Prepare and review

Step by step

1. Define category Content Management System Administrator

   The administrator confirms the category belongs to the item organization and is active.

   • Confirm the active definition and its owning organization.
   • Updates Content categories, Organizations

2. Prepare item Content Management System Operator

   The operator records the item number, owner, category and intended date while the item is Draft.

   • Record the item, owner and planned date.
   • Updates Content items, People

3. Capture revision Content Management System Operator

   The operator links source detail and a source record ID to the item.

   • Preserve source detail against the parent item.
   • Updates Content revisions

4. Verify evidence Content Management System Operator

   The operator records the supporting document and the person who checked it.

   • Record the attachment, verification state and verifier.
   • Updates Evidence documents

5. Submit for review Content Management System Operator

   The operator submits the current revision and moves the item from Draft to in review.

   • Present the current revision for a pending decision.
   • Updates Content items, Review decisions

6. Review revision Content Management System Reviewer

   The independent reviewer approves, returns or rejects the submitted source revision.

   • Record the decision and reason against the source revision.
   • Updates Review decisions, Content items
   ApprovalA person approves before the work moves on.

Content Management System Administrator

, Content Management System Operator, Content Management System Reviewer.

See [roles](/content-management-system/roles) for the access rehearsal.