Managing Categorized Content

Use the My Categorized Content page (EPPCM_USER_MAIN) to view and edit all of your categorized content.

Navigation:

• Content Management > Categorized Content > My Content Status

  Click the Published Content link My Categorized Content page.

• My Content > My Categorized Content

  Click the Published Content link My Categorized Content page.

This example illustrates the fields and controls on the My Categorized Content page: Published Content. You can find definitions for the fields and controls later on this page.

Use this page to easily locate and review content items of a particular status. If necessary, you can enter additional search criteria to filter the results.

You can select an approver at your discretion from the users who have been granted approval privileges for this folder. Before you can submit content items for approval, you must check in the content.

To submit content items for approval:

1. Select Content Management > Categorized Content > Browse Folders > or

   Select My Content > My Managed Content.

2. Access the File Attachment Properties page.

   Click the Properties link on the Browse Categorized Content page or the My Categorized Content page.

3. Select an approver user ID or role.

4. Click the Save button, and click the Check in buttons.

5. Click the Submit for Approval button.

   Note that:

   • The content is automatically checked out and locked to the approver.

   • The fields on the Content Properties page are editable only by the listed approver because the content is checked out to the approver.

   • The Version Status and Locked To fields have been updated.

     The icon also indicates that the file is locked. When you submit content for approval, it is automatically checked out to the approver by the system.

   • The Check Out and Submit for Approval buttons disappear. The Cancel Check Out button appears.

You use the Content Attachment Properties page to modify content properties such as content location, content approver, and content version; to check out and check in content and to submit it for approval; and to maintain comments or discussions specific to that piece of content, among other tasks.

When you approve an item of categorized content, you make that item available to be reused in other content management features such as News Publications, Managed Content, Collaborative Workspaces, and so on.

To approve a content item:

1. Select My Content > My Managed Content to access the My Managed Content page to view content items of a particular status, including a list of all content that requires your review and approval.

2. Click the Properties link for the desired content on the My Managed Content page.

3. Click the link to review the content.

   For example, if the content is a file attachment, click the file name.

4. Click the Approve button if the content is ready to be published.

   Click the Rework button if the content requires additional work.

   Notice that the Modified and Version Status fields have been updated and the locked icon has been removed.

Approved content is now available for publishing.

Use the Content Locations page (EPPCM_CONT_LOC) to move content to a different folder or add content to multiple folders.

Navigation:

Content Management > Content Categorization > Browse Folders

Click the Add Content button on the Browse Categorized Content page.

Click the Locations link on the Content Properties page.

This example illustrates the fields and controls on the Content Locations page. You can find definitions for the fields and controls later on this page.

The Content Locations page in the Categorized Content feature lists all the folders where content is located. When the Content Locations page is accessed from a non-managed feature such as Workspaces or Categorized Content, it shows only the content locations for that feature. You can move content only between folders of the current feature in the current site.

See Top Folder Properties - Move Folder Page.

Access the Add Content Location page (select Content Management > Categorized Content > Browse Folders; click a folder title link; click an appropriate Properties link and click the Locations link; click the Add Location button on the Content Locations page).

This example illustrates the fields and controls on the Add Content Location page.

To select an additional location for the content:

1. Click the folder icons to navigate through the hierarchies.

2. Select the new location by clicking the folder title.

   The Content Location page appears with the new location listed.

3. Click the Return button to return to the Content Properties page.

4. Click the Save button.

   The document is now listed in two folders.

Use the Start Discussion Confirmation page (EO_PE_YESNOCONFIRM) to use to confirm the start of a discussion on this piece of content.

Navigation:

Content Management > Managed Content > Browse Folders

Click a folder title link, and click an appropriate Properties link.

Click the Start Discussion link on the Content Properties page.

This example illustrates the fields and controls on the Start Discussion Confirmation page.

Use this page to start a discussion, which is then attached to the content item. After a discussion has been started, the link changes to View Discussions and is used it to edit, respond to, and view discussions.

See Starting and Viewing Discussions.

Tags for categorized content are displayed on the properties pages as well as the view page for the content. However, some types of content—such as attachments and URLs—open the content in a new window directly without using the application view page. In these instances, tags are available only on the properties page. Application pages can be displayed in only edit or view mode.

To create and use tags for categorized content:

1. Access the pages by using one of the following navigations:

   1. Select Content Management > Categorized Content > Browse Folder.

   2. Select My Content > My Categorized Content.

2. Select any content property link.

3. Click an appropriate link to view, edit, or add tags.

4. Enter the tag name, and click the Update Tags button.

See Understanding Tagging in PeopleSoft Interaction Hub.

Use the My Categorized Content Status page (EPPCM_STAT_MAIN) to view, at a glance, the work that you need to perform based on the status of categorized content.

Navigation:

• Content Management > Categorized Content > My Content Status

• My Content > My Categorized Content

This example illustrates the fields and controls on the My Categorized Content Status page. You can find definitions for the fields and controls later on this page.

The My Categorized Content Status page enables you to see, at a glance, the work that you need to perform based on content status.