When saving, users can send an item to be approved before publishing.  When doing so, they can choose a website administrator or publisher to send the request to.  The approver will receive an email notification to alert them to log in and review the item.

Accessing your tasks

• When logging in to your website, notifications are displayed in the admin toolbar next to My Tasks when items are awaiting review:
  
• Select My Tasks to open the Task Manager:
  
• Items awaiting review will be listed on the left. 
• Select a task to view its details in the right-hand panel.
• Select Review to review.

Reviewing a page sent to you for approval

• Review the page and approve the item if you are satisfied with the content, or reject it if you think changes are needed. 
  
• When rejecting an item, add a comment for the original editor of the page to indicate what needs to be resolved.
  

Reviewing a page and updating the next review date

• Check the page to see if any changes need to be made, and edit the content if necessary.

1. Select the Edit tab and select Reminder.
2. Select the calendar icon to select a date for your email reminder. Alternatively, you can type a date into this field using the DD/MM/YYYY format.
3. Select a Reviewer from the list of site administrators and publishers.
4. If you prefer to send the email reminder to another user or multiple users, enter their email address in the Additional Email Addresses field. If you add multiple email addresses, separate each address with a comma.
   

Reviewing and updating a page attachment (a file on a page)

• Select the document from the task list.
• When you have selected the document from My Tasks that you want to review, you will be redirected to the page where the document is attached.
• Scroll down to the page attachments area and download the file you need to review.
• If the file attachment needs to be updated, delete the original, and upload your new version of the document.  This can be done by selecting the cross on the attachment.

• 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

Reviewing and updating a document

• Select the document from the task list.
• Follow the link to the document in the File Manager.
• Download the file to check if it needs to be updated.
• To update the file delete it from the File Manager and re-upload it.
• Update the reminder on the existing or new file by:

In File Manager:

1. Browse to the document you would like to set for review.
2. Hover over the file and select the Document Review icon:
   
3. From the Document Review window, complete Send a review reminder with a review reminder date, and select a Reviewer from the list of website administrators and publishers. Optionally, add any Additional email address(es) you want to send the review reminders to:
   
   When adding more than one email address into Additional email address(es) separate them using a comma. 
4. Select Save.

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
  
  

Updated 06 February 2025 10:38