archive.jpg]
===Create New Archive===
*To create a new Archive, click the '''Create New Archive''' button.

[image||{UP}Manage/Add New Archive.jpg]
*Choose the job or folder from your job tree that you would like to archive.
*Choose an predefined archive template (done on the Admin side).
*Specify a new archive name, or choose an existing one.
*Specify recipients to be notified about the completion of the archive job.
*Click the '''Preview''' button to view the folder structure of your archive job.
*Click '''Start Archive'''.

===Archive Status===

[image||{UP}Manage/Archive Status new.jpg]
*Monitor your archive's status through the '''Archive Status''' page. This will automatically launch when you start an archive, and can be accessed at any time by clicking on the archive name from the Archive page.
*You can pause, restart, or stop the archive progress at any time.
[image||{UP}Manage/Archive Status - Paused.jpg][image||{UP}Manage/Archive Status - Abort.jpg]
*Click '''Details''' to see status and file size of the files being archived.

[image||{UP}Manage/Archive Status - Details.jpg]
*Click '''Report''' to generate an '''Archive Report''' that can be saved or printed.

[image||{UP}Manage/Archive Status - Report.jpg]
==Asset Requests==
*The '''Asset Requests''' tab allows you to view pending asset requests, approvals, and denials if you are an asset rights manager.
*Click '''Manage''' > '''Asset Requests'''.
*'''Choose A Status''' and '''Choose A Time Frame''' using the drop down menus.

[image||{UP}Manage/Choose A Status.jpg]

[image||{UP}Manage/Choose A Time Frame.jpg]

===Pending Requests===
*'''Pending Requests''' shows asset requests made by other users.

[image||{UP}Manage/Pending Requests.jpg]

*You can click '''Approve''' to give the user access to the image, or '''Deny''' to turn down their request. If you deny a request, you can specify an explanation for your denial.
*Hover over the magnifying glass to view a thumbnail preview of the image.

===Approvals===
*'''Approvals''' shows asset requests you have approved.

[image||{UP}Manage/Approvals.jpg]

===Denials===
*'''Denials''' shows asset requests you have denied, as well as explanations you have specified.

[image||{UP}Manage/Denials.jpg]

==Dropboxes==
*'''Dropboxes''' allow photographers and other third-party users to directly upload assets into the GLOBALedit system.

===Create and Send a New Dropbox===
*Click '''Manage''' > '''Galleries'''.
*Click the '''Create New Dropbox''' button located under the search field.

[image||{UP}Dropboxes/Dropbox Manager.jpg]

*Specify '''Dropbox Name'''.
*Choose the '''Uploader''' to whom you wish to send the Dropbox. Once you start typing, related names and emails will autofill. Use your mouse or keyboard to choose the desired user. Dropboxes can only have one recipient.

[image||{UP}Dropboxes/dropbox email fill in.jpg]

*Specify '''Notes''' and '''Expiration Date''' if desired, and press '''Next''' to continue.

[image||{UP}Dropboxes/create new dropbox 1.1.jpg]

*Select a job from '''My Library''' or click '''New Job''', which will allow you create a new job and specify user assignments. This will be the destination to which the Dropbox files will be uploaded. Click '''Next''' to continue.

[image||{UP}Dropboxes/Create new Dropbox 2 - New Job.jpg]

*Click '''Apply metadata to all uploads''' to specify any metadata you wish to have appended to incoming files.
*Click '''Require user to enter metadata''' to specify any metadata you wish to have the uploader append to uploaded files.
*Click '''Next''' once you have set up all your metadata fields.

[image||{UP}Dropboxes/Create new Dropbox 3 - require user to enter metadata.jpg]

*Specify '''Email Subject''' and '''Email Message'''. You can also set up recipients to be cc'ed on the email notification, as well as dropbox completion notification recipients. Click '''Next''' when ready.

[image||{UP}Dropboxes/Create new Dropbox 4 - setup notification.jpg]

*Here, you can review your Dropbox settings. Click '''Next''' when you are ready to send your Dropbox.

[image||{UP}Dropboxes/Create new Dropbox 5 - confirm settings.jpg]

===Track Dropbox Progress===
*The '''Dropboxes''' page will display all the dropboxes created within your account. A status of a gallery will be listed as '''In Progress''', '''Done''', or '''Expired'''.
===Update Dropbox Information===
*Click on the Dropbox Name to view information on a dropbox.

[image||{UP}Dropboxes/Dropbox Manager.jpg]
*You can edit dropbox parameters or generate a report of uploads made.

