Tracking and approving content

Easily track and approving content using the task list feature.

Tracking authoring work

Use the Page Builder Task list (RiSE > Page Builder > Task list) to keep track of the unpublished content records that you have been working on, and also to review content change requests that are available to be worked on.

The Content you are working on section lists the content records that are still in a Working status and for which you were the last person to make any changes to the content record's definition.
The Content awaiting your approval section lists the content publishing requests for all people that have Content Approver permissions in at least one CAG to which they belong.
The Content deletion requests section lists the content deletion requests for all people that have Content Approver permissions in at least one CAG to which they belong.
If you are the assigned content owner for a content record that is defined to have an expiration date, expiration notices for that content record are listed in the Content that has expired or will soon expire section when that date approaches, when the date actually occurs, and at defined intervals after the date has passed.
The Content change requests assigned to you section lists the content records for which a change request was submitted by someone using the Easy Edit feature of iMIS RiSE, and for which you are the assigned content owner.
The Unassigned content change requests section lists the content records for which a change request was submitted by someone using the Easy Edit feature of iMIS RiSE, but for which there is no assigned content owner.

You can perform the following actions in the Page Builder Task list:

View the contents of a change request email message. Select the envelope icon next to the change request.

Note: A closed envelope icon indicates that no one has looked at the contents of the change request email message. An open envelope icon indicates that somebody has looked at the contents of the change request email at least once, but this does not mean that anyone has worked on the request.

Edit a content record's definition to incorporate the requested changes. Select the content record's title in the list.
Mark content change requests as completed. Select the checkboxes next to the content change requests that you want to approve and click Mark as Complete. The publishing requests are removed from the Page Builder Task list of all users, but the associated content records are not submitted for publishing. If you had not already published the content records while editing their definition, you must remember to publish them.
Ask the submitters of content change requests for more information. Select the checkboxes next to the content change requests that you want to reject, and click Respond to Selected. A form is displayed that you can use to send an email message to the requesters with your questions or comments. No change is made to the content change requests, and they remain in the Page Builder Task list for all users.

Troubleshooting

You must have Content Editor content authority group permissions in at least one content authority group to which you belong.
You must have both Read and Edit Document system permissions on each content record.

Approving content

When a person who does not have Content Approver content authority group permissions defines a content record, they cannot directly publish the content record, because the Publish command is not available on the Document system toolbar. Instead, they see only a Submit for Approval command. This creates an entry in the Content awaiting your approval section of the Page Builder Task list of all users who have Content Approver content authority group permissions in at least one content authority group to which they belong. The status of the content record changes to PublishRequested.

From your Page Builder Task list, you can perform the following actions:

Review a content record's definition by clicking the content record's title in the list.
Approve publishing requests:
1. Select the checkbox next to the request that you want to approve.
2. Click Approve Selected.
Reject publishing requests:
1. Select the checkbox next to the request that you want to reject.
2. Click Return Selected.

Approving content records for deletion

When a person who does not have Content Approver content authority group permissions deletes a content record using the Document system Organize > Delete command, an entry is created in the Content deletion requests section of the Page Builder Task list for all users who have Content Approver content authority group permissions in at least one content authority group to which they belong. The status of the content record changes to DeleteRequested.

From your Page Builder Task list, you can perform the following actions:

Review a content record's definition by clicking its title in the list.
Approve deletion requests:
1. Select the checkbox next to the requests that you want to approve.
2. Click Delete Selected.
Reject deletion requests:
1. Select the checkboxes next to the ones that you want to reject.
2. Click Respond to Selected.
Reject deletion requests without responding to the requestor:
1. Select the checkbox next to the request that you want to reject.
2. Click Remove from List.

Troubleshooting

You must have Content Approver content authority group permissions in at least one content authority group to which you belong. You must also have Read Document system permissions on each content record.
To delete content records, you must have Delete Document system permissions on each content record.