Southpaw Technology Inc., 2015

Welcome to TACTIC | Studio

In this guide, you’ll learn how to:
If you are a supervisor or manager, you can also learn how to:

However, we’ll start with the basics.

The Basics

This section provides shows users how to login to TACTIC | Studio.

TACTIC | Studio is a cross platform solution that is accesible through a web browser. The following browsers are supported:

  • Chrome (Officially Supported)

  • Mozilla Firefox 4.0+ (Compatible)

  • Safari (Compatible)

Tip
Other web browsers may work but are not certified for TACTIC | Studio.

If you are accessing a TACTIC | Studio through the TACTIC | Portal, please see TACTIC | Portal access.

Accessing a TACTIC | Studio project

To access a TACTIC | Studio project, you will need your company’s internal IP address, a project code and your login credentials. You can get these from a system administrator. Visit a TACTIC | Studio project through your browser with the URL:

<TACTIC IP address>/tactic/<project_code>

Log in using your credentials:

introLogin

TACTIC | Portal access

To access a TACTIC | Studio project in the cloud, you will need your company’s TACTIC | Portal URL, project code, and your user credentials. These will be provided by your TACTIC | Studio administrator.

Access this project at:

<TACTIC | Portal URL>/<project code>

An example project URL could be:

portal.southpawtech.com/my_company/studio_project

Log in using your credentials:

cloudSignin

Studio Home Page

image
Homepage for the end-users. The sys-admin will configure which sidebar links are available to you.

When you first login to TACTIC | Studio, you’ll see the Home page. Your Home page contains a Dashboard with links to core areas of the application as well as KPIs and an Activity Calendar, to provide high-level insights into the operation of TACTIC | Studio.

Activity Calendar

Below the Bootcamp section, you’ll find an Activity Calendar. The Activity Calendar allows users to view all of their events in a monthly overview. You can get a quick view of past and upcoming events, including tasks, notes, checkins and work Hours.

image

Project Summary

Your Home Page also contains KPIs (Key Performance Indicators), that provide insights into the operation of TACTIC | Studio. The Project Summary provides a snapshot of the total number of shots, assets and completed tasks in the project.

Sequences

The sequences table shows the percentage of completed tasks for all shots in a particular sequence.

Tip
This is an example of a Task Completion metric. An administrator can introduce this column into other views (column code 'completion') and configure it using TACTIC expressions.

Manage Your Tasks

My Tasks is a view where you can perform actions and find information related to any of your assigned tasks.

image

Below is descriptions of different tools available to you in the task table.

Column

Description

Created for

The code or name of the parent object that the task was created for. This might be a shot or an asset and all check-ins, notes and other activity are stored under this parent object.

Expand

Use the magnify glass to open a tab showing details of the parent object. Use this details view to see associated tasks, notes, revisions and other information.

Check-in

Use the check-in widget to submit files. See Submit and download files.

Download

Use the download tool download snapshots from the parent object. See Submit and download files.

Work on Task

Use the wrench to open a tab showing details related to your task. Use this details view to see information (revisions, check-in history, status updates, etc.) related to your task and its process.

Review

Review the latest media checked into this task process using the Review Tool. See the Review and Approval section to learn how to use this tool.

Process

The task process is a generic named defined in the project’s pipeline. Every pipeline will have unique process names and usually relate to the purpose of the task. Ask a manager or supervisor if you are unsure what your task process means.

Status

Use task status as an indication of your task progress. It may also interact with project defined triggers. For example, if you set your task to "Complete", the next task in the pipeline will set to "Pending". Further, supervisors and managers may revise your work and update your status to "Revise", indicating that you need to revise your work.

Priority

This is a priority level usually set by supervisors and managers to you help you triage your tasks.

Days Due

This displays the number of days remaining before the task due date.

Work hours

Use this column to enter your work hours by day.

Submit and download files

This section shows you how to submit and download files through your browser.

You may also be interested in the history of work submitted.

Submitting work

TACTIC | Studio uses a powerful asset management system that incorporates naming and versioning. Thus, every file submitted is registered by TACTIC - versioned, named and has appropriate metadata linked. We call this process a check-in and the resulting data object is a snapshot.

You can submit files using the check-in widget, available through the check-in column in My Tasks.

image
Note
The check-in widget is a versatile tool with some Check-in Options requiring Java. The default Check-in options do not require Java.
Tip
You can check-in multiple files at once by dragging all files into the Sandbox and using multi-select before selecting Check-in.

First select the process you want to submit too - the default option will be your task process. Then select the file(s) you want to check-in. Selecting "Also add a note" adds a note with the publish description under the selected process.

