Editorial workflows
This folder is for web managers, editors-in-chief and administrators who decide how content gets from a draft to the public site of a public body. Exponential provides approval workflows, object states, a version history and an audit trail; these pages show how to combine them into a documented editorial process, and say plainly where a process of your own is needed. The underlying guides are Workflows, My drafts and my pending items and Object states.
Contents
Pages
| Page | Answers |
|---|---|
| Approval workflows overview | The moving parts of approval before publishing and the decisions to make. |
| Setting up the Approve event | Every field of the Approve event, the trigger and the cronjob. |
| The collaboration inbox | Where approvers find requests and how they decide them. |
| Drafts and pending items | Tracking unfinished and waiting work; cleaning up old drafts. |
| Two-person rule for publishing | Making sure no one publishes alone, and the approver's own content. |
| Legal review step | A second approvers' group or a "Legal" state. |
| Multilingual approvals | One approval for all languages, or approvers per language. |
| Emergency publishing bypass | Publishing urgent notices at once, on the record. |
| Content ownership | Technical owner versus business owner; handovers. |
| Review dates with object states | A periodic content review without a built-in review date. |
| Editorial calendar | Planning publication; what the system can schedule. |
| Style guide governance | What the system enforces and what people enforce. |
| Version history and accountability | Who changed what and when; how many versions are kept. |
| Workflow troubleshooting | Stuck approvals, failed processes, safe cancelling. |
Reading order
- Approval workflows overview and Setting up the Approve event.
- The collaboration inbox and Drafts and pending items: what editors and approvers see.
- Your rules: Two-person rule, Legal review step, Multilingual approvals, Emergency publishing bypass.
- Governance over time: Content ownership, Review dates, Editorial calendar, Style guide governance, Version history.
- Keep Workflow troubleshooting at hand.
Up: Running Exponential in the public sector. The section landing page is Governments: start here.
Related pages
- People and permissions
- Set up an approval workflow for a section
- Editors 101 course
- Publishing and versions (help)
- Free documentation: this page is free to copy, translate and improve under the GNU FDL 1.3.
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