This feature is only available to users on our current plans (Standard, Advanced, or Enterprise). If you're on a legacy plan and are interested in switching to a current plan, please reach out to us at <[email protected]>.
Once you have tracked certification for your appropriate articles, you can manage the process by following the steps below.
1. Go to Reports
2. Choose Content Certification
3. View a list
- Adjust the filter settings at the top, as appropriate (for example, you might want to first focus on published articles (vs. unpublished) in a specific manual where you are assigned as the process owner.
- Click a View List button from the options available to see the list of articles in the All Articles section.
- If you have Expired Articles, that's likely the best place to start (includes all articles that have either had a previous content certification expire or are being tracked but have never been certified), followed by Articles Expiring in the next 7 days.
4. Click into an article
5. Review/adjust Properties, as needed
Move through your standard article review process to ensure the content is still accurate.
- Ensure someone is assigned
- Ensure a status is set
- Add revision notes, if appropriate
6. Certify the article
Once your article has been successfully reviewed/updated, certify it by following the steps here: How to Certify the Contents of an Article