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The Actions Tool Bar

The Actions Toolbar contains a set of features that allow you to arrange and modify individual sections, assign sections to different users, check out sections for editing, and submit sections for review and approval. Features are accessed by clicking a toolbar icon, each of which are described below. Not all icons will be available at all times. The set of available icons will change depending on the status of the section, and your specific user privileges.

  Info/Messaging

  • Click the Info/Messaging icon to view a complete history of the section. You can also Add a Comment that will be available to anyone who can view the section. To add a comment, type your comment into the text field, then click the Comment button. A yellow alert icon will appear in the section name column to indicate that a new comment has been posted.

 Preview

  • Click the Preview icon see an online preview of the selected section. You can turn the pages of the preview, and navigate through the entire yearbook.

 Settings

  • Users with Editor or Adviser privileges can perform advanced section management functions using the menu items that can be accessed by clicking the Settings icon. See the Settings Menu article for more details.

 Edit

  • Click the Edit icon to check out a section of the yearbook and work on its design. You will be taken to the Advanced Design page. While you are working on a section its status will be shown to other users as Checked Out, and no one else will be able to work on it.

 Force Check-in

  • Users with Adviser privileges can click the Force Check-in icon to gain access to a section that is currently checked out. This feature is intended to be used when the user forgot to properly check in the section after they were finished working. If a user is currently working on the section when this icon is clicked, they will lose access immediately.

 Mark Complete

  • Click the Mark Complete icon when you are done editing a section and ready to submit it to an adviser for review. When a section has been marked complete, advisers will be notified via email, and can then review the section and Approve it, or Reject it with their comments.

 PDF Proof

  • Users with Adviser privileges can click the PDF Proof icon to render PDF that can be printed locally for review. You will see an option that allows you to select the sections that will be included in the PDF. Click Select All to select all sections in the book. Once you’ve selected your sections, click OK. The PDF will be generated and will appear in a new window. The Online PDF is intended for local proofing only, and is not the final production PDF. It is thus lower resolution, and contains a PROOF watermark. You will have access to a high resolution flipbook and downloadable PDF in YearbookMarket after you have submitted your book, before you place your final order.

 Approve

  • Users with Adviser privileges can click the Approve icon to approve a section that has been marked complete by the designer. Before clicking Approve, be sure to review the section in detail for any errors or required changes. Click Approve once the section is complete and ready for the finished book. The section will be marked as Reviewed. While it has a status of Reviewed, the section will not be able to be checked out for further editing. Once all sections have been approved by an adviser, and have a status of Reviewed, it’s time to submit your yearbook for printing.

 Reject

  • Users with Adviser privileges can click the Reject icon to reject a section and give the editor an opportunity to make changes. You will be prompted to add a reason that the section has been rejected. Your comment will appear in the Info/Message dialog, and become part of the history of the section. Once a section has been rejected, the section status will return to In Progress, and the Info/Message icon will update to notify the designer that there is a new comment. Any user can click the Info/Message icon to review the comment.
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