| Introduction - System Overview |
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The PGPro iStudio system allows users to create customized Cleaning Program Procedure Binders, build custom collateral and merchandising materials, search and download photography and artwork from iIMAGE, and source various documents from iLIBRARY. iPRINTSHOP stores the projects you create and allows you to place orders through the PGPro iStudio printing service.
This help guide provides an overview of all system operations and Frequently
Asked Questions for each help section topic. Questions or comments concerning
use of the PGPro iStudio system? Use the PGPro iStudio Contact Form to reach the
| Introduction - System Administrator |
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Contact the system administrator (using the PGPro iStudio Contact Form) when:
- You have a question about your login credentials and access privileges.
- You have a question about a photograph or visual you uploaded in iIMAGE.
- You are in search of a document not available in the Document Library.
- You have a question about the status of a binder you've submitted for review.
- You have a question about the status of a pending Print Shop
order approval.
| Introduction - Hardware & Software |
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All system documents (including the output of Binders and iDESIGN projects) are stored and/or generated in a Portable Document Format (PDF). PDF files are readable by Adobe Acrobat software and allow high quality graphics to be transferred over the Web. If your web browser has a PDF Viewer plug-in, you'll be able to view and print the files you create directly from your browser. Otherwise, you'll need to download the file first and then open it using Adobe Acrobat Reader. The PGPro iStudio system auto-detects for the presence of the PDF Viewer plug-in, and will prompt a download if the software is not found. Acrobat software is available for free from adobe.com.
Contact the Procter & Gamble IT support desk at (pgbrands_contactcenter@spemail.esecurecare.net) for assistance with your browser or Adobe Acrobat Reader software.
| Introduction - Dial-up Users |
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iBINDER
Some operations in the iBINDER process
may take several seconds to complete during a dial-up session. These
include:
- a). Kicked off-line - Dial-up users understand the possibility of
loosing an Internet connection. Each step of the iBINDER process uses
a "Continue" button to save work and proceed to the next step in the process.
In the event an Internet connection is lost during a step, know that your
binder work will be saved through the last completed step. You should re-login
to the pgbrands.com web site and proceed back to the iBINDER section.
- b). "Customer Details" screen - The system pulls a complete set of
procedure documents based on the selections made on this screen. With a dial-up
connection, this process can take a few seconds before moving on to the next
step. Watch your browser status window to monitor this process.
- c). Selecting Tabs/Procedures - When adding procedures
under a tab, a short delay will occur as the screen refreshes,
adding procedure documents into the binder. When clicking "Continue"
from this step, the system may also take a few seconds to process
and store all the selections made for tabs and procedures.
- d). Preview/Submit: A .PDF icon represents the completed binder. Notice the file size. It is not uncommon for binder projects to be 25mb to 40mb or higher in size. If you click the PDF, the system will launch Adobe Acrobat in your browser window and display the entire binder project. For dial-up users, this may take several minutes to display.
iDESIGN
Once your piece is built, a .JPG preview is displayed on screen. Each page is
a separate .JPG that can be downloaded to your desktop. Clicking Continue will
submit the iDESIGN project to the system administrator for review. If
you do not Continue, the project will be lost. You will receive an email notice
from the system administrator indicating if the project was approved or denied.
iPRINTSHOP
When searching the Print Shop, the system
searches across all system user's Print Shops. Depending on the
criteria you enter, the search, and display of the search results
page, may take up to a minute.
| Introduction - FAQs |
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- Will the system operate using a Macintosh computer? Most
system operations will function using a Macintosh computer, but
some are not supported. It is recommended the system be used in
a PC-environment only.
- I can't find a document or image/photo I need. Who do I contact?
The PGPro iStudio system is always growing with new content added on a regular
basis. If you can't find a particular photo, artwork file, logo or document,
submit your inquiry using the PGPro iStudio Contact Form.
- Why are the binder PDF files so large? Can't they be compressed? The iBINDER process assembles all the necessary components for a complete binder. This includes everything from the cover and spine, to tabs and all the pages in between. A single procedure document (in .PDF format) can range from 100kb to 250kb in size. Testing was conducted to find a balance between optimum file size of a completed binder that would still produce a quality print.
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| Home Page |
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| Home Page - Login |
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Once you login, you will see a PGPro iStudio button. If you select to LOGOUT of the PGPro iStudio system, you will also be logged out of the pgbrands web site. Subsequently, if you loose your Internet connection for any reason, you will automatically be logged out of the system.
You must re-login to pgbrands continue working in the PGPro iStudio system.
| Home Page - PGPro iStudio Updates |
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| Home Page - FAQ |
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- Why don't I login directly to the PGPro iStudio system? The PGPro iStudio system automatically reads your login credentials from the pgbrands or pgproline web site. This eliminates the need for you to remember a second set of username and password variables. Neat, huh?
- How will I know if I am on the PGPro iStudio Home Page? All areas of the site can be identified through the primary navigation bar, which will indicate which section you are viewing. If all navigation buttons look the same, you're on the landing page. You can also click the "PGPro iStudio" header bar to access the home page.
