Approve content
Content approvals are a way to ensure that content is reviewed and approved before publication. When an editor has finished working on a content item, the item is set to Ready for Review. One or more appointed reviewers must then approve the content item before publication. The reviewers are defined by an administrator in an approval sequence.
Video tutorials
There are three video tutorials on the Content approvals feature.
- The first is a basic demo of the feature and describes setting up an approval sequence and a basic review scenario.
- The second video describes how you can set up different reviewers for different languages when you have a multi-language site. It also shows how content approvals can be combined with comments and projects.
- The third video describes how content approvals work for blocks and media. It also highlights using multi-language sites, projects, and notifications features.
How it works
Sequences and reviewers
An approval sequence can be set up with any number of approval steps and any number of reviewers in each step. An administrator sets up the sequence as described in Manage approval sequences.
The approval sequence administrator also defines, for each step individually, who can approve a content item. You can have only one person as a reviewer in a step, but having at least two (per language) is recommended in case one of them is unavailable.
Note
The administrator can prevent editors from approving their changes, which means appointed reviewers cannot approve any review requests they have started. However, they can still cancel their review requests.
When one of the reviewers in a step approves the content, that step is considered completed, and the item moves to the next step in the approval sequence. When a content item enters an approval step, the reviewers in that step are notified by email and in the user interface that they have an item to approve. The editor who started the approval sequence is notified when the last reviewer approves the content item, and it is set as Ready to Publish or if a reviewer rejects it. When the content is approved in all steps, it is automatically set as Ready to Publish, and anyone with publishing rights can publish it.
The approval sequence overview is opened from a page's or assets folder's More menu:
Editors can normally view an approval sequence but not change it. If an administrator has set an approval sequence on a node in the page tree, editors without administrator rights cannot bypass the approval sequence. The Publish button is replaced by a Ready for Review button, and setting a content item to Ready for Review starts the approval sequence.
Content approvals on assets
Each Optimizely Content Management System (CMS) page can have its content approval sequence. Assets, such as blocks and media (and also forms and catalogs if you have Optimizely Forms and Optimizely Commerce Connect installed, respectively), cannot have individual approval sequences. Instead, the content approval sequence is set on each assets folder, and all assets in a folder have the same approval sequence set. Global and site-specific assets folders can inherit their approval sequence from a parent folder, or an administrator can define a unique sequence for it (or turn it off completely so that assets in the folder do not have to be approved). Local assets folders inherit their approval sequence from the page they are associated with. See Folders for a description of global, site-specific, and local folders.
Moving folders and assets with content approval sequences set works like the following descriptions.
Folders
- Moving a folder to another global or site-specific folder. The folder keeps its original approval sequence. You can move the folder even if items in the folder are in review.
- Moving a folder to a local assets folder. The folder's approval sequence is changed to the local assets folder's sequence. You cannot move the folder if items in the folder are in review.
Assets
- Moving an asset to a global or site-specific folder. The approval sequence on the asset is changed to the new folder's approval sequence. You can move an item even if it is in review. However, it continues its original content approval sequence until it is approved or rejected. After that, it has the same approval sequence as the new folder.
- Moving an asset to a local asset folder. The approval sequence on the asset is changed to the new folder's approval sequence. You cannot move the asset if it is in review.
Note
The Blocks and Media folders in the assets panel are the same folders in the software and share the same content approval sequences; the Blocks and Media tabs in the assets panel are merely a way of filtering out blocks if you are in the Media tab and vice versa. This means that if Adam is set as a reviewer on the block folder Bunnies, Adam is also a reviewer of media in the media folder Bunnies.
As a result, if you edit a block in the Bunnies folder, which links to images in the media folder Bunnies, and set the block to Ready for Review, the same content approval sequence is triggered for the images.
Forms and catalogs have their structures, so even if you have a Commerce catalog named Bunnies, it does not get the same content approval sequence as the Bunnies folders for blocks and media.
Suppose you are working on a multi-language site. In that case, images that do not have a language set can be approved by any reviewer (even by reviewers who only have access to a specific language). Example: You have a site in English and German (where English is the master language), and you have set up the approval sequence so that reviewer Julia is responsible for the German content items but not the English items. You keep a folder with the two images Party_teaser_EN.png and Party_teaser_DE.png for an English and a German version, and Julia is a designated reviewer in the approval sequence on this image folder. Julia can then approve images in the folder even if the Party_teaser_EN.png is only used on English pages, which she cannot access.
Assets added to an assets folder with a content approval sequence set are not auto-published.
Multiple languages
Each language must have at least one reviewer if you have content in multiple languages. The administrator decides whether a reviewer can approve content for all or specific languages. You can have different reviewers for different languages.
Each language version can be set as Ready for Review and approved separately from the other language version. This means that the German version of an item can be approved in three approval steps and published before the French version has even passed approval step 1. See Translating content to work with different languages.
Example: Content approval sequence with multi-languages
In this example, there are three reviewers in step 1, one for each language (for simplicity only; in reality, you should have at least two reviewers per language). In step 2, two reviewers have access rights to approve all languages. If one of the reviewers declines the content, that language version is set as Rejected and needs to be set as Ready for Review again.
Approval rejections
If a reviewer does not approve a page and declines it, the page returns to being an editable draft (with the status Rejected). The responsible editor must update the page and set it to Ready for Review again. The approval sequence then starts over, and the reviewer of the first step in the approval sequence must approve it again, even if that reviewer had approved the first draft and it was a reviewer in a later step who rejected the page.
