RKDU - The RKD WAY

UPDATES for Inputting Jobs in COMS (Pilot Client Plan)

Quick Reference Guide for Inputting Jobs

Welcome!

What is COMS?

Benefits of COMS

The New Language of COMS

A Closer Look at Defining COMS

COMS Intro Quiz

Thanks to the Change Champions & COMS Team!

Need COMS Support?

Demo of Basic Navigation in COMS

Logging into UAT (Practice Area)

Logging into COMS Production Environment on Go-Live

Demo: How to Setup ValorX for COMS

What is in Module 02?

How-to: Create a New Client Account

How-to: Update Existing Client Account

How-to: Create Advantage Job Number

User Guide: Account Setup

Process Flow: Account Setup

Authorizing sFiles to Connect to Sharepoint

Checking Related Contact Roles on Account

Checking Workfront Instructions (UPDATED)

COMS Dashboard Glossary

Practice: Account Setup in UAT

What is in Module 03?

Overview of Annual Planning and Job Lifecycles for Digital Services & Digital Media

Process Flow: Annual Plan & Budget

How-to: Create a New Annual Plan

*Creating & Editing a New Plan

*Plan Naming Convention

How-to: Add Jobs to the Annual Plan

*ValorX Reminder to 'Save & Refresh'!

How-to: Change Status on Plans

*Changing Plan Status

What is in Module 04?

Process Training: Job Lifecycle

Ongoing Communication

*Pre-Billing

*Adding Products and Jobs

*Updating Job Details, Attributes, Vendors, and Pricing

*Adding/Updating Digital Media Program Fee

*System Update: Cloning Jobs from Within COMS

*How-To: Clone Jobs in ValorX

*Associating Production Jobs to Prebill Jobs

*Changing Job Status to "Active-Provisional"

Video: How does my Workfront project get created?