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Publication wizard

The publication wizard is a single point-of-entry for creating multiple Line Item, Document, Study Document, and Publication Objective records that are related to an Annual Plan. Record creation is broken into three stages:

  • Create Line Item. In this stage, you can create Line Item records. The new Line Items are automatically related to the appropriate Annual Plan.

  • Create Document. In this stage, you can create a Document. The new Document is automatically related to the appropriate Line item.

  • Relate Data. In this stage, you can relate studies and objectives to the new document. Relating studies and objectives to the new document creates Study Document and Publication Objective junction records.

You can launch the wizard using quick actions located on the Concept, Annual Plan, and Line Item record pages.