The Content app allows to create and manage all elements needed for linear program planning (Programmer and Planner App), including personal information about actors and company data to connect them with contents such as programs or series. This article explains how to create and edit, find and manage persons and companies. Managing includes folders, favorites, deleting items and managing relations to other item types such as programs, series and episodes.

Both persons and companies are managed in the Persons tab (1) under Home (2) in the left-side menu.

This is how to select the page (3) and number of items per page (4): Select number of items and page.

1 Persons

This chapter explains how to create and edit, find and manage persons. Managing persons includes adding them to folders and favorites, deleting them and managing the relations to other item types such as programs, series, episodes and sequences.

1.1 How to create and edit persons

Creating and editing persons applies the same dialog, which needs to be accessed first.

Persons are managed in the Stock tab (1) under Home (2) in the left-side menu.

By clicking the New person button (3), a new person can be created.

Existing persons can be edited by opening the context menu (4) and clicking the edit button (5).

Another option to enter the dialog is the Dashboard, where most recently edited or created persons can be managed.

Since a multitude of information is specified in the Edit person dialog, it is divided into various sections. The positions of those sections and of a few other features will be shown in the following screenshot:

1. Edit mode 

2. Save and exit button 

3. Basic personal information

4. Other reference numbers

5. Media

6. Comment

7. Attributes

Before getting started, users can adjust sections in terms of visibility, size and position using the edit mode (see Edit mode).

Since saving information and exiting the dialog is relevant in all stages of the person creation and editing, the two functions are briefly explained beforehand: see Save and exit button.

Adjusting table columns is also relevant to several sections in the editing dialog of persons: see Adjust table columns.

1.1.1 Define basic personal information

Defining basic personal information is where to get started. There are various fields to define the individual pieces of information, which will be illustrated in the following screenshot.

A person needs to have a first name (1) and last name (2) to be created. 

In addition, a person can be given a title (3), reference number (4), birth (5) and death date (6).

The gender (7) can be selected, as well.

Furthermore, it is possible to upload an cover (8), e. g. a picture of that person.

1.1.2 Add additional reference numbers

Users can add extra reference numbers to persons in addition to the reference number defined as part of the basic information.

Additional reference numbers are added the same way as for series (see Add additional reference numbers).

1.1.3 Add media files and comments

Persons can be provided with media files, including assets and material, and comments. In addition, there are customer-specific attributes.

The following article deals with adding these kinds of extras and attachments: see Extras and Attachments, with the following chapters being relevant:

• How to add media files
• How to add comments

1.2 How to find persons

After being created or edited, persons can be found in the Persons tab using the general and app-specific search, sort and filter options. In addition, recently edited or created persons can be found in the Dashboard tab.

1.2.1 Using the general and app-specific search, sort and filter options

Using the general and app-specific search, sort and filter options, persons can be searched and filtered in the Persons tab.

Here is an overview of all the sections that are relevant when it comes to searching ,sorting and filtering persons:

1. Search bar: see How to search and sort items.

2. Sort bar: see How to search and sort items.

3. View selection: see Views.

4. Page selection: see Select number of items and page.

5. Selection of contents per page: see Select number of items and page.

In addition to the standard filter options, there are individual stock filters to the Content App that allow to filter specifically for persons and companies, enabling to search within the selected content type:

By clicking the search bar, specific content types can be selected, e. g. persons (1). Note that multiple content types or all of them at the same time can be selected, as well.

1.2.2 Find recently edited or created persons

Persons most recently created or edited are displayed in the Dashboard tab.

1.3 How to manage persons

Persons can be managed from the Persons tab in a variety of ways, including:

• Being added to folders
• Being added to favorites
• Being deleted
• In terms of relations to other item types such as programs, series and episodes

1.3.1 Add persons to folders

Folders allow to centrally manage persons (see Folders).

The following article explains how to manage folders, including:

• Create, edit and delete folders
• Add items to folders and remove them

1.3.2 Add persons to favorites

In order to find frequently used persons easier, it may make sense to add them to favorites.

This article explains how to add items to favorites: Favorites.

1.3.3 Archive and delete persons

The following article explains how items are archived: Archive items.

If persons are no longer needed at all, they can be deleted.

The following article explains how this is done: Delete items.