Downloading files

You can download files through the download tool in My Tasks. The download tool displays snapshots from the parent object, with the default filter based on your task process. You can search for snapshots under other processes. For example, when starting your task you may want to download the latest from the previous process. Or, you may need to download file dependancies which are checked into other processes. Hit the download icon to download the file through your browser.

image

Check-in history

If you are interested in viewing the check-in history of a shot, asset or another object, you can view the history tab available from the check-in widget or parent details view.

image

Use custom views

TACTIC | Studio allows you to save special or important searches to the My Views page.

Start by applying an advanced filter you’d like to easily access in the future.

image

Select "Save a New View" from the gear menu.

image

Give your view a title and then a name will be automatically be generated.

image

To access your saved view, navigate to My Views in the sidebar and select your saved view.

image

Manage Project Tasks

As a supervisor or manager you might be interested in the progress of your project, asset or shot. TACTIC | Studio provides extensive task tracking tools for all areas of production. This section includes:

Creating tasks

Creating tasks on entry

An administrator or pipeline developer can choose to have tasks created on entry of an object. When an administrator chooses this, all manual and approval processes in a pipeline are automatically created when an object is inserted. This will apply if the object is inserted from CSV import, the insert form or the API.

Creating tasks after entry

If the pipeline is not configured with to automatically create tasks, then tasks can be created by process in a table view. For example, after selecting a list of shots in the Shots view, you can use the gear menu to navigate to: Edit → Tasks → Add Task to Selected.

taskManagementCreateTask

You can then select which processes to add tasks for.

Tip
Deselect any condition or action node processes if you do not want to associate a task with these processes.
taskManagementCreateTask2

These tasks will now appear in the task report where you can make assignments and update other attributes.

Tasks will also be created in the Task Panel view for asset and shots. See Panel Assignment.

Assigning tasks

Batch assigning using the task report

You can make batch assignments in the Task Report by selecting multiple tasks then selecting a username.

Assigning using the panel column

In the Shot and Asset views, you can use the Task Panel column to make assignments and status updates. A disabled look indicates that the task is not created. Assigning or making a status update to these panels will create the corresponding task.

image
Note
To use these assignment tools, administrators must expose the Assigned column in the Task Report and the Task Panel column in the Shot and Asset views.

Task details

Users can interact with Tasks in the following ways:

  • Tasks can be created for any object (shot, asset, etc.) in a project.

  • Tasks can be grouped into milestones. The milestone column is used to categorize benchmark dates for a project.

  • Tasks can be assigned to particular users. When a task is assigned to a user, it appears in their My Tasks View.

In addition, each task has the following attributes:

  • Process: The currently selected process. Use the menu to select a different process to perform on the current parent asset.

  • Description: A description to identify the task.

  • Milestone: Assignment to a milestone item that represents a specific milestone in the project.

  • Status: The status of the currently selected task pipeline.

  • Assigned: The user assigned to complete the task.

  • Supervisor: The user assigned to supervise the task.

  • Priority: The priority level of the task.

  • Bid start date: Proposed date to start the assigned task. Drag the date in the calendar to set.

  • Bid end date: Proposed date to complete the assigned task. Drag the date in the calendar to set

  • Bid Duration: Proposed amount of hours to complete the assigned task.

You can update each of these details in batch or individually for each task.

Shot and asset summaries

You can access the shot and asset summaries in the sidebar Reports submenu. This displays total tasks, late tasks and a separation of tasks by bid end date. Each cell in the table is a link to a task report showing the tasks represented by the count in the cell.

image

Manage assets

This section describes how to manage your Assets. The administrator’s set-up manual describes how to import your data from a CSV if you a have a large amount of assets to import. In this section, we’ll discuss the following topics:

Asset Library

The Asset Library is available from the left navigation menu under the Media Library. The Asset Library displays all of your Assets in a card layout.

image

Each row displays a thumbnail of the Asset stored in TACTIC | Studio. Users have access to create notes and messages from this view. Clicking on a Thumbnail from this view opens an image gallery, where you can scroll through all of your assets.

Creating Assets

To create a new asset, click on the [+] icon in the middle of the table shelf, at the top of the table. This will pop up an “Add Item to Asset” window.

image

Asset Management

This section describes how to get started on working with Assets in TACTIC | Studio. You can access the working area for Assets from the left navigation menu: "Assets". You’ll be redirected to the following page:

image

You can use this view to track the progress of your Assets through the creative process. The header row of this table provides easy access common actions, such as search for and creating new assets.

image

The table contains columns for each stage in your asset’s pipeline. You can use this table to search for and find any asset in the application. For more informmation on using reports, please see the following section: Creating Reports

image

Let’s look at the first row in this table to get a better understanding of how to work with Assets in TACTIC | Studio. From this view, you can easily see the work progress for an Asset, as well as share notes and make changes to the asset.