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| iIMAGE |
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| iIMAGE - Overview |
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| iIMAGE - Search & Views |
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Search
There are (3 ways to search) iIMAGE:
- A). To search all libraries:
- Enter an asterisk (*) in the Word search box.
- Click "Search"
- Select a library
- Enter an asterisk (*) in the Word search box
- Click "Search"
- Search all libraries or select a library
- Enter the key word or phrase
- Click search
This will return all records from all libraries, sorted alphabetically. This search result may take a minute or two to display depending on the number of images in the entire library.
B). To search a single library:
This will return all records from the selected library, sorted alphabetically. This search result may take up to a minute to display depending on the number of images in the library.
C). To search using key words:
This will return all records across the designated library(s) that include the key word.
A key word search is based on the actual text string or phrase entered. For example, if you search "greasy floor", the system will only return records where the word "greasy" and "floor" appear one after another. The system will not search "greasy" and "floors" as two separate criteria in the same search.
Views
All visuals are organized into Image Sets. For example, when you search "Comet",
a listing of images, photography and artwork related to your search will be
displayed. The thumbnail preview displays an example of the visual available.
To the right of the thumbnail are one or more download options for that image.
Information for the visuals is organized as shown below:
System Logo
Some images are listed as the SYSTEM LOGO. This is the color, vector format
of the logo and is used by the system. This is most often found in the Customer
Logo library, and is the format of the logo suitable for print.
More information about image resolution and file formats is covered in the next section, Understanding File Formats.
| iIMAGE - Understanding File Formats |
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File Formats
File formats available in iIMAGE include: .EPS, .TIF,
.JPG, .GIF, and .PDF. Each of these file formats can be used in
a variety of ways, depending on the final output of the print or
web project. Following is an overview of file format uses, courtesy
of www.about.com:
- GIF (Graphics Interchange Format): This is pronounced either
"Jif" or "Gif" (with a hard G), depending on where you heard it
first. GIFs are also widely used for Web site graphics. However,
this format only uses 8-bit color (in other words, up to 256 colors),
as opposed to JPEG's 24-bit color capacity. As a result, it is usually
recommended that simpler graphics, such as charts, be saved as GIF
files, while photographs should be saved as JPEG files.
JPEG (Joint Photographic Experts Group): It is best used for on-screen display or email exchange of large low-resolution photographs and other images with millions of colors and for temporary storage, such as on digital camera memory cards.
TIFF (Tagged Image File Format): TIFF is a very widely used format that handles a wide variety of image types, including monochrome, grayscale, and 24-bit color. TIFF files offer high-quality images, but TIFF files tend to be large (although there are several compression methods available). As a result, while TIFF files are suitable for high-quality photo and other images, but cannot be used for Web sites (and should not be sent via email, if possible).
EPS (Encapsulated Postscript): Based on the PostScript language, EPS or Encapsulated PostScript is a vector format designed for printing to PostScript printers and imagesetters. It is considered the best choice of graphics format for high resolution printing of illustrations. EPS files are typically created and edited in illustration programs such as Adobe Illustrator or CorelDRAW. Note: When downloading .EPS files using Internet Explorer, the file extension is changed to .ps. Change the extension back to .EPS before attempting to use the file.
PDF (Portable Document Format): The PDF file format created by Adobe Systems, Inc. uses the PostScript printer description language and is highly portable across computer platforms. PDF documents are created with Adobe Acrobat or other programs and can be viewed with Adobe Acrobat Reader and other PDF reader programs.
Visit other online resources like www.espressographics.com, for more information about which file format most closely meets the needs of your print or web project.
RGB and CMYK
For each of the five file formats available in the PGPro iStudio system, you may also have the option to select RBG versus CMYK. CMYK (Cyan, Magenta, Yellow, and Black) mode is used for any visual asset that will be subject to traditional 4-color print processes. RGB (Red, Green and Blue) is for any visual that will be presented in an electronic format, including Microsoft Office Applications, web browsers, etc.
Raster/Resolution & Vector Images
Pixel: A pixel is short for a 'picture element', and is used to describe both a point on a display screen consisting of red, green and blue dots as well as a point in an image file.
Raster: A Raster image is a type of graphic composed of pixels (picture element) in a grid. Each pixel or "bit" contains color information for the image. These bitmap graphics formats have a fixed resolution, which means that resizing a bitmap graphic can result in distortion and jagged edges. Photo-editors or image-editing graphics software such as Adobe Photoshop® and Corel Photo-Paint® are designed for creating and editing bitmap graphics.
Resolution: Noted as “dpi” (dots per inch), resolution indicates the concentration of pixels in a RASTER image or photograph. The more pixels per square inch, the higher the quality of the image. 72 dpi images, the general standard for online graphics, provide smaller files sizes allowing web pages to download quickly. 72 dpi offers adequate visual clarity for most online uses. 72 dpi images do not translate well into print.
For print purposes 150 to 300 dpi quality is required. These higher pixel concentrations provide more clarity in the image since there are more pixels per square inch. In certain print mediums, a dpi greater than 300 is necessary (e.g. large signage, banners, billboards).
