Job Tracker

Setup Instructions

 

Hooray!

You’ve got your copy of the Proofreading Job Tracker, and now you’re ready to set it up! You can follow along with this video or the written instructions below.

Please note that the video does not include the general properties setup, and there is a separate video at the bottom for the authorization flow.


The FAQ page has some additional information you may find helpful.

 

Properties

Clients

Rates

Upcharges

Discounts

Authorization

 

Properties Setup

 

Step 1

In the top left corner, click on the field that says Copy of Proofreading Job Tracker Template and rename your tracker to whatever you’d like.

Step 2

Hit the Enter key to save your new name.

Step 3

Navigate via the menu to File → Spreadsheet settings.

Step 4

Under the General tab, select the appropriate options for your Locale and Time zone from the dropdowns.

Step 5

Click on the Calculation tab and make sure the Recalculation dropdown is set to On change and every minute.

Step 6

Click the Save settings button.

 

Client Setup

 

Step 1

At the bottom of the workbook, click on the Roster sheet.

Step 2

Enter the names of your clients under Reporter Name.

You can add more rows at the bottom as needed.

Step 3

Enter unique initials for each client under Initials.

I recommend including middle initials if you have them.  If you have any duplicates, you can add numbers or state abbreviations to differentiate between them.  (e.g.: HP1, HP2, CC-AZ, CC-MO)

Step 4

You may enter optional details about your clients under LocationEmail AddressPhoneSourcePays By, and Known Preferences / Other Notes.

 

Rates Setup

 

Step 1

At the bottom of the workbook, click on the Rates sheet.

Step 2

Enter the turnaround descriptor for a page rate under Turnaround.

Step 3

Enter the difficulty descriptor for the page rate under Category.

Step 4

Enter the dollar amount for the page rate under Rate.

Step 5

Enter the effective date for the page rate under Start Date.

Step 6

Enter the expiration date for the page rate under End Date.

If the rate is current, you can enter =today()+1 to use tomorrow’s date.

The rows with expired rates will turn dark gray.

Step 7

You may enter an optional explanation of the page rate under Description.

Step 8

Repeat Steps 2-7 for each of your current rates and any expired rates you may have data for.

You can add more rows at the bottom as needed.

The descriptors under Turnaround and Category should repeat in different combinations. Any duplicate pairings must have different effective date ranges.

The date ranges under Start Date and End Date cannot overlap for the same Turnaround and Category.

 

Upcharges Setup

 

Step 1

At the bottom of the workbook, click on the Upcharges sheet.

Step 2

Enter a unique descriptor for a rate increase under Upcharge.

Step 3

Enter the dollar amount for the rate increase under Cost Per Page.

Step 4

You may enter an optional explanation of the rate increase under Description.

Step 5

Repeat Steps 2-4 for each additional fee you may charge.

You can add more rows at the bottom as needed.

 

Discounts Setup

 

Step 1

At the bottom of the workbook, click on the Discounts sheet.

Step 2

Enter the unique descriptor for a deduction under Discount.

Step 3

Enter the number of pages to be deducted under Pages Off.

This cannot be a negative number.

If the discount is a percentage off rather than a page count reduction, enter 0.

Step 4

Enter the percentage to be billed under % Billed.

For 20% off, enter 80. For 15% off, enter 85.

If the discount is a page count reduction rather than a percentage off, enter 100.

Step 5

You may choose to enter an optional explanation of the deduction under Description.

Step 6

Repeat Steps 2-5 for each additional deduction you may offer.

You can add more rows at the bottom as needed.

 

Authorization Flow

The Proofreading Job Tracker requires certain permissions so that scripted functions are able to perform read and write actions and launch sidebar interfaces within your workbook.

Follow these steps to authorize functionality within your workbook. A video walkthrough is also available below.  You will only need to do this once unless you revoke the authorization.


The FAQ page has some additional information you may find helpful, including instructions for removing the authorization. You can also review the Privacy Policy here.

 

Step 1

At the bottom of the workbook, click on the Status sheet.

Step 2

Click either the New Job button or the Update Job button.

Step 3

An Authorization Required alert box will appear.


Click the green Continue button.

Step 4

A browser popup asking you to choose an account to continue will appear.

Click on the Gmail address you wish to associate with your Proofreading Job Tracker.

Step 5

The next page warns that the app hasn’t been verified by Google. I realize this seems a bit dubious, but the required permissions are legitimate and are explained on the next screen.

Click the Advanced link.

Step 6

Scroll down and click the Go to Proofreading Job Tracker (unsafe) link.

Step 7

Here is the page that shows which permissions the Proofreading Job Tracker is requesting:

View and manage spreadsheets
The first permission is required for scripted functions within your Proofreading Job Tracker to read and write values and formulas within the active spreadsheet and/or the active sheet only. It will not attempt to access anything else in your Google Drive.

Display and run third-party web content in prompts and sidebars
The second permission is required to show the New Job Sidebar and Job Update Sidebar interfaces within your Proofreading Job Tracker. The interfaces only read from and write to sheets within your Proofreading Job Tracker. No information is transmitted to me or anywhere else outside of your Google Drive.

Scroll down.

Step 8

Click the Allow button.

You will receive an email notifying you that the Proofreading Job Tracker was granted access to your Google Account.

 
 

Still have questions?

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