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Workflow Outline

When an editor creates (if applicable) or edits a Page, it will be sent to their corresponding Publisher.

  1. Create or Edit a Page.
  2. Select Preview Draft.
  3. Once ready, select Submit.
  4. Select “Check Content & Start Workflow”.
    Note: "Use a Workflow" must stay checked. Unchecking may cause issues.
  5. Select the checkmark button.
  6. For “Workflow instructions/notes”, enter in what changes you made where. This will let the Publisher know what to focus on.
  7. Select “Start Workflow”.

Publishers are emailed when a Workflow is started. They see unassigned Workflows that apply to them in the Dashboard under My Workflows. A Publisher selects a Workflow and assigns it to themselves. From there they will have the option to either:

  1. Approve
  2. Return to Editor
  3. Reject and Delete Changes
  4. Edit

For a Publisher to make a change, they will need to use the Workflow and asign to themselves.