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Easysite Resource Centre
Workflow

Workflow

Workflow is an approval process which ensures that one or more nominated users must approve content before it can go live.

Setup

To manage create and manage Workflow go to Administration -> Setup -> Workflow. Select the appropriate option:

Workflow site setup screenshot
  • AddAdd allows an Administrator to create a Workflow and associate moderators with the Workflow.
  • OptionsManaging Workflow options, including configuring Notification emails, Review and Retention policies and Transitions.
  • TransitionsTransitions add additional functionality into Workflow and are typically used as part of the Cross Site Publishing module and Locales.
  • ReviewsReview Schedules are applied to either asset categories or pages, which must be published to confirm that the review has been undertaken.
  • RetentionsCreating and applying a Retention Policy to an Asset Category to ensure that Assets within that category are not deleted within a nominated time period.
  • Retention PeriodsConfiguring available timescales for Retention Policies.
  • Moderating WorkflowModerating changes to Pages, Assets and Directories using Workflow.
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