The Portrait Manager - Overview

Created by Lynne Darroch, Modified on Thu, 13 Nov at 11:49 AM by Lynne Darroch

Manage Portraits is where portrait images and information are added and corrected. After importing your portraits, you can add new people, correct name typos, reassign people to different groups, assign roles and priorities  Customize your view and check for potential error with your portrait set. Any changes made to portraits in the portrait manager will automatically reflow affected portrait pages in your book.

To get started, click on Manage Portraits, then check your book out.
 

Using filtersFiltering by GroupTroubleshooting with FiltersSearching by name (individual person)
Portrait View OptionsCustomizing your view



Understanding the Portrait Manager


The portrait manager includes five distinct areas designed to help you navigate your imported portraits.



1. Coverage report: check for potential issues with your portraits

2. Filters: Show results by groups, by issue, or look for an individual by name.

3. Filter fields: Checkmark existing groups to show only the people assigned to it.

4. Portrait display: choose between two preset views or create your own custom view.

5. Selected portrait actions: checkmark one or more portraits to access controls (edit data, delete assign roles, duplicate).



Using filters to find individuals and groups



Filtering by Group

Type the name of a particular group -- a teacher name, a grade, a homeroom (A) or use the list of groups to checkmark one or more groups. Only the people belonging to the group will be previewed.



 
Searching by name (individual person)

In the Find People search box, type part or an entire name to show only the people who match. You can also search by job title or other custom field info that may be included in your portrait set.
 

Troubleshooting with Filters


Missing Information Filters provide a quick way to find portraits that may be missing critical details.


For example, focus on portraits missing photos or names.
Check for students who have not been assigned to a grade, teacher and/or homeroom group. Correcting this type of error will ensure that every portrait will make into the yearbook.

 



Portrait View Options

The portrait manager features two default view modes: Grid View and Table View. Toggle between either view using the controls on the top right of the table.



Grid View focuses on photos, with name and other data placed below the image(s)
Table View presents a sortable spreadsheet presentation to focus on the data.



Customizing your view

Display Settings customize these views, showing you exactly the information you need to see.

Table view customization includes options to choose which columns to show and what photos to feature.


Table View: Field customization options 

  • Default: show the most commonly used columns.

  • Show all fields: show every column available

  • Memories and Quotes: focus on fields useful when building graduating class pages that include additional text

  • Custom: create your own view by turning on fields (columns) of interest to your task
Table View: Default photo options 
  • Portrait: the feature portrait (most commonly selected.)
  • Baby: usually added for the senior graduating class. This can include candids provide by parents, or older elementary school photos
  • Graduation: Cap and gown or pro senior candid images may be included in your portrait sets.

Each person may have three separate photos.




Grid View customization

 The Default view displays all three image and the person's name.

The Compact view shows a single image.

The Memories and Quotes view adds extra text fields that makes it easy to enter custom text for senior class pages.



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