Publishing Workflows
Publishing workflows are a key part of SHSU's website governance. Workflows support our content standards and help prevent errors and incorrect information from reaching the public.
Two roles drive the process:
- Editors create and update pages and files, then submit changes for review by starting the workflow.
- Publishers approve and publish changes, return them to the editor for revisions, or edit the page themselves before publishing.
Once an editor submits a workflow, they can track its progress under "My Workflows" on their Cascade dashboard.
Editor's Workflow
Once an editor has created or edited a page or file, the editor starts the workflow, which sends the draft to the corresponding publisher(s) for final approval and publication.
To start the workflow
1. Select Preview Draft at the top of the edit window. Then select Submit at the top right of the page.
2. Select “Check Content & Start Workflow”.
Important: "Use a Workflow" must stay checked. Unchecking will cause issues.
3. Correct any errors, then select the checkmark button.
4. In the “Workflow instructions/notes” field, enter what changes you made where. This will let the Publisher know what to focus on.
Example: "Updated description. Added program link to the bottom WYSIWYG."
5. Select “Start Workflow”.
This will notify the appropriate publisher(s) that a page/file has been submitted for review and publication.
Publisher Workflow
When an editor starts a Workflow, the publisher(s) in that workflow will be notified by email.
Submitted workflows will appear in the Dashboard under My Workflows. Only pages and files under the publisher's responsibility will appear on their dashboard.
Assign the workflow to yourself for review
To review and publish a submitted workflow, a publisher must assign it to themselves.
A Publisher selects a Workflow and assigns it to themselves. From there, they will have the option to either:
- Approve
- Return to Editor
- Reject and Delete Changes
- Edit