PSO Printing Services On-Line

Transcription

1 PSO Printing Services On-Line Contents Chapter 1 eits Link and Overview Chapter 2 Pink Section New University Stationery Chapter 3 Blue Section Ready to Print/Copy Chapter 4 Green Section Design Required Chapter 5 Yellow Section Reprint from Archive

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3 Printing Services On-Lines - eits Link and Overview

4 Electronic Transfers eits Link and Overview Purchaser Originator Logging on to the eit system Follow the usual guidance for logging onto eit system Supplier Details Select Printing Services and PSO as the Sub Unit Order Items Once you have completed the required fields on the Supplier Tab click on the Items Tab {or ALT & I} Click on the Complete Order Details This will take you into PSO. Page 1

5 Electronic Transfers eits Link and Overview Select the service you require: With all of the services mentioned below you will need to specify the detail of the job via the prompts and drop down lists. New university Stationery This allows you to create your own Letterheads, Compliment Slips and Business Cards and proof online. This is to be used for standard non specialised printed stationery. If your stationery has an additional Logo or if your requirements are out with the standard templates you will need to select the service Design Required where you can submit details for us to typeset etc. Ready to Copy This service will distil your documents to PDF which are Ready to Print/Copy and provide an online proof (i.e. work which you have already prepared and we do not require to Desktop Publish or design). The PDF type is set by us and so is fully compatible with our output devices. Some PDF types which can be made on your desktop may not be compatible with our devices. If you need to send us a PDF which you have already created use the service Design Required as we will need to alter the PDF and resend a proof offline. Design Required If you have files which we need in order to do Design and/or Desk Top Publishing you can select this option to upload various file formats to us (example Word, Excel, PICs etc). We will then put these together based on your instructions and send a proof offline. It can be used in instances such as mentioned above and also can be selected where there is no files required for us to carry out work. Page 2

6 Electronic Transfers eits Link and Overview Reprint from Archive This will list all work you have placed with us via PSO showing the eit reference which was used. If you have selected the option to Archive on the original request, it will show a thumbnail of the work. This service should be used where you want to reprint a job we have archived for you, where no alterations are required to original file, but there is the ability add notes to alter specification of the job (Quantity, thicker paper etc). If there are any alterations to a file it will need a new service selection from the above. It can also be used to request reprints of Printed Stationery, again where there are no alterations. Details of each service are found in the relevant parts of the Manual. Which will explain how the window below is populated. When you get this stage you will asked to Return to eit s via the button at the bottom of the screen 1. Create a new code combination Select a cost centre from the available list, Click on Account Code On hitting this button it will return to eits and the rest of the process is covered in the eit manual. Page 3

7 Electronic Transfers eits Link and Overview You will return to the eits Screen where you can view the Item by clicking the View Item link. You cannot at this stage then alter the details of the order. You can then submit for usual Authorisation. Printing Services will not receive the order, as with eits In general, until it has been authorised. If the service selected was providing an online proof we will print based on the fact that you have already viewed and approved the proof. END OF DOCUMENT. Page 4

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9 Printing Services On-Line - New University Stationery

10 Electronic Transfers New University Stationery Purchaser Originator Logging on to the eit system Follow the usual guidance for logging onto eit system Supplier Details Select Printing Services and PSO as the Sub Unit Order Items Once you have completed the required fields on the Supplier Tab click on the Items Tab {or ALT & I} Click on the Complete Order Details This will take you into PSO. Page 1

11 Electronic Transfers New University Stationery Select New University Stationery: New university Stationery This allows you to create your own Letterheads, Compliment Slips and Business Cards and proof online. This is to be used for standard non specialised printed stationery. If your stationery has an additional Logo or if your requirements are out with the standard templates you will need to select the service Design Required where you can submit details for us to typeset etc. You will need to raise an individual eit/pso per Item of Stationery. Please ensure that you check the details you are about to enter into the template, that they are correct. There are some fixed text which will be automatically populated such as the line The University of Edinburgh and Direct Dial, etc. Page 2

12 Electronic Transfers New University Stationery Complete the drop down fields on the screen and proceed. Select type of Stationery you require Select Template you require Note to self/mis: NEED TO ENTER IN CORRECT SCREEN AND TEMPLATE DESCRIPTION FOR EACH Page 3

13 Electronic Transfers New University Stationery Enter in the details in each field then hit Next. On the next screen you can check the details. If they are incorrect you can navigate back to the template selection screen by clicking on the templates box at top right of screen Page 4

14 Electronic Transfers New University Stationery If you are happy that the details are correct you can view the resulting PDF by clicking on the template name school in this example. A PDF will open. You can close this PDF and select Approved on the previous screen Or remove or awaiting approval if you need to pass the proof to someone else to check (you can go back into the eit at a later date for re approval of proof. NOTE: Page 5

