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Tour Guide
Each page within MEplan includes a question mark (?) icon located on the top ribbon. This icon ...
Dashboard
Once the user is logged in, the dashboard for that specific user is displayed as the central wo...
Deleting Schedules
Before a schedule can be deleted, all associated plan lines and bookings linked to that schedul...
Schedule Modifications
To edit a schedule header: Select the options menu ( ) located on the right-hand side of the...
Creating Schedules
Once a plan has been created, a blank schedule automatically opens in the plan view. The user ...
Reviewing Rate Cards on Plan Lines
Rate cards can also be viewed during the scheduling process: When selecting a vendor on a pla...
Uploading Rate Cards
To upload rate cards into the system: Navigate to the Vendor Card via the Master Data tab in t...
Plan Deletion
A plan can be deleted from the plan view by: Selecting the plan's options menu () in the top-...
Plan Modifications
Plan Details An existing plan can be edited by selecting the plan's options menu ( ) on the p...
Copying a Plan
MEplan allows users to copy an entire plan to streamline campaign setup. Navigate to the plan ...
Plan Creation
Creating a New Plan A user can create a new plan from multiple entry points within MEplan: ...
Creating and Modifying Pivot Reports
Accessing Plan Analysis To create or manage pivot layouts, a user can either: Navigate to P...
Sending Proof of Compliance to Clients
Once compliance is completed, proof can be sent to the client in PowerPoint format. To send proo...
Cancelling a Compliance Request
If compliance is still pending, it can be cancelled by: Selecting the plan line's options me...
Rejecting Compliance Images
If images are rejected: A rejection reason must be provided The site's compliance statu...
Reviewing and Approving Compliance
Once images are uploaded, the user receives an email notification. By selecting the Authorise lin...
Uploading Images for Compliance (Media Owner)
The Media Owner receives an email containing a unique access code linking them to the MEplan comp...
Requesting Proof of Compliance
To request proof of compliance: Navigate to the Schedule. Select the booking line/s req...
Creating and Assigning Materials
Materials (Artwork) must be created and linked to schedule plan lines before compliance can be ...
Updating Digital Signatures for Authorisation
Users authorised to approve contracts must upload a digital signature. Navigate to My Profil...