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OS Workflow Recommendations

Our recommended workflow for users and admins.

Written by Austin Carroll
Updated over a week ago

Typical Workflow

  1. Draft in Studio (or upload existing content)

  2. Run a compliance scan

  3. Fix issues β†’ Add version β†’ Scan again

  4. Submit for approval

  5. Handle any change requests or comments

  6. Download and publish

Ongoing Admin Tasks

  • Check Approvals β†’ Pending regularly to review submitted content

  • Use Search with the 'Expiring Soon' filter to catch content before it lapses

  • Refine your Scan settings and policies over time based on what your team actually needs

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