Finally, resolution is a one-way street. A 300 dpi image can be scaled down to 72 dpi (because pixels are removed). A 72 dpi image cannot be increased to 300 dpi without being distorted with a substandard print quality.
Vector: A vector image is the second of two major graphic types (the other being Raster). Vector graphics are made up of many individual objects. Each of these objects can be defined by mathematical statements and has individual properties assigned to it such as color, fill, and outline. Vector graphics are resolution independent because they can be output to the highest quality at any scale.
When you bring the file format, color mode and raster/vector variables together, you can see from the following charts a number of combinations can be made. The PGPro iStudio system offers GIF and JPG files in both RGB ad CMYK modes. If you require additional support, contact the system administrator.
RGB Colormode
| Format | Raster? | Raster Uses | Vector? | Vector Uses | |||
| GIF | Yes |
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No | ||||
| JPG | Yes |
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No |
CMYK Colormode
| Format | Raster? | Raster Uses | Vector? | Vector Uses | |||||||||||||||
| JPG | Yes |
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No | ||||||||||||||||
| TIF | Yes |
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No | ||||||||||||||||
| EPS | Yes |
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yes |
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| Yes |
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Yes |
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| iIMAGE - Downloading Files |
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- Locate the (download) icon within the image set.
- Your computer will promptly ask where the file should be saved on your hard drive.
- It may also be helpful to change the file name to a name you will recognize.
- Click "Save".
Use the available word processing, presentation or art program software available on your computer to open or view the file. Note: When downloading .EPS files using Internet Explorer, the browser may change the file extension to .ps. Simply change the extension back to .eps before attempting to use the file.
| iIMAGE - Uploading Images |
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To upload an image:
- Select the library where the visual should be added.
- Click "Browse" to locate the file on your hard drive. Remember! Your file should be in one of the 5 supported file formats.
- Once the file is selected, click the "Add File" button to upload your image.
Your file will be reviewed by the system administrator before being added to the system. Please allow at least two business days for processing.
If you are uploading an image already available in the system that has different resolution, color or file format characteristic, remember that the file will be added under the existing image set.
| iIMAGE - FAQs |
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- Why are the search functions so limited? The PGPro iStudio
iIMAGE does not require complex search features because
the data being searched is very basic. There are only three primary
search criteria associated to an image: The Image Name, a Brand,
and keywords entered by the administrator. As iIMAGE
grows and the variable nature of the image sets expands, more
specific search functions will be added.
- How will I know what image to use for my project? Depending
on the project, the characteristics of the files available and
what the final output will be will determine which file format
you should use. Generally, JPG and GIF files serve most needs
for Microsoft Word and PowerPoint uses. Beyond that, consult with
your graphic designer to identify the file format best suited
for your project.
- What if a file format I need isn't available? Contact
the system administrator for a list of resources that may have
the appropriate file format. In some cases, the administrator
can supply the file format needed if you are unable to convert
the file yourself.
- I uploaded an image over a week ago. Why isn't it available?
Was the image you uploaded a new image in the system, or a variation
of an existing image (for example, a black and white version of
a customer logo)? Your image may already be loaded. After thoroughly checking iIMAGE,
use the PGPro iStudio Contact Form to inquire about your image.
- I download an .EPS file in Internet Explorer, the extension changes to .ps. Why? There is a "bug" in Internet Explorer that causes this to happen. While there are web sites that offer patches or fixes for this problem, which can be found using a Google search, it is recommended that you simply download the file, and change the extension back to ".eps" before attempting to open or use the file.
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| iLIBRARY |
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| iLIBRARY - Overview |
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Documents can be viewed in your browser window from the search results screen. Left-click the .PDF icon for the document (in English, Spanish or French as available). Visit iLIBRARY for a complete listing of library options.
| iLIBRARY - Search & Views |
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A). To search for all documents within a library:
- Select a library
- Enter an asterisk (*) in the Word search box
- Click "Search"
This will return all documents contained in the library, sorted alphabetically. This search result may take a minute or two to display depending on the number of documents in the library.
B). To search using key words:
- Select a library
- Enter the key word or phrase
- Click search
This will return all records within the designated library that include the key word. iLIBRARY does not facilitate word searches across multiple libraries.
A key word search is based on the actual text string or phrase entered. For example, if you search "cleaning tile floors", the system will only return records where the word "cleaning" and "tile" and "floors" appear one after another. The system will not search "cleaning" and "tile" and "floors" as three separate criteria in the same search.
Word searches in iLIBRARY search more than the document name. Every piece of text in each document is searched. Documents with multiple instances of the same word are only displayed once in the search result.
| iLIBRARY - Downloading Files |
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- Locate the (PDF) icon for the document you wish to download. Notice that up to three language options for the document could be available. Select the (PDF) icon for the document in the language desired.
If you left-clicked a document, you can also save the file to your computer. Locate the "diskette" icon in Abode Acrobat to initiate the "Save" process.
