{"id":30,"date":"2026-03-03T16:00:59","date_gmt":"2026-03-04T00:00:59","guid":{"rendered":"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/?page_id=30"},"modified":"2026-03-03T16:00:59","modified_gmt":"2026-03-04T00:00:59","slug":"workflow-stages","status":"publish","type":"page","link":"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/workflow-stages\/","title":{"rendered":"Workflow Stages"},"content":{"rendered":"<div class=\"wp-block-dhcs-hero-basic wp-block-dhcs-main-hero-basic\">\n\t\n\n\n\n<h1 class=\"wp-block-heading\"><strong>Workflow Stages<\/strong><\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">DHCS WordPress Training Guide<\/p>\n\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<ul class=\"wp-block-list is-style-sidebar\">\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/home\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/\">WordPress Training Guide<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/why-the-change\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/why-the-change\/\">Why the Change?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/wordpress-basics\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/wordpress-basics\/\">WordPress Basics<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/user-roles\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/dhcs-wordpress-training-guide-user-roles\/\">User Roles<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/access-navigation\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/access-navigation\/\">Access &amp; Navigation<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/creating-editing-pages\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/creating-editing-pages\/\">Creating &amp; Editing Pages<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/workflow-stages\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/workflow-stages\/\">Workflow Stages<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/uploading-files-in-wordpress\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/dhcs-wtg-uploading-files-in-wordpress\/\">Uploading Files<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/adding-links\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/adding-links\/\">Adding Links<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/create-an-event\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/dhcs-wtg-create-an-event\/\">Create an Event<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/structuring-pages\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/structuring-pages\/\">Structuring Pages (Parent\/Child)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/final-exam\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/final-exam\/\">Final Exam<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/tips-best-practices\/\" type=\"link\" id=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/tips-best-practices\/\">Tips &amp; Best Practices<\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"wp-block-paragraph\">This workflow applies to <strong>all content types<\/strong>: Pages, Files, and Custom Post Types (CPTs). It ensures content is reviewed and approved before publishing, with built-in <strong>email notifications<\/strong> at each stage.<\/p>\n\n\n<div class=\"wp-block-dhcs-accordion wp-block-dhcs-main-design-system-accordion\">\n\t\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Stage 1: Not Submitted<\/summary>\n<ul class=\"wp-block-list\">\n<li><strong>What happens:<\/strong> Content is saved as a draft but not yet in review.<\/li>\n\n\n\n<li><strong>Set by:<\/strong> <a>Content Contributor<\/a>.<\/li>\n\n\n\n<li><strong>Action:<\/strong> None yet.<\/li>\n\n\n\n<li><strong>Tip:<\/strong> Use this stage while building your content.<\/li>\n<\/ul>\n<\/details>\n\n<\/div>\n\n\n\n<div class=\"wp-block-dhcs-accordion wp-block-dhcs-main-design-system-accordion\">\n\t\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Stage 2: OC Review<\/summary>\n<p class=\"wp-block-paragraph\"><strong>What happens:<\/strong> The content enters the OC Review stage for compliance checks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Set by: <\/strong>Content Contributor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Action: <\/strong>OC Web Team reviews content for style, accessibility, and DHCS policy compliance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Important:<\/strong> Notifications reset after publishing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Notifications:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Default:<\/strong> Content Contributor and OC Web Team notified.<\/li>\n\n\n\n<li>If you open a page or document that\u2019s already in OC Review (meaning someone else has submitted it for publishing), you won\u2019t automatically receive status updates. To get notifications, go to the Editorial Workflow panel and add yourself under \u201cAdditional users to notify.\u201d Enter your email there to follow the page\u2019s status changes.