Notifications
If you have started a content approval sequence by setting an item to Ready for Review or is set as a reviewer, you receive notifications in the user interface. The bell icon in the toolbar displays the number of notifications you have; click the icon to display a list of notifications. You can go to the item that needs to be reviewed from the notification list.
If your system is configured to use email notifications, you will also receive an email; how often these notifications are sent depends on the system configuration.
- When an item is set to Ready for Review, the reviewers in the first step get notified.
- Awaiting your approval or one of Z others. Step X of Y (multiple reviewers)
- Awaiting your approval. Step X of Y (one reviewer)
- When an item is approved in a step, the reviewers in the next step get notified.
- Awaiting your approval or one of Z others. Step X of Y (multiple reviewers)
- Awaiting your approval. Step X of Y (one reviewer).
- If a content approval step is declined, the user who started the content approval sequence, and the reviewers in the current and previous steps get notified.
- Declined by username
- If a content approval step is canceled, reviewers in the current and previous steps get notified.
- Review request canceled by username
- If all steps are approved, and the item is set as Ready to Publish, the user who started the content approval sequence gets notified.
- The reviewed content has been approved and is now ready to publish.
The title of the email shows that it is a review request, and you can see who requested the review. You can also see the title of the item to be reviewed (Black Friday shoe sale), the language of the item (en, which stands for English), the item type (Page), and when the review was started (10/21/2017 3:48 p.m.). Click Review item to open the item.
Tasks
Note
Use Tasks in the navigation panel to keep track of the content items you have sent for review, items waiting for your approval, or items you have already approved.
Options related to content approvals in Tasks
Option | Description |
|---|---|
In Review | Lists content items that are set as Ready for Review. |
Awaiting Review | Lists the content items you sent for review and are in content status In Review. |
Declined Reviews | Lists the content items you have sent for review and are declined, that is, in content status Rejected. When the item is updated, it is no longer displayed in this list. |
Approved Reviews | Lists the content items you have sent for review and are approved, that is in content status Ready to Publish. When the item is published (or updated), it is no longer displayed in this list. |
Awaiting Your Review | Lists the content items that you are one of the designated reviewers of. |
Approved by You | Lists the content items you have approved. When the item is published (or updated), it is no longer displayed in this list. |
What happens if a reviewer is away and cannot approve?
To avoid content getting stuck in an approval step if a reviewer cannot approve, it is recommended that you have at least two reviewers (per language) in a step.
An administrator can approve and publish a page at any time.
Administrators and the editor who started the approval sequence can cancel the approval sequence at any step.
Example: Content approval sequence in two steps
Web editor Tina works in the Marketing department and has prepared a product launch. An approval sequence is set up for the Marketing pages, and when Tina is done, she does not have the Publish option. Instead, she must set the new product page to Ready for Review. The page is now locked for further editing, and according to the predefined approval sequence, one of the company's chief editors, Alicia and Carlos, must review and approve the page. Alicia and Carlos are notified with an email, and when they log in to Optimizely CMS, they have a page to approve.
When Alicia or Carlos has reviewed the page, they approve it.
The approval sequence now states that Steve or David needs to approve the page. They are notified by email and in the user interface. When one of them has approved the page, it is set to Ready to publish. The approval sequence is now done, and any editor (or administrator) with publishing rights to the content can publish it. Tina, who started the approval sequence, is notified.
If Steve or David declines the approval, the content is set as Rejected, and Tina must update it and set it to Ready for Review again. Alicia or Carlos will then have to approve the second draft as well.
Working with approval sequences
Starting an approval sequence
You cannot publish directly if an approval sequence is defined for the content you are working on. Instead, you have to start the approval sequence by selecting Publish? > Ready for Review.
When a content item is in review, its status changes to In review in the Versions gadget. It is locked for editing until it is approved in all steps of the approval sequence. When it is approved in all steps, it is set as Ready to Publish, and you are notified of this in the user interface and by email.
Image: Review icon in the page tree
Image: Versions gadget shows In review status
Approving or declining an approval step
If you are set as a reviewer for a content item, you are notified in the user interface and by email (if the system is configured to send out emails) when it is ready for your review. Click the user notification or the link in the email to open the content item. If there is a previous version of the content item you want to review, you can use the compare feature to see where changes were made.
When you have reviewed the content item, select Approve? and then Approve Content or Decline Content. You may have to give a reason for approving or declining the content item.
If you approve the content item, it moves to the next step in the approval sequence, or if you were the last reviewer in the sequence, it is set as Ready to Publish.
If you select Decline Content, it is set as Rejected, and the editor needs to update the content and set it to Ready for Review again.
Note
If you have multiple review requests, you can use the Tasks panel to see which items you should review and to go between them, and the compare feature to see where changes were made.
Canceling an approval sequence
You can cancel an approval sequence that you have started regardless of which step the content item is in. Select Approve? > Cancel Review Request and Edit. You can now edit the content again. When done, you have to set it as Ready for Review, and the approval sequence starts over from step 1.
Commenting when approving and declining content
When approving or declining content, and depending on your system configuration, you may have to give a reason for your action. This comment is visible in the user interface and email notifications to the person who started the content approval sequence. It is also displayed in the project overview, if the content item in review is associated with a project.
