When saving, a user may choose to send an item to be approved before it is publisher. When doing so, they will be able to select either a website administrator or publisher to send the request to. The approver will receive and email notification to alert them to log in and review the item.
Accessing your Tasks
- When you log in to your website you will see a notification on the admin tool bar near the Tasks button if there is anything awaiting review.
- Click the Tasks button to open the Tasks Dialog
- Items awaiting review will be listed on the left.
- Select an item to see the details on the right hand panel.
- Click Review
Reviewing a Page
- Review the page and choose to approve the item if you are happy with the content, or reject the item if changes need to be made.
- When rejecting an item, you will be able to add a comment for the original editor of the page, to indicate what needs to be resolved.
Reviewing a Document
- Once you are on the correct page, download the document that needs reviewing and check if it needs updating.
-
If you are happy with the document, simply update the review date and ensure the correct reviewer is set, before saving the page.
- Select the document review icon:
- From Document Review, select a Review Deadline Date and select a Reviewer name from the list of administrators and publishers:
- Select Apply.
* After the reminder has been set up, reviewers will receive an email notification 90 days before the review date. If the review date is not updated, the reviewer will receive another email notification 30 days before the review date. Once the file is inside the 90 day review window, the reviewer will also see an item to review within their My Tasks area of the Content Management System.
-
If the file attachment needs to be updated, delete the original, and upload your new version of the document.
- Navigate to the attachments you would like to delete.
- Click the Delete 'x' icon:
Please Note: The attachment will only be deleted once the page has been saved.
- Scroll to the bottom of your page until you find the Upload Attachment block.
- You can drag and drop files onto the block to upload or,
- Click the block and a window will appear displaying files on your computer.
- In this window, navigate to the file(s) you would like to upload. Select the file(s) you wish to upload and press Open.
- You can upload multiple document formats. However, we recommend using PDFs to ensure end users can open the files. There is a 20mb maximum file size limit.
- Select the document review icon:
- From Document Review, select a Review Deadline Date and select a Reviewer name from the list of administrators and publishers:
- Select Apply.
* After the reminder has been set up, reviewers will receive an email notification 90 days before the review date. If the review date is not updated, the reviewer will receive another email notification 30 days before the review date. Once the file is inside the 90 day review window, the reviewer will also see an item to review within their My Tasks area of the Content Management System.
- Save the page
Select Save on the Edit tab and choose the desired save option:
-
Save Now
- If you see this option, you can save and publish your item immediately to make it live on the website.
- If you have purchased our School News Mobile App, Administrators or Publishers can select the option to send a notification to subscribed app users.
-
Save Draft
- This will allow you to save your item without publishing it, and return to continue editing via Drafts on the Home tab
-
Send for Approval
- This option enables you to send an item to be reviewed and approved by either an Administrator or Publisher. Once approved this item will be made live on the site.
Exporting the File Attachments Report
- A report of all Document File Attachments on the site can be obtained by going to the Website Tab> Export Data> Document Reviews