RaveFocus Planner Plan 3 setup

Planner Premium owner action sheet

Create the Planner Plan 3 portfolio and the 7 Premium plans, then capture the actual Premium plan IDs and URLs here without changing the preserved website dispatch task IDs.

7 Premium plans to create

0/7 IDs captured

0/7 URLs captured

15 field pool

15 worker forms connected

3076 dispatch tasks protected

Do not replace dispatch IDs. Premium plan IDs are owner/admin oversight references. The website keeps using the preserved dispatch Planner task IDs until a verified migration is intentionally done.

Guardrails

do not replace website dispatch Planner task IDs with Premium plan IDs
capture Premium IDs only after the Plan 3 portfolio and plans exist
keep SharePoint forms draft-safe until Lists, IDs, auth, flows, and final preflight pass
owner-only private record required for sensitive proof outside Planner

open json download csv open crosswalk

1 needs owner capture

ravefocus worker quest hub

daily dispatch + assigned worker tasks

Owner action: create or open this Planner Premium / Plan 3 plan, then paste the actual plan id and plan url into the capture columns
Capture columns: actual premium plan id | actual premium plan url | connected process notes link
Connected Lists: task requests, proof submissions, approval requests, blocker + escalation log
Worker forms: approval-request, escalation, proof, task-request
Dispatch tasks protected: 378 tasks across 5 dispatch plans
Premium fields to create: role seat, proof link, approval status, jupiter review, blocked reason, sensitivity level
Sensitive fields: jupiter review, sensitivity level
Guard: Keep dispatch Planner task IDs stable; add Premium plan IDs only as oversight/cross-reference until a migration is intentionally verified.

2 needs owner capture

content scheduling + approvals

calendar, content approvals, campaign timing, and platform queues

Owner action: create or open this Planner Premium / Plan 3 plan, then paste the actual plan id and plan url into the capture columns
Capture columns: actual premium plan id | actual premium plan url | connected process notes link
Connected Lists: content scheduling, approval requests, final content library, content distribution log
Worker forms: approval-request, content-schedule
Dispatch tasks protected: 906 tasks across 12 dispatch plans
Premium fields to create: role seat, client / creator, date needed, sharepoint folder, proof link, calendar updated, approval status, jupiter review, sensitivity level
Sensitive fields: client / creator, jupiter review, sensitivity level
Guard: Keep dispatch Planner task IDs stable; add Premium plan IDs only as oversight/cross-reference until a migration is intentionally verified.

3 needs owner capture

lenslab editing pipeline

edit requests, raw assets, review passes, revisions, final exports, and handoffs

Owner action: create or open this Planner Premium / Plan 3 plan, then paste the actual plan id and plan url into the capture columns
Capture columns: actual premium plan id | actual premium plan url | connected process notes link
Connected Lists: edit request intake, raw asset intake, edited content handoffs, edit review + revisions, final export + delivery
Worker forms: edit-request, edit-review, edited-content, final-export, raw-asset-intake
Dispatch tasks protected: 88 tasks across 1 dispatch plans
Premium fields to create: role seat, client / creator, date needed, sharepoint folder, proof link, approval status, jupiter review, blocked reason, final handoff link, sensitivity level
Sensitive fields: client / creator, jupiter review, sensitivity level
Guard: Keep dispatch Planner task IDs stable; add Premium plan IDs only as oversight/cross-reference until a migration is intentionally verified.

4 needs owner capture

lineup bookings + pop-ups

bookings, venue details, call times, run of show, shoot proof, and pop-up completion

Owner action: create or open this Planner Premium / Plan 3 plan, then paste the actual plan id and plan url into the capture columns
Capture columns: actual premium plan id | actual premium plan url | connected process notes link
Connected Lists: booking intake, content scheduling, proof submissions, client + creator follow-up
Worker forms: booking, client-follow-up, content-schedule, proof
Dispatch tasks protected: 1112 tasks across 14 dispatch plans
Premium fields to create: role seat, event or shoot name, booking type, date needed, location, crew needed, sharepoint folder, proof link, calendar updated, approval status
Sensitive fields: none
Guard: Keep dispatch Planner task IDs stable; add Premium plan IDs only as oversight/cross-reference until a migration is intentionally verified.

5 needs owner capture

echo chatter + safe crm

shift summaries, safe fan CRM index, follow-up queues, and escalation routing

Owner action: create or open this Planner Premium / Plan 3 plan, then paste the actual plan id and plan url into the capture columns
Capture columns: actual premium plan id | actual premium plan url | connected process notes link
Connected Lists: shift submissions, fan crm safe index, client + creator follow-up, blocker + escalation log
Worker forms: client-follow-up, escalation, fan-crm, shift
Dispatch tasks protected: 264 tasks across 3 dispatch plans
Premium fields to create: role seat, client / creator, proof link, approval status, jupiter review, blocked reason, sensitivity level
Sensitive fields: client / creator, jupiter review, sensitivity level
Guard: Keep dispatch Planner task IDs stable; add Premium plan IDs only as oversight/cross-reference until a migration is intentionally verified.

6 needs owner capture

signal analytics + reports

analytics reporting, winners, performance log, and report requests

Owner action: create or open this Planner Premium / Plan 3 plan, then paste the actual plan id and plan url into the capture columns
Capture columns: actual premium plan id | actual premium plan url | connected process notes link
Connected Lists: performance log, content winners, analytics reports, content distribution log
Worker forms: analytics
Dispatch tasks protected: 88 tasks across 1 dispatch plans
Premium fields to create: role seat, date needed, sharepoint folder, proof link, approval status, blocked reason, final handoff link, sensitivity level
Sensitive fields: sensitivity level
Guard: Keep dispatch Planner task IDs stable; add Premium plan IDs only as oversight/cross-reference until a migration is intentionally verified.

7 needs owner capture

jupiter approval + restricted review

owner-only approvals, compliance uncertainty, money/contract/legal decisions, and blocked work

Owner action: create or open this Planner Premium / Plan 3 plan, then paste the actual plan id and plan url into the capture columns
Capture columns: actual premium plan id | actual premium plan url | connected process notes link
Connected Lists: approval requests, proof submissions, pay review, blocker + escalation log
Worker forms: approval-request, escalation, proof
Dispatch tasks protected: 240 tasks across 3 dispatch plans
Premium fields to create: role seat, proof link, approval status, jupiter review, blocked reason, final handoff link, sensitivity level
Sensitive fields: jupiter review, sensitivity level
Guard: Keep dispatch Planner task IDs stable; add Premium plan IDs only as oversight/cross-reference until a migration is intentionally verified.