The review process

The review process is about checking pages that have been previously labeled as REVIEW REQUIRED as a result of the workflow mechanics.

A reviewer decides whether a page is still relevant and (possibly after some content updates) resets the page to the UP TO DATE status. However, if it turns out that the page is no longer needed, the reviewer will mark the page as ARCHIVABLE.

To see a list of all pages to review, you can select a particular space and open the latest analysis report or use the review component.

When opening a page, the status is shown at the very top.

After checking (and possibly updating) the content, a reviewer proceeds by clicking on the status, which, in the case of REVIEW REQUIRED, opens the following page status dialog.

If the page is still relevant, the reviewer clicks the Up to date button, which will reset the page to the UP TO DATE status.

Resetting a page will also reset the workflow conditions, which have caused the page to be marked for review. As an example, a page might be marked for review by a workflow because it was not updated for 90 days, as specified in the corresponding workflow conditions. If the page is reset it will be marked by the workflow again in 90 days at the earliest.

If the page is considered obsolete, the reviewer will click the Archivable button, which will set the status to ARCHIVABLE. In this case, the reviewer can use the following dialog to add a comment, which will show in the archiving component and help space admins (or persons in charge of archiving) understand why this page is no longer needed.

Manually marking pages for review or archiving

Besides reviews resulting from the automated workflow execution, Breeze also allows manual marking of pages as REVIEW REQUIRED or ARCHIVABLE. These manual status updates can be done for single pages or complete page trees, which is, for example, useful when a page tree contains all information of a particular project that has been finished and hence shall be archived.

To access manual status updates, open the page status dialog on top of the page and click the … buttton.

Here, you can select to manually mark pages as REVIEW REQUIRED or ARCHIVABLE.

In the following dialog, you can decide to also mark descendants of this page, i.e. mark the complete page tree. In the case of marking pages as ARCHIVABLE, you can also provide a comment, which will afterward show in the archiving component of Breeze.

Marking a complete page tree may take a while and depends on the number of pages within the tree. Please make sure not to click and keep the popup open until the operation is completed.

Excluding pages from the content analysis

Depending on your Confluence content, you may want to exclude pages from the automated workflow execution, i.e., prevent Breeze from automatically labeling these pages as REVIEW REQUIRED or ARCHIVABLE.

A typical example might be pages with content known to not change over time, like the company vision, corporate ID, or branding material. Another example is the analysis reports created by Breeze. Once created, a report does not change, which is why these reports are excluded from the content analysis by default.

To set the EXCLUDED status, open the page status dialog on top of a page and click the … button.

Then click Exclude page.

Afterward, you can decide to either exclude the single page and/or to exclude all descendants, i.e. the whole page tree.