Do not eliminate or attempt to change the .PDF extension of the file. Adobe Acrobat is the only application that can be used to open the document.
| iLIBRARY - FAQs |
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- Why are the search functions so limited? The PGPro iStudio Document
Library does not require complex search features because very few search criteria
are assigned to the documents. Because the system searches all copy contained
in each document, the most accurate search result will come from simply searching
by a key word or phrase.
- What if I cannot find a particular document? The PGPro iStudio system
is always growing. Use the PGPro iStudio Contact Form to send your inquiry
to the System Administrator.
- What if I want to pull copy from a PDF document? Abode Acrobat Reader software allows users to select text from a PDF file for use in other applications. With the PDF document open, hit the letter "V" on your keypad. Move your cursor to click-and-drag the desired text to copy. Copy the text and then Paste it into the destination document.
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| iBINDER |
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Hazardous Communication | Tab Order | Comments Review | Cover/Spine |
Preview/Submit | Administrative Review Process | FAQs
| iBINDER - Overview |
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Binder Creation Process Overview
The binder creation process allows you to create Cleaning Program
Procedure Binders, save them for future use, and place orders to
have a binder printed. The iBINDER process is made up of
10 steps, each with a specific set of tasks.
System Administrator Overview
The system administrator assures your binder is compliant with Procter
& Gamble best practices for Cleaning Program Procedure communications.
Binders are subject to review by the system administrator before they can be released for distribution.
The administrator manages the master repository of all system documents, and is the only person who can modify or add documents (e.g. procedures) to the system. As a user, you have the ability to select documents for the binder and make specific selections to customize the binder for your customer.
System Documents Overview
All documents in the PGPro iStudio system (e.g. procedures, product
introductions, etc.) are in .PDF format and require Adobe Acrobat
Reader to view. When entering PGPro iStudio, the system automatically
checks for a version of Adobe Acrobat on your computer. If Acrobat
is not installed, you will be prompted to visit www.adobe.com and
download the Acrobat utility.
Administrative Review Process Overview
The administrator will review each binder you submit and provide
feedback. In some cases, the administrator will update system documents,
based on your comments. This review process can be repeated as many
times as necessary to complete the binder.
(See also: Administrative Review Process)
Universal Processes
The iBINDER process is organized into a series of steps,
each with a specific set of tasks that help you easily create
a binder. However, there are a few operations common across all
steps.
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"Back" and "Continue": These buttons are located at the bottom of each
screen.
The "Back" button lets you return to previous steps in the process to review saved data. Using the "Back" button will not erase any data. If an update is made, use the "Continue" button to save your changes and proceed to the next step. The "Continue" button saves the data entered for each step. Failing to use the "Continue" button in any step of the process (e.g. if you close your browser or loose an online connection) will save the binder to the "In Process" listing in the iBINDER section. BROWSER "BACK" AND "FORWARD" BUTTONS SHOULD NOT BE USED AT ANY TIME IN THE CREATION PROCESS.
Comments: In each step of the iBINDER process, a 
button is available in the upper right-hand corner of the page. The comments
link allows you to enter comments (for the administrator) about changes required
for that step.
Comments are accumulated throughout the binder creation process. The second to last step in the process allows you to review all comments, edit those comments or add additional comments before submitting the binder to be reviewed by the administrator.
Serial Number and Creation Date: Each binder is given a serial number and creation date that is permanently associated to the binder throughout the creation process. This serial number should be referenced (in addition to the project name) with all communication to and from the system administrator. The serial number is also referenced in iPRINTSHOP, where completed binders are stored and where binder orders are placed.
AERO Numbers: AERO numbers are assigned to a binder at the time the binder is first created. In order to efficiently manage the AERO number pool, the AERO number assigned to a binder is not made permanent until the administrator approves the binder, at which time the binder is automatically moved to your Print Shop. The AERO number will appear on both the cover and spine.
Creation Status Navigation: When you begin the binder creation process, a set of navigation links will appear in the left-hand margin. These links represent the steps in the binder creation process. As each step is completed, the link becomes active, allowing you to return to previous steps should a revision be necessary.
| iBINDER - Before You Begin |
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| iBINDER - Creating Binders |
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- Create a New Binder: Creating a new binder will add an entry to the "In Process" binders
area of the screen. If a project name is not created in Step
2, the binder will be listed under "In Process" binders with
the creation date and no name.
In Process Binders: To continue work on an "In Process" binder, go to the iBINDER section, select the binder and click "Continue". You will be taken to the next step after your last saved session.
In each step of the process, a "Continue" button is used to save the data assigned for that step and proceed to the next step. Exiting the system during a step without clicking "Continue" will save all data through the last completed step. The binder can then be retrieved from the "In Process" list upon returning to the PGPro iStudio system.
Following are the two different "statuses" for "In Process" binders:
In Process: A binder in the initial creation process or a binder that has been reviewed at least once byt administrator.
Admin: A binder that is being reviewed by the administrator. The user cannot make updates to the binder, until the administrative review is complete.
| iBINDER - Assigning Project Name |
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The system administrator may regulate and/or revise project names not in compliance with the following naming convention, although some exceptions may apply.
