Read confirmation
- Robert Alexander Marshall
Overview
A read confirmation function can be added to pages and blog posts. This feature allows workflow authors to request that users confirm that they have read certain content.
A read confirmation can be added to content as either:
a standalone read confirmation on a page without a workflow.
a workflow read confirmation for the final state of a workflow.
By default, users assigned as readers to a read confirmation will receive notifications for read confirmation events. However, read confirmation notifications can be disabled in global administration for the instance or space administration for a space.
Standalone read confirmation
A standalone read confirmation can be added to a page or blog post using the page action menu.
The read confirmation status icon (double-tick icon) is then displayed in the page header.
Workflow read confirmation
When a reviewer makes an approval decision, and the workflow transitions to the final state, a workflow read confirmation (if enabled for the workflow) can be added to the final state (or published) content.
The read confirmation byline breadcrumb is also added to the page footer and contextualized for the current user. If you have been assigned to read a page, the Confirm option is displayed at the bottom of the page.
When viewing the page, you can choose Confirm to record that you have read the content.
Assigning users as readers
One or more users can be assigned to read a specific page or blog post and requested to confirm reading the content.
Users can be assigned as readers using the read confirmation popup accessed through the read confirmation status icon on the page
You can use the Edit readers ellipsis menu option to search for users and add or remove users as readers.
You can search and select one or more users to add as a reader.
Preassigning readers using an applied workflow
In a workflow, an editor or space administrator can edit the workflow read confirmation configuration to add users as readers when a read confirmation is added to the final state.
The read confirmation status for the content is pending until all assigned users have confirmed. Only the read confirmation for the most recent version that the user confirmed is displayed.
A due date can be added for all assigned readers to complete a read confirmation. The dialog box displays the remaining time until the due date.
Reporting with an applied workflow
When a workflow is applied to the page:
read confirmations that all readers have confirmed are recorded in the document activity report for the page
the current read confirmation status (Pending, Confirmed, or Overdue) is recorded in the space document report
The document report settings must have been configured by the space administrator to display the Read Confirmation entries.
Working with read confirmations
See the following to learn more