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USER GUIDE 2012

USER GUIDE 2012. Table of Contents. Evolution to Imageworx Getting Started: Updating Java (PC Users) Mac Users Downloading Safari Updating Java & Plugin Settings in Safari Logging in Web A ddress & Login Changing Default Password Navigation: Home page Dashboard

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USER GUIDE 2012

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  1. USER GUIDE 2012

  2. Table of Contents • Evolution to Imageworx • Getting Started: • Updating Java (PC Users) • Mac Users • Downloading Safari • Updating Java & Plugin Settings in Safari • Logging in • Web Address & Login • Changing Default Password • Navigation: • Home page • Dashboard • Enter a New Request • Task Notification • Reviewing Task • How to Annotate • Approve or Reject Tasks • Next Steps and FAQs 1

  3. Evolution to Imageworx Currently you use a variety of ways to manage your graphic related needs. SYSTEM Content Management, Pepsi Image Database, IMACS, VIBE Product Packaging SYSTEM POLR: Order Inventory POS: Bottler Ordering Tool MANUAL (Title TBD) Spa Requests, Graphic Assets MANUAL Portal: POS Templates MANUAL VibePIF Introducing a one stop shop to manage it all! NEW State of the art Digital Asset & Project Management System 2

  4. Table of Contents • Evolution to IMAGEWORX • Getting Started: • Updating Java (PC Users) • Mac Users • Downloading Safari • Updating Java& Plugin Settings in Safari • Logging in • Web Address & Login • Changing Default Password • Navigation: • Home page • Dashboard • Enter a New Request • Task Notification • Reviewing Task • How to Annotate • Approve or Reject Tasks • Next Steps and FAQs 3

  5. Getting Started: Updating Java (PC Users) Imageworx is certified to run on PepsiCo's standard current browser, IE8, for PC. However, some users may need to update JAVA version. Follow the instructions below to determine if you need to updated your computer. Updating Java on your computer: Step 1. On your desktop - Click on All Programs – PepsiCo Application installer – PepsiCo Application Installer Step 2. Scroll until you find the Java header Step 3 Under the Java header – right click on JRE_1.6.0_13 Step 4. Click on Check for Update Step 5 Still having trouble with above steps please contact Help Desk at 1-888-737-7426 4

  6. Getting Started: Java (for a MAC) Imageworx is certified to run on PepsiCo's standard current browser, Safari, for Mac. JAVA will automatically upload updates on your Mac. To check your JAVA setting, please use the reference below to make sure your boxes are checked in the security setting in Safari. 5

  7. Table of Contents: • Evolution to IMAGEWORX • Getting Started: • Updating Java (PC Users) • Mac Users • Downloading Firefox • Updating Java& Plugin Settings in Firefox • Logging in • Web Address & Login • Changing Default Password • Navigation: • Home page • Dashboard • Enter a New Request • Task Notification • Reviewing Task • How to Annotate • Approve or Reject Tasks • Next Steps and FAQs 6

  8. Logging In: Web Address & Login Let’s get started! 1. Enter Pepsiimageworx.com • Web Address & Login: • Enter Web Address – pepsimageworx.com • Enter Username – your first initial and last name • Enter Password – Default to start is abc123 • Click Log In 2. Enter Username (Ie. Bob Smith is bsmith) 3. Enter Password (Default is abc123) 4. Click Log In Helpful hints: Your username should be you first initial and full last name. Use the default password of abc123 to log in the first time, then change your password as soon as possible. (directions on next slide) If your log in and password does not work please contact SPA_- PCNAMARKETINGSERVICES@PEPSICO.COMPA-PCNAMarketingServices@pepsico.com For easy access please bookmark this page for future use now. 7

  9. Logging In: Changing Default Password After you log in, we recommend that you update your password. Navigate to your home page 1 & 2 • To Change Default Password: • Click My Imageworx • Click on ‘My Password’ • Enter New Password & Confirm New Password • Click on Blue Change Button • A note will appear letting you know your change was successful • Hit home and you are ready to begin. 3 4 8

  10. Table of Contents: • Evolution to IMAGEWORX • Getting Started: • Updating Java (PC Users) • Mac Users • Downloading Firefox • Updating Java& Plugin Settings in Firefox • Logging in • Web Address & Login • Changing Default Password • Navigation: • Home page • Dashboard • Enter a New Request • Task Notification • Reviewing Task • How to Annotate • Approve or Reject Tasks • Next Steps and FAQs 9

