The content panel should correspond to who prepares the materials and who can approve them. Separating the working version from the public helps organize the work of several people.
Fit process to team
In a company from Warsaw, the text may prepare marketing, check the service department, and the publication is approved by the owner. In another team all activities are performed by one person. CMS should not force a complicated path where it is not necessary.
Start with a simple description: who creates, checks and publishes. Then adjust the permissions and available material states.
Show the difference between writing and publication
The editor should understand whether he saves a draft, updates the public website, or transmits material for acceptance. Unclear labels may lead to accidental disclosure of an unfinished offer.
If the project includes a preview, check its compatibility with the final layout and access rules. The link to the sketch itself should not be treated as sufficient protection of confidential content.
Make it easy to check a particular change
- Show me which material is waiting to be decided.
- Write comments on the correct version.
- Determine what needs to be re-accepted after correction.
- Predict the absence of the authorising person.
With an important message, it is useful to compare changes if the implemented system supports it. It should not be assumed that each CMS installation has an identical range of such functions.
Take the whole circulation on an example
Prepare a trial description of the service, submit it to check, correct and publish. See if the participants know what to do at each stage and whether the recipient sees the correct version. Test the simultaneous work of two people separately.
This last case is described in guide on versions and editing togetherA well-designed administration helps to publish consciously while maintaining a process proportionate to the needs of the organisation.