1.4 How to manage relations of persons

Furthermore, persons are associated with different types of items and information, including content, assets and attributes. Those relations can be managed in the Persons and Relations tab.

The Persons tab is where persons can be checked in terms of references (appearances in content), assets and attributes:

The Relations tab is where the inclusion of persons in programs (including series episodes) and series can be checked.

2 Companies

This chapter explains how to create and edit, find and manage companies. Managing companies includes adding them to folders and favorites, deleting them and managing the relations to other item types such as programs, series, episodes and sequences.

2.1 How to create and edit companies

Creating and editing persons applies the same dialog, which needs to be accessed first.

Companies are managed in the Persons tab (1) under Home (2) in the left-side menu.

By clicking the New company button (3), a new company can be created. The context menu (4) allows to edit existing companies (5).

Creating and editing companies applies the same dialog.

Another option to enter the dialog is the Dashboard, where most recently edited or created companies can be managed.

Since a multitude of information is specified in the Edit company dialog, it is divided into various sections. The positions of those sections and of a few other features will be shown in the following screenshot:

1. Edit mode 

2. Save and exit button 

3. Basic company information

4. Other reference numbers

5. Media

6. Comment

7. Attributes

Before getting started, users can adjust sections in terms of visibility, size and position using the edit mode (see Edit mode).

Since saving information and exiting the dialog is relevant in all stages of the company creation and editing, the two functions are briefly explained beforehand: see Save and exit button.

Adjusting table columns is also relevant to several sections in the editing dialog of companies: see Adjust table columns.

2.1.1 Define basic company information

Defining basic personal information is where to get started. There are various fields to define the individual pieces of information, which will be illustrated in the following screenshot.

Assigning a name (1) is mandatory for the company to be created.

In addition, a company can be given a reference number (2) and be specified in terms of location (3 to 6), for example.

2.1.2 Add additional reference numbers

Users can add extra reference numbers to companies in addition to the reference number defined as part of the basic information.

Additional reference numbers are added the same way as for series (see Add additional reference numbers).

2.1.3 Add media files and comments

Companies can be provided with media files, including assets and material, and comments. In addition, there are customer-specific attributes.

The following article deals with adding these kinds of extras and attachments: see Extras and Attachments, with the following chapters being relevant:

• How to add media files
• How to add comments

2.2 How to find companies

After being created or edited, companies can be found in the Persons tab using the general and app-specific search, sort and filter options. In addition, recently edited or created companies can be found in the Dashboard tab.

2.2.1 Using the general and app-specific search, sort and filter options

Using the general and app-specific search, sort and filter options, companies can be searched and filtered in the Persons tab.

Here is an overview of all the sections that are relevant when it comes to searching ,sorting and filtering companies:

1. Search bar: see How to search and sort items.

2. Sort bar: see How to search and sort items.

3. View selection: see Views.

4. Page selection: see Select number of items and page.

5. Selection of contents per page: see Select number of items and page.

In addition to the standard filter options, there are individual stock filters to the Content App that allow to filter specifically for persons and companies, enabling to search within the selected content type:

By clicking the search bar, specific content types can be selected, e. g. companies (1). Note that multiple content types or all of them at the same time can be selected, as well.

2.2.2 Find recently edited or created companies

Companies most recently created or edited are displayed in the Dashboard tab.

2.3 How to manage companies

Companies can be managed from the Persons tab in a variety of ways, including:

• Being added to folders
• Being added to favorites
• Being deleted
• In terms of relations to other item types such as programs, series, episodes and sequences

2.3.1 Add companies to folders

Folders allow to centrally manage companies (see Folders).

The following article explains how to manage folders, including:

• Create, edit and delete folders
• Add items to folders and remove them

2.3.2 Add companies to favorites

In order to find frequently used companies easier, it may make sense to add them to favorites.

This article explains how to add items to favorites: Favorites.

2.3.3 Delete and archive companies

The following article explains how items are archived: Archive items.

If companies are no longer needed at all, they can be deleted.

The following article explains how this is done: Delete items.

2.4 How to manage relations of companies in the Relations tab

Furthermore, companies are associated with different types of items and information, including contracts, persons, assets, attributes and content. Those relations can be managed in the Persons and Relations tab.

The Persons tab is where companies can be checked in relation to contracts, persons assets and attributes:

The Relations tab is where the inclusion of companies in programs (including series episodes) and series can be checked.