- Customer_Contact_Edition_Region/Group
- Dominos_Anderson_2004Master_Northeast
- Dennys_Smith_2004Update#1_Houston
- IHOP_Jones_2004Main_US
If you are unsure of how to name your binder project, include
a to
the administrator for assistance.
Click the "Continue" button to save your data and proceed to the next step.
| iBINDER - Customer Details |
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Customer
There are two parts to selecting the customer. Use the drop down menu to select
the customer for whom the binder is being created. The drop down list will indicate
if the customer's logo is available in the system. If not, the customer name
will appear in black type.
NOTE! The administrator can add a customer to the system. Submit these requests through the PGPro iStudio Contact form.
Customer Procedure Identity
The top center space on each procedure page is reserved for the
customer name. You can choose to display the customer's logo or
customer name in type. If "None" is chosen, the PG Professional
Line logo is automatically used.
Dispensing Type
Select the type of dispensing equipment used by your customer. This selection
tells the system which procedures to make available for use in the binder. Specific
procedures can be reviewed and selected for the binder in the Select Tabs/Procedures
step.
Language
The system can build a binder in up to three languages (based
on procedures available in the system). Select the primary, secondary
and tertiary languages to include in the manual.
- Primary language: will always appear on the front side of each page.
- Secondary language: will always appear on the reverse side of the primary language page.
- Tertiary language: will always appear on the front side of the next page (reverse side of the second page is left blank).
The system is built for an English speaking audience. All document previews and screen instructions are presented in English. Previews of Spanish and French documents can be downloaded, when available.
Business Channel
To simplify the procedure selection process, procedures are organized
according to the business channel(s) (e.g. Lodging, Hospitals, Supermarkets,
etc.) in which they are most commonly used. Select the customer's
business channel.
Click the "Continue" button to save your data and proceed to the next step.
| iBINDER - Product Selection |
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- Select all Products: To view the complete set of collected procedures for the business
channel, click the "Select All" button.
Select Products Used by the Customer: To view procedures based on products used by the customer, select the appropriate products.
Click "Continue" to save your data and proceed to the next step.
| iBINDER - Product Selection |
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- Remember that the Dispensing Type and Product Selections made in
the previous steps may have excluded some procedures from the list.
Use the Back button to return to previous steps and alter your selections
if necessary.
Each blue bar represents a tab in the binder. The tabs are presented in the order they will appear in the binder. The default tab name is listed in a drop down menu. Alternate names (or alias names) for the tab, if any, can also be selected.
Procedures & Variations
Below each blue bar is the listing of procedures, sorted
alphabetically, that will appear behind the tab in the binder. Since
the administrator can construct a procedure in a variety of ways,
each procedure may have one or more documents to choose from. Procedure
documents or "variations" can range from a simple tool
set change to a more complex variation with special instructions
or steps. Procedure variations can also be based solely on the products
used in the procedure.
Best Practice Procedures
When a procedure set is loaded, you will notice some procedures are checked. These
are the recommended "best practice" procedures for the business
channel. You are not required to include these procedures in the
binder, but note that all procedure variations are based on the
best practice version.
Contents of a Procedure
To view the variation notes for a procedure, click the procedure
name. To view products used in the procedure, click the products
link. If more information is needed, click the procedure
document (English, Spanish or French) and view the
file using Adobe Acrobat Reader.
Editing a Procedure
In some cases a procedure will closely match your needs, but require
some minor modifications. Use the "Edit" link for the procedure
and indicate the changes required. The administrator is the only
person who can change content within a procedure and load the procedure
.PDF file into the system. The administrator will receive your notes
and create a new variation of the procedure for your use. During
the next update cycle, you will be able to select the new procedure variation
for the binder.
Selecting Procedure Documents
Under each tab, select or deselect the procedure document(s) to
be included under that tab. Multiple procedure variations can be
selected, if necessary. If no variations of a procedure are selected,
that procedure will not be included in the binder.
Adding Procedures
If there are other procedures you would like to include under the
tab, follow these steps:
- Go to the tab where the procedure should be displayed.
- Click "Add Procedures". A pop-up window will appear.
- Select the procedure document(s) to be added under the tab, and click "Update".
Added procedures will be noted in GREEN type, and will be organized alphabetically within the list of procedures under the tab.
New Procedures
If you require a new variation of a procedure that is not currently
available in the system, download the "Procedure Template". The
template is a Microsoft PowerPoint® file that can be used to add
copy and visuals from iIMAGE to create a new procedure.
New procedure files should be sent in a single email to the System
Administrator (referencing the project name and serial number in
the subject line). The System Administrator will review the procedures
and revise them according to procedure communication standards.
The procedures will be loaded into the system as .PDF files. It
is also helpful to add a
for the step, indicating the number of new procedures created.
Moving Procedures Between Tabs
To move a procedure from one tab to another:
- Deselect the procedure document(s) under its current tab position.
- Go to the tab where the procedure should be displayed.
- Click "Add Procedures". A pop-up window will appear.
- Select the procedure document(s) to be added under the tab, and click "Update".
