The following sections provide an overview of the steps you should follow for contribution assignments. The steps will vary depending on your user account:
If you are an author, see Author Instructions for Contribution Assignments.
If you are a contributor, see: Contributor Instructions.
To send content to a contributor, follow the process described in this article. You will need access to the full Paligo editor, so must log in to Paligo as an administrator or author.
Tip
This is an overview of the steps you need to follow, with references to the sections that explain the steps in more detail. If you need to refer to the more detailed sections, it is a good idea to open them in another tab so that you can easily switch between this process and the detailed explanations.
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Create the profile settings for a contribution assignment. This step is only needed if your content uses variables or filters (profiles). For more details, see Favorite Profiles.
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Create a contribution assignment. Use it to invite users and/or user groups to edit or add to your content.
For details, see Create Assignments.
Note
We recommend that you also check that the Default Settings for Assignments are suitable for your assignment.
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Use the Planner to Track the Assignment Progress. This is an optional step.
The assignee(s) will work on the assignment and set a state that you can see on your dashboard and on the Planner.
If they set the content to approved, it means it is ready for translation or publishing, depending on your workflow. The assignment is finished.
Approved content is shown with a green and white check symbol.
If they set the content to needs work, it requires your attention.
The assignee's avatar shows a red stop sign if they have set the content to needs work.
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As contributors can add and change content, we recommend that you open the content and check it (see Open an Assignment that "Needs Work").
You may find that:
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Some of the content that has been added or changed has invalid structure. You will need to fix this.
For more information, see Validation.
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You want to rewrite the new or changed content to make it more appropriate for the target audience. For example, a contributor may use jargon terms or complex language that may confuse readers.
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As you edit the content, you may find that you need to ask the reviewer a question or explain why you disagree with their feedback. Use comments to respond to the contributor and to add your own comments.
The way to add and respond to comments varies, depending on whether you open the content in the full editor or in edit mode (contributor). To find out more, see:
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When you have dealt with all of the feedback, either reassign the assignment, refresh the assignment, or create a new assignment to get the changes checked. You can only reassign if you created the original assignment.
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Repeat steps 3-6 inclusive until the assignment comes back with all content approved. You can then (optionally) send the content for translation or set the document state to Released, and publish it.
You can see the state of your content in the overall production workflow by looking at the Resource view (see Workflow Status).
To find out how to change the content state, see Change the Status of a Publication or Topic.
As a contributor, you can be invited to take part in a contribution assignment, where you edit content or add content. For example, you may be asked to add a topic on a subject in your area of expertise.
To edit, you will open the content in Paligo's editor mode, which is a specially designed interface for contributors. There, you will be able to change content, add new content, and leave feedback comments.
Note
You cannot access advanced features such as content reuse, as these are reserved for Paligo authors who use the full editor. The Contributor Editor is a simpler editor, designed to allow non-technical writers to add content.
To contribute to the content:
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You receive an email inviting you to take part in a Contribution assignment. Select the link to open the content in the Contributor Editor.
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To choose a profile, select the cog icon next to the Your assignment button and then select Profile settings.
On the profile settings dialog:
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Use the editor's features to add content, edit the existing content, and provide feedback as needed.
To learn how to use Edit View, see Working in Edit View.
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When you are finished editing the content, create a snapshot.
A snapshot is an archived version of the content at a particular point in time and useful when you compare different versions.
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Select the cog icon and choose Create Snapshot.
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Add a comment about the snapshot. Try to provide information about the content at this point in time, so that other users can understand what changes were made and why.
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Select OK to confirm the comment and create the snapshot.
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End the assignment:
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Select the Your assignment button to display the complete assignment dialog.
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Select either:
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Done to mark the content as ready for publishing, with no further work needed.
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Needs work to notify the Paligo author that the content needs some changes.
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Reset status to clear the status of an assignment so that it no longer has a done or needs work status.
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Paligo sends an email to the person who invited you to the assignment. It tells them that the assignment is complete and that is has either been approved or needs further work. A Paligo author will most likely review the content and use the features available in the full editor to make sure your content has a valid structure and is consistent with other documentation.
The Paligo author may reassign the assignment to you if they have questions or feel more work is needed.
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