Before you are able to work on titles, you will need to configure your user profile and enable the EdGate specific dashboard queues. This will consist of enabling the MMS advanced widgets and selecting your preferred subjects to aid in filtering the queues down to titles you are focusing on.
To customize your dashboard:
- Once you are logged into the MMS, click on the User Profile icon in the top right-hand corner of the site (person icon).
- Click on the pencil icon in the Settings section to enable editing of this section.
- Default Page Size - you may adjust the number of results per page in your queues using this setting.
- Preferred Widget View - you will need to change this to Advanced View. The Advanced View is required to view the EdGate specific queues.
- Preferred Subjects - you may select any number of subjects related to content you work on. Hold down the CTRL key on your keyboard and click with your mouse to select multiple subjects. Subjects selected will allow you to filter out titles that do not relate to subjects you selected and furhter streamline your workflow.
- Preferred Widgets - Scroll down to the very bottom of this list and select the following 2 or 3 Edgate widgets depending on your role.Once you have configured your dashboard, click the blue save button to commit your changes.
- EdGate Main Queue - will display ALL titles requiring work to be done on them.
- EdGate In Progress Queue - will display ONLY titles that someone has started to work on. This is triggered by saving any of the main workflow sections for a title.
- EdGate Approval Queue - will display all titles pending approval. Only managers can approve titles.
- Click on the MMS logo in the top left-hand corner to return to your dashboard and begin using your EdGate worflow queues.