Approving Planner for Production Process

You are finished designing your planner cover and custom pages if you have them! Now its time to send the planner to print. Here is how to complete our easy 5 Step Approval Form to send your planner to production!

To access the Approval Form, go to Manage then Manage Ladder. Click the red “Approve For Production” button.

NOTE: Only Admin logins will be able to approve the planner for production. Editors and Staff will not have this button available.

When you first access the Approval Screen, you will be brought to an Overview page that will review the 5 Steps. When you’re ready to get started, click the green “Start Step 1” button.

Step 1 – Approve Cover

In this step you will review your cover design. This step will show you your front and back cover broken up, to make sure your design is accurately being displayed. The planner will be cut in the middle so please ensure your design is placed accurately. You can disregard the spine preview.

Once you are satisfied with the design, check the box confirming your cover design. Then click “Go to Next Step”.

As you complete each step, there will be a green checkbox in the corner to verify that step is complete.

Step 2 – Check Content

In this step, you will review page numbering, ads (if applicable) and pages with pre-flight warnings.

First, Page Numbering. Entourage offers auto page numbering and you can add it to your planner custom pages at this point or forgo the option. ***Important- if you choose to use page numbering please note all of Entourage’s pre-designed planner pages are numbered. This only applies to any custom pages.

Next, Yearbook Ad Check. If you sold yearbook ads, this check confirms that all the ads that have been PAID for in the yearbook store are placed into the yearbook. If you have zero ads please check the box to show you reviewed the section.

Finally, Pages with Warnings. This section goes over all your pages that have preflight warnings. You can review the types of preflight warnings here.

Click on any of the previews to see the exact warning. You can choose to move forward with the warnings or click “Go to Designer” in the pop up to edit the warnings.

Step 3 – Set Delivery

This step will have you confirm where you want the planners delivered too. Please note, that we can not ship to PO Boxes. You will also be selecting your delivery date. The row highlighted in green and pre-selected is the earliest delivery date option with out incurring a rush fee. You can select a date with a rush and the amount will be added to your final invoice.

Once you have reviewed all the items, and entered your delivery address. Then click “Confirm Delivery Information and Go to Next Step”.

Step 4 – Set Quantity and Pay

Here you will confirm the number of planners. You cannot adjust the number order quantity after you complete final approval.

After you confirm the planner quantity, you will submit final payment. This page will show your year account total, any extra fees (such as tax or shipping), and any payments you have already made for the account.

Once you have reviewed all the items and entered your payment details, click “Save and Go to Next Step”

Step 5 – Approve

The last step! You will once again review your yearbook specs.

Post approval Sale Section: You can turn these off as planners are delivered in bulk. Please change the option to “No thanks, we’re all set”.

Yearbook Account Completion & File Storage – save your planner for next year to use as templates, give us a contact person for next year’s project if it’s not going to be you, and lock in your pricing for the next year (or 5)!

Final Production Approval – confirm all the check boxes, and submit your digital signature.

Click “Approve for Production“…

And CONGRATS, YOU’RE DONE!

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