Added procedures will be noted in GREEN type, and will be organized alphabetically within the list of procedures under the tab.
When the procedure selection process is complete, click "Continue" to save your data and proceed to the next step.
| iBINDER - Add Your Own Files |
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Adding "Other" Tabs
Before adding your own .PDF files, "Other" sections must be added.
You can add as many Other sections as necessary. Click the
"Add a Section" button and the page will display an Other section.
Additional sections will be named Other-1, Other-2,
etc. The administrator can change the name of the Other sections
during the binder review process, if necessary. Include a
to the administrator with preferred naming for each tab.
Adding Documents Under Other Tabs
Click the "Add Document" button under the appropriate section to upload a .PDF
file. Locate the file on your hard drive and click "Add File" to complete the
process. The document will be added to the binder. The Other section will now
indicate the document and file name added.
Repeat the document upload process for each Other section.
NOTE: Other sections can be added to a binder, but not have any documents uploaded. This tab will appear in the binder with no documents behind it.
| iBINDER - Hazardous Communications |
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| iBINDER - Tab Order |
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To move a tab, left-click the tab to be moved, then use the UP and DOWN arrows to adjust the position of the tab. Repeat this process until the tabs are in the desired order.
| iBINDER - Comments Review |
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feature. The compiled list of comments can now be reviewed. You can:
- Review the current comment notes
- Revise any comments submitted
- Add final comments
The complete comment set will be sent to the administrator when the binder is submitted for review.
| iBINDER - Cover/Spine |
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Customer Identity
Identify how you want the customer represented on the cover
and spine of the binder (based on the customer chosen in the "Customer Details" step).
Manual Title
In some cases, the customer may have a specific way the binder should be titled.
You can revise the default binder title with up to 40 characters of text include spaces.
Equipment Type
Based on the Manual and Automatic Selections made on the Customer
Details screen, an Equipment Title is generated. You can choose to use
this as the equipment title, select "None" or enter custom text to
create a unique equipment title.
Toll Free Phone Number
Select the appropriate toll free number.
| iBINDER - Preview/Submit |
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- Administrator Review: When you submit this binder, the
administrator will be notified that the binder project is ready
for review. The binder, all documents, and any comments will be
included for the administrator. The review process can be done
multiple times for a single binder project, if necessary.
- Were New Procedures Created?: Be sure to email any new
procedures you need to conrad.lm@pg.com, and indicate the binder
serial number in the subject line of your email. Only the administrator
can revise or add procedures to the system.
- Conduct an End-User Review: Print out the binder and
conduct a review with your end-user customer. Note the changes
required directly on the print out. During this time, your binder
will be noted as "ADMIN" until the administrator completes any
updates (based on your input) required in the administrative review
process.
- The Next Binder Update: When the administrator review is complete, you will be notified by email that your binder is once again "IN PROCESS". Visit the iBINDER area to review administrator feedback, then complete any necessary changes identified during your end-user review.
At this point, click "Submit" to send the binder to the administrator.
IMPORTANT! Be sure you have saved the PDF file of your binder to your hard drive. You will not be able to access the file again until the administrative review is complete.
Make sure to email any new procedures at this time. When the administrative review process is complete, you will receive an email notice that your binder is ready for updating.
| iBINDER - Administrative Review Process |
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Comments
The administrator will review comments submitted at each step of
the binder creation process. The administrator will reply to each
comment, indicating updates that are made or noting requests that
cannot be filled.
Comments are cumulative within the system. If the review process is conducted more than once, all comments are retained at each step of the process.
Document Edits
The "Edit" link for a procedure document will insert revision notes
from the user to the administrator. Upon review, the administrator
will revise the procedure document, creating a new variation for
use in your binder. Upon completion of the review process, you will
then be able to select the procedure variation for use in your binder.
If other documents require editing, each request will be assessed based on the best practice communication standards for Cleaning Program Procedure Binders.
New Documents
If the Procedure Template was used to create new cleaning procedures,
those PowerPoint® files would be emailed to the administrator.
The administrator will review each file and complete the creation
of the procedure document. A .PDF of the procedure will be generated
and uploaded into the system. Upon completion of the review process,
you will then be able to select the procedure variation for use
in your binder.
Binder Revisions
The remainder of the binder will be reviewed and the administrator
will make any adjustments necessary.
After the review is complete, the binder will be returned to your iBINDER area, with a status of "IN PROCESS". You will be notified by email that the binder is again ready to update. Visit the iBINDER area to retrieve and update the binder.
The review process may be repeated several times, as needed, until the binder is approved for distribution and plaged in your Print Shop".
| iBINDER - FAQs |
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- How do I get a customer logo added to the system? Visit the Image
Library and upload the customer logo. The system administrator will process
the image for use in the system. The logo will be associated to the customer,
and will then be available for binders.
- Why can't I access a binder at the "ADMIN" status? Updating a binder
that is being reviewed by the administrator will cause the current binder
in review to be invalid. To streamline the review process, you will be unable
to change the binder until the administrative review is complete. Be sure
to save a copy of your binder to your desktop at the "Preview/Submit" screen
and document any changes on a printed hard copy.