image

This view is designed to make it easy to share Assets and collaborate with other team members, using workflow and notes. Adding and viewing notes can be managed directly from the Assets table. To view notes for a specific asset, you can simply click on the drop down arrow beside a note in the notes column.

image

Planning Shots and Sequences

TACTIC | Studio can be used to plan and track your Shots and Sequences. You can access both of these tools from the left navigation menu, under "Planners". You can use these areas to:

  • Plan Shooting Schedules

  • Add, Edit, Delete or Re-Order your Scenes

  • View Shot and Sequence Details

Below is a guide to use the shot planner, but the same tools are used in the sequence planner.

Example: Planning Shots

The Shot Planner is divided into two containers, the source Asset list (available on the left side) and the target Shots (available on the right side). From this view, users can drag and drop their Assets and link them to one or more Shots.

Shot Planner

image

Users can select one or more Assets and drag them into one or more Shots. To help make it easier to identify the right Assets, both containers provide a simple and advanced search option, as well as powerful filtering. To learn more about Searching and Filtering data, please see the Reporting and Analytics section in this guide.

Linking one Asset to one Shot

Linking one to one is easy. Simply click on any part of the asset/image (the tile content, as seen in the image above) that you want to associate with shot, and drag it into the column marked “Asset Drop” in the “Shot Tracking” table on the right half of the page.

image

Linking multiple Assets to one Shot

To link multiple assets to one shot, click on the tile headers of the assets that you wish to select, and then drag and drop them into the column marked “Asset Drop” in the “Shot Tracking” table on the right half of the page. Dragging any one of the selected tile content areas will include the other selected tiles as well.

Note: You must select each tile by clicking on the tile header, and not the checkbox associated with each tile, such that an yellow outline appears around the tile, for drag and drop behaviour to work.

image

Linking one or more Assets to multiple Shots

To link one or more assets to multiple shots, first select the shots that you want to add them to (by checking the checkbox to the left side of the “Shot Tracking Table”).

If you only have one asset to drag into the selected shots, then you can simply click on any part of the asset/image that you want to associate with shot, and drag it into the column marked “Asset Drop” in the “Shot Tracking” table on the right half of the page.

If you have multiple assets to select, then do so by clicking on the tile headers, before dragging them into the asset drop area as a group.

Tip
For drag and drop to work in this scenario, you must drag the assets by the checkbox on each tile header, into the column marked “Asset Drop” in the “Shot Tracking” table on the right half of the page.
Tip
If you choose to select multiple assets, you must select each tile by clicking on the tile header, and not the checkbox associated with each tile, such that an yellow outline appears around the tile, for drag and drop behaviour to work.

Once you are done adding your assets to your shots, don’t forget to press the save button that will appear in the top left corner of the “Shot Tracking” table, to the right side of the page.

Review and Approval

image

Studio provides two methods of review and approval with the Studio Review Tool:

  • Reviewing by task

  • Reviewing by session

The Studio Review Tool supports image formats .png, and .jpg and video formats .mp4 and .mov. Studio will generate a supported web format on upload for some file formats, but a supported format can be checked in alongside the original source file.

Reviewing by task

In the My Tasks view, artists and supervisors can use the Review column to see latest checked in worked for an sObject. This may be a file representing an asset, shot or any other data entry for which users may submit work for.

image

For non-approval tasks, the review icon will only appear when a snapshot has been checked in with a process that matches the task process. For tasks created from an approval process, the review tool will look for snapshots checked into the input process.

Use the review tool with an approval process and an inputted manual process for automated review.

image

The review icon for an approval process will appear when a snapshot has been created for the input process: image

The Review Tool will show the latest snapshot for each context with a snapshot checked into the tasks' process.

Tip
To submit web viewable versions of work alongside the original source, check the files into separate sub-contexts. For example, check in your source and viewable version into <process>/<file_name>.

Approval tasks have a Reject option: image

When using the Review Tool with an approval task, the task status options change to "Reject" and "Approved". Upon Reject of the file, the input processes will have status updated to "Revise" and the approval process will have status updated to "Reject".

Standard approval node trigger - on "Reject", the input processes are updated to "Revise":

image

Reviewing by session

Supervisors can create review sessions for artists to submit and review all submissions in a single session. Review sessions managed under the Review and Approval view.

image

To submit an item for Review, artists will have to click on the “Submit” button in their task view for that corresponding asset/shot.

image

Once the Submit button is clicked, it brings up the “Submit to Review” dialog where the artist can select the corresponding dailies to submit to and click on the “Submit” button. Now it’s added to the dailies playlist which can be reviewed later on.

image

When its time to review a list of submissions, the concerned user will need to go to their Review and Approval view which would include a list of submission playlists. All she needs to do is to click on the ”Start” button that would popup the Review Session dialog.

