ScreenSteps

How to Track Certification for an Article

Updated

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If you need to ensure your content is getting reviewed and updated on a regular basis, you can manage this using our Content Certification feature. To set this up for an article, follow the steps below.

1. Enter the article preview

Click on an article title from the admin site to preview it.

2. Click the Certifications tab

3. Check the box to Track Content Certification

4. Complete the Certification settings

  1. Process Owner: The person responsible for ensuring the article is reviewed and updated. This person will receive an email notification once an article's certification expires. You can opt to not require a process owner by following the steps in this article: How to Require/Not Require Process Owners for Article Certification
  2. Certify every: How often the article needs to be reviewed and updated. This defaults to 90 days.

If the article has already been certified at least once in the past, you will also see the following field:

  1. Next Certification Date: The date at which point the article must be reviewed and updated (calculated based on the previous date of certification and the Certify every cadence, unless manually edited).

5. Note the article's Certifications Info

Close the article preview to return to the article list and note that a certificate icon now appears in the Certifications Info column for the article. Hovering over the icon provides more information about the certification status at a glance.

Icon Color Key:

  • Blue: Certification is tracked but has yet to be completed
  • Gray: Article has been certified and certification has not yet expired
  • Red: Certification is tracked and expired

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