Reports
Content Up For Review Report
Overview
The Content Up For Review report provides a list of assets that have upcoming or past-due review dates.
- Page or file type assets may be considered stale.
- Only assets for which the user has write access are included in the results.
- Only assets with a date/time specified in their Review Date metadata fields are included in the results.
The list of results contains the following information:
- Name - The name of the asset and an asset link.
- Review Date - The date/time specified in the asset's Review Date metadata field. Hover over the entry in this column for an exact date/time.
- Owned By - The username of the owner of the asset.
- Last Updated - The time the asset was last modified. Hover over the entry in this column for an exact date/time.
- Last Updated By - The username of the user who last modified the asset.
Filtering the Report
The following filters are available to refine the results of the report:
- Site - A site must be selected to display report data.
- Overdue content or content due in __ days - Manually enter for how many days from the current date that an asset would be considered up for review, or select from the dropdown of common values.
- Asset Type - Choose whether page and/or file assets are displayed in the results.
- Show only content I own - When this option is enabled, only assets that you are the owner of are displayed in the results.
- Restrict to folders - To restrict the results list to assets within certain folders, click Choose Folder and select a folder. Repeat these steps to add additional folders to the results list.
Send a Stale Content Notification
To send a stale content email notification:
- Select one or more assets from the results list.
- Click the Notify by Email envelope icon at the top of the list.
- Click Choose Users and Groups and select users/groups to receive the notification email. You may also enter a comma-delimited list of email addresses.
- Optionally, add a message to the notification recipients. By default, the system will send the user an email containing a brief description and link to the asset needing review.
- Click Notify. An email will be sent using the email options configured in your System Preferences.
Note - To send a stale content email notification, users need the Notify users by email about stale content ability enabled in their Site Role.
Schedule a Review Date
To schedule a review date:
- Select one or more assets from the results list.
- Click the Schedule Review calendar/clock icon at the top of the list.
- To schedule a recurring review, enable Review on a Schedule and select an interval from the options provided:
- Every Month
- Every 3 Months
- Every Year
- To schedule a single review in the future, disable Review on a Schedule and select a review date from the options provided:
- 1 month from now
- 3 months from now
- 1 year from now
- Calendar (Date Selection)
- Click Schedule Review. This will update the asset Review Date metadata field to the specified date. Modifying an item’s Review Date does not change the item’s Last Modified date.