Quick-Start Guide for Approvers
Workflow
All catalog pages have at least two roles, editors and approvers. Editors are tasked with making edits directly on the catalog page, and the role of the approver is to review edits, approve content for publishing, or rolling edits back to the editor for further revisions.
If you would like a 1:1 walkthrough, please email associate registrar Christian Sweatt to request a meeting.
Taking Action on a Page (step-by-step)
- If you use the link from the automated email, your role will be pre-selected for you.
- Note: Click the Refresh List button to see if new pages have been added since your last visit or if the list doesn't contain an expected page.
- Note: If your role is not showing in the dropdown this is because there are no pages assigned to that role. Only roles that have pages pending approval show in the dropdown.
- When a page is selected, the workflow status window and the Page Review window will be populated with information.
- View changes made: Click the View Changes by drop-down menu and select an editor whose changes you wish to review.
- The selected editor's changes are shown in red and green: red for deleted content, green for added content.
- Remember that any number of page editors can be in a workflow. Each editor reviews or edits content sent from the editor directly before them in the queue. The changes seen here are changes the selected author made compared to the document they received.
- Hide Changes: View the document without color-coding or markup.
- Edit the page: Click Edit to make changes to the catalog page directly. This will produce a toolbar at the top of the Page Review window for Catalog pages. Visit the Page Body or Set-Up/Title instructions for how to make the desired edits. An accepted general practice is that after editing the page, approve the page to send it to the next step in the workflow.
- Rollback the page: Click Roll Back to send the page back to a previous editor or approver. A prompt will appear to make comments about why the page is being rolled back. Make comments in the space provided and click Rollback in the new window. The page will then be removed from the Pages Pending Approval section. The previous editor will receive an email notification with your comment and URL to make further revisions.
- Approve: Click Approve to send the page on to the next step in the workflow and remove the page from the Pages Pending Approval Section.