  11. Navigation: Home Page You can get anywhere you need to right from the home page 2. Launch a new request for assets 1. Navigate to your personal dashboard to see your tasks and project status 3. Utilize these Quick Search Links* *POLR is an external link 10

  12. Navigation: Dashboard Want to… Check on the status of your project? Know what tasks you have waiting to complete? Review tasks or projects you recently completed? It can all be done right from your personal dashboard! Access your dashboard from the top navigation line in

  13. Navigation: Enter a New Request Enter a New Request Use ‘Enter a New Request’ Drop Down on Home Page to choose the request type you need 2. Fill in the information fields - Note the * fields are mandatory. Select ‘Create Project’ once all request fields are filled out Once you hit ‘Create Project ‘ you will be taken to your project status screen, which will provide you with a project number for your reference . 12

  14. Navigation:Tasks Notification After you have entered your new request you may receive tasks that require your attention. You will get an email notification from IMAGEWORX, and can at anytime log into the system and view pending tasks via your personal dashboard In the email, click on the link provided. If you are logged into the system this will bring you directly to the task, if you are not logged in it will take you to the log on page and then to your task. You can also find your active tasks on your Dashboard in IMAGEWORX Helpful Hint: What is a task? A task is something assigned approvers will receive to approve or fail a project. It is the ‘engine’ that moves the graphic deliverable through the project management system. 13

  15. Navigation: Review Tasks Once you are in your task, click on the magnifying glass to view and annotate the artwork for this project. 14

  16. Navigation: How to Annotate Use the annotation tool to provide any feedback that is required. Zoom – Use magnifying to more closely review artwork. (magnifies) Other Tools – Use to make your comments on artwork Once your review and notations are complete, click on ‘Save’ icon and close out of the screen. If no notations are needed, you can close out of this screen. 15

  17. Navigation: Approve or Reject Tasks After reviewing the artwork and making the necessary annotations, you will need to complete the task by selecting the appropriate drop down choice in the approval area highlighted in yellow. Once done, click on the blue ‘Complete Task’ 16

  18. Table of Contents: • Evolution to IMAGEWORX • Getting Started: • Updating Java (PC Users) • Mac Users • Downloading Firefox • Updating Java& Plugin Settings in Firefox • Logging in • Web Address & Login • Changing Default Password • Navigation: • Home page • Dashboard • Enter a New Request • Task Notification • Reviewing Task • How to Annotate • Approve or Reject Tasks • Next Steps and FAQ’s 17

  19. NEXT STEPS • Start using • You are ready to begin enjoying the ease of the new Imageworx system. • Need help? Here’s where to go to help answer your questions This User Guide including the FAQ on the next page should help. •  Click the help button on the home page to take you to video tutorials for most commonly used features. (estimated availability in early January) •  Contact the Program Manager on the project, that name can be found on the e-mail sent to notify you of a task. E-mail SPA-PCNAMARKETINGSERVICES@PEPSICO.COM and someone will reply within 2 hours to follow-up. • Tell us what you think • We want to continue to provide improvements to the system so please provide us • your thoughts, comments or concerns to SPA-PCNAMARKETINGSERVICES@PEPSICO.COM 18

  20. FAQs • What’s the Web Address? • www.pepsiimageworx.com(please note spelling with an ‘X’ not a ‘K’); Save to your favorites for easier access • I am having trouble logging in? • Username is first initial with entire last name, using the default password (abc123), please remember to change your password (directions included). If you are still having trouble please contact • (SPA-PCNAMARKETINGSERVICES@PEPSICO.COM for assistance. • The system doesn’t seem to be working right? • If you followed the User Guide steps completely and you are unable to update Java, please contact PepsiCo help desk (1-888-737-7426) for assistance. If it is determined that Java is not the issue, contact SPA-PCNAMARKETINGSERVICES@PEPSICO.COM • I’ve tried everything and still having trouble, who do I contact? • Call your Marketing Services Program Manager or SPA-PCNAMARKETINGSERVICES@PEPSICO.COM • What is a Project? • Individual request added to the system. • What is a Task? • A task is something assigned approvers will receive to approve or fail a project. It is the ‘engine’ that moves • the graphic deliverable through the project management system. • What is the Dashboard? • Your Dashboard will be used to find all of your active tasks that requires attention, where you can find a link to any request you put and view the status of any project while it’s in process. 6

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