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Overview - The Content Approval Process

The Standard Content Approval Workflow

The Content Approval Workflow has a 2 Step Review process, in which the Content Expert is required to Review Content prior to the Content Managers team Approving the content.

 
  Content Manager Breeze Content Expert Content State Explanation
1 Uploads Content     Draft Content Manager uploads content
2 Tags Content     Draft

Content Manager adds properties and other metadata to the content

3 Submits Content For Approval     Pending Content Manager submits content for approval from within the Knowledge Source.
4   Creates Approval Task   Pending An Approval task is created and assigned to the Content Managers group; an email is sent to the group, requesting content approval
5 Approves Content Updates NRSD*   Approved Content Manager approves the content and content state changes to Approved. Content can now be used in projects
6   Waits for NRSD*   Approved System waits for Next Review Start Date
7   Creates Review Task   Approved Content Review task is created and assigned to the Content Expert; an email is also sent, requesting that the Expert reviews the content.
8     Approves Review Task Pending Content Expert Approves the Review Task (updating document if required)
9   Creates Approval Task   Pending An Approval task is created and assigned to the Content Managers group; an email is sent to the group, requesting content approval
10 Approves Content Updates NRSD*   Approved Content is approved and content state changes to Approved. Content can now be used in projects. 

 


The Content Master Workflow

In situations where users are part of the Content Masters group, content can be approved through a one-step process. The Content Master Approval Workflow allows users, who are part of the Content Masters Group, to Approve content, without creating Approval Tasks or emails, until such time as content comes up for Review.

 
  Content Master Breeze Content State Explanation
1 Uploads Content   Draft Content Manager uploads content
2 Tags Content   Draft Content Manager adds properties and other metadata to the content
3 Submits Content For Approval   Pending The Content Master submits content for Approval via the Knowledge Source (same as for normal Content Approval)
4   Updates NRSD* Approved Breeze automatically approves the content and makes it available for use in Projects
    Waits for NRSD* Approved System waits for Next Review Start Date

 

*NRSD = Next Review Start Date; this date is calculated by adding the Review Interval (months) to the Date a Content item is Approved. In situations where there is no Review Interval set, the workflow will not update the NRSD and the workflow will stop. 

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