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Contributing and Approving Content (End User)


The Content Inbox is the screen that Content Contributors and Approvers use to interact with the approval workflow. In the My Content Items view users see any content item currently assigned to their position by the approval workflow, and are able to drill down on hyperlinks to the appropriate views to contribute, edit, preview, and approve content.

To contribute (create or edit) a content item

  1. Navigate to the Content Inbox screen > My Content Items view.

    The Content Items list contains all of the content items currently assigned to you by the approval workflow.

    Items that require contribution can be identified by the status Pending Submit.

  2. Drill down on an item and do any of the following:
    • Click the Contributors and Approvers view tab to see the users assigned to the contribution and approval process.
    • Click the History view tab to review actions taken on the item to date.
    • Drill down on the Item Reference hyperlink to preview the content item.
  3. Drill down on the Action hyperlink and use the associated administration view to create or edit content.

    This link dynamically takes you to the Add/Edit view associated with the content type. If the action is Delete, this link is not active. Instead, completion of a deletion task indicates approval to delete the referenced item.

    For more information about editing content assets, see Content Asset Management.

  4. Return to the Content Inbox using the back button.
  5. If the content item is an Add action, update the Item Reference field on the content item to reference the content you just created. Clicking the Item Reference pop-up displays a pick list from which you can select the content record that you just created.
  6. Click on the Item Reference link to view the item and verify that it is complete and accurate.

    Return to the Content Inbox using the back button.

  7. Add comments as needed to the content item, and change the status of the item as appropriate. For example, change the status from Pending Submit to Submitted.

To approve content

  1. View all content items in the Content Inbox and select an item to work on.

    Items that require approval can be identified by the status Pending Approval.

  2. Drill down on an item and do any of the following:
    • Click the Contributors and Approvers view tab to see the positions assigned to the contribution and approval process.
    • Click the History view tab to review actions taken on the item to date.
    • Drill down on Item Reference hyperlink to preview the content item.
  3. Make any comments to the content item, and change the status of the item as appropriate.

    For example, change the status from Pending Approval to Approved or Rejected.

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