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UMass Chan CMS Blog

Workflow approval process

Tuesday, July 05, 2022
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Note: approvers must be CMS editors and have already logged in at least once.

Setting up the workflow

Video >
Set up the workflow
  Video >
Editing/Approval process
  Optimizely
Documentation >

  • On the microsite page or page you wish to enable workflow, click the “…” to display the edit menu
    • pages under this page will inherit the same settings
    • you can change the workflow approval process on any page and sub pages
  • Once the menu opens, click the “Edit Approval Sequence”
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  • The admin interface for approval workflow opens
  • Click “Enabled”
  • Choose which items you want comments to be required
  • Add the email addresses of those that you want to be “approvers”
  • Click “Save”

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Submitting content for review

Once the workflow process is enable, editors can edit as usually and when they go to publish, they will now see a "Ready for Review" button.
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When they click this button, an email is sent to the approver(s) and the content is marked as "currently in review"

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At this point, an editor could remove the content from the review process if needed by clicking on "Cancel review request and edit."

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Approvals, Declines and Other Process Notes

Currently, you will not receive an email for approvals - this is something we are looking into and is not initially set up.

For now, you check the notifications icon in the editor. Click on the icon to see the list of notifications. 

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You can also check under Tasks in the left pane. Here you can filter on what is in review, what is set to ready to publish, items awaiting your approval, declined content, etc.

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Comment Area

You can add comments and notes to content pages, to keep track of any communication between editors and/or approvers, within the CMS.

Expand the comments section by clicking on the comments icon in the top right of the editing area:

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A panel expands where comments can be added and viewed as well as a history of the review and approval process.