Workflow revision

1\ purpose & key concepts the revision functionality allows you to update existing published content without changing the live version until changes are reviewed and approved key terms published content the live version visible to visitors revision a working copy where you make changes workflow the approval steps (review, edit, approve, publish) the revision goes through planned revision a revision in progress (in the workflow) executed revision a revision that has been published to the live site used revision a temporary status showing the revision document for 1 hour after publishing, before it disappears from the post overview when to use revisions you need to update live content safely with an approval trail multiple people must review changes before they go live you want to avoid accidental direct edits to published content 2\ enable the post status column before working with revisions, set up your view navigate to article overview (post overview) click screen options (top right) check the "post status" column the column now shows revision states for each article important always check the post status before creating a revision to avoid duplicate work 3\ understanding post status the post status column shows planned revision revision is in the workflow, original content still live executed revision revision was just published; the revision document will disappear from the post overview after 1 hour 4\ creating a revision open the published post/page in wordpress click "create revision" or "submit to workflow (as revision)" select the workflow template (e g , "standard content update") set due dates and assignees for the first step click submit result a working copy is created, the published version stays unchanged, post status shows "planned revision" 5\ editing the revision open the revision from your oasis workflow inbox or the post list make your changes (text, images, metadata, categories, tags) add internal notes to explain major changes (optional) click "submit to next step" and set the next assignee/deadline 6\ reviewing a revision open the assigned task in oasis workflow review the content (use compare tools if available) choose one action approve/move forward pass to next step or finalize send back add specific comments on required changes reject cancel the revision 7\ publishing the revision complete final check (all comments addressed) click "publish" in the final workflow step the revision updates the live post/page post status changes to "executed revision" the revision document shows as "used revision" for 1 hour before disappearing note the previous version is stored in wordpress history 8\ tracking revisions in the oasis workflow dashboard view all items in revision workflows filter by assignee, due date, workflow, or status identify overdue or stuck steps in the article overview use post status column to identify active revisions check for "planned revision" before creating new revisions monitor "used revision" items that will soon disappear in workflow history see who edited, approved, and what comments were made audit decisions and timelines 9\ best practices enable post status column and check it before creating revisions never edit published content directly – always create a revision add clear comments when submitting or reviewing set deadlines for each workflow step monitor the dashboard regularly to prevent stalled approvals coordinate with your team to avoid multiple parallel revisions of the same item 10\ common issues problem solution can't see revision status enable post status column in screen options multiple revisions of same item check post status for "planned revision" before starting stalled approvals set due dates and monitor workflow dashboard unclear feedback reviewers must add specific comments with section references revision document disappeared normal behavior – "used revision" items disappear after 1 hour