[image||{UP}Dropboxes/Dropbox info.jpg]

==Galleries==
*'''Galleries''' allow lightboxes or folders to be sent to other GLOBALedit users within a '''simplified interface to approve or kill images'''.
[image||{UP}Galleries/GE_Gallery_Kill.jpg]
[image||{UP}Galleries/GE_Gallery_Approve.jpg]
===Create and Send a New Gallery===
* Click '''Manage''' > '''Galleries'''
* Click the '''Add New''' button located under the Search field.

[image||{UP}Manage/Manage Galleries.jpg]
* Select a '''Lightbox''' or a '''Library folder''' as the source for your gallery images, and press '''Next''' to continue.

[image||{UP}Manage/Select Collection.jpg]
* Enter the '''Gallery Name''' in the text field, choose the '''Kill''' or '''Approve Rating Type''', the '''Kill Percentage''' if needed, and the '''Expiration Date''' field.
* Check '''Apply Account Watermark''' to watermark the gallery images.
* Check '''Allow Notes''' to allow the gallery recipient to communicate about the images.
* To '''send multiple Galleries''' within one e-mail press the '''Create Another Gallery''' button.
*Click '''Next''' once you have set up all your galleries.

[image||{UP}Manage/Approval Gallery - Configure Galleries.jpg]

* Enter in the required fields noted in red. 
** '''Recipients''' are the users who will receive the gallery. Sending a gallery to multiple recipients will allow them to share edits and collaborate. Once one of the recipients submits a report, the gallery will become inaccessible for the other recipients. Please note that approval galleries can only be sent to GLOBALedit users.
**'''CC Recipients''' will only receive a copy of the email notification, but not be able to login to view images or make kills.
** '''Report Recipients''' are the users will receive the .pdf report and email notification when the gallery has been finished.

[image||{UP}Manage/Set Recipients.jpg]

* Press '''Next''' to review your galleries and send.
===Approval Gallery Keyboard Shortcuts===
*Use the keyboard shortcuts below to navigate your approval gallery.
**'''Up''', '''Down''', '''Left''', '''Right''' – navigate the image thumbnail grid
**'''Enter''' – view large image in grid
**'''Escape''' – revert to grid view when in large view
**'''X''' – Kill image (if in kill mode)
**'''A''' – Approve image (if in approve mode)

===Track Gallery Progress===
*A status of a gallery will be listed as '''Not Started''', '''In Progress''', '''Done''', or '''Expired'''.
===Update Gallery Information===
*Click on the Gallery Name to view information on an approval gallery.

[image||{UP}Manage/Manage Galleries 2.jpg]
*You can edit gallery parameters, send to additional recipients, or generate a report of kills made.

[image||{UP}Manage/Approval Gallery Information.jpg]

*You can also change the expiration date of an approval gallery directly from the Manage page. To do so, click on a desired gallery's expiration date, which will give you the calendar menu.
==Reports==
*Detailed reports can be generated to monitor system usage and account status; they are created within a specified account and time frame.

===Report Types===
*'''Downloaded Items''' - all items downloaded within an account.
*'''Downloaded Items by User''' - all items downloaded by each user within an account.
*'''Downloaded Items by Type''' - all items downloaded by type: file, file package, contact sheet, lightbox, or all.
*'''Processed Download Collections''' - all file packages created and downloaded.
*'''Processed Contact Sheets''' - all contact sheets created and downloaded.
*'''Ingested Files''' - files ingested (via jobs uploaded).
*'''Custom Generated Images''' - images generated through the Image Generator feature in the Image Editor.
*'''Talent Approvals''' - all unkilled images within an account's job.

[image||{UP}Manage/Reports - Call Out.jpg]
===Create a Report===
*Choose your desired report from the list of System Usage Reports. A '''Report''' pop-up window will appear. 
*Select an Account and choose a Time Frame.
*Click '''Generate''' to create your report.

[image||{UP}Manage/Ingested Files Report.jpg]
*You can hover over a file name to see a thumbnail of the image.

[image||{UP}Manage/Download Report w Thumbnail.jpg]
===Download a Report===
*Export a report and save to your desktop as a PDF, TXT, or CSV file by clicking the '''disc''' icon located in the right corner of the report generator. 

[image||{UP}Manage/Download Report Download.jpg]

===Email a Report===
*You can e-mail a generated report by clicking on the ''''Email Report'''' tab in the Report pop-up window. 

[image||{UP}Manage/Download Report - Email Pop Up.jpg]
*The report is e-mailed as a .pdf attachment to the recipient.