Setup & Configuration

Prerequisite - Install the application on the robot server

This part will be done by Naviga Support/Implementation Personnel.

To Naviga Support - please see internal documentation site for the instructions here.

Configure Setup

Automate

1. Open Plan Setup as usual & select Automate along the left navigation:

1. Click to add new record and select a product from the Edition dropdown.

2. If all days of week use the same template, can set it at "all" dropdown. otherwise select the monday, tuesday, etc templates from the dropdown.

3. The "Version" is meant to allow for multiple versions to be auto-created. For example, it might be desirable to have a 32page book and some other number of pages auto-created so that a human can review both options and decide which one to output.

Planning Desks

You will want to have a planning desk that is set to automate

Product Setup

On the product you wish to automate, select the planning desk that you created above

Template Setup

When setting up templates (or updating existing ones to start using Automation), you will want to set your Automation Planning Desk on the Plan Info like so:

Then when Automation creates the issue plan, it will set it as an automation issue. If you ever want to stop automation for a given issue date (perhaps you have done all your square-offs and fillers and house ads, etc., and don't want to have it overwritten, then you can open the plan info on that plan (F4 with no ads or pages selected on the plan) and select a different Planning Desk (one that doesn't have Automation turned on in setup). That will stop automation for any additional orders getting added/removed/updated for that issue date and a user will need to manually handle any changes by opening the plan and making necessary adjustments.