Introduction
This article explains how page publishing and workflows operate in the Easy8 Knowledge Base, particularly within namespaces like Finance that require document control. Understanding this process ensures that only reviewed and approved content is published, supporting accuracy and accountability in critical documentation.
Target Audience
- Administrator
Understanding Page Publishing and Workflows
Definition
Publishing workflows are approval processes that ensure Knowledge Base content is properly reviewed before being published. These workflows can involve multiple roles such as creator, reviewer, and approver, and are triggered during page creation or editing.
Workflow in the Finance Namespace
Page Creation Process
- Creating a new page in the Finance namespace triggers an advanced document control workflow.
- The page must go through the following steps:
- Review by a reviewer
- Approval by the reviewer
- Validation and final approval by an approver
- Important: The creator, reviewer, and approver should be different users to ensure proper checks.
Page Edit Process
- Editing an existing page triggers a simple approval workflow.
- Each edit creates a draft version of the page.
- The draft is reviewed and approved by an approver.
- Until the draft is approved, the original published document remains unchanged.
Key Concepts
- Drafts: Edits do not go live until reviewed and approved.
- Approval Chain: Each role (creator, reviewer, approver) must act in the defined order.
- Controlled Publishing: Ensures sensitive or regulated content is handled responsibly.
Conclusion
Workflows in the Knowledge Base help maintain the quality and integrity of published documentation. In high-control namespaces like Finance, multi-stage approvals ensure that only verified and approved content becomes publicly visible. This structure supports compliance, accuracy, and collaboration.
