Tag Archives: workflow

Approval Workflow

The Approval Workflow in OU Campus is an optional function that a department can use when creating or editing content that needs approval from someone else before being published. This process allows the item to remain checked out to a user throughout the process until it has been completed—either published or reverted back to the previous version. Keeping content checked out is important so that the item is not published unintentionally before it should be.

  • The item goes from being checked out to the editor to being checked out by the approver and possibly back to the editor depending on what the approver selects.
  • The approver can deny the changes or publish/approve them.
    • The approver must have CMS access, but could have view-only access or edit access. An approver with edit access could publish the changes if approved, with view-only access the approver can only approve the content and return the item to the first person for publishing if approved.
  • OU Campus will send an email notification to the approver letting them know you have sent them something. This email can include a custom message from you.

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Dashboard

The OU Campus Dashboard provides a location within the CMS where you can access user-specific messaging and gadgets. The Dashboard is the default log-in location from the standard OU Campus Login screen when not using DirectEdit.

In the Dashboard menu on the global navigation bar, you can find links to Workflow and Inbox. These options are also found beneath your name on the Dashboard overview page.

Dashboard Examples

The Dashboard can be customized by choosing which gadgets to show or hide in the view as discussed in the Dashboard Gadgets section.

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