15 Electronic Transfers New University Stationery PLEASE NOT ONCE YOU HAVE APPROVED THE PROOF PRINTING SERVICES WILL NOT ACCEPT ANY LIABILITY FOR ERRORS IN CONTENT. When you get this stage you will asked to Return to eit s via the button at the bottom of the screen On hitting this button it will return to eits and the rest of the process is covered in the eit manual. You will return to the eits Screen where you can view the Item by clicking the View Item link. You cannot at this stage then alter the details of the order. You can then submit for usual Authorisation. Printing Services will not receive the order, as with eits In general, until it has been authorised. If the service selected was providing an online proof we will print based on the fact that you have already viewed and approved the proof. END OF DOCUMENT. Page 6

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17 Printing Services On-Line - Ready to Copy/Print

18 Electronic Transfers Ready to Copy/Print Purchaser Originator Logging on to the eit system Follow the usual guidance for logging onto eit system Supplier Details Select Printing Services and PSO as the Sub Unit Order Items Once you have completed the required fields on the Supplier Tab click on the Items Tab {or ALT & I} Click on the Complete Order Details This will take you into PSO. Page 1

19 Electronic Transfers Ready to Copy/Print Select Ready to Copy: Ready to Copy This service will distil your documents to PDF which are Ready to Print/Copy and provide an online proof (i.e. work which you have already prepared and we do not require to Desktop Publish or design). The PDF type is set by us and so is fully compatible with our output devices. Some PDF types which can be made on your desktop may not be compatible with our devices. If you need to send us a PDF which you have already created use the service Design Required as we will need to alter the PDF and resend a proof offline. If you have received a quotation select YES you will then need to enter the quotation reference number on your quote letter in the next screen. If not, select NO. If you have received a quotation we will have the majority of the specification details already so the process will skip a few screens. The following example is assuming that you have NOT received a quotation. Page 2

20 Electronic Transfers Ready to Copy/Print If you have a file ready to upload, Option 1. Firstly click the link (list of supported formats) to check that your file type can be distilled to PDF. (if its not on the list you will need to upload the file in its native format via the Design Required service. If the file type is listed: Browse for file Upload File This You also have the option to supply hard copy by selecting Option 2. Please select the relevant option in the drop down menus. Knowing where you will be or have already, supplying copy/disc to will help us direct the PSO order to the correct production area to match order with provided files/copy. If you are supplying hardcopy/disc etc offline please print out the summary page at the end of the process and attach with any documents/discs that you supply. IT IS IMPORTANT THAT WE HAVE THE eit/pso REFERENCE attached to the hard copies or disc you are supplying separately from this order. In option 2 you can also select no files etc required if the work requested does not require copy/files, for example envelope inserting. Click Continue Page 3

21 Electronic Transfers Ready to Copy/Print If you have uploaded the file it will distil to a PDF which can then be checked and approved, remove or awaiting approval. Click on the resulting PDF in this example: 2005 cover letter to schools.doc.pdf. The PDF will open in a new window for you to Proof. Page 4

22 Electronic Transfers Ready to Copy/Print Close PDF window and select from the radio buttons. NOTE: PLEASE NOT ONCE YOU HAVE APPROVED THE PROOF PRINTING SERVICES WILL NOT ACCEPT ANY LIABILITY FOR ERRORS IN CONTENT. Hit Continue The next screen is the first of a few screens which will specify what you want Printing Services to do with the file. Complete these screens and use the help function if they are unclear. Screen one: If you choose Yes to Archive, this order will be placed in the Reprint from Archive service and thumbnail will be against this order for any future reprints. Hit Next Page 5

23 Electronic Transfers Ready to Copy/Print Screen 2 Complete all drop down fields. Use the clickable links at each description to use help. Hit Next Screen 3 Page 6

24 Electronic Transfers Ready to Copy/Print Hit Next Screen 4 Summary Page Please print this out for reference if required. Please print this page and supply with any hardcopy/discs if you have chosen Option 2 earlier on. You can check the details and use the navigation buttons to go back and change any details. You can also view the file if you have uploaded one. Further down on this screen it shows the status of the proof, if approved, or awaiting approval. Return to eits When you get this stage you will asked to Return to eit s via the button at the bottom of the screen On hitting this button it will return to eits and the rest of the process is covered in the eit manual. You will return to the eits Screen where you can view the Item by clicking the View Item link. Page 7

25 Electronic Transfers Ready to Copy/Print You cannot at this stage then alter the details of the order. You can then submit for usual Authorisation. Printing Services will not receive the order, as with eits In general, until it has been authorised. If the service selected was providing an online proof we will print based on the fact that you have already viewed and approved the proof. END OF DOCUMENT. Page 8

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27 Printing Services On-Line - Design/DTP Required

28 Electronic Transfers Design/DTP required Purchaser Originator Logging on to the eit system Follow the usual guidance for logging onto eit system Supplier Details Select Printing Services and PSO as the Sub Unit Order Items Once you have completed the required fields on the Supplier Tab click on the Items Tab {or ALT & I} Click on the Complete Order Details This will take you into PSO. Page 1