- What if my project name is different from the recommended format? The
most important part about naming your binder projects is that it will be universally
recognized by other system users. The system administrator may adjust the
project name.
- Can I delete "In Process" binders? Yes, any binder in process can
be deleted. It cannot, however, be retrieved. Be careful when deleting binder
projects.
- What if the Business Channel of my customer isn't available in the system?
Contact the System Administrator immediately. The business channel, and
procedures contained therein, will need to be set-up by the system administrator
before you can proceed.
- What if I select the products used by my customer, but the Tabs/Procedures
screen displays very few or no procedures? This means that for the business
channel, procedure documents have not been prepared using those products.
Again, contact the system administrator for assistance via the PGPro iStudio
Contact Form.
- Can I re-organize procedures under a tab? Procedures are presented
in alphabetical order only.
- Can I create my own tab names? Tab names and alias' can only be created
by the system administrator. Include a COMMENT during this step if alternate
tab names are needed.
- Why are some procedure names in GREEN?
This means you chose to add a procedure not included in the business channel,
into that binder. They are displayed in GREEN
to indicate they have been added for that particular binder.
- What's the difference between using COMMENTS and the Edit feature?
A COMMENT provides feedback to the administrator about this particular step
in the process. The "Edit" link is used to change specific content within
a procedure document. Both are delivered to the administrator when you submit
your binder.
- When is the "Procedure Template" used? Anytime you need to create
a new procedure. New procedures should be emailed to faeth.kk@pg.com.
- Can I add more than one .PDF file behind an "Other" tab? Yes, you
can upload multiple files behind any "Other" tab.
- What happens when the administrator "approves" my binder project? When a binder is approved, you will be notified by email that your binder project has been approved and is available in your Print Shop. iPRINTSHOP is where your completed projects are stored and where orders can be placed to have binders printed.
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| iDESIGN |
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| iDESIGN - Overview |
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At the administrator's discretion, certain iDESIGN pieces will be made available in iLIBRARY.
| iDESIGN - Creating a Project |
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FORMAT
The FORMAT screen is the first step in the process. Select the template that best meets your communication need. A preview of the template is shown, along with the name and output size (e.g. 2-Sided Sell Sheet, 8 1/2" x 11"). Click the "preview" link for the template to see what customization options are available.
Click "Continue" to save your selections and proceed to the next step.
OPTIONSThe OPTIONS screen contains customization choices that set-up the project, identify the customer as well as any design options available for the template. While choices vary from template to template, common selections for the OPTIONS screen include:
- Project name
- Customer logo selection
- Special printing services (e.g. three hole punch)
PRODUCTS
The PRODUCTS screen contains customization choices for the products that will be featured on the final project. Choices vary from template to template.
Click "Continue" to save your selections and proceed to the next step.
LAYOUT
The LAYOUT screen contains location and contact customization choices.
While choices vary from template to template, common selections for the LAYOUT screen include:
- Company Name
- Address
- City
- State
- ZIP
- Contact phone and/or email address
| iDESIGN - FAQs |
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- Can I preview a template as it is being built? All selections for
a template must be made before a preview of the piece is available. Pieces
are previewed in .JPG format when you click Continue from the LAYOUT step.
- Can I edit saved pieces in iPRINTSHOP? Yes, saved pieces can be
edited from the Print Shop. This process allows users to re-use saved pieces
for multiple customers, eliminating the need to re-create a piece from scratch.
Edited pieces are subject to review by the system administrator.
- Can I modify the layout and visuals used in a iDESIGN
piece? Customization options vary from template to template.
These options are established by the system administrator when
the template is programmed for the system. Generally, layout and
type treatments are not customizable.
- What if I need to display more information or products than
the template allows? System templates are designed to hold
specific amounts of information based on the space available in
the final output format (e.g. 8 1/2" x 11" print size). Contact
the system administrator (using the PGPro iStudio Contact Form) with your
specific need. Your feedback will help the system administrator
plan for new templates in the system.
- If I exit the iDESIGN area while I am building a piece, is it automatically saved? No, your piece will not be saved and you will need to re-create the piece when you return to the system. Your piece is only saved once it's sent to the system administrator for review.
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| iPRINTSHOP |
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| iPRINTSHOP - Overview |
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As you create projects for your customers, they are also able to see the project in their own Print Shop, however as the author, you are the only user who can edit or delete the project.
Orders can be placed by credit card (VISA, MC and AMEX) or on account. The
system administrator processes "account" orders for approval before
the order is sent to the printer.
| iPRINTSHOP - Projects Overview |
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Order
This checkbox is used anytime you want to select a project for ordering. Binders
and POS projects cannot be combined in the same order.
Project Name
Each item in your print shop displays four pieces of information:
- Project Name
- Date
- Author
- Customer
Quantity
When a project is selected, use this space to indicate the order quantity. If
there are quantity restrictions, this box will only allow those quantities to
be entered.
Edit
Use this feature if you want to edit the project. This feature works for projects
you created as well as projects copied from another system user.
