Review and publish catalogue items

Publishing is two steps, and only a Super admin can do them: mark the version reviewed against its source, then publish it. Compliance officers prepare items and see A Super admin reviews and publishes instead of the buttons.

How to publish one item

1. 1Step 1: Open the item. Under Publishing, check what the researchers flagged under Research first.
2. 2Step 2: Check the latest version against its source. Enter the Reviewer and Reviewed on date and select Mark version … reviewed.
3. 3Step 3: Select Publish version … and confirm with Publish.

How to review and publish several at once

1. 1Step 1: On Catalogue, tick the items. Only items with a new version to publish can be ticked.
2. 2Step 2: Tick Include items that need checking only once you've checked them.
3. 3Step 3: Select Review and publish the ticked items. The next page lists them first.
4. 4Step 4: Check the list, enter the Reviewer and Reviewed on date and select Review and publish.

Each item is marked reviewed and published exactly as if you did them one at a time. Items that need checking (unless included), have no source, are retired or have nothing new are skipped and listed.

Review due

Review due lists live items past their review date, or never reviewed, oldest first. Check each against its source; a Super admin records the review with Record a new review, and publishes a new version if anything changed.

Retire an item

Select Retire and confirm. It can't be picked any more. Organisations that follow it keep it and are told.

What happens next

• Published items can be picked by organisations straight away.
• Organisations that follow an older version see the new one under updates to review, and get one weekly email listing catalogue updates.
• Every review, publish and retirement is recorded in the platform audit log.