29 Electronic Transfers Design/DTP required Select Design Required: Design Required If you have files which we need in order to do Design and/or Desk Top Publishing you can select this option to upload various file formats to us (example Word, Excel, PICs etc). We will then put these together based on your instructions and send a proof offline. It can be used in instances where there is no files required for us to carry out work. If you have received a quotation select YES you will then need to enter the quotation reference number on your quote letter in the next screen. If not, select NO. If you have received a quotation we will have the majority of the specification details already so the process will skip a few screens. The following example is assuming that you have NOT received a quotation. Page 2

30 Electronic Transfers Design/DTP required If you have a file ready to upload, Option 1. Any format can be uploaded using this service. Browse for your file/s you can upload a number of files per order. i.e. Excel plus a word file for instance. Upload File You also have the option to supply hard copy by selecting Option 2. Please select the relevant option in the drop down menus. Knowing where you will be or have already, supplying copy/disc to will help us direct the PSO order to the correct production area to match order with provided files/copy. If you are supplying hardcopy/disc etc offline please print out the summary page at the end of the process and attach with any documents/discs that you supply. IT IS IMPORTANT THAT WE HAVE THE eit/pso REFERENCE attached to the hard copies or disc you are supplying separately from this order. In option 2 you can also select no files etc required if the work requested does not require copy/files, for example envelope inserting. Click Continue Page 3

31 Electronic Transfers Design/DTP required NOTE that unlike the Ready to Copy service which distils to PDF, the Design required service transfers your files and retains the native format. Proofing is done offline. Click Continue The next screen is the first of a few screens which will specify what you want Printing Services to do with the file. Complete these screens and use the help function if they are unclear. Screen one: If you choose Yes to Archive, this order will be placed in the Reprint from Archive service and thumbnail will be against this order for any future reprints. Hit Next Page 4

32 Electronic Transfers Design/DTP required Screen 2 Complete all drop down fields. Use the clickable links at each description to use help. Hit Next Screen 3 Page 5

33 Electronic Transfers Design/DTP required Hit Next Screen 4 Summary Page Please print this out for reference if required. Please print this page and supply with any hardcopy/discs if you have chosen Option 2 earlier on. You can check the details and use the navigation buttons to go back and change any details. You can also view the file if you have uploaded one. Return to eits When you get this stage you will asked to Return to eit s via the button at the bottom of the screen On hitting this button it will return to eits and the rest of the process is covered in the eit manual. You will return to the eits Screen where you can view the Item by clicking the View Item link. Page 6

34 Electronic Transfers Design/DTP required You cannot at this stage then alter the details of the order. You can then submit for usual Authorisation. Printing Services will not receive the order, as with eits In general, until it has been authorised. If the service selected was providing an online proof we will print based on the fact that you have already viewed and approved the proof. END OF DOCUMENT. Page 7

35 Printing Services On-Line - Reprint from Archive

36 Electronic Transfers Reprint from Archive Purchaser Originator Logging on to the eit system Follow the usual guidance for logging onto eit system Supplier Details Select Printing Services and PSO as the Sub Unit Order Items Once you have completed the required fields on the Supplier Tab click on the Items Tab {or ALT & I} Click on the Complete Order Details This will take you into PSO. Page 1

37 Electronic Transfers Reprint from Archive Select Reprint from Archive: Reprint from Archive This will list all work you have placed with us via PSO showing the eit reference which was used. If you have selected the option to Archive on the original request, it will show a thumbnail of the work. This service should be used where you want to reprint a job we have archived for you, where no alterations are required to original file, but there is the ability add notes to alter specification of the job (Quantity, thicker paper etc). If there are any alterations to a file it will need a new service selection from the above. It can also be used to request reprints of Printed Stationery, again where there are no alterations. Page 2

38 Electronic Transfers Reprint from Archive If you selected to archive on a previous order it will show on the list. This list will show all so that you submitted using PSO it will also show a thumbnail of the job so you can check that you are selecting the correct one. Once you have checked the archive job you want reprinted hit the Reprint link Page 3

39 Electronic Transfers Reprint from Archive This screen asks for notes to be added, when you need the job delivered and how you wish it delivered/collected. You can add notes but if there are minor changes required we will proof offline. If there is changes to printed stationery it is advisable to create a new file in New University Stationery. Page 4

40 Electronic Transfers Reprint from Archive Summary Page Please print this out for reference if required. Please print this page and supply with any hardcopy/discs if you have chosen Option 2 earlier on. You can check the details and use the navigation buttons to go back and change any details. You can also view the file if you have uploaded one. Return to eits Page 5

41 Electronic Transfers Reprint from Archive When you get this stage you will asked to Return to eit s via the button at the bottom of the screen On hitting this button it will return to eits and the rest of the process is covered in the eit manual. You will return to the eits Screen where you can view the Item by clicking the View Item link. You cannot at this stage then alter the details of the order. You can then submit for usual Authorisation. Printing Services will not receive the order, as with eits In general, until it has been authorised. If the service selected was providing an online proof we will print based on the fact that you have already viewed and approved the proof. END OF DOCUMENT. Page 6