Elements and Performance Criteria
- Identify content requirements
- Data purpose is identified from job requirements and clarified with client
- Data file format and type of database are identified
- Layout is determined from job requirements and confirmed with client
- Static and variable areas are identified according to job specifications
- Accuracy of data is confirmed and signed off as such by client
- The requirement for additional software integration is determined such as postal software
- Develop the template
- Fields are created and named consistently to reduce errors
- Copy holes and data are marked-up to match the job specifications
- A report for the printer is developed which identifies the relevant data assigned to each copy hole according to job specifications and business rules
- Copy holes are assigned and related information documented for the printer to understand the connection to the data
- The correct number of fields is available for the job
- Template is signed off as suitable by client
- Finalise and test the template
- Business rules are tested and if possible a soft proof is reviewed
- The final document is viewed with a markup language parser
- Spot colours are converted to process colours where necessary
- The template is well-formed, free of errors and meets the needs of the client
- The template is extensible to meet future client needs
- Template is finalised and made ready to send to the press