Training by Example: Use Case — Content Governance

This is the sixth use case in the Training by Example series. Review it after finishing the Training by Example: Use Case — Catalog,  Training by Example: Use Case — Bursting, Training by Example: Use Case — Exceptions Report, Training by Example: Use Case — Changes Report and Training by Example: Use Case — Metrics and Alerting.

In this example, a Center of Excellence (COE) requests placing content through a review process using a Publishing Workflow for certification. Content creators added lots of various tags and there is confusion around which terms carry what meanings. So, new content needs verification before it will be marked as "certified" after a review process. Additionally, tags have to be replaced by Glossary Terms allowing better governance and understanding of Element metadata.

Use the example workflow outlined below to:

  • Learn how to create a Glossary Section and fill it with Terms
  • Find out how to add Custom Field Metadata
  • Discover the algorithm for Publishing Workflow creation

Make sure you have completed all the following steps before beginning this Use Case:

  • Created a Category
  • Added a User Group

Note: This workflow requires Administrator Access.

Creating Glossary Section and Terms

In this Use Case, you create a Glossary Section that contains one or more of the business Terms which a Power User (from one of the managers Groups) will use during review in the publishing workflow.

Glossary Terms are added to Glossary Sections and are used to define and describe attributes or data regarding Elements. Terms can be applied to Metric Insights (MI) content; e.g., External Reports, Datasets, Metrics, and Dataset Reports.

Creating Custom Field Metadata

In this Use Case, you add a Custom Field that displays information about data sensitivity.

Custom Fields help to enrich Elements with additional relevant information. Administrators can create and populate Custom Fields for various Element Editors and select where to display them.

Creating Publishing Workflow

In this section you will create a Publishing Workflow. The Publishing Workflows feature is a way for Administrators to delegate management and supervision of content publishing to  Power Users without granting complete edit and delete access to a category content. The functionality helps ensure that new content has been validated by multiple stakeholders and is therefore trustworthy, including accurate metadata and information.

Checking the Workflow

Congratulations! You've completed the use case!

You are done. Great job!