<\/li>\n\n\n\n<li><strong>Optional:<\/strong> Add other team members or managers to the <strong>Notification Menu<\/strong>.<\/li>\n\n\n\n<li><span style=\"margin: 0px; padding: 0px;\"><strong>Caution:<\/strong>&nbsp;The workflow process itself can generate&nbsp;<strong>many emails<\/strong>, depending on the number of stages the content must go thro<\/span>ugh.<\/li>\n<\/ul>\n<\/details>\n\n<\/div>\n\n\n\n<div class=\"wp-block-dhcs-accordion wp-block-dhcs-main-design-system-accordion\">\n\t\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Stage 3: Corrections Needed<\/summary>\n<ul class=\"wp-block-list\">\n<li><strong>What happens:<\/strong> Content Contributor updates content based on OC Web Team comments.<\/li>\n\n\n\n<li><strong>Set by:<\/strong> OC Web Team<\/li>\n\n\n\n<li><strong>Action:<\/strong> Content Contributor makes corrections and adds a comment.<\/li>\n\n\n\n<li><strong>Next:<\/strong> Content Contributor corrects content, adds a comment, and sets workflow back to <strong>OC Review<\/strong>.<\/li>\n\n\n\n<li><strong>Notifications:<\/strong> Content Contributor notified with OC comments.<\/li>\n<\/ul>\n<\/details>\n\n<\/div>\n\n\n\n<div class=\"wp-block-dhcs-accordion wp-block-dhcs-main-design-system-accordion\">\n\t\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Stage 4: CDO Review<\/summary>\n<ul class=\"wp-block-list\">\n<li><strong>What happens:<\/strong> Content with data is reviewed for de-identification standards<\/li>\n\n\n\n<li><strong>Set by:<\/strong> OC Web Team.<\/li>\n\n\n\n<li><strong>Action<\/strong>: CDO Team reviews compliance.<\/li>\n\n\n\n<li><strong>Notifications:<\/strong> Content Contributor + CDO Team notified.<\/li>\n<\/ul>\n<\/details>\n\n<\/div>\n\n\n\n<div class=\"wp-block-dhcs-accordion wp-block-dhcs-main-design-system-accordion\">\n\t\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Stage 5: CDO Approved<\/summary>\n<ul class=\"wp-block-list\">\n<li><strong>What happens:<\/strong> Data compliance confirmed; content ready for publishing.<\/li>\n\n\n\n<li><strong>Who does this:<\/strong> CDO Team.<\/li>\n\n\n\n<li><strong>Action By:<\/strong> OC Web Team reevaluates and prepares for publishing.<\/li>\n\n\n\n<li><strong>Notifications:<\/strong> Content Contributor is notified when the stage changes.<\/li>\n<\/ul>\n<\/details>\n\n<\/div>\n\n\n\n<div class=\"wp-block-dhcs-accordion wp-block-dhcs-main-design-system-accordion\">\n\t\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Stage 6: OC Approved (Published)<\/summary>\n<ul class=\"wp-block-list\">\n<li><strong>What happens:<\/strong> Content is published and live on the site.<\/li>\n\n\n\n<li><strong>Who does this:<\/strong> OC Web Team.<\/li>\n\n\n\n<li><strong>Action By:<\/strong> OC Web Team published content.<\/li>\n\n\n\n<li><strong>Notifications: <\/strong>Content Contributor gets an email confirming content is published.<\/li>\n<\/ul>\n<\/details>\n\n<\/div>\n\n\n\n\n<p class=\"wp-block-paragraph\">space<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-regular\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>Stage<\/strong><\/td><td><strong>Action<\/strong><\/td><td><strong>Notifications<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Not Submitted<\/td><td>Draft saved<\/td><td>None<\/td><\/tr><tr><td>OC Review<\/td><td>Content enters review<\/td><td>CC + OC Web Team (optional others)<\/td><\/tr><tr><td>Corrections Needed<\/td><td>Fix issues<\/td><td>CC + notified parties (includes comments)<\/td><\/tr><tr><td>CDO Review<\/td><td>Review data compliance<\/td><td>CC + CDO Team<\/td><\/tr><tr><td>CDO Approved<\/td><td>Confirmed data compliance<\/td><td>CC notified<\/td><\/tr><tr><td>OC Approved<\/td><td>Content Published<\/td><td>CC notified<\/td><\/tr><\/tbody><\/table><\/figure>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>This workflow applies to all content types: Pages, Files, and Custom Post Types (CPTs). It ensures content is reviewed and approved before publishing, with built-in email notifications at each stage. space Stage Action Notifications Not Submitted Draft saved None OC Review Content enters review CC + OC Web Team (optional others) Corrections Needed Fix issues [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","dhcs_page_language":"en","dhcs_review_stage_delay_published":false,"dhcs_review_stage_notifications":[],"dhcs_review_stage_step":"not-submitted","dhcs_review_stage_published_date":""},"dhcs-division":[],"class_list":["post-30","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Workflow Stages - WordPress Training Guide<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.dhcs.ca.gov\/wordpress-training-guide\/workflow-stages\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workflow Stages - WordPress Training Guide\" \/>\n<meta property=\"og:description\" content=\"This workflow applies to all content types: Pages, Files, and Custom Post Types (CPTs). 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