Delete
If you want to remove an item from the system, use the DELETE feature. A warning message will verify this selection, as deleted items cannot be retrieved or recalled. Since searching the Print Shop allows you to see pieces in other user’s Print Shops, you can only delete pieces you have created or pieces that are available in your Print Shop.
PDF Icon
Download a high-resolution PDF file of the project and save it to your hard
drive if you wish to print the project with a printer outside the PGPro iStudio
system.
Recompile
In place of the PDF Icon, you may sometimes see a "Recompile" link.
This feature monitors content updates made by the system administrator as well
as updates required to a project that was copied from another Print Shop. Click
Recompile to update the project. This must be done before an order can be placed.
Price List
View the cost for ordering binders and iDESIGN. All system orders are
calculated automatically based on the quantity ordered.
| iPRINTSHOP - Search & Views |
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Search & Views
To search for, view and copy projects from other user's Print Shops, you will:
1. Click the "View Search Options" link
2. Select/enter your search criteria
3. Click "Search". If your search covers both Binders and iDESIGN
materials, the search result will be grouped accordingly.
4. Select a project to copy to your Print Shop
5. Click "Add to iPRINTSHOP". The screen will refresh.
6. From the main Print Shop screen, click "Recompile" to assign the
project to your Print Shop.
| iPRINTSHOP - Placing an Order |
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There are three simple steps to placing an order. In this example, we are ordering 100 sell sheets.
ONE
1. Select the item(s)* you want to order and enter a quantity.
2. Click the "View Price List" link located just above your projects
list to determine your order costs. Based on the quantity you enter, the system
will calculate your total automatically.
3. Click Continue to proceed to the next step.
* REMEMBER! Binder and iDESIGN items cannot be combined in the same order.
TWO
1. Select a shipping service and complete the delivery information. Do not enter
a P.O. Box. A physical ship-to address is required.
NOTE: When placing an order for a binder, the system will automatically calculate page counts, binder size and tabs to determine the cost for the order. Additionally, when ordering binders, there are three shipping options:
- Single address
- Distribution List (requires MSExcel file upload)
- Warehouse
2. Click Continue to proceed to the next step.
THREE
1. Read and accept the "Terms & Conditions" statement. This is
your confirmation that you have proofed the projects you are ordering.
2. Select payment by credit card or on account. On account orders must be processed
through the system administrator. Your order will not be sent to the printer
until an approval is secured and purchase order number assigned to the order.
3. Insert any Special Instructions for the printer. Special instructions might
be a specific area at the delivery site, or perhaps requesting a specific delivery
date be met.
4. Click Continue to submit your order.
If you placed a Credit Card order - Your order confirmation will appear on screen as well as be emailed to you. Your credit card is immediately debited for the full amount of the order.
If you placed an Account order - Your order has been sent to the administrator to process.
| Pricing & Turnaround |
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Printing costs for both binder and iDESIGN projects can be found when you click the "View Price List" link just above your projects list in iPRINTSHOP. The cost calculations for binders take a number of variables into consideration. To see what the cost for a binder order would be, you can begin an order and see the costs when you get to the "Shipping Options" screen.
Turnaround
The turnaround for projects is 3 - 5 business days when ordered by credit card.
For "on account" orders, keep in mind that 1 - 2 business days is required
to secure an order approval before the order is actually sent to the printer.
In some cases, for smaller iDESIGN orders purchased by credit card,
the turnaround time is less than 3 - 5 business days.
| Account Orders |
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The system administrator is notified when a user submits an "account" order. The system administrator then executes an alert email to an authorizing body who will "accept" or "decline" the order.
Accepted orders are then assigned a purchase order number and released for printing. The system administrator retains denied orders for 5 business days before they are removed from the system. This is done in the event that additional consideration is given to the order and an approval can be secured.
To inquire about the status of approval for an "account" order, use
the PGPro iStudio Contact Form.
| iPRINTSHOP - FAQs |
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- Why would I want to put other user’s items into iPRINTSHOP? In
some cases, other system users may have created a binder or POS item that
closely matches your own customer needs. Instead of creating pieces from scratch,
utilize an existing piece and make only those modifications needed for your
customer.
- Why do I see a “recompile” link for an item I just copied from another
users Print Shop? Each binder item is assigned a set of unique system
identifiers. Regardless of the changes you choose to make to your binder,
those identifiers must be updated for the piece you copied. The “recompile”
feature will update these identifiers, as well as collect any updated system
content, for your binder.
- Why can’t I create an order that contains binders and POS items? For shipping and printing logistics reasons, the system currently requires an order contain one or more items for the same format.
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- Can items deleted from iPRINTSHOP be recovered? No. Use the delete
feature carefully.
- Why do I see a “recompile” link instead of the PDF icon? The “recompile”
feature indicates that updated system content is available for that item.
Before another order can be placed for the item, use the recompile feature
to update the item with the most current system content.
- Are credit card orders processed immediately? Yes. The PGPro iStudio utilizes real time credit card order processing. Once you submit your order, a debit will be made against your credit card account.
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