Creating and managing department content

Regular workflow

Dept Author creates Draft

Any user who has Dept Author rights can create a new page by going to /node/add and selecting an appropriate content type. Only content types to which this role has authoring permissions will be presented. Typically, someone in the department will have decided that new web content is needed and will call on a person who has authoring rights to get this done.

The author writes and saves the page, at which time the page goes into the Draft state. Since we configured an action to send email to Dept Manager when a document moves into the Draft state, the appropriate people will now receive notification that a Draft is ready for review and promotion.

Dept Manager promotes Draft to Published

Upon receipt of the draft notification, a Dept Manager can now go to workflow and review content. Note that Manager roles have a helpful Workflow Summary link in the navigation menu in the sidebar, and that the email also contained this link. In the workflow summary it helps to choose Dept content in Draft state to filter out other, distracting content. Click on the page title link to view the page. If the content is satisfactory click the Workflow tab. Change the state to Published, choose whether to go live immediately or at a later date and time, add an optional comment, and submit the change.

If you chose to publish the page at a later date, the content will go live during the next cron run after the specified date. Therefore, be sure you have your cron jobs under control.

Other workflows

Dept Manager publishes immediately

If a Dept Manager creates content there will be a section on the editing page with a choice whether the content will go to Draft or Published state. Choose Published and the content will be live on the site immediately.

Demoting published content to Draft state

For any departmental content a Dept Manager can click on the Workflow tab and change the state from Published back to Draft. You probably want to edit this content right away or assign the editing job to a Dept Author. There are no built in notifications for this workflow, so it is up to you to make sure that work is handed off properly. Alternatively, you can configure more actions and assign them to the appropriate workflow state changes.