EXECUTIVE GENERAL MANAGER

PRoGRAM PLAN REVIEw ANd APPRoVALs

INTEGRATEd woRKFLow

Last Updated: December 29, 2011

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YoU ARE HEREReview the Proposal and Program Idea

In this Program Planning workflow phase process, you review the program and all of its components in order to approve/reject the proposal.

In this job aid, you will learn how to:

• Review the proposal and program idea

PRoGRAM PLANNING PHAsE

Learning Objectives

Pearson Integrated Workflow

1Program Planning

In this Job Aid, you will learn how to:

1 Review Proposal and Program Idea 2

PROGRAM PLANNING:

PROGRAM PLAN REVIEW AND APPROVALS

SYSTEMS & TOOLS

For this process, you will use the following systems and tools:

Publishing Control System (PCS)

2

After a program proposal is submitted, PCS sends the proposal to PDRM. Approval by persons listed in the SOA is necessary to determine if the program is a viable initiative for the company. You will receive a Program Proposal Notification email when it is your turn to review the proposal.

1 Open the Program Proposal Notification email in your email inbox.

2 Within the body of the email, click the Project Name link. Quick Tip You can open the PDRM application directly if you do not receive the email or if the Project Name link does not open.

Pearson Integrated Workflow

Program Planning

1 Review Proposal and Program Idea

3

3 The PDRM Login screen appears. Select your domain name, and then type your user name and password. Click the button.

4 The PDRM application opens to the Projects to review screen. Select the check box for the proposal you would like to review, and then click the Review link in the View column.

Quick Tip If PDRM does not open to the Projects to review screen, click the Projects to review tab.

Pearson Integrated Workflow

Program Planning

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5 Click the link in the Original box to open the proposal document in a separate browser window or tab.

6 Review the proposal document.

7 When you are finished reviewing, return to PDRM and type your comments in the Review Comments text box.

7

8

NOTE If you reject the proposal, it is mandatory to type comments in the Review Comments text box.

Quick Tip The files located in the Original box are the original submitted proposal documents. The files located in the Work In Progress box contain reviewer comments.

Quick Tip Use the tools on the formatting toolbar to format your text.

Quick Tip To attach a file to your comments, click the

button. Browse for and select the file you want to upload.

Pearson Integrated Workflow

Program Planning

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8 Click the:

a button if you approve the proposal. The Approve dialog box appears. Click the button to confirm your approval.

a

The project is removed from your Projects to review queue and is routed to the next reviewer’s queue (unless you are the last reviewer).

b button if you do not approve of the proposal. The Reject dialog box appears. Click the button to confirm your rejection.

b

Type your rejection comments in the Review Comments text box.

NOTE When the proposal is rejected, it is routed back to PCS for modifications. Suggested modifications are reviewed and changes are made to the program proposal if necessary, and then it is resubmitted.

c button to save your comments and return to review at a later time.

d button to return to the previous screen that lists all the proposals you need to review. A summary displays in the Approval Reviews section.

c d

Quick TipOnce the proposal is approved in PDRM, the program will be in the Proposed state, and the components on the sub-tab will display as Proposed - Proposal Approved in PCS.

Pearson Integrated Workflow

Program Planning

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9 In PCS, click the tab, and then click the sub-tab. If the proposal has been approved, PDRM notifies PCS, and PCS changes the program state from Potential to Proposed.

10 To see the history of state changes, click the View History link. To see the approval history, click the View Approvals link.

11 The approved proposal is manually sent to RAS (Royalty Accounting System). The RAS team works with the Legal department to create contract(s) for author(s), which initiates the contract signing process.

NOTE PCS has no systematic connection with RAS.

Pearson Integrated Workflow

Program Planning

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12 After the contract has been signed by the author, manually promote the state of the program. In PCS, click the:

a tab.

b sub-tab.

c first drop-down menu in the Action column and select Promote to promote the program.

d second drop-down menu in the Action column and select Promote All to promote all components.

e click the button.

a

b

cd

e

NOTE Currently PCS does not systematically know if the contract has been signed. When you promote the state it is assumed that you have confirmed that a contract has been signed by the author(s).

13 The This record has been saved successfully. confirmation message appears.

Pearson Integrated Workflow

Program Planning