How-to
Publishing with Review Approval
Sending institutional content to review, reviewing it, and publishing it or sending it back for corrections in an installation with review approval switched on.
If the system administrator has switched on Institutional content is published after review on the Site settings → Workflow tab, institutional content is published only after review. The person who sends content to review cannot publish it themselves. Another editor with the publish permission publishes it.
The rule covers pages, policies, guides, news, announcements, events, calls and institutional documents. Banners and menus are outside the rule. A journal's own announcements and calls stay with the journal's editors and are not subject to this rule.
Sending content to review
- Write the content and save it.
- Press Send for review on the Publication card of a page or the Publication card of a news item. For an institutional document, the button is in the row's Actions menu.
For saved changes to a published page, the button reads Send the changes to review. While the review is under way, the site keeps the old content. The card says that you sent the content to review and that another editor will publish it.
Reviewing and publishing
The reviewing editor opens the content and takes one of two paths.
- If the content is fine, they press Publish. On a published page the button reads Publish changes. Instead of publishing the page at once, the editor can also schedule it.
- If corrections are needed, they send the content back. On a page this is Return to draft in the More actions menu, and on a published page the same action reads Send the changes back. On a news item and an institutional document, the action is Send back to draft.
For pages and news items, a reason for sending back is optional. For an institutional document, a reason of at least 5 characters is required. Content that is sent back returns to draft. Its author corrects it and sends it to review again.
Published news, events and documents
News items, events and documents have no separate working copy. An edit to a published news item, event or document shows on the site as soon as it is saved. To put a large change through review first, unpublish the content and send it to review.
When the setting is off
The setting is off by default. While it is off, everyone with the publish permission publishes directly. On pages, Send for review stays available as an optional intermediate step.
The reasoning behind the rule is in Four-Eyes Principle.