Using the Review Tool

image

Components of the Review Tool
  1. Drawing canvas - Make your annotations in this region.

  2. Toolbar - Use this tool bar to select a palette color and pencil size, or undo or clear your canvas.

  3. Video control tool - Use this tool to seek through videos in review.

  4. Review details - This panel displays (from top-to-bottom): a parent preview image, the parent code (ie. shot code), the task process and task assignee. Note: The task process and task assignee is only shown when reviewing by task.

  5. Link to parent details - This links to the details pane for the parent of the snapshot.

  6. Review note tool - The tool allows your to create a note under the chosen process.

  7. Task status tool - Update the task status. Note: You cannot approve a task in "Revise".

  8. Note history - The will show all notes for the task process under review.

Tip
Using the video control tool, you can also seek one millisecond at a time by hovering your cursor a top of the seek bar and using the left and right arrow keys on your keyboard. If your keyboard becomes unfocused, press the tab key.

image

Users can then select the image that he wants to review and annotate, add notes and either Revise or Approve that submission.

image

Once a submission has been revised, the task’s status automatically changes to “Review” from its previous status. The review notes added in the Review Session would be added/appended to the corresponding task’s notes which can be viewed by the artist assigned to the task hence rectifying the required changes. The revision annotations are available under the Revisions tab in the sObject details view. You can view the annotation, time and note by selecting of the tiles.

sObject details view contains the revision notes and annotated images.

image

Clicking the tile for the annotated file shows the annotation, time and revision note.

image

Creating Reports

From the sidebar, there are several reports available to you. Each report has access to advanced filter options. If you want to save certain features, you can save reports using the custom view tool.

Below is an example of using filters with the Task Report.

Example: Task report

image

Filtering Reports

We’ll start off with Basic Filtering. There are four basic ways of filtering your report, and they can be found above the shelf labelled by the yellow outline (in the image above). The filters are “assigned to”, “status”, “process”, and “priority” of the task. For example, you can decide that you only want to see tasks that are currently being revised. You would then go to the “status” section of the filtering, select “is” in the first drop down, and then “revise” in the second dropdown. If that’s not what you’re looking for, or if you need more options, there is also advanced searching.

Tip
Note: The basic filtering options that you see here can also be done through advanced searching, but with additional options available. For more information on advanced searching, see the advanced searching section below.

Next, we’ll look at Keyword Searching. This is the second item that you will see on the shelf. This allows you to enter a term, which is then matched against your data in the description column. To perform a search, click on the description searching area (outlined by an orange square in the image below), and then click the search button to its left.

image

Now on to Settings. The settings button is represented by the icon on the shelf. Click to view table options.

Paging Results

Continuing on, we’ll look at the Search Limit and Paging Results. As with any searching, it soon becomes clunky to load too many results at a time. For your convenience, the report is paginated. This section (outlined in the image below) allows you to quickly navigate between pages, as well as to choose how many items should be shown on one page. Clicking on here pops up a dialogue window, which at the top, lets you either scroll through the pages, or to select specific pages. At the bottom, it allows you to choose the number of items per page.

image

Tip
Note: If you wish to only flip from one page to the next, without jumping, you do not need to open this dialogue. Page navigation can also be found at the bottom of the table, as shown in the image below.

image

Next up is Advanced Search. To use advanced search, click on the icon in the shelf. This will result in the advanced search popup shown below. The popup consists of two parts. The keyword search, and the advanced filtering search.

image

To use the Keyword Search, simply enter the search term into the text field labelled as Keyword Search in the image above.

To use Advanced Filtering Search, also called Filter in the popup (as seen in the image above), select the category to search by, and choose a descriptor in the next selection area. Enter the search term, and press the search button at the bottom of the popup.

Should you change your mind about the search, the clear button will erase all selected items and entered terms. The plus and minus buttons to the right of the search term bar allows you to increase or decrease the number of filters.

Tip
Note: All searching and filtering can be layered with more searching and filtering. Only the items in the advanced search popup that are checked off (on the left side of the fields) will be applied.

The Layout Switcher is denoted by the icon. Normally the default view is the table view. Clicking on this icon allows you to switch between table view and other views, such as tile view.

The Expand function is denoted by the icon. When clicked, it expands the table to fit to your screen, rather than to it’s default size.

You have now gotten the reports that you wanted. Below we’ll take a look and learn how to make the report more readable.

image

To make reading the report more enjoyable, every single column is sortable, as seen in the above image. More advanced sorting of the columns are available as well, through grouping.