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<div>Robert,</div>
<div> Roles and permissions can take care a lot of this for you. Also Workbench (<a href="https://drupal.org/project/workbench">https://drupal.org/project/workbench</a>) and Workbench Moderation (<a href="https://drupal.org/project/workbench_moderation">https://drupal.org/project/workbench_moderation</a>)
can handle your workflow. Organic Groups (<a href="https://drupal.org/project/og">https://drupal.org/project/og</a>) can be used for the finer-grained content assignment and sharing.</div>
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<p class="MsoNormal"><b style="font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif; color: rgb(187, 0, 0); background-color: white;">Pat</span></b></p>
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<span style="font-weight:bold">From: </span><Walker>, "Robert T." <<a href="mailto:walker.45@osu.edu">walker.45@osu.edu</a>><br>
<span style="font-weight:bold">Reply-To: </span>Drupal users list <<a href="mailto:drupal@lists.service.ohio-state.edu">drupal@lists.service.ohio-state.edu</a>><br>
<span style="font-weight:bold">Date: </span>Wednesday, April 23, 2014 at 9:01 AM<br>
<span style="font-weight:bold">To: </span>"<a href="mailto:drupal@lists.service.ohio-state.edu">drupal@lists.service.ohio-state.edu</a>" <<a href="mailto:drupal@lists.service.ohio-state.edu">drupal@lists.service.ohio-state.edu</a>><br>
<span style="font-weight:bold">Subject: </span>[Drupal] Workflows<br>
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--></style><!--[if gte mso 9]><xml>
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<div lang="EN-US" link="#0563C1" vlink="#954F72">
<div class="WordSection1">
<p class="MsoNormal">Good morning!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">In preparation for moving from a custom CMS with no workflows (all users can publish their own work) to Drupal, I’d like to get everyone’s take on workflows, not necessarily limited to Drupal but for any CMS.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">We currently have 80 total CMS users with each office, department or center with one or more users.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The three things we’d like to accomplish with workflows:<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo1"><!--[if !supportLists]--><span style=""><span style="mso-list:Ignore">·<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">
</span></span></span><!--[endif]-->Allow non-technical users to provide content but get it reviewed before publishing<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo1"><!--[if !supportLists]--><span style=""><span style="mso-list:Ignore">·<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">
</span></span></span><!--[endif]-->Notify stakeholders (supervisors) of content changes<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo1"><!--[if !supportLists]--><span style=""><span style="mso-list:Ignore">·<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">
</span></span></span><!--[endif]-->Ensure correct branding from a marketing perspective<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">In our brainstorming sessions, here’s the workflow we’ve come up with:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Author (non-technical user); cannot publish content on their own<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo2"><!--[if !supportLists]--><span style=""><span style="mso-list:Ignore">·<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">
</span></span></span><!--[endif]-->Can create new drafts of content<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo2"><!--[if !supportLists]--><span style=""><span style="mso-list:Ignore">·<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">
</span></span></span><!--[endif]-->Can change content status to Needs Reviewed which sends the content to an Editor for review<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Editor (a well-trained CMS user); can publish content<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l3 level1 lfo3"><!--[if !supportLists]--><span style=""><span style="mso-list:Ignore">·<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">
</span></span></span><!--[endif]-->Can create new drafts of content<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l2 level1 lfo4"><!--[if !supportLists]--><span style=""><span style="mso-list:Ignore">·<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">
</span></span></span><!--[endif]-->Can change content status to Published <o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.25in;mso-list:l2 level2 lfo4">
<!--[if !supportLists]--><span style="font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">
</span></span></span><!--[endif]-->Publish Author changes<o:p></o:p></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.25in;mso-list:l2 level2 lfo4">
<!--[if !supportLists]--><span style="font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">
</span></span></span><!--[endif]-->Publish their own changes<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l2 level1 lfo4"><!--[if !supportLists]--><span style=""><span style="mso-list:Ignore">·<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">
</span></span></span><!--[endif]-->Can change content status to Needs Approved which sends the content to an Approver for review<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Approver (a non-technical supervisor to the Editor); can approve content and optionally publish<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l2 level1 lfo4"><!--[if !supportLists]--><span style=""><span style="mso-list:Ignore">·<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">
</span></span></span><!--[endif]-->Can change content status to Needs Work which sends the content back to the Editor<o:p></o:p></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l2 level1 lfo4"><!--[if !supportLists]--><span style=""><span style="mso-list:Ignore">·<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">
</span></span></span><!--[endif]-->Can change content status to Published<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The idea is that most of our current CMS users would be Editors for their area in Drupal and able to publish their own changes. Editors would be well-trained to recognize proper branding. Authors could be others in their office that contribute
content but it would need to be reviewed by an Editor before the Editor published it (or sent back to the Author for changes). The Editor role can also send content to an Approver for review if it is high-visibility content (like a department landing page<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">One feature that we’d like that we haven’t seen yet in a module is the ability to assign content to a user. A use case would be that if two users are collaborating on content, they could be able to pass it back and forth.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">What do you think? Is there a better workflow that can accomplish our needs? Do we need more than one workflow?
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal">Rob<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;line-height:13.5pt;background:white">
<span style="font-size: 9pt; font-family: Arial, sans-serif; color: rgb(51, 51, 51);"><img width="224" height="45" id="Picture_x0020_1" src="cid:image001.png@01CF5E0B.4C275110" alt="The Ohio State University - Fisher College of Business"><br>
</span><b><span style="font-size: 9pt; font-family: Arial, sans-serif; color: rgb(187, 0, 0); background-color: white; background-position: initial initial; background-repeat: initial initial;">Robert Walker</span></b><span style="font-size: 9pt; font-family: Arial, sans-serif; color: rgb(51, 51, 51);"><br>
Web Application Developer <br>
</span><span style="font-size: 9pt; font-family: Arial, sans-serif; color: rgb(187, 0, 0); background-color: white; background-position: initial initial; background-repeat: initial initial;">Information Technology Services</span><span style="font-size: 9pt; font-family: Arial, sans-serif; color: rgb(51, 51, 51);"><br>
320F Mason Hall, 250 W. Woodruff Ave., Columbus, OH 43210<br>
614-247-5477 Office<br>
<a href="mailto:walker.45@fisher.osu.edu"><span style="color:blue;background:white">walker.45@fisher.osu.edu</span></a><a href="http://fisher.osu.edu"><span style="color:blue;background:white">fisher.osu.edu</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
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