Roles and workflow in CMS

Drupal roles and workflow

Roles in Drupal

  • Authors: write content and send it onto Editors to approve.
  • Editors: approve content and send it to Moderators to give final approval and publish
  • Moderators: publish finished articles or pages after reviewing them to ensure they follow our standards
     

Approval Process

Near the bottom of a page or article, there is a tab for Publishing Options. Click the Moderation State dropdown and select where it should go to reach a higher role in the approval process:

  • Draft: stills needs work, it’s not quite ready for revising yet
  • Needs review: send to editor to look over where it can be sent back to Draft if changes are needed
  • Needs Moderation: editor approved, now needs moderator check
  • Published: done and out in the world (may take up to 10 minutes for it to appear on site)
     

Workflow Process

  1. Authors or editors create content. You can set it to “Draft” if it still needs work. Once ready for editing, send it to Needs Review.
  2. Editors then review the article or page using their Needs Review tab on their content window. Can send it back to Draft if it needs more work. Once accepted, send onto Needs Moderation.
  3. Moderators look over the page or article. If there are issues, sends it back to Needs Review. If approved, the page or article is published.
  4. Once published, it may take up to 20 minutes for the page to appear or for edits to go public. Please wait at least that long before trying again.

 

CMS roles and workflow

Your role is determined by what tasks you'll be doing on the Web pages.

Author

  • Provides bulk of content
  • Compiles data
  • Creates new pages
  • Edits existing pages

Editor

Includes all author tasks, plus:

  • Reviews and approves pages

Moderator

Includes all author and editor tasks, plus:

  • Reviews and approves NEW pages or pages that have page properties changed.

The role of Moderator is always filled by the WSDOT WebHelp staff.

Resource Manager Tasks

  • Access to resources in resource gallery.
  • Can add or delete items from resource gallery.

Workflow Process

  1. Authors create content within the CMS templates. When they have completed a page they "submit" the page to their editor. Authors have a "submit" option on their Web Author Console.
     
  2. Editors receive an e-mail that a page has been submitted for approval. They follow the link in the e-mail and can approve or decline the page using the options provided on their Web Author Console.
     
  3. Authors receive an e-mail notifying them if the page was approved or declined by their editor. 

Can there be more than one author or editor?

Yes, you can have multiple authors and editors on any channel. You should, however, carefully define your workflow - who will provide content, edit web pages and approve pages to go live.

Workflow Tips

  • Authors can use "Save & Exit" to exit and lock their pages - preventing other authors from making changes.
     
  • Locked pages can only be unlocked by the author that locked them. If author is unavailable to unlock page, contact WSDOT WebHelp.
     
  • Authors can use "Save, Exit & Release" if they want another author to edit the page. Make sure your changes could go live - as the other author could submit the page and it could go live.

Now that you know more about your role, let's create a new page in CMS.