The Publishing workflow is the process used to create, review, edit, and publish content. Multiple people in different roles can be part of the process. The workflow below assumes that the user has both the Publish and Approval entitlements for their assigned their role.

TO ACCESS Site Planner:

  • launch the application

  • from global navigation

    • select Site Planner

    • select a Site Page

Accessing Publishing and Approvals


Approving via Site Page

Select a Site Page.

Approving via Approval icon

Pending approval requests can be accessed via the inbox/tray icon in the Main Toolbar.

Double Click the Page desired to open the Site Planner.


Publishing and Approval

Once on the Pending Site Page, click the Publish button on a draft Page. 

A notification dialog will display. The Page is queued for Approval.

Click the Approve Button.

Enter in a Message and click the Approve button.