BPA Audit Setup in Personify360

For the system to correctly process subscriptions for BPA audit, organizations must complete the needed setup., which includes:

·            Setup Application Parameters

o           AUTOMATE_SUB_AUDIT_QUAL_DATA - When set to Y, the system will allow entry of BPA demographic data at the customer level (Cus_Audit_Default) which will then automatically default into Sub_Qual_Master.

o           USE_BPA_AUDIT – When set to Y, enables BPA functionality and defaults “BPA” into AUDIT_AGENCY_CODE for all subscriptions, where it can be changed if needed.   

·           Define Publication Audit Parameters at the Org Unit

o           Number of months in audit period (defaults to 6)

o           Personal Question to be answered by subscribers

·            Define "SUB” System Types and Codes
Define all subscription-related codes.  Many of these are fixed codes delivered with the base application.

·            Define Subscription Product(s) for audited subscriptions

o           Define whether subscription is print, digital or both

o           Define whether centralized qualification data is to be used

o           Define product rate codes for subscription product

§            Define whether rate code is to be included in the audit

§            Define BPA as audit agency code

§            Define audit type code

§            Define premium type code, if a premium is to be given

§            Define audit requirements for subscription product (i.e., define which demographic information is to be collected from subscribers)

·            Define Qualification Mapping

·            Define Publisher’s Audit Regions

 

The chart below illustrates the areas where setup is required: